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03.06.26 - 08:01
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BASF: EU macht Weg frei – doch diese Hürde bleibt (Der Aktionaer)
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Die EU-Kommission hat grünes Licht für den Verkauf des BASF-Lackgeschäfts an den Finanzinvestor Carlyle gegeben – allerdings nur unter klaren Bedingungen. Wie die Behörde mitteilte, muss Carlyle zunächst das weltweite Polysulfid-Geschäft von Nouryon veräußern....
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02.06.26 - 15:57
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Europe Has "Serious, Really Serious Problems" If US Cuts Oil Exports, Currie (ZeroHedge)
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Europe Has "Serious, Really Serious Problems" If US Cuts Oil Exports, Currie
Last night, the Carlyle Group's Jeff Currie and Veriten's Arjun Murti joined Real Vision's Ash Bennington for a ZeroHedge Debate on what the oil market is getting wrong.
Surprise surprise… the EU is not looking good. But the U.S. may be in trouble too. Currie doubled down on his reserves-to-run-dry-by-July call.
They each gave their outlook on structural supply constraints that existed before the Hormuz debacle, whether the latest 'ceasefire' can be trusted, and where the price is headed and how quickly it's headed there. Despite signs of relief in the Mid-East, many signs still read bullish oil (and thus bearish cost of living).
Here were the highlights for those short on time:
Currie's July 4th Doomer Call
Currie on his recent warning that global oil inventories could run into serious shortages as early as July:
"There's a misnomer that the eight billion barrels of oil that you see in stor...
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