『Prysmian Daily News Update』のカバーアート

Prysmian Daily News Update

Prysmian Daily News Update

著者： Prysmian S.p.A.
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概要

 “Daily News Update” is Prysmian’s internal audio bulletin, created to share updates on company developments and industry trends. It covers the most relevant news about Prysmian, our sector, and beyond.Prysmian S.p.A. 政治・政府
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  • AI power boom lifts grid suppliers as war strains energy markets - Mar 13, 2026

    AI power boom lifts grid suppliers as war strains energy markets - Mar 13, 2026
    2026/03/13
    As of March 13, today’s news centers on the U.S. easing sanctions on Russian oil amidst the ongoing Iran conflict, with significant implications for energy markets and policies in Europe. Helen Jewell, BlackRock’s international chief investment officer for fundamental equities, argued that clean-energy stocks were mispriced because AI-driven power demand would require not only more electricity generation, but also major investment in grids and energy infrastructure. In that view, Siemens Energy benefits as a key supplier of power equipment, while Prysmian benefits as a major cable maker essential for expanding and upgrading electricity networks. Meanwhile, Prysmian has seen movement in the Italian stock market, with shares falling by 2.92%, contributing to a broader decline in the Milan bourse as investors reacted to escalating geopolitical tensions and economic forecasts. In global energy news, the U.S. has issued a 30-day waiver allowing countries to purchase Russian petroleum products currently at sea in an attempt to mitigate soaring oil prices attributed to the U.S.-Israeli actions against Iran. Despite this measure, benchmark Brent crude has rebounded to approximately 101 dollars per barrel following a brief dip. The situation continues to unfold as Iran launches further missile attacks on Israel, and the Israeli military resumes strikes against Iranian-affiliated entities in the region. Turning to broader economic implications, the war has strained European governments' financial resources, limiting their capacity to support citizens facing rising energy costs. Countries like France, Greece, and Poland are implementing various measures, such as oil price caps and profit margin regulations, to ease the burden on consumers, yet these efforts are likely to fall short compared to the extensive support provided during the energy crisis following Russia's invasion of Ukraine. In corporate developments, ABB has signaled a move towards acquisitions, indicating interest in multi-billion dollar deals to accelerate growth following years of divestments. Speaking with Reuters, Chairman Peter Voser suggested that ABB could engage in multiple large transactions, banking on their improved cash flow post-strategic restructuring. On a related note, the aluminium market is experiencing fluctuations, with prices dipping as the dollar strengthens, despite ongoing supply disruptions stemming from the Middle East conflict. Analysts warn of potential risks to global aluminium production capacity amid the unpredictable geopolitical scenario. Looking internationally, the complexity of the U.S. response to the Iran war is becoming evident as President Donald Trump adjusts his rhetoric and strategy in response to internal and external pressures, particularly concerning rising gasoline prices and public perception of military actions.
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    3 分
  • Prysmian advances green aluminium cables while Hormuz crisis jolts oil - Mar 12, 2026

    Prysmian advances green aluminium cables while Hormuz crisis jolts oil - Mar 12, 2026
    2026/03/12
    As of March 12, today’s news is dominated by Prysmian’s progress in sustainable aluminum innovation in the United States, and renewed concerns over global oil supply risks linked to escalating tensions in the Middle East. Prysmian recently took a step forward in the production of sustainably produced aluminum building wire in the United States, partnering with Rio Tinto to deliver product produced with ELYSIS™ aluminum, the company said in a statement. This innovation validates the use of ELYSIS™ aluminum in wire and cable production, enabling lower carbon emissions while supporting the company’s broader ambition to accelerate sustainability across its global footprint. Meanwhile, the International Energy Agency has flagged that the ongoing war in the Middle East has created the largest ever disruption to oil supplies, with expected drops of up to 8 million barrels per day in March, equating to roughly 8% of global demand. This situation stems from the blockage of the Strait of Hormuz due to military actions initiated by the U.S. and Israel against Iran. The IEA anticipates a potential rise in production in April as Gulf producers seek alternative export routes, but stresses that, for the year, global production is still projected to grow faster than demand. In the context of these disruptions, oil prices have surged, with Brent crude rising 9% and hitting 100.03 dollars per barrel, alongside similar increases in U.S. West Texas Intermediate crude. The situation remains tense, as Iranian threats continue to pose risks to Middle Eastern energy supplies. On the corporate front, RWE is making a significant move into the U.S. energy sector with a 20 billion dollars investment that will include new gas-fired power plants to meet rising power demands driven by data centers, which are mainly fueled by the escalating need for AI capabilities. Furthermore, aluminum prices have continued to rise amid concerns over supply disruptions from the Middle East, reflected in both Shanghai and London metal exchanges, driven largely by the ongoing military conflict in the region. From the international front, the U.S. government has initiated trade investigations targeting practices in several countries, with the goal of rebuilding tariff pressures following setbacks in its previous tariff regimen. This investigation may affect major trading partners, including China and the EU, as trade tensions remain high.
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    3 分
  • Prysmian seen riding electrification boom as aluminium rallies on war fears - Mar 11, 2026

    Prysmian seen riding electrification boom as aluminium rallies on war fears - Mar 11, 2026
    2026/03/11
    As of March 11, today’s news sees developments in energy policy, market fluctuations due to geopolitical tensions, and corporate updates on industry players. According to Bloomberg Intelligence, Prysmian's exposure to secular trends in electrification and digitalization are set to drive a high-single-digit organic CAGR in adjusted Ebitda in the medium term. Earnings at its Transmission business have scope for double-digit gains and US tariffs on wires give Prysmian potential to boost its market share there. Meanwhile, Britain is seeking to clamp down on speculators seeking grid connections so it can prioritise AI data centres and industrial projects that have the capital to get built and will provide jobs, the government said today. Turning to broader market trends, aluminium prices experienced a rally amid rising concerns over global supply disruptions linked to the ongoing conflict in the Middle East. Prices increased about 1% to 3,439 dollars per metric ton on the London Metal Exchange, following significant talk about the impact of geopolitical tensions on aluminium production, especially as major smelters like Alba indicated delays due to force majeure. These disturbances are tightening supplies, leading to market backwardation, as traders brace for a continuation of instability. Furthermore, amidst these developments, Oracle's shares surged by approximately 12% following a strong revenue forecast, boosting investor confidence regarding its investments in artificial intelligence infrastructure. Meanwhile, Rio Tinto increased its aluminium premium offer for Japanese buyers, citing fears of further disruptions from the Middle East, indicative of the heightened sensitivity of global supply chains to geopolitical events. In geopolitical news, the European Commission's chief, Ursula von der Leyen, criticized the reduction of Europe’s nuclear energy capacity as a strategic error during the ongoing energy crunch exacerbated by the Iran conflict. She argued that Europe's increasing dependency on costly and unstable fossil fuel imports has left the region vulnerable. In response, several member states are reconsidering their energy policies amidst rising energy prices. On an international scale, conflict in the Middle East remains intense, with Iran retaliating against U.S. and Israeli targets, disrupting tensions in oil supply routes including the critical Strait of Hormuz. Despite President Trump's assurance of a quick resolution to the conflict, market reactions signal skepticism, considering the historical precedence of such military engagements on oil supply prices. The International Energy Agency has responded to surging oil prices by announcing a record release of 400 million barrels of strategic oil, aimed at stabilizing markets amid the conflict.
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    3 分
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