行业动态 - 印度和美国炼油商正因伊朗和乌克兰战争获利丰厚 [1] - 战争导致全球燃料供应中断并推高价格 [1] - 北半球夏季驾驶高峰期进口商争抢原油 [1]

ab 17 August 2026 First Read Cosan 2Q26 conference call highlights Neutral call, reiterating the company's focus on continue improving corporate and liability structure and harvesting the fruits of such efforts via higher ICR and lower G&A. (=) According to CEO Marcelo, CFO and Legal Officer departure converge with the holding's path to decrease expenses (=) Cosan continues discussing the divestment of Rumo with potential buyers (=) Management considers that market conditions and Moove's developing recovery ...

ab 17 August 2026 Powered by YES UBS Evidence Lab Global Research New Zealand Economic Comment Inflation & inflation expectations still high; even on modest spending & home price outlook Selected prices slow to 3.9% y/y in July (from 5.2%), as fuel eases UBS aggregation of the Selected Prices Index for Jul-26 fell -0.1% m/m (after 0.3% m/m; non-seasonally adjusted), & the y/y eased to 3.9% (after 5.2%). The monthly data is overweight on volatile items, and recent price movements for energy and transport hav ...