Eurasia Group

India Faces an Oil Shock ⛽⚠️ New U.S. sanctions on Russian oil producers and tankers could disrupt India’s energy supply and drive up prices. Here’s why it matters: 🔹 88% of India’s oil is imported, with 40% coming from Russia. 🔹 75 out of 183 sanctioned tankers previously supplied India. 🔹 Higher oil prices = inflation risks & economic pressure. With these disruptions, India may need to explore alternative suppliers or negotiate new terms. Big changes ahead! 🚢💰 #OilCrisis #Energy #India #Russia https://lnkd.in/ekXHh-RF

U.S. Oil Exports to India Hit 2-Year High! ⛽📈 🔹 357,000 bpd of U.S. crude exported to India in February—up from 221,000 bpd last year. 🔹 Why? Tougher U.S. sanctions on Russian oil & tankers push Indian refiners to diversify. 🔹 Big Buyers: Indian Oil, Reliance, Bharat Petroleum. 🔹 Top Sellers: Occidental, Equinor, ExxonMobil, Gunvor. 🔹 Future Trend? India aims to boost U.S. energy imports to $25B (from $15B)! Global energy shifts are happening—how will this impact markets? 🔥💡 #EnergyTrade #OilMarkets #India #USA https://lnkd.in/denMtyaM

🚀 U.S. Crude Exports to India Hit 2-Year High! 🇺🇸➡️🇮🇳 Amid tighter U.S. sanctions on Russian oil, India ramped up crude imports from the U.S. to 357,000 bpd in February—up from 221,000 bpd last year. 🔹 Why the surge? ✅ Sanctions on Russian oil disrupted supply ⛔ ✅ Indian refiners diversifying sources 🔄 ✅ Demand for light sweet WTI-Midland crude 🛢️ 🔹 Key players: 🏭 Buyers: Indian Oil, Reliance, Bharat Petroleum 🏭 Sellers: Occidental, Equinor, ExxonMobil, Gunvor With India’s U.S. energy imports projected to hit $25B, this marks a big shift in global trade! 🌍📈 #OilTrade #EnergyMarkets #USIndia #CrudeOil #Sanctions #GlobalEconomy https://lnkd.in/eMQpKwzv

🚨 China’s Steel Exports Face Rising Trade Barriers 🚨 China’s steel exports are set to decline gradually in 2025 and drop sharply in 2026 due to increasing antidumping measures and trade restrictions. 🌎⚖️ 🔹 29 major trade cases filed since early 2024 (almost double 2020-23) 🔹 9.44 million mt/year of exports at risk if all cases lead to duties 🔹 Record 117 million mt exported in 2024 but domestic demand hit a 6-year low 📉 🔹 More restrictions expected in 2026, adding pressure on Chinese steelmakers As global trade tensions rise, how do you see this impacting the steel market? 🔥💬 #Steel #Trade #China #GlobalMarkets https://lnkd.in/ejNvYWsq

Steel & Ferro-Alloys: 10 Key Themes for 2025 🔍🌍 The global steel market faces new challenges & opportunities in 2025. Here’s what to watch: 1️⃣ US Protectionism Returns – Trump’s tariffs may disrupt trade flows ⚖️ 2️⃣ US Steel’s Uncertain Future – Nippon Steel deal faces political & union opposition 🏭 3️⃣ Green Steel Struggles in the US – Adoption lags despite global demand 🌱 4️⃣ Weak European Ferro-Alloys Demand – Steel slowdown pressures prices 📉 5️⃣ MENA’s Green Steel Boom – Low-carbon steel gains competitive edge 🔋 6️⃣ Europe’s Economic & Green Challenges – High energy costs slow investments ⚡ 7️⃣ Rising EU Protectionism – New tariffs & CBAM to reshape steel trade 🚧 8️⃣ China’s Export Restrictions – Trade cases curb Chinese steel supply ❌ 9️⃣ Trade Diversion Risks – China’s steel may flood Southeast Asia & India 🌊 🔟 Manganese Ore Recovery – Supply rebounds from Australia & Ghana ⛏️ Steel’s future is shaped by protectionism, decarbonization & shifting trade flows. Stay ahead of the market! 🚀 #Steel #FerroAlloys #Decarbonization #Trade #Metals #Manufacturing #GlobalMarkets https://lnkd.in/e6FMw8Tk

🔍 2025 Steel Market Outlook 🔍 As we step into 2025, key factors will shape the steel industry: 📉 Steel Prices & Demand – Prices declined in 2024 but are stabilizing. Global demand is expected to rise 1.2% to 1,772 Mt (World Steel Association). 🏦 Interest Rates & Inflation – The Fed cut rates to 4.25%-4.5%, but inflation concerns persist. GDP growth forecast: 2.1% in 2025. 🌍 Tariff Changes – President-elect Trump proposes 25% tariffs on Canada, Mexico & China, sparking trade uncertainty & price volatility. 🏭 Manufacturing Outlook – Growth remains uncertain with rising costs & geopolitical risks. 📊 Stay informed! Market shifts ahead—how is your business preparing? 🚀 #SteelMarket #Manufacturing #Economy #Trade https://lnkd.in/eDHZub3m

🚀 Big news for Bangladesh’s steel industry! 🇧🇩🔧 Bashundhara Multi Steel is setting up a state-of-the-art Hot Rolled Coil (HRC) plant at Bangabandhu Sheikh Mujib Shilpa Nagar, Chattogram. With an initial capacity of 2M+ MT annually (expandable to 4M MT), this game-changing project will: ✅ Reduce import dependency – Boost local production & save foreign reserves ✅ Support industrial growth – Supply key sectors like construction & automotive ✅ Create jobs & upskill workforce – Generating employment at multiple levels ✅ Promote sustainability – Energy-efficient & eco-friendly manufacturing This marks a major leap forward in Bangladesh’s steel industry! 🔥🏗️ #Steel #Manufacturing #Bangladesh #Innovation #Growth https://lnkd.in/ePVRHUND

♻️ How Much Energy Does Recycling Paper Save? ♻️ Recycling paper isn’t just about reducing waste—it’s a powerful way to save energy and protect the environment. Here’s why it matters: ⚡ Saves 40–70% energy compared to making new paper from trees. 🔥 Reduces fossil fuel use, cutting greenhouse gas emissions. 💧 Uses up to 50% less water than virgin paper production. 🏡 1 ton of recycled paper = 4,100 kWh saved (enough to power a home for 6 months!). How you can help: 📌 Recycle paper at home & work. 📌 Reduce unnecessary printing. 📌 Support local recycling programs. Small actions = big impact! Let’s make sustainability a habit. 🌍♻️ #Recycling #Sustainability #EnergySavings https://lnkd.in/e-BBWy_3

♻️ Boosting Paper Recycling: Overcoming Challenges & Unlocking Potential ♻️ The demand for sustainable packaging is rising, but paper recycling from mixed materials still faces hurdles. Stadler tackled this challenge with the EnEWA project, proving that advanced sorting and processing can recover high-quality recycled paper. 🔹 Key Challenges: Composite packaging & regulatory restrictions 🔹 Solutions: Improved sorting (NIR sensors), wet processing, & sanitization 🔹 Regulatory Shift Needed: EU & German guidelines limit recycled paper in food packaging 🔹 What’s Next? Stadler’s new SPaRe project aims to enhance energy efficiency & sustainability 🚀 The future of circular packaging depends on innovation & policy updates. Let’s push for a greener tomorrow! 🌍💚 #Sustainability #Recycling #CircularEconomy #PaperPackaging https://lnkd.in/ec6-XZU7

The Power of Recycled Paper: A Sustainable Choice ♻️ Paper is everywhere—writing, printing, packaging—but its production harms the environment 🌍. Here’s why switching to recycled paper is a game-changer: ✅ Saves Trees & Forests – Recycling 1 ton of paper saves 17 trees and protects wildlife 🌳🐯. ✅ Reduces Waste & Pollution – Keeps paper out of landfills and cuts toxic emissions 🗑️🚫. ✅ Lowers Energy Use & Carbon Footprint – Uses less water, energy, and CO₂ than virgin paper ⚡💨. A simple switch with a big impact! Let’s choose sustainability—one page at a time 📄💚. #Sustainability #RecycledPaper #EcoFriendly https://lnkd.in/eMTzkad5