Gazdaság 11 február 2026 - 9 május 2026

Rolls-Royce Stock Tries to Stabilize as Investors Test the Limits of the Turnaround
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A Rolls-Royce részvényei stabilizálódni próbálnak, miközben a befektetők a fordulat határait tesztelik

Rolls-Royce shares rose 0.6% to 1,197.60p in London Wednesday, partially recovering from Tuesday’s 2.98% drop. Berenberg raised its price target to 1,270p but kept a “hold” rating. The company bought back 1.8 million shares last week, continuing its £2.3 billion buyback program. CEO Tufan Erginbilgic reaffirmed 2026 financial targets despite Middle East risks.
május 13, 2026
Rolls-Royce Stock Faces a New Test as Hybrid Mining Push Moves Beyond Jet Engines
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A Rolls-Royce részvényei új kihívással néznek szembe, ahogy a hibrid bányászati törekvések túllépnek a sugárhajtóműveken

Rolls-Royce will begin field tests of hybrid powertrains for mining trucks in autumn 2026, aiming to cut fuel use and emissions by up to 30%. The Power Systems division’s order book reached £7.3 billion at the end of March, up about 50% year-on-year. Shares closed Friday at 1,218.26p, down 3.24% on the day. The company maintained its 2026 outlook for underlying profit and free cash flow.
május 9, 2026
Rheinmetall Stock Falls Below €1,300 After JPMorgan Downgrade: Why the Defense Rally Is Cracking
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A Rheinmetall részvényei 1 300 euró alá estek a JPMorgan leminősítése után: Miért törik meg a védelmi szektor ralija?

Rheinmetall shares fell below €1,300 on Friday after JPMorgan downgraded the stock, deepening losses that began Thursday. The company missed analyst revenue expectations for Q1 despite a 7.7% increase to €1.94 billion. JPMorgan cut its price target to €1,500, citing execution concerns. Rheinmetall’s free cash flow dropped by €527 million, ending at minus €285 million.
május 8, 2026
Carnival plc’s London Exit Hits Today as Cruise Giant Moves to One NYSE Stock
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A Carnival plc ma távozik Londonból, ahogy a hajózási óriás egyetlen NYSE részvényre vált

Carnival plc will delist from the London Stock Exchange on May 7 after a UK court approved its plan to end dual listings. Shares will trade exclusively in New York, and the company will move its legal base from Panama to Bermuda. FTSE Russell will remove Carnival from major UK indices on May 6. Carnival CCL shares rose 1.3% to $26.01 in New York trading.
május 6, 2026
International Consolidated Airlines Group SA Heads Into Tougher Summer as Fuel Squeeze Deepens
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Az International Consolidated Airlines Group SA nehezebb nyár elé néz, ahogy a tüzelőanyag-hiány fokozódik

WTI Midland oil shipments to Europe traded at nearly $15 above Brent on Monday, pushing up jet fuel costs for IAG, owner of British Airways. IAG expects 2026 fuel expenses to reach €7.4 billion, up from a previous €7 billion estimate, despite 62% hedging. British Airways continues to suspend flights to several Middle East destinations. J.P. Morgan warns a 10% jet fuel price rise could cut IAG’s operating profit by up to 10%.
április 9, 2026
Glencore plc Faces Eskom Power Deal Deadline in South Africa as Ferrochrome Jobs Hang in Balance
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A Glencore plc határidőhöz közeledik az Eskommal kötött áramügyletben Dél-Afrikában, miközben a ferrokróm munkahelyek sorsa bizonytalan

Glencore’s South African ferrochrome plant faces an April 7 deadline to finalize a discounted power deal with Eskom, after only a week’s suspension of planned layoffs. Production at the Glencore-Merafe joint venture has dropped 63% to 112,000 tons, with only one of three furnaces restarted since January’s tariff cut. Eskom backs a 62 cents/kWh rate, but key terms remain unresolved and require regulator approval.
április 9, 2026
Glencore plc Faces New Mount Isa Test as Jervois Copper Project May Bypass Smelter
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A Glencore plc újabb Mount Isa-próbával néz szembe, mivel a Jervois rézprojekt megkerülheti az olvasztót

Glencore faces new challenges at its Mount Isa copper smelter as the Jervois project team considers refining options that bypass the site, according to the Australian Financial Review. KGL Resources, which leads Jervois, last week announced a $300 million streaming deal with Wheaton Precious Metals and is in talks with international buyers. Treatment and refining charges have dropped to record lows amid global oversupply.
április 7, 2026
Glencore Pushes South Africa Smelter Job-Cut Deadline to April 7 as Eskom Talks Enter Final Week
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A Glencore április 7-re tolta ki a dél-afrikai kohóban esedékes leépítések határidejét, miközben az Eskommal folytatott tárgyalások az utolsó hétbe léptek

Glencore’s South African ferrochrome plant delayed a decision on possible layoffs to April 7 as Eskom seeks more time to finalize a discounted power deal at 62 South African cents/kWh. CEO Japie Fullard warned up to 1,500 jobs are at risk if no agreement is reached. Only 11 of 66 smelters remain operational after power tariffs rose over 900% since 2008. The layoff consultation period has been extended.
április 3, 2026
National Grid plc seals £3 billion Eastern Green Link 4 contracts ahead of RIIO-3 start
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A National Grid plc 3 milliárd fontos Eastern Green Link 4 szerződéseket kötött a RIIO-3 indulása előtt

National Grid and SP Energy Networks signed a £3 billion supply contract for the 2GW Eastern Green Link 4 subsea cable between Scotland and England. Siemens Energy will build converter stations; Prysmian supplies the cable system. The UK National Wealth Fund lent £600 million to ScottishPower for the project, expected to power 1.5 million homes. National Grid raised its investment target to at least £70 billion by March 2031.
április 1, 2026
Mineral Resources Limited Faces Fresh Onslow Iron Risk as Ashburton Port Stays Shut After Cyclone
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A Mineral Resources Limited újabb onslow-i vasérc kockázattal néz szembe, mivel az Ashburton kikötő zárva marad a ciklon után

Ashburton port in Western Australia remains closed after ex-Tropical Cyclone Narelle, while Dampier reopened March 28. Pilbara Ports says engineering inspections at Ashburton could last into next week, with no reopening date set. Mineral Resources faces export delays at its Onslow Iron operation, which shipped 17.3 million tonnes in H1 and cut net debt to A$4.9 billion by December 31.
március 30, 2026
Rolls-Royce Share Price Slides Again Despite Fresh Buyback as FTSE Selloff Deepens
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A Rolls-Royce részvényárfolyama ismét esik az újabb visszavásárlás ellenére, miközben a FTSE eladási hulláma fokozódik

Rolls-Royce shares closed down 2.44% at 1,161 pence in London on Friday, extending recent losses and leaving the stock 18% below its late-February peak. The company bought back 2,471,568 shares for cancellation on March 19. The FTSE 100 fell 1.4% as European markets dropped for a third straight week amid rising bond yields and inflation concerns.
március 22, 2026
SSE PLC share price falls 3% as UK rate fears eclipse Ferrybridge battery launch
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Az SSE PLC részvényárfolyama 3%-ot esik, mivel a brit kamatemelési félelmek háttérbe szorítják a Ferrybridge akkumulátor beindítását

SSE shares fell 3% Friday to 2,573p, after hitting a 52-week high of 2,763p on March 17. The FTSE 100 dropped 1.4% as traders priced in a likely Bank of England rate hike by April. SSE announced its 150MW Ferrybridge battery project is now fully operational. The company also registered 5,017,734 new shares on the London Stock Exchange, mostly via its scrip dividend program.
március 21, 2026
BAE Systems Share Price Today: Why the Stock Slipped After Air Astana Exit
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A BAE Systems részvényárfolyama ma: Miért esett vissza a részvény az Air Astana kivonulása után?

BAE Systems closed at 2,306p in London after selling its final 6.9% stake in Air Astana for about $31 million. The stock fell 1%, outperforming the FTSE 100’s 2.4% drop after the Bank of England held rates steady. BAE announced new U.S. Air Force contracts and an anti-drone system. Investors remain cautious as high oil prices and tight monetary policy threaten further declines.
március 20, 2026
Woodside Energy Share Price Near Flat as New CEO Liz Westcott Flags Louisiana LNG Priority
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A Woodside Energy részvényárfolyama szinte változatlan, miközben az új vezérigazgató, Liz Westcott a louisianai LNG-projektet jelöli meg prioritásként

Woodside Energy shares closed up 0.06% in Sydney after new CEO Liz Westcott named the $17.5 billion Louisiana LNG project her main focus. U.S. depositary receipts rose 1%. The company recently secured a deal to export more LNG from Pluto in exchange for increased domestic gas supply. Brent crude jumped to $107.38 after Iranian attacks in the Middle East, boosting energy stocks.
március 19, 2026
Rolls-Royce Share Price Today: RR.L Rebounds After Buyback Filing, But Oil Risk Lingers
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A Rolls-Royce részvényárfolyama ma: Az RR.L visszapattan a visszavásárlási bejelentés után, de az olajkockázat továbbra is fennáll

Rolls-Royce shares rose about 1.2% to 1,230 pence in London on Monday, partially recovering from Friday’s 5.3% drop. The company bought back 1.82 million shares on March 13 as part of a £2.3 billion program, now totaling 12.5 million shares repurchased. The stock remains well below its 2024 peak of 1,420 pence. Investors weigh buybacks and outlook against supply chain and oil price concerns.
március 17, 2026
National Australia Bank Stock Price Rises: Why NAB Shares Gained on Rate-Hike Bets
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A National Australia Bank részvényárfolyama emelkedik: Miért drágultak az NAB részvényei a kamatemelési várakozások miatt?

National Australia Bank shares rose 1.53% to close at A$47.11 Friday, following strong quarterly results and ahead of a possible central bank rate hike next week. Brent crude traded at $100.13 a barrel, raising inflation concerns. NAB’s net interest margin climbed to 1.80%, but its core capital ratio fell to 11.48%. AMP expects the RBA to raise rates Tuesday due to surging fuel prices.
március 15, 2026