Ropa, vodík, AI a inflácia v centre pozornosti

SVET

• Saudi Arabia remains silent on reports of cancelled or postponed oil deliveries to Europe. Argus reported cancelled or delayed oil shipments to several European refineries following drone attacks on the East-West pipeline. Saudi Arabia has not commented, and the extent of the disruption remains unclear.
• QIMC expands hydrogen exploration in Ontario, but commercial viability is unconfirmed. Canadian company QIMC will begin extensive hydrogen exploration in Ontario, including hundreds of soil-gas stations and gravimetric measurements. The firm warns indirect methods cannot confirm a commercial deposit.
• Palantir’s Karp wants enforceable AI rules, but admits: “it can’t be done”. Palantir CEO Alex Karp called for AI regulation, but conceded creating such a system is unrealistic. He stressed the need for personal accountability.

EURÓPA

• BoE expected to hold rates Thursday, despite UK inflation rising above 3 percent. Markets predict the Bank of England will hold interest rates steady Thursday, despite August inflation reaching 3.1 percent. A rate hike is expected in November, after the Fed and ECB have already adjusted rates.

SLOVENSKO

• Bosch definitively closing Bernolákovo plant, moving production to Serbia. Bosch will end production in Bernolákovo by March 2027, moving it to Serbia. This will result in the loss of 148 jobs. The company reported a profit in 2024, which fell by 55 percent in 2025.
• Birth allowance will increase to 1000 euros from 2027. The National Council of the Slovak Republic advanced a bill to raise the birth allowance from 829.86 euros to 1000 euros. This requires an additional 7 million euros annually from the state budget.

ZLATO

• Gold near high, US August housing starts and permits fell. Gold traded near a daily high as US data showed a decline in housing starts and building permits in August. Results fell short of economists’ estimates.
• Rinehart via Hancock Prospecting expands from iron ore into critical metals and defense. Hancock Prospecting of Gina Rinehart invested in nine non-iron ore projects last year, including a stake in White Cliff Minerals. She ended participation in Chilean partner SQM in lithium.

AKCIE

• Hyperliquide derivatives value Anthropic above 2 trillion, S-1 pending. Anthropic confidentially filed for an IPO on Nasdaq with a 965 billion dollar valuation. Hyperliquide derivatives currently value it above 2 trillion dollars. The company’s CEO called for slowing the development of the most powerful models. Trump and the Chinese Foreign Ministry rejected this, leading to a decline in SoftBank, Kioxia, and SK Hynix shares.
• (No report).

KRYPTO

• House Committee advances bitcoin reserve bill, but without Fed funding. The House Financial Services Committee approved the American Reserve Modernization Act. It would establish Trump’s Strategic Bitcoin Reserve, but without access to Federal Reserve surpluses.
• FCA, HMRC, and police visited three London premises suspected of illegal P2P crypto trading. The Financial Conduct Authority, HM Revenue & Customs, and Metropolitan Police raided three London premises suspected of illegal P2P crypto trading. They issued cease and desist orders.

NEHNUTEĽNOSTI

• PS: Housing construction at 20-year low, promises 30,000 annually. Progressive Slovakia claims housing construction has fallen to a 20-year low. They cite the European Commission’s Affordable Housing Act, criticizing the government’s inability to draw European funds for housing.

Translated from the Slovak original and checked automatically: every figure must match the source, or this version is not published.