Ropa zdražuje, AI akcie klesajú, Luckin expanduje

SVET

• Trump rejected Iran’s offer to reopen the Hormuz Strait. Oil prices rose. The Wall Street Journal reports Trump dismissed Iran’s conditional offer for waterway restoration and nuclear talks. US oil WTI jumped 1.3 percent, Brent climbed 1.8 percent.
• India faces another drop in Russian oil supplies due to China’s rising demand. Indian refineries expect further reductions in Russian oil deliveries in October and November 2026, as Russia cuts exports and prioritizes China. Refineries must seek more expensive sources.
• Uzbekistan opens a special technology jurisdiction, Enterprise Uzbekistan. A new constitutional law creates a special regime with tax breaks and a sandbox for foreign tech firms, valid until 2100. Detailed rules will be established before the January 2027 launch.
• SpaceX aims to get Starship to orbit for the first time on its 14th test. The company plans a 14th Starship test flight on September 28th to orbit Earth, with FAA licensing secured. SpaceX is valued at 2 trillion dollars after its June IPO.
• Bessent announced Jefferies strategist Zervos as an advisor at the Ministry of Finance. Finance Minister Scott Bessent appointed David Zervos from Jefferies as his advisor amid personnel changes and bond market tension.

EURÓPA

• BioNTech will definitively close three German plants. Unions cite a lack of transparency. BioNTech confirmed the closure of production sites in Idar-Oberstein, Marburg, and Tübingen after failing to find buyers. The company reported a loss of 1.35 billion euros in the first half of 2026, and founders will leave management by the end of 2026.
• Lagarde defended ECB rate hikes and warned of AI-linked market correction risk. ECB President Christine Lagarde defended September’s rate increase before the European Parliament and warned of a potential market correction related to a sharp reassessment of AI firm prospects.

SLOVENSKO

• Industrial and construction prices rose. Agricultural product prices continued to fall. According to the Statistical Office of the SR, industrial producer prices rose by over 3 percent year-on-year in August 2026, construction prices by 5.4 percent. Agricultural products have been getting cheaper since January, cow’s milk is down by as much as a quarter.

ZLATO

• Gold and silver plunged. Bond yields pressure metals. Gold and silver prices fell alongside mining company stocks, as rising government bond yields and Fed tightening fears weighed on precious metals.

AKCIE

• Russia took temporary control of German Metro’s Russian assets. President Putin signed a decree on temporary state administration over the assets of the Metro chain, after the foreign ministers of Russia and Germany disagreed on the war in Ukraine.
• No reports in this segment.

KRYPTO

• SEC clarified rules for token buybacks in functional networks. The SEC’s Division of Corporation Finance updated its crypto FAQs, stating that an announcement of a token buyback in a functional network does not constitute a promise of substantial managerial effort under the Howey Test.

NEHNUTEĽNOSTI

• MV SR and NARKS signed a memorandum on the sale of state property. The Ministry of Interior of the SR and the National Agency for Property Development and Management (NARKS) signed a memorandum of cooperation on the sale of state property, especially real estate in the center of Bratislava.
• No reports in this segment.

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