Additional European Equity News - 6th October 2026

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Iranian Parliament Deputy Speaker Nikzad says whether the Strait of Hormuz is open or closed is determined by fuel prices in the US, not by “empty tweets” from the US President, IRNA reports

[MARKET UPDATE] Pressure seen in the crude complex in recent trade, but without a clear driver; a move which has spurred some strength across equity futures and fixed income

Additional European Equity News - 6th October 2026

German Factory Orders (Aug MM) -10.6% vs. Exp. -1% (Prev. 2.5%)

A new explosion reported at the Saudi Jeddah oil refinery, Tasnim reports; sources attributing the blast to a Yemeni missile attack

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Air Liquide (AI FP) - Elliott Management says they look forward to continued constructive dialogue with Air Liquide as the Co. works to close the margin and valuation gaps with peers and create long-term shareholder value. (PR Newswire)

Andritz (ANDR AV) - Targets EUR 10bln and comparable EBITA margin of 10% by 2029. (EQS)

Informa (INF LN) - Co. announces plans to raise GBP 940mln to partially fund the acquisition of Clarion, for an enterprise value of GBP 2.24bln. Additionally, the Co. plans to separate its Academic business, Taylor & Francis, focusing the Group on its core B2B business. (Informa)

Norsk Hydro (NHY NO) - Co. gives an update on the Alunorte gas supply situation. Points to a potential Q3'26 impact for Bauxite & Alumina from reduced production and purchasing gas at prices above the contract price may be USD 75-100mln. The estimated gas arbitrage impact for Alunorte for Q4'26 is between USD 90-110mln. (Norsk Hydro)

Spanish Energy and Tech - The Spanish government reportedly plans to approve new data centre regulations before the snap election on November 29th, El Pais reports. (El Pais)

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