Everything on Energy Economics

Refining margins have doubled to 50 cents per liter due to reduced capacity in Russia and the Middle East, adding a significant layer to fuel price inflation beyond crude oil costs. This structural change in refining economics is persistent.

Impact: Logistics and transport companies face higher fixed costs, requiring price adjustments or efficiency improvements to maintain profitability.

— from Oil Crisis, Rate Hikes, and Market Volatility · Deffner und Zschäpitz – Der Wirtschafts-Talk von WELT· Sep 12, 2026

The merit order mechanism dictates that electricity prices are set by the most expensive marginal power source, typically gas, when renewable output is low. This means even green energy consumers face price spikes driven by gas costs.

Impact: Businesses must model gas price volatility to accurately forecast electricity expenses, as traditional fixed-price assumptions are no longer reliable in a volatile market.

— from Energy Crisis Impact on Markets and Strategy · Alles auf Aktien – Die täglichen Finanzen-News· Mar 21, 2026