EPISODE · Jul 7, 2025 · 6 MIN
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from Al Ahly Pharos · host Al Ahly Pharos
Strategy| Placing KIMA under watchDSCW| Decline in Turkey’s apparel exports highlights shift to Egypt, reinforcing our bullish outlook on DSCWDGTZ| A Nilex-born telecom contractor, riding on a concentrated c.EGP500 mn contractWeekly Commodities Update | | Last Price | WoW Change, % | Brent, USD/bbl | 68.3 | 0.8% | Diesel-HSFO Spread, USD/ton | 336.6 | 34.3% | Egypt Urea, USD/ton | 455.0 | 0.0% | Polyethylene, USD/ton | 930.0 | 1.1% | Polypropylene, USD/ton | 970.0 | 0.5% | Iron Ore 65%, USD/ton | 116.3 | 2.3% | Steel/Iron Ore Spreads, USD/ton | 360.5 | -2.0% | LME Aluminum Cash Price, USD/ton | 2,586.6 | -0.3% | LME Copper Cash Price, USD/ton | 9,959.9 | -1.6% | Egyptian Retail Cement, EGP/ton | 3,830.0 | -3.2% | Steam Coal FOB Newcastle Australia, USD/ton | 110.0 | 3.2% | Orange Concentrates USD/Lbs | 2.1 | -5.9% | SMP, USD/MT | 2,718.0 | -2.1%
What this episode covers
Strategy| Placing KIMA under watchDSCW| Decline in Turkey’s apparel exports highlights shift to Egypt, reinforcing our bullish outlook on DSCWDGTZ| A Nilex-born telecom contractor, riding on a concentrated c.EGP500 mn contractWeekly Commodities Update | | Last Price | WoW Change, % | Brent, USD/bbl | 68.3 | 0.8% | Diesel-HSFO Spread, USD/ton | 336.6 | 34.3% | Egypt Urea, USD/ton | 455.0 | 0.0% | Polyethylene, USD/ton | 930.0 | 1.1% | Polypropylene, USD/ton | 970.0 | 0.5% | ...
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