Citi
May 13, 2026
The Point for Europe
Market ReportEquitiesCommoditiesMacro Economic IndicatorsUtilitiesIndustrials
A comprehensive daily summary of European equity research, strategic macro views, and commodity trade ideas.
Key Takeaways
- 1.UK Utilities face a period of volatility due to potential political leadership challenges and proposed policy changes in energy pricing and water administration.
- 2.Lithium prices are expected to rally 25-35% in the next 3 months due to tight fundamentals and strong rechargeable cell outlook.
- 3.DSV management has reaffirmed ambitious 2030 conversion ratio targets, with significant potential cost savings from AI and Tech.
Table of Contents
- Top Call
- Subsea 7 (SUBC.OL) - Offshore Services Supported by Resilient Activity and Margins
- DSV (DSV.CO) - DSV capital markets day feedback constructive
- Must Read
- Company
- Industry
- Strategy & Economics
- Commodities
- Key Rating and Target Price Changes
Document Preview
Access the Full Report
Get unlimited access to institutional research reports with a 14-day free trial.
Authors
Jenny PingKate O'Sullivan
Securities
SUBC.OLDSV.COJul'26 CME
Themes
Political Risk in UK UtilitiesAI Infrastructure and Energy Transition
Regions
EuropeAsia PacificUnited KingdomChina