Valuabl

Valuabl

Share this post

Valuabl
Valuabl
PKN Orlen
Copy link
Facebook
Email
Notes
More
Investment ideas

PKN Orlen

Sep 02, 2022
∙ Paid
2

Share this post

Valuabl
Valuabl
PKN Orlen
Copy link
Facebook
Email
Notes
More
Share

Summary

Orlen is a large oil refinery and energy business focused on the Polish market. Key infrastructure, including pipelines, refineries and power networks, make the business challenging to dislocate but doesn’t give it a cost advantage. The crude market has been in turmoil since Russia invaded Ukraine. Over the next few years, it will stabilise. Crac…

This post is for paid subscribers

Already a paid subscriber? Sign in
© 2025 𝑉𝑎𝑙𝑢𝑎𝑏𝑙
Privacy ∙ Terms ∙ Collection notice
Start writingGet the app
Substack is the home for great culture

Share

Copy link
Facebook
Email
Notes
More