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Energy Price Shocks: Aviation, Shipping, Chemicals Most Affected

3/17/2026

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Story summary
  • ING's report identifies aviation, shipping, and chemicals as Europe’s most vulnerable industries to energy price shocks, noting these sectors use the most energy per output.
  • Chemicals have shifted to less energy-intensive solutions.
  • Shipping has become more energy-intensive due to longer routes and faster sailing.
  • European chemicals stocks remain stable.
  • Industrial transportation equities have risen about 0.3%.