Poland projects GDP growth slowing to 2.0% by 2030 as the government tightens to address a fiscal deficit above 7% of GDP, according to a draft 2025 budget law published Friday. The finance ministry expects growth to ease from 3.6% in 2026 to 2.1% in 2029 and 2.0% in 2030 as investment and private consumption cool. Inflation is forecast to slow to 2.5% by 2030. Measures planned in 2029–30 to meet prudential rules will further weigh on growth, the ministry said. It flagged geopolitical risks from

2026-08-29

Poland projects GDP growth slowing to 2.0% by 2030 as the government tightens to address a fiscal deficit above 7% of GDP, according to a draft 2025 budget law published Friday. The finance ministry expects growth to ease from 3.6% in 2026 to 2.1% in 2029 and 2.0% in 2030 as investment and private consumption cool. Inflation is forecast to slow to 2.5% by 2030. Measures planned in 2029–30 to meet prudential rules will further weigh on growth, the ministry said. It flagged geopolitical risks from the Middle East and developments in neighbouring Ukraine. Prime Minister Tusk said rising Russia–Europe tensions make the next seven to eight months a critical period.

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2026-08-28

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2026-08-29

据HFI Research,自从2026年初以来,我们已多次撰文谈及在哥伦比亚和委内瑞拉所看到的“黄金机遇”。年初,委内瑞拉前总统马杜罗被捕的消息令市场感到意外。时至今日,特朗普总统宣布美国已与委内瑞拉就某些石油生产区块达成协议。细节尚未公布,但从近期新闻稿来看,一些主要参与者即将收回可观的生产区块(雪佛龙显然将是第一个候选者)。 在哥伦比亚方面,该国总统于8月7日就职,他并未浪费时间,迅速着手改组国家石油公司(Ecopetrol)。哥伦比亚财政部已召集于9月15日召开临时股东大会,在公司章程预计将进行修改后,哥伦比亚总统将能够提名新增6名董事会成员,从而全面掌控董事会。正如哥伦比亚财政部在一则帖子中所言:“国家政府将为Ecopetrol董事会提交一份由9人组成的候选人名单,其明确使命是:提高产量、重获信任、推进能源转型。”为实现这一使命Ecopetrol将需要外部资本,以提升老油田产量、解锁新储量、提高效率。单靠自身力量无法做到这一点,因此这实际上是对独立生产商发出的加入邀请。从地缘政治角度看,哥伦比亚和委内瑞拉仍然是能源领域最被低估的两个地区(目前依然如此)。