Maciej Wojtal

speaker

244 appearances 1 recordings 1 series first heard Jun 2025 last heard Jun 2025

Maciej Wojtal’s voice in public audio — every appearance, attributed to the second.

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Odd Lots · Lots More on What's Going On in Iran's Markets · 27 Jun 2025 podcast

They're not sensitive to the price of oil, they are sensitive to the to the crack spread, right?

Yeah.

So which which defines their margin on refining margin.

So they are not really a proxy to oil prices.

The whole stock market actually is well diversified.

So you have large sectors such as chemicals.

Mainly these are like petrochemicals, I don't know, companies that produce different products.

Different versions use natural gas that is in large supply as a cheap commodity and produce fertilizers or products like this, right?

So this is probably 20% of the stock market.

Then you have steel companies, the largest steel company in the Middle East is in Iran.

Yeah.

You have car makers that produce around 1 million cars, more than 1 million cars a year.

So with car manufacturers, you have all the related industries.

Industries, suppliers, you know, to the car manufacturing businesses.

You have banks, financials as an important sector, plus some consumer exposure, some building materials, cement companies are one of the best performance performances over the last few years, actually.

Yeah, so it's a well diversified stock market like the Iranian economy.

the question.

Yes.

So over the last

I don't know, eight years, I think.

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