Feb. 21 at 7:30 AM
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$NVDA $ASML Netherlands-specific impact (Feb 21, 2026):
The EU’s “Made in Europe” strategy, combined with high US tariffs, is slowing exports and industry—especially steel, cars, batteries, and AI. Rotterdam’s port and the chemical sector (Pernis, Shell, Nouryon) face delays and higher input costs. The Iran crisis and Strait of Hormuz tensions push Brent oil to
$71+, with risks of
$100–150/bbl → higher gas and energy bills in the Netherlands. ECB/Fed keep rates high → investment slowdown. Stock markets drop; safe havens like gold rise (
$5000+). Dutch exports to the US and China are vulnerable: uncertainty delays orders and weakens supply chains. In short: higher prices, slower growth, capital flight, and industrial uncertainty—a mix of protectionism, geopolitics, and EU regionalism is blocking economic opportunities.