{"id":52714,"date":"2025-09-05T03:38:35","date_gmt":"2025-09-05T07:38:35","guid":{"rendered":"https:\/\/stockmarketwatch.com\/stock-market-news\/european-policy-hardens-on-russian-energy-market-sees-asml-upgrade-and-safran-divestment-iran-consultations-ongoing\/52714\/"},"modified":"2025-09-05T03:38:35","modified_gmt":"2025-09-05T07:38:35","slug":"european-policy-hardens-on-russian-energy-market-sees-asml-upgrade-and-safran-divestment-iran-consultations-ongoing","status":"publish","type":"post","link":"https:\/\/www2.stockmarketwatch.com\/stock-market-news\/european-policy-hardens-on-russian-energy-market-sees-asml-upgrade-and-safran-divestment-iran-consultations-ongoing\/52714\/","title":{"rendered":"European Policy Hardens on Russian Energy, Market Sees ASML Upgrade and Safran Divestment, Iran Consultations Ongoing"},"content":{"rendered":"<h2>Key Takeaways<\/h2>\n<ul>\n<li><strong>EU Energy Commissioner Dan J\u00f8rgensen<\/strong> has unequivocally stated that European sanctions on Russian energy are permanent, irrespective of any potential peace deal, marking a decisive long-term policy shift.<\/li>\n<li><strong>ASML<\/strong> (<a href=\"\/stock\/ASML\">ASML<\/a>) shares climbed <strong>+2.2%<\/strong> following an upgrade to Buy from Neutral by UBS, which also raised its price target to <strong>\u20ac750<\/strong>, citing the semiconductor giant&#39;s potential return as a &quot;quality compounder.&quot;<\/li>\n<li>French aerospace and defense group <strong>Safran<\/strong> (<a href=\"\/stock\/SAF\">SAF FP<\/a>) is reportedly considering the sale of a substantial part of its aircraft interiors business, a move that could fetch as much as <strong>EUR 1.5 billion<\/strong>.<\/li>\n<li><strong>BMW<\/strong> (<a href=\"\/stock\/BMW\">BMW GY<\/a>) CEO <strong>Oliver Zipse<\/strong> expressed a positive outlook for 2025 sales, projecting over <strong>2.5 million vehicles<\/strong>, even as he criticized the EU&#39;s 2035 combustion engine ban.<\/li>\n<li><strong>Iran and European nations<\/strong> have agreed to continue high-level consultations in the coming days and weeks, focusing on critical nuclear issues and the contentious &quot;snapback&quot; sanctions mechanism.<\/li>\n<\/ul>\n<p>The European Union&#39;s energy policy is firming up against Russia, with EU Energy Commissioner <strong>Dan J\u00f8rgensen<\/strong> declaring that a return to Russian energy is not on the cards, even if a peace deal is reached. J\u00f8rgensen emphasized that these are not temporary sanctions, signaling a long-term strategic pivot away from Russian energy dependence [Headline 1]. The Commissioner, who took office on December 1, 2024, is also scheduled to meet with United States Energy Secretary <strong>Chris Wright<\/strong> next week to discuss a crucial trade deal [Headline 2, 5]. Wright, the 17th U.S. Secretary of Energy, was confirmed in his role on February 3, 2025, and previously served as CEO of Liberty Energy.<\/p>\n<p>In European market movements, semiconductor equipment manufacturer <strong>ASML<\/strong> (<a href=\"\/stock\/ASML\">ASML<\/a>) saw its stock rise by <strong>2.2%<\/strong> after UBS upgraded its rating to Buy from Neutral. The bank also increased its price target for ASML to <strong>\u20ac750<\/strong> from \u20ac660, anticipating the company&#39;s resurgence as a &quot;quality compounder&quot; with an expected 20% earnings per share compound annual growth rate from 2026 to 2030 [Headline 3, 1, 9]. This upgrade comes after a period of approximately 20% stock underperformance, with UBS believing that market concerns are now well understood.<\/p>\n<p>Aerospace and defense firm <strong>Safran<\/strong> (<a href=\"\/stock\/SAF\">SAF FP<\/a>) experienced a <strong>1.1%<\/strong> gain amidst reports it is exploring the sale of a significant portion of its aircraft interiors business. This potential divestment, which would exclude its cabin seat operations, could be valued at up to <strong>EUR 1.5 billion<\/strong> [Headline 3, 6]. The move suggests a strategic realignment within the company&#39;s diverse portfolio.<\/p>\n<p>Meanwhile, German automaker <strong>BMW<\/strong> (<a href=\"\/stock\/BMW\">BMW GY<\/a>) saw its shares increase by <strong>0.7%<\/strong> following positive remarks from CEO <strong>Oliver Zipse<\/strong> regarding the company&#39;s sales outlook. Zipse expressed confidence in selling over <strong>2.5 million vehicles<\/strong> in 2025, noting particular growth in Europe [Headline 3, 2]. Despite this optimism, Zipse also vocalized strong criticism of the EU&#39;s planned phase-out of combustion engines by 2035, labeling it a &quot;big mistake&quot; and advocating for a broader approach to emissions that considers the entire supply chain.<\/p>\n<p>On the diplomatic front, <strong>Iran and Europe<\/strong> have agreed to continue consultations in the coming days and weeks [Headline 4]. These discussions are expected to focus on nuclear issues and the lifting of sanctions, particularly in light of the &quot;snapback&quot; mechanism of the 2015 nuclear deal. Previous talks in July and August 2025, involving Iran&#39;s Deputy Foreign Minister Kazem Gharibabadi and European nations (Britain, France, and Germany, known as the E3), have addressed the potential re-imposition of UN sanctions. The Shanghai Cooperation Organization (SCO) is reportedly set to oppose the European troika&#39;s &quot;selective&quot; interpretation of UN Security Council Resolution 2231, adding another layer to the ongoing diplomatic complexities.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Key Takeaways EU Energy Commissioner Dan J\u00f8rgensen has unequivocally stated that European sanctions on Russian energy are permanent, irrespective of 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