For now it's still all in the realm of "ifs": but investors are trying to don't miss the opportunityThe timid and uncertain winds of peace in Ukraine on the one hand, the strategies of countries around the world, with the US at the forefront, to take control of the reconstruction in Gaza, are causing the prices to rise this morning. so-called reconstruction bonds in the European stock exchanges, those ofconstruction, demolition, transport and logistics. At Piazza Affari they shine Webuild, Cementir, Buzzi Unicem, Maire Techmont.
Toward Peace in Ukraine: Zelensky Ready to Renounce NATO Membership
Investors' attention is on the path to peace between Ukraine and Russia and they consider it a decisive step forward that yesterday the Ukrainian president Zelensky he pointed out that Ukraine could accept security guarantees from the United States and Europe, to prevent future Russian aggression, in place of its long-term goal of join NATOMany issues are still open on the negotiating table, however, the markets at least have some confidence in a positive outcome.
Yesterday, the Ukrainian leader met in Berlin with a U.S. delegation led by Special Envoy Steve Witkoff and Jared Kushner, President Donald Trump's son-in-law, along with several national security advisers from Europe. According to a statement from the U.S. delegation, during the meeting, which included in-depth discussions on the 20-point peace plan, economic agendas, and other issues, significant progress was made. significant progress. The talks they will resume today.
Kiev, which for years has seen joining the alliance as a way to ensure its future security, has modified his rhetoric faced with continued reluctance from the United States and some European partners, as Washington insists on ending the nearly four-year-old war. Today an important one is also expected top, which will be attended by NATO Secretary General Mark Rutte and the President of the European Commission Ursula von der Leyen, together with 10 other European leaders.
The reconstruction bill in Gaza
Meanwhile, reconstruction efforts are underway in Gaza. The war has reduced much of the enclave to rubble, and clearing the Strip to pave the way for reconstruction will be a monumental task. According to the World Health Organization, for the healthcare sector More than $7 billion is needed. The United Nations, in total, speaks of $53 billion to rebuild Gaza and the West Bank. $30 billion to repair the physical infrastructure and 19 billion to deal with the economic and social losses. A third of the total amount would go to the hardest hit sector, that residential.
Le piled up rubble generated approximately 68 million tons of debris, according to the United Nations Development Programme. And if that amount of rubble were distributed evenly across Manhattan, writes the Wall Street Journal, would leave about 97 kg of debris per square meter: the overall weight is equivalent to that of about 186 Empire State Building or 162 bridges like the Golden Gate.
In two years of war, thousands of Israeli air strikes, along with ground fighting and controlled demolitions, have over 123.000 buildings destroyed in Gaza and damaged another 75.000 to varying degrees, equal to81% of all structures in the enclave, according to the latest analysis of the satellite images conducted by the United Nations. The rubble is mixed with unexploded ordnance: bombs, missiles, rockets, and artillery shells that did not explode. There are also human remains: the bodies of around 10.000 people remain trapped under the rubble, according to Palestinian health authorities.
US companies ready to take over Gaza reconstruction
In the process of reconstruction of the Strip the sectors most involved are those ofconstruction, demolition, transport and logistics. L'European Union aspires to play a role in the reconstruction of Gaza, including through a group of donor countries. The'Italy has said it is ready to make a contribution. But in the meantime, the US companies.
Trump administration officials and associated Republican companies are battling over gain control of humanitarian aid e of logistics, according to sources and documents examined by the Guardian.
Actually nIt is not yet possible to enter into long-term contracts for reconstruction or humanitarian aid: a Peace Council, chaired by Donald Trump, It has been approved by the United Nations to administer the territory, but is not yet operational. And the mandate of the new Civil-Military Coordination Center is limited. In parallel with these official efforts, the White House has established its own Gaza task force led by Jared Kushner, Steve Witkoff, and Aryeh Lightstone.
But, according to the British newspaper, two former officials of the Doge – once tasked by Elon Musk with cutting government costs and laying off federal workers en masse – they are driving The Humanitarian Aid and Reconstruction Group distributed presentations with detailed plans for logistics operations, including pricing, financial projections, and locations of potential warehouses. One is Josh Gruenbaum, appointed by the General Services Administration and now a senior adviser to the Gaza task force. The other is Adam Hoffman, a 25-year-old Princeton graduate who joined Elon Musk's Doge last March and has become a driving force behind the latest plans, says the Guardian.
Among the US companies on the attack, according to the Guardian, There is Gothams, a politically motivated firm that had been awarded a $33 million contract to manage the infamous Florida Detention Center Southern nicknamed “Alcatraz of the Alligator”, where immigrants are housed in tents and trailers. The company is said to have a "fast track" to secure what could be the most lucrative contract it has ever had, despite the company's founder, Matt Michelsen, saying he has temporarily withdrawn, citing security concerns.
Reconstruction-related stocks rise sharply
Practically all on the rise i reconstruction-related stocks this morning, which include companies in the construction, infrastructure, cement, and building materials sectors. Business Square stand out WeBuild (+1,29%), Buzzi Unicem (+2,15%), Cementir (+1,1%), Maire Tecnimont (+1,85%).
Between the companies europee there are the German ones Heidelberg Materials (-0,27%) And High Low (+1,52%), the Austrian Porr ag (+0,82%), the Dutch Koninklijke Bam Groep (+0,89%) and the French Saint-Gobain (+ 2,69%), Vicat (+ 1,22%), Imerys (+ 0,25%), Vinci (+ 0,54%).
