Danske Bank upgraded Equinor ASA (NYSE:EQNR) from Sell to Hold, reflecting a more optimistic view on its stock performance.Equinor's strong 6% dividend yield offers portfolio safety, making it an attractive investment amidst European natural gas supply concerns.The company's market capitalization of approximately $66.5 billion and active trading volume highlight its significant role in the energy sector.Equinor ASA, listed on the NYSE under the symbol EQNR, is a major player in the energy sector. The compan ...

European natural gas inventories crossed below the five-year average at the start of 2025, and as of now, the gap widened to over 20% below the five-year average. It is a gap that amounts to about 17Analyst’s Disclosure: I/we have a beneficial long position in the shares of EQNR, LNG either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationsh ...

Accessible version The Oil Gusher Reporting season is outlook season Industry Overview Key takeaways 4Q25 earnings in rear view mirror: 2026 outlook ahead 4Q25 earnings season is just around the corner for Europe's Big Oils (kicking off with Equinor on February 4th). Alongside 2025 results, we believe fresh guidance for 2026 will be in focus (see our take in our Year Ahead 2026: Cushions for soft landing). We prefer Oil Services > Big Oils > E&Ps and highlight TTE as our top Big Oil pick. $60/bbl Brent need ...

Group 1 - The core viewpoint indicates that oil price volatility is expected to be the base case for 2026, suggesting a challenging environment for the oil and natural gas sector [2] - The oil and natural gas sector constitutes 16% of the portfolio, with three positions held by the company, highlighting its significance in the investment strategy [2] Group 2 - The analysis suggests that the current market conditions may lead to increased uncertainty in oil prices, which could impact investment decisions in the sector [2] - The company anticipates that the volatility in oil prices will influence overall market dynamics, necessitating close monitoring of industry trends [2]

Tariff Threats and Economic Impact - U.S. President Donald Trump has announced plans to impose 10% tariffs on several European countries, escalating to 25% by June 1, as part of a strategy to acquire Greenland [2] - European political leaders are preparing for emergency talks to discuss potential retaliatory measures and broader economic policies in response to the tariffs [3] Affected Sectors Automotive - The automotive sector is highly vulnerable to the proposed tariffs due to globalized supply chains and reliance on North American manufacturing [4] - Major European car manufacturers, including Volkswagen, BMW, and Mercedes-Benz, experienced stock declines of over 2.5% following the announcement [5] - The tariffs are expected to negatively impact Germany's economic outlook, which is heavily reliant on the automotive industry [7][8] Luxury Goods - Luxury stocks, previously insulated from trade tensions, are now facing potential declines due to the tariffs, particularly affecting French companies like LVMH and Kering [9] - Shares of LVMH and Kering fell approximately 3.5% and 2.6%, respectively, following the tariff threats [10] Pharmaceuticals - The pharmaceutical sector could see significant repercussions, as it represents the EU's largest export to the U.S., with exports valued at €84.4 billion ($98.1 billion) in the first three quarters of the previous year [11] - Major pharmaceutical companies, including Novo Nordisk, Roche, and Sanofi, experienced slight declines in stock prices due to the tariff threats [12] Energy - The energy sector may be indirectly affected by the tariffs, with concerns over weaker global demand and lower crude prices impacting stock performance [13] - Energy stocks like Equinor, TotalEnergies, Shell, and BP saw declines ranging from 1% to 3.4% following the announcement [14] Broader Economic Implications - Analysts predict that the tariffs will have a widespread impact across various sectors, affecting oil prices, commodity prices, equity markets, and debt markets [16]

Key Takeaways EQNR will restart Empire Wind work after a U.S. District Court granted a preliminary injunction.Equinor warned further delays could cause cost overruns, loan defaults, and losses up to $5.3 billion.EQNR says Empire Wind is over 60% complete and is expected to power nearly 500,000 New York homes.Equinor ASA (EQNR) announced that it will resume construction activities for the Empire Wind project offshore New York after being granted a preliminary injunction by a U.S. District Court. The U.S. Dis ...

Core Viewpoint - Equinor ASA is positioned as a vital player in Europe's oil and gas industry, with a justified Buy rating due to its solid financial health and rising need for its assets amidst macro pressures [2]. Internal Developments - Equinor's production in the Norwegian Continental Shelf (NCS) increased by 9%, US onshore production rose by 40%, and offshore production also grew by 9% in Q3'25, while international production declined due to asset divestments [3]. - The company anticipates a 4% growth in overall oil and gas production for 2025 [3]. - Total capital distribution for the year is expected to be around $9 billion, yielding approximately 14.75% based on a market cap of about $61 billion [4]. - Share buybacks were predominantly executed in Q3, with the State's buybacks being significant, as Equinor aims to maintain the state's ownership through repurchasing shares in line with its open market buybacks [5].

挪国油挪威大陆架业务执行副总裁谢蒂尔·霍夫表示，此举旨在实现2035年前日均120万桶油当量的稳产 目标，并通过深化与供应商的创新合作，强化核心竞争力，持续为欧洲输送稳定能源。为达成上述目 标，挪国油计划每年在挪威大陆架投入60亿~70亿美元，用于提高采收率项目及新油田开发。配套作业 计划包括每年钻探250口勘探井、600口提高采收率井，实施300次油井干预作业，推进2500个改造项 目，并推动75个以上水下开发项目落地，这些项目均将接入现有基础设施以降低成本。 重点项目方面，挪国油及其合作方已投资3.96亿美元，为北极巨型油田约翰·卡斯伯格建设首个对外连接 分支系统，接入新油气发现区块。公司北部勘探与生产业务高级副总裁葛蕾特·比尔吉特·哈兰德透露， 该项目有望新增2.5亿~5.5亿桶可采储量。目前，挪国油正通过勘探已运营油田周边资源、分支连接并 网等低成本模式，进一步提升整体产能。 计划投入100亿美元用于维护改造能源设施 中化新网讯 近日，挪威能源巨头挪威国家石油公司(Equinor)宣布，近期与7家供应商签署12项框架协 议，总价值达100亿美元。这些合同将于2026年上半年陆续生效，基础期限5年，另附 ...

We came across a bullish thesis on Equinor ASA on Nishant Chandra’s Substack. In this article, we will summarize the bulls’ thesis on EQNR. Equinor ASA's share was trading at $24.51 as of January 13th. EQNR’s trailing and forward P/E were 9.43 and 16.31 , respectively according to Yahoo Finance. Kosmos Energy (KOS) Misses Q3 Estimates as Benchmark, Goldman Maintains Hold Europe’s decision to fully eliminate Russian natural gas by the end of 2027 marks a structural and irreversible shift in the continent’ ...

A federal judge on Thursday cleared Norwegian offshore wind developer Equinor to resume work on its New York Empire Wind project, which President Donald Trump's administration halted along with four o... ...