Company announcement no. 7 – 26 27 March 2026 NTG Nordic Transport Group A/S – Annual General Meeting 2026 Today, at 14:00, NTG Nordic Transport Group A/S (“NTG” or the “Company”), CVR no. 12 54 61 06, held its Annual General Meeting at Glostrup Park Hotel, Hovedvejen 41, 2600 Glostrup, Denmark. All proposals presented to the General Meeting were adopted: Items 1-3The General Meeting acknowledged the management’s report on NTG’s activities in the past financial year and NTG’s audited Annual Report for 2025 ...

Core Viewpoint - Oceaneering International, Inc. is set to release its first quarter 2026 financial results on April 22, 2026, followed by a conference call on April 23, 2026, to discuss these results [1][5]. Company Information - Oceaneering is a global technology company that provides engineered services and products, as well as robotic solutions, primarily to the offshore energy, defense, aerospace, and manufacturing sectors [2][4]. Upcoming Events - The earnings release will be available on Oceaneering's Investor Relations website, and a link to the webcast will also be provided [2][5].

Core Points - World Kinect Corporation declared a quarterly cash dividend of $0.20 per share, payable on April 16, 2026, to shareholders of record on March 30, 2026 [1] - The company reported a gross profit of $235 million for the fourth quarter of 2025, with a GAAP net loss of $280 million, equating to $5.11 per diluted share [4] - Adjusted net income for the fourth quarter of 2025 was $17 million, or $0.30 per diluted share, with an adjusted EBITDA of $75 million [4] - The board of directors approved an additional $150 million share repurchase authorization, supplementing the previous authorization which had approximately $192 million remaining as of September 30, 2025 [6] Company Overview - World Kinect Corporation is headquartered in Miami, Florida, and operates as a global energy management company [1][4] - The company provides fulfillment and related services across various sectors, including aviation, marine, and land transportation, and supplies natural gas along with sustainability-related products and services [1] - The company employs over 4,000 individuals [4]

Core Viewpoint - TechnipFMC is set to announce its first-quarter 2026 earnings on April 30, 2026, with a conference call scheduled for the same day, indicating ongoing communication with investors and stakeholders [1][2]. Company Overview - TechnipFMC is a leading technology provider in both traditional and new energy sectors, focusing on delivering fully integrated projects, products, and services [2][3]. - The company operates in two main segments: Subsea and Surface Technologies, emphasizing its commitment to innovation and technology leadership [3]. Financial Information - TechnipFMC's Board of Directors has declared a quarterly cash dividend of $0.05 per share, payable on April 1, 2026, to shareholders of record as of March 17, 2026 [9].

Core Insights - Travis Kalanick, cofounder of Uber, has launched a robotics company named Atoms, focusing on the food, mining, and transport industries after eight years in stealth mode [1] - The company originated from Kalanick's real estate venture, City Storage Systems, which operates the ghost-kitchen business CloudKitchens [1] Company Strategy - Kalanick aims to revolutionize meal delivery by making it as cost-effective as grocery shopping, similar to how Uber transformed transportation [2] - The company is on the verge of acquiring Pronto, a self-driving startup for industrial and mining applications, which has connections to Uber [2] Background and Challenges - Kalanick was removed as CEO of Uber in 2017 due to a shareholder revolt linked to allegations of ignoring sexual harassment reports [3] - He faced significant public scrutiny while leading Uber, which influenced his decision to operate Atoms under the radar [3] Stealth Mode Advantages - Operating in stealth mode allowed Kalanick to attract top talent and create a unique company culture focused on building rather than fame [4][5] - The nondescript name, City Storage Systems, initially caused confusion about the company's purpose but ultimately contributed to a focused recruitment strategy [4]

Uber's co-founder Travis Kalanick has launched a new venture that will focus on creating “gainfully employed robots” for the food, mining and transport industries. https://t.co/a757nASde1 ...

Summary of Key Points from the Conference Call Industry Overview - The report focuses on the **energy sector in Japan**, particularly the vulnerabilities associated with fossil fuel dependency in various sectors [6][3]. Core Insights - **Sector Vulnerabilities**: - Sectors heavily reliant on oil and natural gas are at greater risk of disruption due to energy shocks [6][3]. - Agriculture and transport are significantly affected by crude oil prices, while the residential, commercial, and electricity sectors are more impacted by natural gas prices [6][3]. - **LNG Stability**: - Liquefied Natural Gas (LNG) supply in Japan is stable due to long-term contracts and diversified sources, mitigating some risks associated with energy price fluctuations [6][3]. - **Impact on Capital Formation**: - Changes in relative prices among energy sources may influence capital formation, particularly in transportation choices [6][3]. - **Inflation Effects**: - The duration of energy price shocks will determine the inflation impact, with food price inflation likely to worsen due to agriculture's dependence on crude oil and fertilizer disruptions [6][3]. - **Rail and Air Fare Adjustments**: - Rail fares will reflect energy price changes only after October, as adjustments occur biannually in April and October, while air and freight fares may respond more quickly [6][3]. Sector Exposure to Fossil Fuels - **Exhibit 1** illustrates the percentage exposure of various sectors to fossil fuels: - Agriculture: 0.39 EJ total fossil fuel use - Manufacturing: 5.04 EJ total fossil fuel use - Commerce/Pubs: 2.43 EJ total fossil fuel use - Residential: 2.35 EJ total fossil fuel use - Transport: 2.74 EJ total fossil fuel use [8][6]. Additional Important Points - The report includes a detailed methodology for calculating sector vulnerabilities based on the **Ministry of Economics, Trade, and Industry's** energy supply balance table for 2024 [7][6]. - Analysts involved in the report include Robert Alan Feldman, Ph.D., and Reiji Ogino, who can be contacted for further insights [4][12]. - The report emphasizes the importance of considering these vulnerabilities when making investment decisions in the energy sector [6][4].

Group 1 - Delek Logistics Partners, LP has made its 2025 K-1 tax packages available on a third-party provider's website, with printing and mailing currently underway [1] - The company is a midstream energy master limited partnership based in Brentwood, Tennessee, providing various services including gathering, pipeline, transportation, and storage primarily in the Permian Basin and Gulf Coast region [1][1] - Delek US Holdings, Inc. owns the general partner interest and a majority limited partner interest in Delek Logistics Partners, LP, and is also a significant customer [1] Group 2 - Delek Logistics Partners, LP filed its Annual Report on Form 10-K for the fiscal year ended December 31, 2025, with the U.S. Securities and Exchange Commission on February 27, 2026 [1] - The company reported record financial results for the fourth quarter of 2025, driven by strong performance across its crude, gas, and water businesses [1] - A conference call to discuss the fourth quarter 2025 results is scheduled for February 27, 2026, at 11:30 a.m. CT [1]

Core Viewpoint - Delek Logistics Partners, LP has filed its Annual Report on Form 10-K for the fiscal year ended December 31, 2025, highlighting strong performance and operational achievements in the midstream energy sector [1]. Financial Performance - Delek Logistics reported record financial results for the fourth quarter of 2025, driven by robust execution across its crude, gas, and water businesses [1]. - The company declared a quarterly cash distribution of $1.125 per common limited partner unit for the fourth quarter of 2025, translating to an annualized distribution of $4.50 per unit [1]. Operational Highlights - The successful startup of the Libby 2 gas plant was a significant milestone for Delek Logistics in 2025, marking a pivotal year for the company [1]. - The company operates primarily in the Permian Basin and Gulf Coast region, providing various services including gathering, pipeline transportation, and storage [1]. Investor Relations - The Annual Report on Form 10-K can be accessed on the company's website, and limited partners can request a printed copy free of charge [1].

Core Viewpoint - Genesis Energy, L.P. has announced the early results and initial settlement date for its tender offer for its 7.750% senior notes due 2028, indicating strong interest with tenders received for $415,942,000 of the outstanding notes [1] Group 1: Tender Offer Details - The tender offer received tenders for an aggregate principal amount of $415,942,000 of the 7.750% senior notes due 2028 as of the early tender deadline on March 3, 2026 [1] - The expected initial settlement date for the tender offer is March 5, 2026, with the offer set to expire on March 18, 2026, unless extended or terminated [1] - Holders of notes who validly tender their notes after the early tender deadline will receive the applicable tender offer consideration, which is the total consideration minus the early tender payment [1] Group 2: Financial Offerings - Genesis Energy, L.P. has priced a public offering of $750,000,000 in aggregate principal amount of 6.75% senior notes due 2034, up from the previously announced $500,000,000 [2] - The notes will be co-issued with Genesis Energy Finance Corporation, and the price to investors will be 100% of the principal amount of the notes [2]