2026 Q1 -tulosraportti
46 päivää sitten
‧33 min
0,39 USD/osake
Irtoamispäivä 13.8.
4,63%Tuotto/v
Tarjoustasot
Määrä
Osto
-
Myynti
Määrä
-
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| 515 | - | - | ||
| 31 | - | - | ||
| 700 | - | - | ||
| 10 | - | - | ||
| 100 | - | - |
Huomioi, että vaikka osakkeisiin säästäminen on pitkällä aikavälillä tuottanut hyvin, tulevasta tuotosta ei ole takeita. On olemassa riski, että et saa sijoittamiasi varoja takaisin.
Välittäjätilasto
Dataa ei löytynyt
Yhtiötapahtumat
Datan lähde: FactSet, Quartr| Seuraava tapahtuma | |
|---|---|
2026 Q2 -tulosraportti 22.7. |
| Menneet tapahtumat | ||
|---|---|---|
2026 Q1 -tulosraportti 6.5. | ||
2025 Q4 -tulosraportti 4.2. | ||
2025 Q3 -tulosraportti 29.10.2025 | ||
2025 Q2 -tulosraportti 23.7.2025 | ||
2025 Q1 -tulosraportti 30.4.2025 |
Asiakkaat katsoivat myös
Foorumi
Liity keskusteluun Nordnet Socialissa
·7 min sittenI actually also think that this; which no one talks about, should be part of the discussion. Ukraine has implemented kinetic sanctions against Russia's refineries so there isn't one that hasn't been hit, at least once, many, several times, west of the Urals, in addition to pipelines, pumping stations and what have you. Even though there is no one in the West buying Russian oil (cough) it means that there are others who cannot buy what they usually do and therefore must buy what else is available on the market, which then must contribute to price pressure. Not that I have an overview and figures for what I'm talking about:) but I believe it's important to look at the total global supply because that's the world we live in.
·1 t sitten
9 t sitten · Muokattu9 t sitten · MuokattuOil Into Year-End 2026: Bear, Base and Bull Case Brent trades around $79.84 — down 23% over three months as the Hormuz reopening unwinds the war premium, but still up 30% year-to-date after the spring spike above $110. The market has round-tripped from pre-war levels near $70, through the wartime peak, back to roughly where the base case below would put it. If global oil inventories are drawn down sharply and then need rebuilding, this adds demand on top of normal consumption. Example: world demand runs ~105 million bpd. Restocking just 500 million barrels over a year adds nearly 1.4 million bpd — and the market is often balanced within a few hundred thousand bpd, so even modest shifts move prices. Notably, OECD government inventories fell to their lowest level since December 1990 in May 2026, per the IEA, after months of emergency releases during the crisis. If the US, China and Europe all rebuild reserves simultaneously ahead, that's an added demand engine. The price impact depends on OPEC+ spare capacity: ample capacity absorbs restocking easily; a tight market amplifies it. Bear case ($55–70 Brent) Supply outpaces demand. The IEA's June report sees supply surging ~8 million bpd to 110.3 mb/d in 2027 as Middle East exports recover, against demand growth of just 2 million bpd — a 5+ million bpd surplus. J.P. Morgan's base case is Brent averaging ~$60/bbl for 2026, citing soft fundamentals once the risk premium unwinds — looking prescient given current pricing. Base case ($75–90 Brent) Adequately supplied but carrying a lasting risk premium. OPEC+ manages output to avoid a collapse; shipping risk and restocking offset much of the surplus narrative. Current pricing near $79.84 sits right in this range. Bull case ($100–130+ Brent) Requires a fresh shock — renewed Hormuz disruption, sanctions, or infrastructure damage. The IEA itself warned inventories "could plunge further to historic lows" before the 2027 surplus arrives; with stocks already depleted, a new disruption could push Brent back above $100, as it briefly did this spring. OPEC's separate long-term outlook sees no demand peak through 2050, projecting 124 mb/d by mid-century — a structural counterweight to the IEA's surplus view. The debate is whether fundamentals or geopolitics dominate. Fundamentals point to rising supply and lower prices over time; geopolitics points to recurring spikes whenever the market grows complacent. The past year's chart — flat, vertical spike, steep retracement — illustrates both forces taking turns. Question for investors: With Brent back near $80 and the risk premium mostly unwound, are you positioning for the IEA's surplus narrative, or do depleted inventories leave the market one headline away from snapping back toward the bull case? Not investment advice. This reflects my personal analysis and market view. Sources - IEA, Oil Market Report – June 2026: https://www.iea.org/reports/oil-market-report-june-2026 - J.P. Morgan Global Research, Oil Price Forecast 2026: https://www.jpmorgan.com/insights/global-research/commodities/oil-prices - Reuters (via BOE Report), "IEA sees significant 2027 oil surplus after Hormuz recovery," 17 June 2026: https://boereport.com/2026/06/17/iea-sees-significant-2027-oil-surplus-after-hormuz-recovery/ - Reuters (via The Globe and Mail), "OPEC sticks to robust oil demand outlook, sees no peak to 2050," 18 June 2026: https://www.theglobeandmail.com/business/industry-news/energy-and-resources/article-opec-global-oil-demand-outlook-2050/ - CNN Business, "More than 1 billion barrels of oil have gone missing," 19 June 2026: https://edition.cnn.com/2026/06/19/business/oil-price-supply-inventories- 20 t sitten20 t sittenHow Both Iran and the US Bend the Rules in the Hormuz Standoff Markets cheered the peace deal last week, but both sides are still operating with considerable room outside what's formally agreed. Iran leans on its shadow fleet: tankers switch off AIS transponders and transfer oil ship-to-ship in international waters, allowing Iranian crude from Kharg Island to still reach China despite sanctions. The cost is rising, though — the spread to Brent has widened from roughly one dollar to nearly eight dollars per barrel over the past year, as middlemen demand ever-higher risk premiums. The US, meanwhile, enforces selectively. The Navy has boarded stateless tankers like M/T Tifani after ship-to-ship transfers from Iran to China, while other China-linked vessels, such as "Rich Starry" (owned by sanctioned operator Shanghai Xuanrun Shipping), have been allowed through Hormuz during an active blockade. Trump has also used fees as a bargaining chip — no "tolls" for the next 60 days, but leaving the door open to impose them later. Iran is doing the same through its new port authority, PGSA: free insurance today, with stated room to add fees down the line. Both sides therefore have built-in incentives to keep the system murky — Iran to secure revenue, the US to retain flexibility. SEB chief analyst Bjarne Schieldrop notes the deal is far from "watertight." Question for discussion: How much of today's oil price calm reflects the deal actually holding — and how much simply reflects that neither side has tested it yet? Not investment advice, just my own analysis. Do your own research before making investment decisions. Sources: - https://geopolitika.no/hvordan-iransk-olje-nar-kina-til-tross-for-sanksjonene/ - https://www.foxnews.com/politics/us-interdicts-stateless-sanctioned-tanker-sailing-iran-china - https://www.nrk.no/norge/usa-blokkerer-hormuzstredet_-skip-matte-snu-1.17845634 - https://e24.no/energi-og-klima/i/n1mAbx/advarer-mot-oljejubel-vi-er-ikke-i-maal·4 t sittenJust forgot this; https://youtu.be/lqnAfXcnqdQ One must believe it's a man who knows what he's talking about, and has been around the block.
Yllä olevat kommentit ovat peräisin Nordnetin sosiaalisen verkoston Nordnet Socialin käyttäjiltä, eikä niitä ole muokattu eikä Nordnet ole tarkastanut niitä etukäteen. Ne eivät tarkoita, että Nordnet tarjoaisi sijoitusneuvoja tai sijoitussuosituksia. Nordnet ei ota vastuuta kommenteista.
Uutiset
Tämän sivun uutiset ja/tai sijoitussuositukset tai otteet niistä sekä niihin liittyvät linkit ovat mainitun tahon tuottamia ja toimittamia. Nordnet ei ole osallistunut materiaalin laatimiseen, eikä ole tarkistanut sen sisältöä tai tehnyt sisältöön muutoksia. Lue lisää sijoitussuosituksista.
2026 Q1 -tulosraportti
46 päivää sitten
‧33 min
0,39 USD/osake
Irtoamispäivä 13.8.
4,63%Tuotto/v
Uutiset
Tämän sivun uutiset ja/tai sijoitussuositukset tai otteet niistä sekä niihin liittyvät linkit ovat mainitun tahon tuottamia ja toimittamia. Nordnet ei ole osallistunut materiaalin laatimiseen, eikä ole tarkistanut sen sisältöä tai tehnyt sisältöön muutoksia. Lue lisää sijoitussuosituksista.
Foorumi
Liity keskusteluun Nordnet Socialissa
- ·7 min sittenI actually also think that this; which no one talks about, should be part of the discussion. Ukraine has implemented kinetic sanctions against Russia's refineries so there isn't one that hasn't been hit, at least once, many, several times, west of the Urals, in addition to pipelines, pumping stations and what have you. Even though there is no one in the West buying Russian oil (cough) it means that there are others who cannot buy what they usually do and therefore must buy what else is available on the market, which then must contribute to price pressure. Not that I have an overview and figures for what I'm talking about:) but I believe it's important to look at the total global supply because that's the world we live in.
- ·1 t sitten
- 9 t sitten · Muokattu9 t sitten · MuokattuOil Into Year-End 2026: Bear, Base and Bull Case Brent trades around $79.84 — down 23% over three months as the Hormuz reopening unwinds the war premium, but still up 30% year-to-date after the spring spike above $110. The market has round-tripped from pre-war levels near $70, through the wartime peak, back to roughly where the base case below would put it. If global oil inventories are drawn down sharply and then need rebuilding, this adds demand on top of normal consumption. Example: world demand runs ~105 million bpd. Restocking just 500 million barrels over a year adds nearly 1.4 million bpd — and the market is often balanced within a few hundred thousand bpd, so even modest shifts move prices. Notably, OECD government inventories fell to their lowest level since December 1990 in May 2026, per the IEA, after months of emergency releases during the crisis. If the US, China and Europe all rebuild reserves simultaneously ahead, that's an added demand engine. The price impact depends on OPEC+ spare capacity: ample capacity absorbs restocking easily; a tight market amplifies it. Bear case ($55–70 Brent) Supply outpaces demand. The IEA's June report sees supply surging ~8 million bpd to 110.3 mb/d in 2027 as Middle East exports recover, against demand growth of just 2 million bpd — a 5+ million bpd surplus. J.P. Morgan's base case is Brent averaging ~$60/bbl for 2026, citing soft fundamentals once the risk premium unwinds — looking prescient given current pricing. Base case ($75–90 Brent) Adequately supplied but carrying a lasting risk premium. OPEC+ manages output to avoid a collapse; shipping risk and restocking offset much of the surplus narrative. Current pricing near $79.84 sits right in this range. Bull case ($100–130+ Brent) Requires a fresh shock — renewed Hormuz disruption, sanctions, or infrastructure damage. The IEA itself warned inventories "could plunge further to historic lows" before the 2027 surplus arrives; with stocks already depleted, a new disruption could push Brent back above $100, as it briefly did this spring. OPEC's separate long-term outlook sees no demand peak through 2050, projecting 124 mb/d by mid-century — a structural counterweight to the IEA's surplus view. The debate is whether fundamentals or geopolitics dominate. Fundamentals point to rising supply and lower prices over time; geopolitics points to recurring spikes whenever the market grows complacent. The past year's chart — flat, vertical spike, steep retracement — illustrates both forces taking turns. Question for investors: With Brent back near $80 and the risk premium mostly unwound, are you positioning for the IEA's surplus narrative, or do depleted inventories leave the market one headline away from snapping back toward the bull case? Not investment advice. This reflects my personal analysis and market view. Sources - IEA, Oil Market Report – June 2026: https://www.iea.org/reports/oil-market-report-june-2026 - J.P. Morgan Global Research, Oil Price Forecast 2026: https://www.jpmorgan.com/insights/global-research/commodities/oil-prices - Reuters (via BOE Report), "IEA sees significant 2027 oil surplus after Hormuz recovery," 17 June 2026: https://boereport.com/2026/06/17/iea-sees-significant-2027-oil-surplus-after-hormuz-recovery/ - Reuters (via The Globe and Mail), "OPEC sticks to robust oil demand outlook, sees no peak to 2050," 18 June 2026: https://www.theglobeandmail.com/business/industry-news/energy-and-resources/article-opec-global-oil-demand-outlook-2050/ - CNN Business, "More than 1 billion barrels of oil have gone missing," 19 June 2026: https://edition.cnn.com/2026/06/19/business/oil-price-supply-inventories
- 20 t sitten20 t sittenHow Both Iran and the US Bend the Rules in the Hormuz Standoff Markets cheered the peace deal last week, but both sides are still operating with considerable room outside what's formally agreed. Iran leans on its shadow fleet: tankers switch off AIS transponders and transfer oil ship-to-ship in international waters, allowing Iranian crude from Kharg Island to still reach China despite sanctions. The cost is rising, though — the spread to Brent has widened from roughly one dollar to nearly eight dollars per barrel over the past year, as middlemen demand ever-higher risk premiums. The US, meanwhile, enforces selectively. The Navy has boarded stateless tankers like M/T Tifani after ship-to-ship transfers from Iran to China, while other China-linked vessels, such as "Rich Starry" (owned by sanctioned operator Shanghai Xuanrun Shipping), have been allowed through Hormuz during an active blockade. Trump has also used fees as a bargaining chip — no "tolls" for the next 60 days, but leaving the door open to impose them later. Iran is doing the same through its new port authority, PGSA: free insurance today, with stated room to add fees down the line. Both sides therefore have built-in incentives to keep the system murky — Iran to secure revenue, the US to retain flexibility. SEB chief analyst Bjarne Schieldrop notes the deal is far from "watertight." Question for discussion: How much of today's oil price calm reflects the deal actually holding — and how much simply reflects that neither side has tested it yet? Not investment advice, just my own analysis. Do your own research before making investment decisions. Sources: - https://geopolitika.no/hvordan-iransk-olje-nar-kina-til-tross-for-sanksjonene/ - https://www.foxnews.com/politics/us-interdicts-stateless-sanctioned-tanker-sailing-iran-china - https://www.nrk.no/norge/usa-blokkerer-hormuzstredet_-skip-matte-snu-1.17845634 - https://e24.no/energi-og-klima/i/n1mAbx/advarer-mot-oljejubel-vi-er-ikke-i-maal·4 t sittenJust forgot this; https://youtu.be/lqnAfXcnqdQ One must believe it's a man who knows what he's talking about, and has been around the block.
Yllä olevat kommentit ovat peräisin Nordnetin sosiaalisen verkoston Nordnet Socialin käyttäjiltä, eikä niitä ole muokattu eikä Nordnet ole tarkastanut niitä etukäteen. Ne eivät tarkoita, että Nordnet tarjoaisi sijoitusneuvoja tai sijoitussuosituksia. Nordnet ei ota vastuuta kommenteista.
Tarjoustasot
Määrä
Osto
-
Myynti
Määrä
-
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| 515 | - | - | ||
| 31 | - | - | ||
| 700 | - | - | ||
| 10 | - | - | ||
| 100 | - | - |
Huomioi, että vaikka osakkeisiin säästäminen on pitkällä aikavälillä tuottanut hyvin, tulevasta tuotosta ei ole takeita. On olemassa riski, että et saa sijoittamiasi varoja takaisin.
Välittäjätilasto
Dataa ei löytynyt
Asiakkaat katsoivat myös
Yhtiötapahtumat
Datan lähde: FactSet, Quartr| Seuraava tapahtuma | |
|---|---|
2026 Q2 -tulosraportti 22.7. |
| Menneet tapahtumat | ||
|---|---|---|
2026 Q1 -tulosraportti 6.5. | ||
2025 Q4 -tulosraportti 4.2. | ||
2025 Q3 -tulosraportti 29.10.2025 | ||
2025 Q2 -tulosraportti 23.7.2025 | ||
2025 Q1 -tulosraportti 30.4.2025 |
2026 Q1 -tulosraportti
46 päivää sitten
‧33 min
Uutiset
Tämän sivun uutiset ja/tai sijoitussuositukset tai otteet niistä sekä niihin liittyvät linkit ovat mainitun tahon tuottamia ja toimittamia. Nordnet ei ole osallistunut materiaalin laatimiseen, eikä ole tarkistanut sen sisältöä tai tehnyt sisältöön muutoksia. Lue lisää sijoitussuosituksista.
Yhtiötapahtumat
Datan lähde: FactSet, Quartr| Seuraava tapahtuma | |
|---|---|
2026 Q2 -tulosraportti 22.7. |
| Menneet tapahtumat | ||
|---|---|---|
2026 Q1 -tulosraportti 6.5. | ||
2025 Q4 -tulosraportti 4.2. | ||
2025 Q3 -tulosraportti 29.10.2025 | ||
2025 Q2 -tulosraportti 23.7.2025 | ||
2025 Q1 -tulosraportti 30.4.2025 |
0,39 USD/osake
Irtoamispäivä 13.8.
4,63%Tuotto/v
Foorumi
Liity keskusteluun Nordnet Socialissa
- ·7 min sittenI actually also think that this; which no one talks about, should be part of the discussion. Ukraine has implemented kinetic sanctions against Russia's refineries so there isn't one that hasn't been hit, at least once, many, several times, west of the Urals, in addition to pipelines, pumping stations and what have you. Even though there is no one in the West buying Russian oil (cough) it means that there are others who cannot buy what they usually do and therefore must buy what else is available on the market, which then must contribute to price pressure. Not that I have an overview and figures for what I'm talking about:) but I believe it's important to look at the total global supply because that's the world we live in.
- ·1 t sitten
- 9 t sitten · Muokattu9 t sitten · MuokattuOil Into Year-End 2026: Bear, Base and Bull Case Brent trades around $79.84 — down 23% over three months as the Hormuz reopening unwinds the war premium, but still up 30% year-to-date after the spring spike above $110. The market has round-tripped from pre-war levels near $70, through the wartime peak, back to roughly where the base case below would put it. If global oil inventories are drawn down sharply and then need rebuilding, this adds demand on top of normal consumption. Example: world demand runs ~105 million bpd. Restocking just 500 million barrels over a year adds nearly 1.4 million bpd — and the market is often balanced within a few hundred thousand bpd, so even modest shifts move prices. Notably, OECD government inventories fell to their lowest level since December 1990 in May 2026, per the IEA, after months of emergency releases during the crisis. If the US, China and Europe all rebuild reserves simultaneously ahead, that's an added demand engine. The price impact depends on OPEC+ spare capacity: ample capacity absorbs restocking easily; a tight market amplifies it. Bear case ($55–70 Brent) Supply outpaces demand. The IEA's June report sees supply surging ~8 million bpd to 110.3 mb/d in 2027 as Middle East exports recover, against demand growth of just 2 million bpd — a 5+ million bpd surplus. J.P. Morgan's base case is Brent averaging ~$60/bbl for 2026, citing soft fundamentals once the risk premium unwinds — looking prescient given current pricing. Base case ($75–90 Brent) Adequately supplied but carrying a lasting risk premium. OPEC+ manages output to avoid a collapse; shipping risk and restocking offset much of the surplus narrative. Current pricing near $79.84 sits right in this range. Bull case ($100–130+ Brent) Requires a fresh shock — renewed Hormuz disruption, sanctions, or infrastructure damage. The IEA itself warned inventories "could plunge further to historic lows" before the 2027 surplus arrives; with stocks already depleted, a new disruption could push Brent back above $100, as it briefly did this spring. OPEC's separate long-term outlook sees no demand peak through 2050, projecting 124 mb/d by mid-century — a structural counterweight to the IEA's surplus view. The debate is whether fundamentals or geopolitics dominate. Fundamentals point to rising supply and lower prices over time; geopolitics points to recurring spikes whenever the market grows complacent. The past year's chart — flat, vertical spike, steep retracement — illustrates both forces taking turns. Question for investors: With Brent back near $80 and the risk premium mostly unwound, are you positioning for the IEA's surplus narrative, or do depleted inventories leave the market one headline away from snapping back toward the bull case? Not investment advice. This reflects my personal analysis and market view. Sources - IEA, Oil Market Report – June 2026: https://www.iea.org/reports/oil-market-report-june-2026 - J.P. Morgan Global Research, Oil Price Forecast 2026: https://www.jpmorgan.com/insights/global-research/commodities/oil-prices - Reuters (via BOE Report), "IEA sees significant 2027 oil surplus after Hormuz recovery," 17 June 2026: https://boereport.com/2026/06/17/iea-sees-significant-2027-oil-surplus-after-hormuz-recovery/ - Reuters (via The Globe and Mail), "OPEC sticks to robust oil demand outlook, sees no peak to 2050," 18 June 2026: https://www.theglobeandmail.com/business/industry-news/energy-and-resources/article-opec-global-oil-demand-outlook-2050/ - CNN Business, "More than 1 billion barrels of oil have gone missing," 19 June 2026: https://edition.cnn.com/2026/06/19/business/oil-price-supply-inventories
- 20 t sitten20 t sittenHow Both Iran and the US Bend the Rules in the Hormuz Standoff Markets cheered the peace deal last week, but both sides are still operating with considerable room outside what's formally agreed. Iran leans on its shadow fleet: tankers switch off AIS transponders and transfer oil ship-to-ship in international waters, allowing Iranian crude from Kharg Island to still reach China despite sanctions. The cost is rising, though — the spread to Brent has widened from roughly one dollar to nearly eight dollars per barrel over the past year, as middlemen demand ever-higher risk premiums. The US, meanwhile, enforces selectively. The Navy has boarded stateless tankers like M/T Tifani after ship-to-ship transfers from Iran to China, while other China-linked vessels, such as "Rich Starry" (owned by sanctioned operator Shanghai Xuanrun Shipping), have been allowed through Hormuz during an active blockade. Trump has also used fees as a bargaining chip — no "tolls" for the next 60 days, but leaving the door open to impose them later. Iran is doing the same through its new port authority, PGSA: free insurance today, with stated room to add fees down the line. Both sides therefore have built-in incentives to keep the system murky — Iran to secure revenue, the US to retain flexibility. SEB chief analyst Bjarne Schieldrop notes the deal is far from "watertight." Question for discussion: How much of today's oil price calm reflects the deal actually holding — and how much simply reflects that neither side has tested it yet? Not investment advice, just my own analysis. Do your own research before making investment decisions. Sources: - https://geopolitika.no/hvordan-iransk-olje-nar-kina-til-tross-for-sanksjonene/ - https://www.foxnews.com/politics/us-interdicts-stateless-sanctioned-tanker-sailing-iran-china - https://www.nrk.no/norge/usa-blokkerer-hormuzstredet_-skip-matte-snu-1.17845634 - https://e24.no/energi-og-klima/i/n1mAbx/advarer-mot-oljejubel-vi-er-ikke-i-maal·4 t sittenJust forgot this; https://youtu.be/lqnAfXcnqdQ One must believe it's a man who knows what he's talking about, and has been around the block.
Yllä olevat kommentit ovat peräisin Nordnetin sosiaalisen verkoston Nordnet Socialin käyttäjiltä, eikä niitä ole muokattu eikä Nordnet ole tarkastanut niitä etukäteen. Ne eivät tarkoita, että Nordnet tarjoaisi sijoitusneuvoja tai sijoitussuosituksia. Nordnet ei ota vastuuta kommenteista.
Tarjoustasot
Määrä
Osto
-
Myynti
Määrä
-
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| 515 | - | - | ||
| 31 | - | - | ||
| 700 | - | - | ||
| 10 | - | - | ||
| 100 | - | - |
Huomioi, että vaikka osakkeisiin säästäminen on pitkällä aikavälillä tuottanut hyvin, tulevasta tuotosta ei ole takeita. On olemassa riski, että et saa sijoittamiasi varoja takaisin.
Välittäjätilasto
Dataa ei löytynyt