2025 Q4 -tulosraportti
51 päivää sitten
‧1 t 33 min
0,39 USD/osake
Irtoamispäivä 13.5.
3,74%Tuotto/v
Tarjoustasot
Oslo Børs
Määrä
Osto
-
Myynti
Määrä
-
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| 25 | - | - | ||
| 48 | - | - | ||
| 1 023 | - | - | ||
| 200 | - | - | ||
| 250 | - | - |
Välittäjätilasto
Dataa ei löytynyt
Yhtiötapahtumat
Datan lähde: FactSet, Quartr| Seuraava tapahtuma | |
|---|---|
2026 Q1 -tulosraportti 6.5. |
| Menneet tapahtumat | ||
|---|---|---|
2025 Q4 -tulosraportti 4.2. | ||
2025 Q3 -tulosraportti 29.10.2025 | ||
2025 Q2 -tulosraportti 23.7.2025 | ||
2025 Q1 -tulosraportti 30.4.2025 | ||
2024 Q4 -tulosraportti 5.2.2025 |
Asiakkaat katsoivat myös
Shareville
Liity keskusteluun SharevillessäShareville on aktiivisten yksityissijoittajien yhteisö, jossa voit seurata muiden asiakkaiden kaupankäyntiä ja omistuksia.
Kirjaudu
·53 min sittenHOUTHIS READY FOR WAR – BAB AL-MANDAB THE NEXT SHIPPING SHOCK? While the Strait of Hormuz is already effectively closed by Iran, Reuters reported on March 26 that the Houthi militia in Yemen is now declaring full military readiness. A Houthi leader tells Reuters: «We are fully militarily ready with all options. When it is the right time to act, the leadership will decide.» Houthi leader Abdel-Malik al-Houthi emphasized on Thursday that Yemen cannot remain neutral, and that the country will use all means to confront what he describes as US and Israeli aggression against Iran. Bab al-Mandab – «Gate of Tears» The next shipping shock could come from the south. Bab al-Mandab is only 29 km wide at its narrowest point and is one of the world's most important trade routes – oil and LNG from the Gulf to the Mediterranean via the Suez Canal pass through here. According to Al Jazeera, an Iranian military official said on March 21 that attacks against Iranian oil facilities on Kharg Island would open the door to destabilization of precisely this strait. What does this mean for the energy market? Atlantic Council points out that a combined closure of Hormuz and Bab al-Mandab would create a dramatic double supply shock for global oil and gas trade. Hormuz is already paralyzed. The Houthis have proven their capability – they attacked over 100 vessels in the Red Sea during the Gaza war. The Soufan Center assesses that a Houthi entry would support Iran's asymmetric warfare by further depleting Israeli and American air defense resources. Investor Perspective – BGF World Energy A2 This is scenario two in the energy crisis. The fund is exposed to global energy majors such as Shell, TotalEnergies, Chevron, and ExxonMobil – companies that all benefit from persistently high oil prices. Brent crude has already priced in the Hormuz risk; a Houthi escalation will add a new geographical risk layer on top of this. Energy majors broadly profit from this – both from higher realized oil prices and from increased demand for alternative logistics and storage. The question is not if the Houthis will enter, but when. Analysts at Al Jazeera and the Stimson Center both conclude that entry is a matter of time – not an «if». What do you think: Will Bab al-Mandab become the next shipping crisis center, and has the market already finished pricing in this risk scenario? ⚠️ Disclaimer: This is not financial advice. Make your own assessments before investing. Sources: ∙ Reuters/BOE Report (March 26, 2026): https://boereport.com/2026/03/26/yemens-houthis-ready-to-join-iran-war-if-needed-raising-new-shipping-risk/ ∙ Al Jazeera (March 27, 2026): https://www.aljazeera.com/news/2026/3/27/yemenis-fear-economic-consequences-of-being-dragged-into-us-iran-conflict ∙ Atlantic Council: https://www.atlanticcouncil.org/blogs/menasource/will-the-houthis-join-the-iran-war/ ∙ Soufan Center (March 19, 2026): https://thesoufancenter.org/intelbrief-2026-march-19/ ∙ Stimson Center: https://www.stimson.org/2026/the-houthis-must-decide-join-irans-war-against-the-us-and-israel-or-abandon-iran/- ·1 t sittenIrans rejection sends Brent over 112 dollars — BGF World Energy A2 in strong tailwind The last 48 hours have confirmed what many investors feared: diplomacy between the USA and Iran has broken down, and the oil market is now pricing in a long-term conflict without a quick solution. On Wednesday, March 25, rumors of a possible ceasefire created short-lived optimism and a sharp price drop in Brent. But Thursday morning, everything changed. Iran's Foreign Minister Abbas Araghchi formally rejected the American peace framework and stated that exchange through intermediaries does not constitute «negotiations with the USA». A spokesman for the Iranian Ministry of Foreign Affairs characterized the 15-point American proposal as «unreasonable and a breach of sovereignty», and instead demanded war reparations and full military withdrawal from the Persian Gulf. The result: Brent rose over 5 % on Thursday alone. On Friday, March 27, Brent Spot trades at 107.34 dollars per barrel at 8:58 PM (source: DN Investor), with today's high of 107.39 and low of 103.28 — opening was 103.67. The intraday chart tells a clear story: a sharp morning spike towards 109 dollars on Iran news, a sharp drop around 9:00 AM on temporary peace rumors, followed by a steady and stable rise throughout the afternoon. Classic «headline-trading» in a market that doesn't know whether to believe in diplomacy. WTI touched the 100-dollar mark during the trading day and ended the week at 99.64 dollars. Trump announced Thursday evening a 10-day «pause» in attacks on Iranian energy infrastructure until April 6, and stated that negotiations are going «very well» — but this failed to alleviate supply concerns. Iran has not yet commented on the statement. The supply situation is now structurally vulnerable. According to Rystad Energy, the global system has shifted from «buffered to vulnerable» after weeks of disruptions: nearly 17.8 million barrels per day in oil and fuel deliveries through the Strait of Hormuz are affected, and around 500 million barrels have been lost total since the conflict escalated. Iraq declared force majeure on all foreign-operated oil fields from March 20, and Basra production is cut from 3.3 million barrels/day to around 900,000 barrels/day. OPEC+ increases by only 206,000 barrels per day in April — a symbolic amount that does not compensate for the loss from Hormuz. For BGF World Energy A2, which is broadly exposed to international energy companies, this is a very favorable combination. The fund holds positions in companies such as Equinor, Shell, TotalEnergies, Chevron and ExxonMobil — all with direct earnings exposure to high oil prices. TotalEnergies trades near historical peak levels around 78–79 EUR, and Equinor (EQNR) has delivered solid quarterly earnings far above analysts' estimates in the last reporting period. The energy sector is today one of the strongest sectors globally in 2026. The primary risk factor remains a sudden diplomatic breakthrough. But the signals from Tehran this week are unambiguous: Iran is not ready to negotiate on USA's terms. The market must prepare for the «war premium» not being a temporary feature — it is priced in for a period. Are you exposed to the energy sector right now, and what is your strategy if Brent approaches 120 dollars? This is not financial advice. Historical returns are no guarantee for future returns. Always invest based on your own assessments and risk tolerance. Sources: ∙ CNBC — Oil prices close at highest level since 2022 as Iran negotiations fail to ease supply fears (March 27, 2026): https://www.cnbc.com/2026/03/27/oil-price-wti-brent-crude-trump-strait-hormuz-tensions-iran-ships.html ∙ CNBC — Oil price: WTI, Brent after Iran rejects direct U.S. talks (March 26, 2026): https://www.cnbc.com/2026/03/26/oil-price-wti-brent-crude-iran-rejects-direct-us-trump-talks-hormuz.html ∙ Fortune — Current price of oil as of March 27, 2026: https://fortune.com/article/price-of-oil-03-27-2026/ ∙ FinancialContent / MarketMinute — Oil Prices Surge as Iran Rejects U.S. Peace Proposal (March 26, 2026): https://markets.financialcontent.com/stocks/article/marketminute-2026-3-26-oil-prices-surge-as-iran-rejects-us-peace-proposal-reversing-market-calm
·2 t sittenThe oil is soon back to before trump's message about postponement of bombing.
·5 t sittenOn Monday(further down in the chat here) I wrote this after trump lowered osebx in 20 min after his statement,I was right. We will see over 400 this week, the damages inflicted on logistics and production will take time to rectify again, that doesn't change with a headline from trump
·1 t sittenProfit? Was it part of the plan and did it feel right when you sold? Then it was most likely the right decision. Profit is profit and profit is good 😊
·5 t sittenStrange that this was not mentioned more in Norwegian media. We are talking 5 mil from Finland. https://www.forsvaretsforum.no/angrep-droner-finland/angrep-mot-russisk-oljeterminal-rett-ved-grensen-til-finland/492113
Yllä olevat kommentit ovat peräisin Nordnetin sosiaalisen verkoston Sharevillen 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.
2025 Q4 -tulosraportti
51 päivää sitten
‧1 t 33 min
0,39 USD/osake
Irtoamispäivä 13.5.
3,74%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.
Shareville
Liity keskusteluun SharevillessäShareville on aktiivisten yksityissijoittajien yhteisö, jossa voit seurata muiden asiakkaiden kaupankäyntiä ja omistuksia.
Kirjaudu
- ·53 min sittenHOUTHIS READY FOR WAR – BAB AL-MANDAB THE NEXT SHIPPING SHOCK? While the Strait of Hormuz is already effectively closed by Iran, Reuters reported on March 26 that the Houthi militia in Yemen is now declaring full military readiness. A Houthi leader tells Reuters: «We are fully militarily ready with all options. When it is the right time to act, the leadership will decide.» Houthi leader Abdel-Malik al-Houthi emphasized on Thursday that Yemen cannot remain neutral, and that the country will use all means to confront what he describes as US and Israeli aggression against Iran. Bab al-Mandab – «Gate of Tears» The next shipping shock could come from the south. Bab al-Mandab is only 29 km wide at its narrowest point and is one of the world's most important trade routes – oil and LNG from the Gulf to the Mediterranean via the Suez Canal pass through here. According to Al Jazeera, an Iranian military official said on March 21 that attacks against Iranian oil facilities on Kharg Island would open the door to destabilization of precisely this strait. What does this mean for the energy market? Atlantic Council points out that a combined closure of Hormuz and Bab al-Mandab would create a dramatic double supply shock for global oil and gas trade. Hormuz is already paralyzed. The Houthis have proven their capability – they attacked over 100 vessels in the Red Sea during the Gaza war. The Soufan Center assesses that a Houthi entry would support Iran's asymmetric warfare by further depleting Israeli and American air defense resources. Investor Perspective – BGF World Energy A2 This is scenario two in the energy crisis. The fund is exposed to global energy majors such as Shell, TotalEnergies, Chevron, and ExxonMobil – companies that all benefit from persistently high oil prices. Brent crude has already priced in the Hormuz risk; a Houthi escalation will add a new geographical risk layer on top of this. Energy majors broadly profit from this – both from higher realized oil prices and from increased demand for alternative logistics and storage. The question is not if the Houthis will enter, but when. Analysts at Al Jazeera and the Stimson Center both conclude that entry is a matter of time – not an «if». What do you think: Will Bab al-Mandab become the next shipping crisis center, and has the market already finished pricing in this risk scenario? ⚠️ Disclaimer: This is not financial advice. Make your own assessments before investing. Sources: ∙ Reuters/BOE Report (March 26, 2026): https://boereport.com/2026/03/26/yemens-houthis-ready-to-join-iran-war-if-needed-raising-new-shipping-risk/ ∙ Al Jazeera (March 27, 2026): https://www.aljazeera.com/news/2026/3/27/yemenis-fear-economic-consequences-of-being-dragged-into-us-iran-conflict ∙ Atlantic Council: https://www.atlanticcouncil.org/blogs/menasource/will-the-houthis-join-the-iran-war/ ∙ Soufan Center (March 19, 2026): https://thesoufancenter.org/intelbrief-2026-march-19/ ∙ Stimson Center: https://www.stimson.org/2026/the-houthis-must-decide-join-irans-war-against-the-us-and-israel-or-abandon-iran/
- ·1 t sittenIrans rejection sends Brent over 112 dollars — BGF World Energy A2 in strong tailwind The last 48 hours have confirmed what many investors feared: diplomacy between the USA and Iran has broken down, and the oil market is now pricing in a long-term conflict without a quick solution. On Wednesday, March 25, rumors of a possible ceasefire created short-lived optimism and a sharp price drop in Brent. But Thursday morning, everything changed. Iran's Foreign Minister Abbas Araghchi formally rejected the American peace framework and stated that exchange through intermediaries does not constitute «negotiations with the USA». A spokesman for the Iranian Ministry of Foreign Affairs characterized the 15-point American proposal as «unreasonable and a breach of sovereignty», and instead demanded war reparations and full military withdrawal from the Persian Gulf. The result: Brent rose over 5 % on Thursday alone. On Friday, March 27, Brent Spot trades at 107.34 dollars per barrel at 8:58 PM (source: DN Investor), with today's high of 107.39 and low of 103.28 — opening was 103.67. The intraday chart tells a clear story: a sharp morning spike towards 109 dollars on Iran news, a sharp drop around 9:00 AM on temporary peace rumors, followed by a steady and stable rise throughout the afternoon. Classic «headline-trading» in a market that doesn't know whether to believe in diplomacy. WTI touched the 100-dollar mark during the trading day and ended the week at 99.64 dollars. Trump announced Thursday evening a 10-day «pause» in attacks on Iranian energy infrastructure until April 6, and stated that negotiations are going «very well» — but this failed to alleviate supply concerns. Iran has not yet commented on the statement. The supply situation is now structurally vulnerable. According to Rystad Energy, the global system has shifted from «buffered to vulnerable» after weeks of disruptions: nearly 17.8 million barrels per day in oil and fuel deliveries through the Strait of Hormuz are affected, and around 500 million barrels have been lost total since the conflict escalated. Iraq declared force majeure on all foreign-operated oil fields from March 20, and Basra production is cut from 3.3 million barrels/day to around 900,000 barrels/day. OPEC+ increases by only 206,000 barrels per day in April — a symbolic amount that does not compensate for the loss from Hormuz. For BGF World Energy A2, which is broadly exposed to international energy companies, this is a very favorable combination. The fund holds positions in companies such as Equinor, Shell, TotalEnergies, Chevron and ExxonMobil — all with direct earnings exposure to high oil prices. TotalEnergies trades near historical peak levels around 78–79 EUR, and Equinor (EQNR) has delivered solid quarterly earnings far above analysts' estimates in the last reporting period. The energy sector is today one of the strongest sectors globally in 2026. The primary risk factor remains a sudden diplomatic breakthrough. But the signals from Tehran this week are unambiguous: Iran is not ready to negotiate on USA's terms. The market must prepare for the «war premium» not being a temporary feature — it is priced in for a period. Are you exposed to the energy sector right now, and what is your strategy if Brent approaches 120 dollars? This is not financial advice. Historical returns are no guarantee for future returns. Always invest based on your own assessments and risk tolerance. Sources: ∙ CNBC — Oil prices close at highest level since 2022 as Iran negotiations fail to ease supply fears (March 27, 2026): https://www.cnbc.com/2026/03/27/oil-price-wti-brent-crude-trump-strait-hormuz-tensions-iran-ships.html ∙ CNBC — Oil price: WTI, Brent after Iran rejects direct U.S. talks (March 26, 2026): https://www.cnbc.com/2026/03/26/oil-price-wti-brent-crude-iran-rejects-direct-us-trump-talks-hormuz.html ∙ Fortune — Current price of oil as of March 27, 2026: https://fortune.com/article/price-of-oil-03-27-2026/ ∙ FinancialContent / MarketMinute — Oil Prices Surge as Iran Rejects U.S. Peace Proposal (March 26, 2026): https://markets.financialcontent.com/stocks/article/marketminute-2026-3-26-oil-prices-surge-as-iran-rejects-us-peace-proposal-reversing-market-calm
- ·2 t sittenThe oil is soon back to before trump's message about postponement of bombing.
- ·5 t sittenOn Monday(further down in the chat here) I wrote this after trump lowered osebx in 20 min after his statement,I was right. We will see over 400 this week, the damages inflicted on logistics and production will take time to rectify again, that doesn't change with a headline from trump·1 t sittenProfit? Was it part of the plan and did it feel right when you sold? Then it was most likely the right decision. Profit is profit and profit is good 😊
- ·5 t sittenStrange that this was not mentioned more in Norwegian media. We are talking 5 mil from Finland. https://www.forsvaretsforum.no/angrep-droner-finland/angrep-mot-russisk-oljeterminal-rett-ved-grensen-til-finland/492113
Yllä olevat kommentit ovat peräisin Nordnetin sosiaalisen verkoston Sharevillen 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
Oslo Børs
Määrä
Osto
-
Myynti
Määrä
-
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| 25 | - | - | ||
| 48 | - | - | ||
| 1 023 | - | - | ||
| 200 | - | - | ||
| 250 | - | - |
Välittäjätilasto
Dataa ei löytynyt
Asiakkaat katsoivat myös
Yhtiötapahtumat
Datan lähde: FactSet, Quartr| Seuraava tapahtuma | |
|---|---|
2026 Q1 -tulosraportti 6.5. |
| Menneet tapahtumat | ||
|---|---|---|
2025 Q4 -tulosraportti 4.2. | ||
2025 Q3 -tulosraportti 29.10.2025 | ||
2025 Q2 -tulosraportti 23.7.2025 | ||
2025 Q1 -tulosraportti 30.4.2025 | ||
2024 Q4 -tulosraportti 5.2.2025 |
2025 Q4 -tulosraportti
51 päivää sitten
‧1 t 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 Q1 -tulosraportti 6.5. |
| Menneet tapahtumat | ||
|---|---|---|
2025 Q4 -tulosraportti 4.2. | ||
2025 Q3 -tulosraportti 29.10.2025 | ||
2025 Q2 -tulosraportti 23.7.2025 | ||
2025 Q1 -tulosraportti 30.4.2025 | ||
2024 Q4 -tulosraportti 5.2.2025 |
0,39 USD/osake
Irtoamispäivä 13.5.
3,74%Tuotto/v
Shareville
Liity keskusteluun SharevillessäShareville on aktiivisten yksityissijoittajien yhteisö, jossa voit seurata muiden asiakkaiden kaupankäyntiä ja omistuksia.
Kirjaudu
- ·53 min sittenHOUTHIS READY FOR WAR – BAB AL-MANDAB THE NEXT SHIPPING SHOCK? While the Strait of Hormuz is already effectively closed by Iran, Reuters reported on March 26 that the Houthi militia in Yemen is now declaring full military readiness. A Houthi leader tells Reuters: «We are fully militarily ready with all options. When it is the right time to act, the leadership will decide.» Houthi leader Abdel-Malik al-Houthi emphasized on Thursday that Yemen cannot remain neutral, and that the country will use all means to confront what he describes as US and Israeli aggression against Iran. Bab al-Mandab – «Gate of Tears» The next shipping shock could come from the south. Bab al-Mandab is only 29 km wide at its narrowest point and is one of the world's most important trade routes – oil and LNG from the Gulf to the Mediterranean via the Suez Canal pass through here. According to Al Jazeera, an Iranian military official said on March 21 that attacks against Iranian oil facilities on Kharg Island would open the door to destabilization of precisely this strait. What does this mean for the energy market? Atlantic Council points out that a combined closure of Hormuz and Bab al-Mandab would create a dramatic double supply shock for global oil and gas trade. Hormuz is already paralyzed. The Houthis have proven their capability – they attacked over 100 vessels in the Red Sea during the Gaza war. The Soufan Center assesses that a Houthi entry would support Iran's asymmetric warfare by further depleting Israeli and American air defense resources. Investor Perspective – BGF World Energy A2 This is scenario two in the energy crisis. The fund is exposed to global energy majors such as Shell, TotalEnergies, Chevron, and ExxonMobil – companies that all benefit from persistently high oil prices. Brent crude has already priced in the Hormuz risk; a Houthi escalation will add a new geographical risk layer on top of this. Energy majors broadly profit from this – both from higher realized oil prices and from increased demand for alternative logistics and storage. The question is not if the Houthis will enter, but when. Analysts at Al Jazeera and the Stimson Center both conclude that entry is a matter of time – not an «if». What do you think: Will Bab al-Mandab become the next shipping crisis center, and has the market already finished pricing in this risk scenario? ⚠️ Disclaimer: This is not financial advice. Make your own assessments before investing. Sources: ∙ Reuters/BOE Report (March 26, 2026): https://boereport.com/2026/03/26/yemens-houthis-ready-to-join-iran-war-if-needed-raising-new-shipping-risk/ ∙ Al Jazeera (March 27, 2026): https://www.aljazeera.com/news/2026/3/27/yemenis-fear-economic-consequences-of-being-dragged-into-us-iran-conflict ∙ Atlantic Council: https://www.atlanticcouncil.org/blogs/menasource/will-the-houthis-join-the-iran-war/ ∙ Soufan Center (March 19, 2026): https://thesoufancenter.org/intelbrief-2026-march-19/ ∙ Stimson Center: https://www.stimson.org/2026/the-houthis-must-decide-join-irans-war-against-the-us-and-israel-or-abandon-iran/
- ·1 t sittenIrans rejection sends Brent over 112 dollars — BGF World Energy A2 in strong tailwind The last 48 hours have confirmed what many investors feared: diplomacy between the USA and Iran has broken down, and the oil market is now pricing in a long-term conflict without a quick solution. On Wednesday, March 25, rumors of a possible ceasefire created short-lived optimism and a sharp price drop in Brent. But Thursday morning, everything changed. Iran's Foreign Minister Abbas Araghchi formally rejected the American peace framework and stated that exchange through intermediaries does not constitute «negotiations with the USA». A spokesman for the Iranian Ministry of Foreign Affairs characterized the 15-point American proposal as «unreasonable and a breach of sovereignty», and instead demanded war reparations and full military withdrawal from the Persian Gulf. The result: Brent rose over 5 % on Thursday alone. On Friday, March 27, Brent Spot trades at 107.34 dollars per barrel at 8:58 PM (source: DN Investor), with today's high of 107.39 and low of 103.28 — opening was 103.67. The intraday chart tells a clear story: a sharp morning spike towards 109 dollars on Iran news, a sharp drop around 9:00 AM on temporary peace rumors, followed by a steady and stable rise throughout the afternoon. Classic «headline-trading» in a market that doesn't know whether to believe in diplomacy. WTI touched the 100-dollar mark during the trading day and ended the week at 99.64 dollars. Trump announced Thursday evening a 10-day «pause» in attacks on Iranian energy infrastructure until April 6, and stated that negotiations are going «very well» — but this failed to alleviate supply concerns. Iran has not yet commented on the statement. The supply situation is now structurally vulnerable. According to Rystad Energy, the global system has shifted from «buffered to vulnerable» after weeks of disruptions: nearly 17.8 million barrels per day in oil and fuel deliveries through the Strait of Hormuz are affected, and around 500 million barrels have been lost total since the conflict escalated. Iraq declared force majeure on all foreign-operated oil fields from March 20, and Basra production is cut from 3.3 million barrels/day to around 900,000 barrels/day. OPEC+ increases by only 206,000 barrels per day in April — a symbolic amount that does not compensate for the loss from Hormuz. For BGF World Energy A2, which is broadly exposed to international energy companies, this is a very favorable combination. The fund holds positions in companies such as Equinor, Shell, TotalEnergies, Chevron and ExxonMobil — all with direct earnings exposure to high oil prices. TotalEnergies trades near historical peak levels around 78–79 EUR, and Equinor (EQNR) has delivered solid quarterly earnings far above analysts' estimates in the last reporting period. The energy sector is today one of the strongest sectors globally in 2026. The primary risk factor remains a sudden diplomatic breakthrough. But the signals from Tehran this week are unambiguous: Iran is not ready to negotiate on USA's terms. The market must prepare for the «war premium» not being a temporary feature — it is priced in for a period. Are you exposed to the energy sector right now, and what is your strategy if Brent approaches 120 dollars? This is not financial advice. Historical returns are no guarantee for future returns. Always invest based on your own assessments and risk tolerance. Sources: ∙ CNBC — Oil prices close at highest level since 2022 as Iran negotiations fail to ease supply fears (March 27, 2026): https://www.cnbc.com/2026/03/27/oil-price-wti-brent-crude-trump-strait-hormuz-tensions-iran-ships.html ∙ CNBC — Oil price: WTI, Brent after Iran rejects direct U.S. talks (March 26, 2026): https://www.cnbc.com/2026/03/26/oil-price-wti-brent-crude-iran-rejects-direct-us-trump-talks-hormuz.html ∙ Fortune — Current price of oil as of March 27, 2026: https://fortune.com/article/price-of-oil-03-27-2026/ ∙ FinancialContent / MarketMinute — Oil Prices Surge as Iran Rejects U.S. Peace Proposal (March 26, 2026): https://markets.financialcontent.com/stocks/article/marketminute-2026-3-26-oil-prices-surge-as-iran-rejects-us-peace-proposal-reversing-market-calm
- ·2 t sittenThe oil is soon back to before trump's message about postponement of bombing.
- ·5 t sittenOn Monday(further down in the chat here) I wrote this after trump lowered osebx in 20 min after his statement,I was right. We will see over 400 this week, the damages inflicted on logistics and production will take time to rectify again, that doesn't change with a headline from trump·1 t sittenProfit? Was it part of the plan and did it feel right when you sold? Then it was most likely the right decision. Profit is profit and profit is good 😊
- ·5 t sittenStrange that this was not mentioned more in Norwegian media. We are talking 5 mil from Finland. https://www.forsvaretsforum.no/angrep-droner-finland/angrep-mot-russisk-oljeterminal-rett-ved-grensen-til-finland/492113
Yllä olevat kommentit ovat peräisin Nordnetin sosiaalisen verkoston Sharevillen 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
Oslo Børs
Määrä
Osto
-
Myynti
Määrä
-
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| 25 | - | - | ||
| 48 | - | - | ||
| 1 023 | - | - | ||
| 200 | - | - | ||
| 250 | - | - |
Välittäjätilasto
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