2026 Q2 - tulosraportti
91 päivää sitten
‧28 min
3,6691 NOK/osake
Irtoamispäivä 13.11.
3,34%Tuotto/v
Tarjoustasot
Määrä
Osto
-
Myynti
Määrä
-
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| 2 | - | - | ||
| 3 | - | - | ||
| 669 | - | - | ||
| 2 468 | - | - | ||
| 1 234 | - | - |
Huomioi, että vaikka osakkeisiin säästäminen on pitkällä aikavälillä tuottanut hyvin, tulevasta tuotosta ei ole takeita. On olemassa riski, että et saa sijoittamiasi varoja takaisin.
Rahastoja ja ETF:iä jotka omistavat osaketta
Asiakkaat katsoivat myös
Yhtiötapahtumat
Datan lähde: Quartr| Seuraava tapahtuma | |
|---|---|
2026 Q3 - tulosraportti 28.10. | 7 päivää |
| Menneet tapahtumat | ||
|---|---|---|
2026 Q2 - tulosraportti 22.7. | ||
Vuosittainen yhtiökokous 2026 12.5. | ||
2026 Q1 - tulosraportti 6.5. | ||
2025 Q4 - tulosraportti 4.2. | ||
2025 Q3 - tulosraportti 29.10.2025 |
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
2 t sittenThe Kremlin talks peace. Equinor shrugs. Putin aide Yuri Ushakov tells TASS that a settlement in Ukraine is approaching, while admitting he does not know how close. "It is heading that way." Hardly a timetable. We have heard this before. In May, Putin said he believed the war was nearing its end, and the Kremlin's price was the same as always: Zelensky hands over the rest of Donetsk. That demand has not moved. Coming right after the Oslo talks, where Putin thanked Witkoff for Trump's efforts and stressed Russia's wish to restore economic ties with the US, this looks like positioning, not progress. For Equinor it barely registers. The stock closed at NOK 434.30 today, up 1.64 percent on the day and 83 percent year to date. The real drivers are elsewhere. Brent is up roughly 10 percent in a month, TTF cleared €90/MWh yesterday for the first time since December 2022, and EU gas storage is around 74 percent against a normal of roughly 86. That is the Gulf, LNG and winter talking, not Ushakov. And the fear that peace brings cheap Russian gas back to Europe? The EU has banned Russian LNG from early 2027 and pipeline gas from autumn 2027, and has pledged not to resume imports even after a peace deal. Norwegian gas is not a bridge to peace. It is the replacement. A real ceasefire could trigger a knee-jerk dip in oil stocks, but Equinor is far more exposed to Hormuz than to Donbas. Will the market overreact if a deal actually lands? Written with AI. Sources: https://www.nettavisen.no/nyheter/kreml-krigen-narmer-seg-slutten/s/80-95-180141 https://www.aftenposten.no/norge/i/5pboKO/kreml-avslutningen-paa-krigen-naermer-seg-gir-uttrykk-for-at-presset-paa-putin-oeker-sier-ekspert https://www.aftenposten.no/verden/i/oKml90/nyhetsstudio-ukraina-samtaler-i-oslo-foelg-siste-nytt-her https://tradingeconomics.com/commodity/brent-crude-oil https://www.tokenpost.com/news/investing/35988 https://kalkine.com.au/news/economic-news/ttf-gas-price-2026-up-214-this-year-at-88-europe-faces-winter-with-storage-far-below-normal https://ukranews.com/en/news/1130785-eu-council-adopts-law-on-gradual-abandonment-of-russian-gas-by-end-of-2027
·9 t sittenThe Switzerland-based investor Øystein Stray Spetalen has bought 100,000 shares in Equinor, according to E24's investor lists. The shares have a market value of just over 42 million kroner, based on the share price in recent days. The purchase is registered on 20 October, but the investor lists have a couple of days' lag, and therefore do not capture changes that have occurred during the period either. Changes may stem from ordinary purchases or sales, but also from other types of transactions or events. E24 has been in contact with Spetalen on Wednesday morning. He has no comment on the matter. Equinor has been performing exceptionally well in 2026 after the Iran war sent oil and gas prices through the roof. The share is up 80 percent this year.
- 1 päivä sittenPeace Hopes in Oslo, Gas Crisis in the Gulf: What Does It Mean for Equinor? Today the US, Ukraine and Europe meet in Oslo to draft a peace proposal for Russia, with Zelenskyy, Støre, the E4 countries, the EU and NATO at the table. Afterwards, Witkoff plans to travel on to Russia to meet Putin, according to Axios. The key question for Equinor is whether the market starts pricing in lower European gas prices before any deal is actually in place. Gas trades on expectations, and peace signals have moved prices quickly before. During last November's peace push, Wood Mackenzie flagged heavy downside pressure on European gas, and TTF soon fell below €30/MWh, largely on hopes of a deal. In February 2025, JPMorgan estimated that Equinor sells 70 percent of its gas volumes on a daily basis and that a 10 percent drop in TTF cuts earnings per share by about 5 percent. That is a historical estimate rather than today's exact sensitivity, but the principle holds. Today's crisis is a different one. TTF traded at €88.41 on October 19, more than triple its January level. The Iran war has knocked out part of Qatar's LNG capacity and choked tanker traffic through Hormuz, and EU storage was 74.3 percent full on October 18 against a seasonal norm of around 86 percent. A peace deal in Ukraine solves none of this. Nor will Russian gas simply return. The EU has legislated a ban on Russian LNG imports by the end of 2026 and on pipeline gas under long-term contracts by September 30, 2027, and a peace deal does not overturn that. Over a longer horizon, a lasting peace could lower the geopolitical risk premium and reshape trade flows, and the market may discount that possibility well before it materializes. The road ahead is long, though. In early October Rubio described the situation as a strategic stalemate, and the Kremlin said there was no basis for a settlement. Washington has also pressed Kyiv to stop striking Russian refineries, so oil is part of the negotiations as well. Equinor enters this from a position of strength. The stock closed at NOK 435 on Monday, up 83.5 percent this year, and Nordea raised its target the same day from NOK 400 to NOK 480 with a Buy rating. Bank of America expects gas prices to rise roughly another 15 percent in the fourth quarter and sees Equinor as particularly well placed. Yet the consensus target among 25 analysts sits about 12.5 percent below the share price, with Hold as the average rating. After such a rally, upbeat headlines from Oslo or Moscow could easily trigger profit-taking. Equinor is also more than European gas, as oil prices, production volumes and capital discipline drive value too. Third-quarter results are due October 28. My view is that Oslo is mainly a short-term headline risk. An expectation-driven peace discount is not the same as a physical gas surplus in Europe. As long as the Gulf crisis lasts, storage stays low and the EU phases out Russian gas, peace hopes alone are unlikely to push gas prices durably lower. What matters is whether concrete signs of a deal also change the actual supply outlook. What do you think? Will the market start pricing in a peace discount on European gas now, or will the Gulf supply crisis keep dominating the outlook for Equinor? Not investment advice. I hold no position in Equinor. This post was written with the help of Claude, ChatGPT and Copilot. Sources: https://www.axios.com/2026/10/20/russia-ukraine-peace-talks-trump-witkoff-oslo https://www.axios.com/2026/10/19/zelensky-blumenthal-tillis-ukraine-russia-war-intelligence https://www.dagbladet.no/nyheter/varsler-forhandlinger-i-norge/85309529 https://kalkine.com.au/news/economic-news/ttf-gas-price-2026-up-214-this-year-at-88-europe-faces-winter-with-storage-far-below-normal https://www.eeas.europa.eu/delegations/norway/permanent-stopp-import-av-russisk-gass-i-eu_nb https://naturalgasintel.com/news/ukraine-peace-push-crushes-ttf-as-war-risk-premium-fades-lng-recap/ https://www.capitaleconomics.com/publications/commodities-weekly/fall-eu-natural-gas-prices-has-further-run https://www.finansavisen.no/energi/2025/02/20/8243765/jpmorgan-kjop-equinor-lavere-gasspriser-er-allerede-priset-inn https://ch.marketscreener.com/boerse-nachrichten/nordea-hebt-kursziel-fuer-equinor-auf-480-norwegische-kronen-400-an-bestaetigt-kaufempfehlung-ce785cdad08df42d https://ch.marketscreener.com/boerse-nachrichten/bank-of-america-bevorzugt-equinor-bei-steigenden-gaspreisen-ce785cdadb8bf52c https://meduza.io/en/news/2026/10/09/witkoff-and-kushner-have-new-ideas-to-end-russia-s-war-in-ukraine-and-plan-to-visit-moscow-this-month-axios-reports
Completely agree with what you are describing. Paper, as is well known, burns rather poorly in European gas power plants. It is of course nice with coffee meetings and fine pens in Oslo, but ink does not produce energy. The world has a structural, physical deficit of fossil fuels. If one genuinely thinks that a handshake at a hotel in Sentrum magically conjures up new barrels of oil or fills the EU gas storage overnight, one should perhaps reconsider their stock strategy. I think, anyway... - ·2 päivää sittenGood news for anyone who doesn't want tinnitus. "At the same time, the company states that they will now introduce a new type of hearing protection that actively dampens noise, also on the alternative helicopter. This comes after a recommendation from a working group where both the unions, the safety service, and the employer are represented, says Eek." https://www.vg.no/nyheter/i/mKe2eq/equinor-satte-omstridt-helikopter-paa-bakken-alternativet-gir-ogsaa-hoerselsplager
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.
Tuotteita joiden kohde-etuutena tämä arvopaperi
Välittäjätilasto
Dataa ei löytynyt
2026 Q2 - tulosraportti
91 päivää sitten
‧28 min
3,6691 NOK/osake
Irtoamispäivä 13.11.
3,34%Tuotto/v
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
- 2 t sittenThe Kremlin talks peace. Equinor shrugs. Putin aide Yuri Ushakov tells TASS that a settlement in Ukraine is approaching, while admitting he does not know how close. "It is heading that way." Hardly a timetable. We have heard this before. In May, Putin said he believed the war was nearing its end, and the Kremlin's price was the same as always: Zelensky hands over the rest of Donetsk. That demand has not moved. Coming right after the Oslo talks, where Putin thanked Witkoff for Trump's efforts and stressed Russia's wish to restore economic ties with the US, this looks like positioning, not progress. For Equinor it barely registers. The stock closed at NOK 434.30 today, up 1.64 percent on the day and 83 percent year to date. The real drivers are elsewhere. Brent is up roughly 10 percent in a month, TTF cleared €90/MWh yesterday for the first time since December 2022, and EU gas storage is around 74 percent against a normal of roughly 86. That is the Gulf, LNG and winter talking, not Ushakov. And the fear that peace brings cheap Russian gas back to Europe? The EU has banned Russian LNG from early 2027 and pipeline gas from autumn 2027, and has pledged not to resume imports even after a peace deal. Norwegian gas is not a bridge to peace. It is the replacement. A real ceasefire could trigger a knee-jerk dip in oil stocks, but Equinor is far more exposed to Hormuz than to Donbas. Will the market overreact if a deal actually lands? Written with AI. Sources: https://www.nettavisen.no/nyheter/kreml-krigen-narmer-seg-slutten/s/80-95-180141 https://www.aftenposten.no/norge/i/5pboKO/kreml-avslutningen-paa-krigen-naermer-seg-gir-uttrykk-for-at-presset-paa-putin-oeker-sier-ekspert https://www.aftenposten.no/verden/i/oKml90/nyhetsstudio-ukraina-samtaler-i-oslo-foelg-siste-nytt-her https://tradingeconomics.com/commodity/brent-crude-oil https://www.tokenpost.com/news/investing/35988 https://kalkine.com.au/news/economic-news/ttf-gas-price-2026-up-214-this-year-at-88-europe-faces-winter-with-storage-far-below-normal https://ukranews.com/en/news/1130785-eu-council-adopts-law-on-gradual-abandonment-of-russian-gas-by-end-of-2027
- ·9 t sittenThe Switzerland-based investor Øystein Stray Spetalen has bought 100,000 shares in Equinor, according to E24's investor lists. The shares have a market value of just over 42 million kroner, based on the share price in recent days. The purchase is registered on 20 October, but the investor lists have a couple of days' lag, and therefore do not capture changes that have occurred during the period either. Changes may stem from ordinary purchases or sales, but also from other types of transactions or events. E24 has been in contact with Spetalen on Wednesday morning. He has no comment on the matter. Equinor has been performing exceptionally well in 2026 after the Iran war sent oil and gas prices through the roof. The share is up 80 percent this year.
- 1 päivä sittenPeace Hopes in Oslo, Gas Crisis in the Gulf: What Does It Mean for Equinor? Today the US, Ukraine and Europe meet in Oslo to draft a peace proposal for Russia, with Zelenskyy, Støre, the E4 countries, the EU and NATO at the table. Afterwards, Witkoff plans to travel on to Russia to meet Putin, according to Axios. The key question for Equinor is whether the market starts pricing in lower European gas prices before any deal is actually in place. Gas trades on expectations, and peace signals have moved prices quickly before. During last November's peace push, Wood Mackenzie flagged heavy downside pressure on European gas, and TTF soon fell below €30/MWh, largely on hopes of a deal. In February 2025, JPMorgan estimated that Equinor sells 70 percent of its gas volumes on a daily basis and that a 10 percent drop in TTF cuts earnings per share by about 5 percent. That is a historical estimate rather than today's exact sensitivity, but the principle holds. Today's crisis is a different one. TTF traded at €88.41 on October 19, more than triple its January level. The Iran war has knocked out part of Qatar's LNG capacity and choked tanker traffic through Hormuz, and EU storage was 74.3 percent full on October 18 against a seasonal norm of around 86 percent. A peace deal in Ukraine solves none of this. Nor will Russian gas simply return. The EU has legislated a ban on Russian LNG imports by the end of 2026 and on pipeline gas under long-term contracts by September 30, 2027, and a peace deal does not overturn that. Over a longer horizon, a lasting peace could lower the geopolitical risk premium and reshape trade flows, and the market may discount that possibility well before it materializes. The road ahead is long, though. In early October Rubio described the situation as a strategic stalemate, and the Kremlin said there was no basis for a settlement. Washington has also pressed Kyiv to stop striking Russian refineries, so oil is part of the negotiations as well. Equinor enters this from a position of strength. The stock closed at NOK 435 on Monday, up 83.5 percent this year, and Nordea raised its target the same day from NOK 400 to NOK 480 with a Buy rating. Bank of America expects gas prices to rise roughly another 15 percent in the fourth quarter and sees Equinor as particularly well placed. Yet the consensus target among 25 analysts sits about 12.5 percent below the share price, with Hold as the average rating. After such a rally, upbeat headlines from Oslo or Moscow could easily trigger profit-taking. Equinor is also more than European gas, as oil prices, production volumes and capital discipline drive value too. Third-quarter results are due October 28. My view is that Oslo is mainly a short-term headline risk. An expectation-driven peace discount is not the same as a physical gas surplus in Europe. As long as the Gulf crisis lasts, storage stays low and the EU phases out Russian gas, peace hopes alone are unlikely to push gas prices durably lower. What matters is whether concrete signs of a deal also change the actual supply outlook. What do you think? Will the market start pricing in a peace discount on European gas now, or will the Gulf supply crisis keep dominating the outlook for Equinor? Not investment advice. I hold no position in Equinor. This post was written with the help of Claude, ChatGPT and Copilot. Sources: https://www.axios.com/2026/10/20/russia-ukraine-peace-talks-trump-witkoff-oslo https://www.axios.com/2026/10/19/zelensky-blumenthal-tillis-ukraine-russia-war-intelligence https://www.dagbladet.no/nyheter/varsler-forhandlinger-i-norge/85309529 https://kalkine.com.au/news/economic-news/ttf-gas-price-2026-up-214-this-year-at-88-europe-faces-winter-with-storage-far-below-normal https://www.eeas.europa.eu/delegations/norway/permanent-stopp-import-av-russisk-gass-i-eu_nb https://naturalgasintel.com/news/ukraine-peace-push-crushes-ttf-as-war-risk-premium-fades-lng-recap/ https://www.capitaleconomics.com/publications/commodities-weekly/fall-eu-natural-gas-prices-has-further-run https://www.finansavisen.no/energi/2025/02/20/8243765/jpmorgan-kjop-equinor-lavere-gasspriser-er-allerede-priset-inn https://ch.marketscreener.com/boerse-nachrichten/nordea-hebt-kursziel-fuer-equinor-auf-480-norwegische-kronen-400-an-bestaetigt-kaufempfehlung-ce785cdad08df42d https://ch.marketscreener.com/boerse-nachrichten/bank-of-america-bevorzugt-equinor-bei-steigenden-gaspreisen-ce785cdadb8bf52c https://meduza.io/en/news/2026/10/09/witkoff-and-kushner-have-new-ideas-to-end-russia-s-war-in-ukraine-and-plan-to-visit-moscow-this-month-axios-reportsCompletely agree with what you are describing. Paper, as is well known, burns rather poorly in European gas power plants. It is of course nice with coffee meetings and fine pens in Oslo, but ink does not produce energy. The world has a structural, physical deficit of fossil fuels. If one genuinely thinks that a handshake at a hotel in Sentrum magically conjures up new barrels of oil or fills the EU gas storage overnight, one should perhaps reconsider their stock strategy. I think, anyway...
- ·2 päivää sittenGood news for anyone who doesn't want tinnitus. "At the same time, the company states that they will now introduce a new type of hearing protection that actively dampens noise, also on the alternative helicopter. This comes after a recommendation from a working group where both the unions, the safety service, and the employer are represented, says Eek." https://www.vg.no/nyheter/i/mKe2eq/equinor-satte-omstridt-helikopter-paa-bakken-alternativet-gir-ogsaa-hoerselsplager
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 |
|---|---|---|---|---|
| 2 | - | - | ||
| 3 | - | - | ||
| 669 | - | - | ||
| 2 468 | - | - | ||
| 1 234 | - | - |
Huomioi, että vaikka osakkeisiin säästäminen on pitkällä aikavälillä tuottanut hyvin, tulevasta tuotosta ei ole takeita. On olemassa riski, että et saa sijoittamiasi varoja takaisin.
Rahastoja ja ETF:iä jotka omistavat osaketta
Asiakkaat katsoivat myös
Yhtiötapahtumat
Datan lähde: Quartr| Seuraava tapahtuma | |
|---|---|
2026 Q3 - tulosraportti 28.10. | 7 päivää |
| Menneet tapahtumat | ||
|---|---|---|
2026 Q2 - tulosraportti 22.7. | ||
Vuosittainen yhtiökokous 2026 12.5. | ||
2026 Q1 - tulosraportti 6.5. | ||
2025 Q4 - tulosraportti 4.2. | ||
2025 Q3 - tulosraportti 29.10.2025 |
Tuotteita joiden kohde-etuutena tämä arvopaperi
Välittäjätilasto
Dataa ei löytynyt
2026 Q2 - tulosraportti
91 päivää sitten
‧28 min
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: Quartr| Seuraava tapahtuma | |
|---|---|
2026 Q3 - tulosraportti 28.10. | 7 päivää |
| Menneet tapahtumat | ||
|---|---|---|
2026 Q2 - tulosraportti 22.7. | ||
Vuosittainen yhtiökokous 2026 12.5. | ||
2026 Q1 - tulosraportti 6.5. | ||
2025 Q4 - tulosraportti 4.2. | ||
2025 Q3 - tulosraportti 29.10.2025 |
Tuotteita joiden kohde-etuutena tämä arvopaperi
3,6691 NOK/osake
Irtoamispäivä 13.11.
3,34%Tuotto/v
Foorumi
Liity keskusteluun Nordnet Socialissa
- 2 t sittenThe Kremlin talks peace. Equinor shrugs. Putin aide Yuri Ushakov tells TASS that a settlement in Ukraine is approaching, while admitting he does not know how close. "It is heading that way." Hardly a timetable. We have heard this before. In May, Putin said he believed the war was nearing its end, and the Kremlin's price was the same as always: Zelensky hands over the rest of Donetsk. That demand has not moved. Coming right after the Oslo talks, where Putin thanked Witkoff for Trump's efforts and stressed Russia's wish to restore economic ties with the US, this looks like positioning, not progress. For Equinor it barely registers. The stock closed at NOK 434.30 today, up 1.64 percent on the day and 83 percent year to date. The real drivers are elsewhere. Brent is up roughly 10 percent in a month, TTF cleared €90/MWh yesterday for the first time since December 2022, and EU gas storage is around 74 percent against a normal of roughly 86. That is the Gulf, LNG and winter talking, not Ushakov. And the fear that peace brings cheap Russian gas back to Europe? The EU has banned Russian LNG from early 2027 and pipeline gas from autumn 2027, and has pledged not to resume imports even after a peace deal. Norwegian gas is not a bridge to peace. It is the replacement. A real ceasefire could trigger a knee-jerk dip in oil stocks, but Equinor is far more exposed to Hormuz than to Donbas. Will the market overreact if a deal actually lands? Written with AI. Sources: https://www.nettavisen.no/nyheter/kreml-krigen-narmer-seg-slutten/s/80-95-180141 https://www.aftenposten.no/norge/i/5pboKO/kreml-avslutningen-paa-krigen-naermer-seg-gir-uttrykk-for-at-presset-paa-putin-oeker-sier-ekspert https://www.aftenposten.no/verden/i/oKml90/nyhetsstudio-ukraina-samtaler-i-oslo-foelg-siste-nytt-her https://tradingeconomics.com/commodity/brent-crude-oil https://www.tokenpost.com/news/investing/35988 https://kalkine.com.au/news/economic-news/ttf-gas-price-2026-up-214-this-year-at-88-europe-faces-winter-with-storage-far-below-normal https://ukranews.com/en/news/1130785-eu-council-adopts-law-on-gradual-abandonment-of-russian-gas-by-end-of-2027
- ·9 t sittenThe Switzerland-based investor Øystein Stray Spetalen has bought 100,000 shares in Equinor, according to E24's investor lists. The shares have a market value of just over 42 million kroner, based on the share price in recent days. The purchase is registered on 20 October, but the investor lists have a couple of days' lag, and therefore do not capture changes that have occurred during the period either. Changes may stem from ordinary purchases or sales, but also from other types of transactions or events. E24 has been in contact with Spetalen on Wednesday morning. He has no comment on the matter. Equinor has been performing exceptionally well in 2026 after the Iran war sent oil and gas prices through the roof. The share is up 80 percent this year.
- 1 päivä sittenPeace Hopes in Oslo, Gas Crisis in the Gulf: What Does It Mean for Equinor? Today the US, Ukraine and Europe meet in Oslo to draft a peace proposal for Russia, with Zelenskyy, Støre, the E4 countries, the EU and NATO at the table. Afterwards, Witkoff plans to travel on to Russia to meet Putin, according to Axios. The key question for Equinor is whether the market starts pricing in lower European gas prices before any deal is actually in place. Gas trades on expectations, and peace signals have moved prices quickly before. During last November's peace push, Wood Mackenzie flagged heavy downside pressure on European gas, and TTF soon fell below €30/MWh, largely on hopes of a deal. In February 2025, JPMorgan estimated that Equinor sells 70 percent of its gas volumes on a daily basis and that a 10 percent drop in TTF cuts earnings per share by about 5 percent. That is a historical estimate rather than today's exact sensitivity, but the principle holds. Today's crisis is a different one. TTF traded at €88.41 on October 19, more than triple its January level. The Iran war has knocked out part of Qatar's LNG capacity and choked tanker traffic through Hormuz, and EU storage was 74.3 percent full on October 18 against a seasonal norm of around 86 percent. A peace deal in Ukraine solves none of this. Nor will Russian gas simply return. The EU has legislated a ban on Russian LNG imports by the end of 2026 and on pipeline gas under long-term contracts by September 30, 2027, and a peace deal does not overturn that. Over a longer horizon, a lasting peace could lower the geopolitical risk premium and reshape trade flows, and the market may discount that possibility well before it materializes. The road ahead is long, though. In early October Rubio described the situation as a strategic stalemate, and the Kremlin said there was no basis for a settlement. Washington has also pressed Kyiv to stop striking Russian refineries, so oil is part of the negotiations as well. Equinor enters this from a position of strength. The stock closed at NOK 435 on Monday, up 83.5 percent this year, and Nordea raised its target the same day from NOK 400 to NOK 480 with a Buy rating. Bank of America expects gas prices to rise roughly another 15 percent in the fourth quarter and sees Equinor as particularly well placed. Yet the consensus target among 25 analysts sits about 12.5 percent below the share price, with Hold as the average rating. After such a rally, upbeat headlines from Oslo or Moscow could easily trigger profit-taking. Equinor is also more than European gas, as oil prices, production volumes and capital discipline drive value too. Third-quarter results are due October 28. My view is that Oslo is mainly a short-term headline risk. An expectation-driven peace discount is not the same as a physical gas surplus in Europe. As long as the Gulf crisis lasts, storage stays low and the EU phases out Russian gas, peace hopes alone are unlikely to push gas prices durably lower. What matters is whether concrete signs of a deal also change the actual supply outlook. What do you think? Will the market start pricing in a peace discount on European gas now, or will the Gulf supply crisis keep dominating the outlook for Equinor? Not investment advice. I hold no position in Equinor. This post was written with the help of Claude, ChatGPT and Copilot. Sources: https://www.axios.com/2026/10/20/russia-ukraine-peace-talks-trump-witkoff-oslo https://www.axios.com/2026/10/19/zelensky-blumenthal-tillis-ukraine-russia-war-intelligence https://www.dagbladet.no/nyheter/varsler-forhandlinger-i-norge/85309529 https://kalkine.com.au/news/economic-news/ttf-gas-price-2026-up-214-this-year-at-88-europe-faces-winter-with-storage-far-below-normal https://www.eeas.europa.eu/delegations/norway/permanent-stopp-import-av-russisk-gass-i-eu_nb https://naturalgasintel.com/news/ukraine-peace-push-crushes-ttf-as-war-risk-premium-fades-lng-recap/ https://www.capitaleconomics.com/publications/commodities-weekly/fall-eu-natural-gas-prices-has-further-run https://www.finansavisen.no/energi/2025/02/20/8243765/jpmorgan-kjop-equinor-lavere-gasspriser-er-allerede-priset-inn https://ch.marketscreener.com/boerse-nachrichten/nordea-hebt-kursziel-fuer-equinor-auf-480-norwegische-kronen-400-an-bestaetigt-kaufempfehlung-ce785cdad08df42d https://ch.marketscreener.com/boerse-nachrichten/bank-of-america-bevorzugt-equinor-bei-steigenden-gaspreisen-ce785cdadb8bf52c https://meduza.io/en/news/2026/10/09/witkoff-and-kushner-have-new-ideas-to-end-russia-s-war-in-ukraine-and-plan-to-visit-moscow-this-month-axios-reportsCompletely agree with what you are describing. Paper, as is well known, burns rather poorly in European gas power plants. It is of course nice with coffee meetings and fine pens in Oslo, but ink does not produce energy. The world has a structural, physical deficit of fossil fuels. If one genuinely thinks that a handshake at a hotel in Sentrum magically conjures up new barrels of oil or fills the EU gas storage overnight, one should perhaps reconsider their stock strategy. I think, anyway...
- ·2 päivää sittenGood news for anyone who doesn't want tinnitus. "At the same time, the company states that they will now introduce a new type of hearing protection that actively dampens noise, also on the alternative helicopter. This comes after a recommendation from a working group where both the unions, the safety service, and the employer are represented, says Eek." https://www.vg.no/nyheter/i/mKe2eq/equinor-satte-omstridt-helikopter-paa-bakken-alternativet-gir-ogsaa-hoerselsplager
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