2026 Q2 -tulosraportti
8 päivää sitten
‧28 min
0,39 USD/osake
Irtoamispäivä 13.8.
3,88%Tuotto/v
Tarjoustasot
Ei dataa
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| - | - | - | - |
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: Quartr| Seuraava tapahtuma | |
|---|---|
2026 Q3 -tulosraportti 28.10. |
| Menneet tapahtumat | ||
|---|---|---|
2026 Q2 -tulosraportti 22.7. | ||
2026 Q1 -tulosraportti 6.5. | ||
2025 Q4 -tulosraportti 4.2. | ||
2025 Q3 -tulosraportti 29.10.2025 | ||
2025 Q2 -tulosraportti 23.7.2025 |
Asiakkaat katsoivat myös
Foorumi
Liity keskusteluun Nordnet Socialissa
Kirjaudu
·1 t sittenOSEBX has received Buy from Investtech. 📈 Investtech now considers the Main Index as technically positive in the medium term. The index is still moving in a rising trend channel, with resistance around 2080 points. A break above this level can give new technical buy signals.- ·2 t sitten · MuokattuUSA is escalating the war against Iran. What does that mean for the energy market? The war pause looks like a "technical rest" so they can refill their missile stockpiles. The risk premium on the oil price is increasing. The oil price is on its way up again now $93 a barrel. Overnight to Thursday, the USA carried out a new wave of air strikes against dozens of targets in Iran. According to US authorities, the targets were linked to the Revolutionary Guard, including command facilities, missile and drone infrastructure, as well as coastal defense. The attacks come in response to Iran's recent rocket attacks against US forces in Jordan. For the energy market, this means that the geopolitical risk premium will likely remain high. As long as the conflict between the USA and Iran continues to escalate, the market will have to price in the risk of new disruptions in the Persian Gulf and the Strait of Hormuz, where a significant portion of the world's oil exports passes. At the same time, commercial oil inventories are already historically low in several Western countries. If the conflict develops further with attacks on energy infrastructure or shipping, the oil price could react quickly upwards. The market is now following not only the developments between the USA and Iran, but also the risk that more regional actors will be drawn in. For investors in the energy sector, this could mean continued high volatility, but also strong cash flow and earnings for oil and gas producers if the oil price remains high over time. The next few days will be crucial for whether the conflict is limited, or if it enters a new and more serious phase. Sources: * Aftenposten: https://www.aftenposten.no/verden/i/Oklq5l/usa-angrep-titalls-maal-i-iran * Reuters: https://www.reuters.com/world/middle-east/us-carries-out-fresh-iran-strikes-centcom-says-2026-07-30/
LNG tanker was hit in an LNG terminal in egypt yesterday - it has been commented on by CNN, BBC and reuters. https://www.reuters.com/world/middle-east/drone-hits-gas-storage-tanker-egypts-mediterranean-port-2026-07-29/ - ·13 t sittenIran links peace negotiations to Israel, Hezbollah and Hamas: A new geopolitical risk factor for energy markets The Middle East conflict is increasingly developing into an interconnected geopolitical game where the various fronts influence each other. Iran has signaled that a broader agreement with the USA is not just about the relationship between Washington and Tehran, but also about the developments between Israel and Iran's regional allies. Tehran has demanded that a lasting regional solution must involve a halt to Israeli operations against Hezbollah in Lebanon, and has simultaneously linked its regional policy to the situation surrounding Palestinian groups like Hamas. Iran presents this as a demand to protect its allies, while Israel sees Hezbollah and Hamas as parts of a larger security threat supported by Iran. This shows how Iran uses its regional network as a strategic bargaining tool. Hezbollah is not just a Lebanese actor, but also a central part of Iran's security strategy against Israel. By linking American-Iranian negotiations to developments in Lebanon, Iran is attempting to influence the broader regional balance of power. From a geopolitical perspective, this is nevertheless less about a pure religious conflict and more about power, influence, and security. Religion and ideology are used to mobilize support, but the strategic goals are about control over the region, deterrence, and political influence. For investors, the question is what this means for energy markets. A lasting diplomatic solution can reduce the risk premium in the oil and gas market. At the same time, a new escalation can quickly lead to: • higher oil prices through increased geopolitical risk premium • greater risk of disruptions in the Strait of Hormuz and important trade routes • increased shipping and insurance costs • more inflationary pressure globally The market therefore follows not only the actual hostilities, but also the negotiation dynamics between Iran, USA, and Israel. A conflict that initially is about regional balance of power can have global economic consequences through energy prices. The Middle East is thus not only a security policy challenge, but also one of the most important risk factors for the world's energy markets. Sources: Reuters on Iran, Hezbollah and regional negotiations: https://www.reuters.com/world/middle-east/ Council on Foreign Relations on Iran, Israel and regional conflicts: https://www.cfr.org/middle-east-and-north-africa International Energy Agency (IEA) on energy security and Middle East risk: https://www.iea.org/topics/energy-security U.S. Energy Information Administration (EIA) on the Strait of Hormuz and global oil trade: https://www.eia.gov/international/analysis/special-topics/World_Oil_Transit_Chokepoints.php
More examples are the Houthis in Yemen as well as pro-Iranian militias in Iraq, both of whom allegedly attacked Saudi Arabia. Yesterday, one to two American-owned LNG ships were attacked by drones at quay in Egypt. What Iran is doing now is thus ensuring that an agreement with Iran is not a guarantee for consensus, as other states and actors can destroy it. I interpret this to mean that Trump will soon get an ulcer. Iran controls this war, then they also control the escalation. Sidenote, I also consider the Russia-Iran alliance as an integral part. Both have an interest in weakening the USA globally and in the Middle East. I have no doubt that these are in common understanding that the USA must be depleted of air defense, for they will both become victors if they achieve that. Ergo, there is a probability that this war follows the one in Ukraine. - ·14 t sittenAt 20:00, the interest rate committee (FOMC – Federal Open Market Committee) of the US central bank Fed announced that interest rates are kept unchanged within the interval 3.50 to 3.75 percent, where they have remained all year, for the fifth consecutive interest rate meeting. https://www.dn.no/utenriks/usa/rente/fed/den-amerikanske-sentralbanken-holder-rentene-uendret/2-1-2022475
- 16 t sittenMiddle East Escalation Raises Oil and Energy Security Risks The Middle East conflict is entering a new and more dangerous phase after renewed military exchanges between Iran, the United States and regional allies increased fears of further escalation. Iran launched missile attacks targeting US forces in Jordan, according to US and Jordanian authorities. Jordan reported that its air defenses intercepted the incoming missiles, preventing casualties. Shortly afterwards, the United States and Saudi Arabia carried out coordinated strikes against Iran-backed armed groups in Iraq, according to reports from international media. (The Wall Street Journal) President Donald Trump has warned that Iran will face a strong response following the attacks. The escalation comes despite ongoing diplomatic efforts aimed at preventing the conflict from spreading further. (New York Post) For energy markets, the main concern is not only current supply disruptions, but the growing geopolitical risk premium. The Middle East remains the most strategically important region for global oil and gas flows, with the Strait of Hormuz, Red Sea shipping routes and Gulf energy infrastructure representing critical points of vulnerability. Markets reacted quickly as renewed conflict fears pushed oil prices higher. The latest developments show the same pattern seen repeatedly throughout 2026: energy prices respond immediately to geopolitical uncertainty, often before any confirmed long-term disruption to physical supply occurs. (Reuters) The conflict is also spreading beyond traditional military targets. Reuters reported explosions at Egypt’s Damietta LNG terminal after a drone incident, while responsibility remained unclear. Any sustained threat against LNG facilities, oil infrastructure or shipping routes could have significant consequences for global energy markets. (Reuters) For investors, the key question is whether this remains a limited exchange of attacks or develops into a broader regional conflict involving major energy producers and transport routes. A prolonged escalation could keep volatility elevated and strengthen the investment case for energy producers, LNG companies and businesses connected to global energy security. The market is currently pricing uncertainty, and the next major catalyst will be whether diplomacy succeeds or whether further military action follows. Sources: Reuters: https://www.reuters.com/world/asia-pacific/us-saudis-attack-iran-backed-groups-iraq-threatening-intensify-conflict-2026-07-29/ Associated Press: https://apnews.com/article/e31d249ba6443decdd3e63cd00f0fb84 Wall Street Journal: https://www.wsj.com/world/middle-east/iran-launches-surprise-missile-attack-on-u-s-forces-70955a30 VG: https://www.vg.no/nyheter/i/WvJeAG/trump-lover-aa-svare-paa-iransk-angrep
The war weakens the US's energy competitors in the Middle East. At the same time, global energy prices are kept high enough for the US's massive planned sales increase of oil and gas in 2027 to become an extremely profitable affair for American energy companies. The USA has hardly participated in a war or conflict where its own economic gain has not been part of the motivation.
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.
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 Q2 -tulosraportti
8 päivää sitten
‧28 min
0,39 USD/osake
Irtoamispäivä 13.8.
3,88%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
Kirjaudu
- ·1 t sittenOSEBX has received Buy from Investtech. 📈 Investtech now considers the Main Index as technically positive in the medium term. The index is still moving in a rising trend channel, with resistance around 2080 points. A break above this level can give new technical buy signals.
- ·2 t sitten · MuokattuUSA is escalating the war against Iran. What does that mean for the energy market? The war pause looks like a "technical rest" so they can refill their missile stockpiles. The risk premium on the oil price is increasing. The oil price is on its way up again now $93 a barrel. Overnight to Thursday, the USA carried out a new wave of air strikes against dozens of targets in Iran. According to US authorities, the targets were linked to the Revolutionary Guard, including command facilities, missile and drone infrastructure, as well as coastal defense. The attacks come in response to Iran's recent rocket attacks against US forces in Jordan. For the energy market, this means that the geopolitical risk premium will likely remain high. As long as the conflict between the USA and Iran continues to escalate, the market will have to price in the risk of new disruptions in the Persian Gulf and the Strait of Hormuz, where a significant portion of the world's oil exports passes. At the same time, commercial oil inventories are already historically low in several Western countries. If the conflict develops further with attacks on energy infrastructure or shipping, the oil price could react quickly upwards. The market is now following not only the developments between the USA and Iran, but also the risk that more regional actors will be drawn in. For investors in the energy sector, this could mean continued high volatility, but also strong cash flow and earnings for oil and gas producers if the oil price remains high over time. The next few days will be crucial for whether the conflict is limited, or if it enters a new and more serious phase. Sources: * Aftenposten: https://www.aftenposten.no/verden/i/Oklq5l/usa-angrep-titalls-maal-i-iran * Reuters: https://www.reuters.com/world/middle-east/us-carries-out-fresh-iran-strikes-centcom-says-2026-07-30/LNG tanker was hit in an LNG terminal in egypt yesterday - it has been commented on by CNN, BBC and reuters. https://www.reuters.com/world/middle-east/drone-hits-gas-storage-tanker-egypts-mediterranean-port-2026-07-29/
- ·13 t sittenIran links peace negotiations to Israel, Hezbollah and Hamas: A new geopolitical risk factor for energy markets The Middle East conflict is increasingly developing into an interconnected geopolitical game where the various fronts influence each other. Iran has signaled that a broader agreement with the USA is not just about the relationship between Washington and Tehran, but also about the developments between Israel and Iran's regional allies. Tehran has demanded that a lasting regional solution must involve a halt to Israeli operations against Hezbollah in Lebanon, and has simultaneously linked its regional policy to the situation surrounding Palestinian groups like Hamas. Iran presents this as a demand to protect its allies, while Israel sees Hezbollah and Hamas as parts of a larger security threat supported by Iran. This shows how Iran uses its regional network as a strategic bargaining tool. Hezbollah is not just a Lebanese actor, but also a central part of Iran's security strategy against Israel. By linking American-Iranian negotiations to developments in Lebanon, Iran is attempting to influence the broader regional balance of power. From a geopolitical perspective, this is nevertheless less about a pure religious conflict and more about power, influence, and security. Religion and ideology are used to mobilize support, but the strategic goals are about control over the region, deterrence, and political influence. For investors, the question is what this means for energy markets. A lasting diplomatic solution can reduce the risk premium in the oil and gas market. At the same time, a new escalation can quickly lead to: • higher oil prices through increased geopolitical risk premium • greater risk of disruptions in the Strait of Hormuz and important trade routes • increased shipping and insurance costs • more inflationary pressure globally The market therefore follows not only the actual hostilities, but also the negotiation dynamics between Iran, USA, and Israel. A conflict that initially is about regional balance of power can have global economic consequences through energy prices. The Middle East is thus not only a security policy challenge, but also one of the most important risk factors for the world's energy markets. Sources: Reuters on Iran, Hezbollah and regional negotiations: https://www.reuters.com/world/middle-east/ Council on Foreign Relations on Iran, Israel and regional conflicts: https://www.cfr.org/middle-east-and-north-africa International Energy Agency (IEA) on energy security and Middle East risk: https://www.iea.org/topics/energy-security U.S. Energy Information Administration (EIA) on the Strait of Hormuz and global oil trade: https://www.eia.gov/international/analysis/special-topics/World_Oil_Transit_Chokepoints.phpMore examples are the Houthis in Yemen as well as pro-Iranian militias in Iraq, both of whom allegedly attacked Saudi Arabia. Yesterday, one to two American-owned LNG ships were attacked by drones at quay in Egypt. What Iran is doing now is thus ensuring that an agreement with Iran is not a guarantee for consensus, as other states and actors can destroy it. I interpret this to mean that Trump will soon get an ulcer. Iran controls this war, then they also control the escalation. Sidenote, I also consider the Russia-Iran alliance as an integral part. Both have an interest in weakening the USA globally and in the Middle East. I have no doubt that these are in common understanding that the USA must be depleted of air defense, for they will both become victors if they achieve that. Ergo, there is a probability that this war follows the one in Ukraine.
- ·14 t sittenAt 20:00, the interest rate committee (FOMC – Federal Open Market Committee) of the US central bank Fed announced that interest rates are kept unchanged within the interval 3.50 to 3.75 percent, where they have remained all year, for the fifth consecutive interest rate meeting. https://www.dn.no/utenriks/usa/rente/fed/den-amerikanske-sentralbanken-holder-rentene-uendret/2-1-2022475
- 16 t sittenMiddle East Escalation Raises Oil and Energy Security Risks The Middle East conflict is entering a new and more dangerous phase after renewed military exchanges between Iran, the United States and regional allies increased fears of further escalation. Iran launched missile attacks targeting US forces in Jordan, according to US and Jordanian authorities. Jordan reported that its air defenses intercepted the incoming missiles, preventing casualties. Shortly afterwards, the United States and Saudi Arabia carried out coordinated strikes against Iran-backed armed groups in Iraq, according to reports from international media. (The Wall Street Journal) President Donald Trump has warned that Iran will face a strong response following the attacks. The escalation comes despite ongoing diplomatic efforts aimed at preventing the conflict from spreading further. (New York Post) For energy markets, the main concern is not only current supply disruptions, but the growing geopolitical risk premium. The Middle East remains the most strategically important region for global oil and gas flows, with the Strait of Hormuz, Red Sea shipping routes and Gulf energy infrastructure representing critical points of vulnerability. Markets reacted quickly as renewed conflict fears pushed oil prices higher. The latest developments show the same pattern seen repeatedly throughout 2026: energy prices respond immediately to geopolitical uncertainty, often before any confirmed long-term disruption to physical supply occurs. (Reuters) The conflict is also spreading beyond traditional military targets. Reuters reported explosions at Egypt’s Damietta LNG terminal after a drone incident, while responsibility remained unclear. Any sustained threat against LNG facilities, oil infrastructure or shipping routes could have significant consequences for global energy markets. (Reuters) For investors, the key question is whether this remains a limited exchange of attacks or develops into a broader regional conflict involving major energy producers and transport routes. A prolonged escalation could keep volatility elevated and strengthen the investment case for energy producers, LNG companies and businesses connected to global energy security. The market is currently pricing uncertainty, and the next major catalyst will be whether diplomacy succeeds or whether further military action follows. Sources: Reuters: https://www.reuters.com/world/asia-pacific/us-saudis-attack-iran-backed-groups-iraq-threatening-intensify-conflict-2026-07-29/ Associated Press: https://apnews.com/article/e31d249ba6443decdd3e63cd00f0fb84 Wall Street Journal: https://www.wsj.com/world/middle-east/iran-launches-surprise-missile-attack-on-u-s-forces-70955a30 VG: https://www.vg.no/nyheter/i/WvJeAG/trump-lover-aa-svare-paa-iransk-angrepThe war weakens the US's energy competitors in the Middle East. At the same time, global energy prices are kept high enough for the US's massive planned sales increase of oil and gas in 2027 to become an extremely profitable affair for American energy companies. The USA has hardly participated in a war or conflict where its own economic gain has not been part of the motivation.
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
Ei dataa
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| - | - | - | - |
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: Quartr| Seuraava tapahtuma | |
|---|---|
2026 Q3 -tulosraportti 28.10. |
| Menneet tapahtumat | ||
|---|---|---|
2026 Q2 -tulosraportti 22.7. | ||
2026 Q1 -tulosraportti 6.5. | ||
2025 Q4 -tulosraportti 4.2. | ||
2025 Q3 -tulosraportti 29.10.2025 | ||
2025 Q2 -tulosraportti 23.7.2025 |
2026 Q2 -tulosraportti
8 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. |
| Menneet tapahtumat | ||
|---|---|---|
2026 Q2 -tulosraportti 22.7. | ||
2026 Q1 -tulosraportti 6.5. | ||
2025 Q4 -tulosraportti 4.2. | ||
2025 Q3 -tulosraportti 29.10.2025 | ||
2025 Q2 -tulosraportti 23.7.2025 |
0,39 USD/osake
Irtoamispäivä 13.8.
3,88%Tuotto/v
Foorumi
Liity keskusteluun Nordnet Socialissa
Kirjaudu
- ·1 t sittenOSEBX has received Buy from Investtech. 📈 Investtech now considers the Main Index as technically positive in the medium term. The index is still moving in a rising trend channel, with resistance around 2080 points. A break above this level can give new technical buy signals.
- ·2 t sitten · MuokattuUSA is escalating the war against Iran. What does that mean for the energy market? The war pause looks like a "technical rest" so they can refill their missile stockpiles. The risk premium on the oil price is increasing. The oil price is on its way up again now $93 a barrel. Overnight to Thursday, the USA carried out a new wave of air strikes against dozens of targets in Iran. According to US authorities, the targets were linked to the Revolutionary Guard, including command facilities, missile and drone infrastructure, as well as coastal defense. The attacks come in response to Iran's recent rocket attacks against US forces in Jordan. For the energy market, this means that the geopolitical risk premium will likely remain high. As long as the conflict between the USA and Iran continues to escalate, the market will have to price in the risk of new disruptions in the Persian Gulf and the Strait of Hormuz, where a significant portion of the world's oil exports passes. At the same time, commercial oil inventories are already historically low in several Western countries. If the conflict develops further with attacks on energy infrastructure or shipping, the oil price could react quickly upwards. The market is now following not only the developments between the USA and Iran, but also the risk that more regional actors will be drawn in. For investors in the energy sector, this could mean continued high volatility, but also strong cash flow and earnings for oil and gas producers if the oil price remains high over time. The next few days will be crucial for whether the conflict is limited, or if it enters a new and more serious phase. Sources: * Aftenposten: https://www.aftenposten.no/verden/i/Oklq5l/usa-angrep-titalls-maal-i-iran * Reuters: https://www.reuters.com/world/middle-east/us-carries-out-fresh-iran-strikes-centcom-says-2026-07-30/LNG tanker was hit in an LNG terminal in egypt yesterday - it has been commented on by CNN, BBC and reuters. https://www.reuters.com/world/middle-east/drone-hits-gas-storage-tanker-egypts-mediterranean-port-2026-07-29/
- ·13 t sittenIran links peace negotiations to Israel, Hezbollah and Hamas: A new geopolitical risk factor for energy markets The Middle East conflict is increasingly developing into an interconnected geopolitical game where the various fronts influence each other. Iran has signaled that a broader agreement with the USA is not just about the relationship between Washington and Tehran, but also about the developments between Israel and Iran's regional allies. Tehran has demanded that a lasting regional solution must involve a halt to Israeli operations against Hezbollah in Lebanon, and has simultaneously linked its regional policy to the situation surrounding Palestinian groups like Hamas. Iran presents this as a demand to protect its allies, while Israel sees Hezbollah and Hamas as parts of a larger security threat supported by Iran. This shows how Iran uses its regional network as a strategic bargaining tool. Hezbollah is not just a Lebanese actor, but also a central part of Iran's security strategy against Israel. By linking American-Iranian negotiations to developments in Lebanon, Iran is attempting to influence the broader regional balance of power. From a geopolitical perspective, this is nevertheless less about a pure religious conflict and more about power, influence, and security. Religion and ideology are used to mobilize support, but the strategic goals are about control over the region, deterrence, and political influence. For investors, the question is what this means for energy markets. A lasting diplomatic solution can reduce the risk premium in the oil and gas market. At the same time, a new escalation can quickly lead to: • higher oil prices through increased geopolitical risk premium • greater risk of disruptions in the Strait of Hormuz and important trade routes • increased shipping and insurance costs • more inflationary pressure globally The market therefore follows not only the actual hostilities, but also the negotiation dynamics between Iran, USA, and Israel. A conflict that initially is about regional balance of power can have global economic consequences through energy prices. The Middle East is thus not only a security policy challenge, but also one of the most important risk factors for the world's energy markets. Sources: Reuters on Iran, Hezbollah and regional negotiations: https://www.reuters.com/world/middle-east/ Council on Foreign Relations on Iran, Israel and regional conflicts: https://www.cfr.org/middle-east-and-north-africa International Energy Agency (IEA) on energy security and Middle East risk: https://www.iea.org/topics/energy-security U.S. Energy Information Administration (EIA) on the Strait of Hormuz and global oil trade: https://www.eia.gov/international/analysis/special-topics/World_Oil_Transit_Chokepoints.phpMore examples are the Houthis in Yemen as well as pro-Iranian militias in Iraq, both of whom allegedly attacked Saudi Arabia. Yesterday, one to two American-owned LNG ships were attacked by drones at quay in Egypt. What Iran is doing now is thus ensuring that an agreement with Iran is not a guarantee for consensus, as other states and actors can destroy it. I interpret this to mean that Trump will soon get an ulcer. Iran controls this war, then they also control the escalation. Sidenote, I also consider the Russia-Iran alliance as an integral part. Both have an interest in weakening the USA globally and in the Middle East. I have no doubt that these are in common understanding that the USA must be depleted of air defense, for they will both become victors if they achieve that. Ergo, there is a probability that this war follows the one in Ukraine.
- ·14 t sittenAt 20:00, the interest rate committee (FOMC – Federal Open Market Committee) of the US central bank Fed announced that interest rates are kept unchanged within the interval 3.50 to 3.75 percent, where they have remained all year, for the fifth consecutive interest rate meeting. https://www.dn.no/utenriks/usa/rente/fed/den-amerikanske-sentralbanken-holder-rentene-uendret/2-1-2022475
- 16 t sittenMiddle East Escalation Raises Oil and Energy Security Risks The Middle East conflict is entering a new and more dangerous phase after renewed military exchanges between Iran, the United States and regional allies increased fears of further escalation. Iran launched missile attacks targeting US forces in Jordan, according to US and Jordanian authorities. Jordan reported that its air defenses intercepted the incoming missiles, preventing casualties. Shortly afterwards, the United States and Saudi Arabia carried out coordinated strikes against Iran-backed armed groups in Iraq, according to reports from international media. (The Wall Street Journal) President Donald Trump has warned that Iran will face a strong response following the attacks. The escalation comes despite ongoing diplomatic efforts aimed at preventing the conflict from spreading further. (New York Post) For energy markets, the main concern is not only current supply disruptions, but the growing geopolitical risk premium. The Middle East remains the most strategically important region for global oil and gas flows, with the Strait of Hormuz, Red Sea shipping routes and Gulf energy infrastructure representing critical points of vulnerability. Markets reacted quickly as renewed conflict fears pushed oil prices higher. The latest developments show the same pattern seen repeatedly throughout 2026: energy prices respond immediately to geopolitical uncertainty, often before any confirmed long-term disruption to physical supply occurs. (Reuters) The conflict is also spreading beyond traditional military targets. Reuters reported explosions at Egypt’s Damietta LNG terminal after a drone incident, while responsibility remained unclear. Any sustained threat against LNG facilities, oil infrastructure or shipping routes could have significant consequences for global energy markets. (Reuters) For investors, the key question is whether this remains a limited exchange of attacks or develops into a broader regional conflict involving major energy producers and transport routes. A prolonged escalation could keep volatility elevated and strengthen the investment case for energy producers, LNG companies and businesses connected to global energy security. The market is currently pricing uncertainty, and the next major catalyst will be whether diplomacy succeeds or whether further military action follows. Sources: Reuters: https://www.reuters.com/world/asia-pacific/us-saudis-attack-iran-backed-groups-iraq-threatening-intensify-conflict-2026-07-29/ Associated Press: https://apnews.com/article/e31d249ba6443decdd3e63cd00f0fb84 Wall Street Journal: https://www.wsj.com/world/middle-east/iran-launches-surprise-missile-attack-on-u-s-forces-70955a30 VG: https://www.vg.no/nyheter/i/WvJeAG/trump-lover-aa-svare-paa-iransk-angrepThe war weakens the US's energy competitors in the Middle East. At the same time, global energy prices are kept high enough for the US's massive planned sales increase of oil and gas in 2027 to become an extremely profitable affair for American energy companies. The USA has hardly participated in a war or conflict where its own economic gain has not been part of the motivation.
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
Ei dataa
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| - | - | - | - |
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