2026 Q2 -tulosraportti
23 päivää sitten
‧28 min
0,39 USD/osake
Irtoamispäivä 13.11.
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
·4 t sitten · MuokattuNorway shows clear signs of a modern variant of Dutch Disease, not because Equinor is doing anything wrong, but because one sector has become so dominant that it maintains the standard of living while profitability in the rest of the economy weakens. Starting salary under 350 000 kroner means that ordinary jobs do not cover living expenses, and when wages do not match the cost level, welfare expenses increase, the state cuts at the bottom, and alternative incomes are regulated away. This is a structural picture, not isolated political statements. Equinor functions as an economic engine and blind spot simultaneously. Oil revenues and the oil fund lift the krone, the cost level rises faster than productivity in other sectors, capital and expertise are drawn towards the energy sector, and the public sector grows in line with oil revenues. When Equinor is doing well, everything seems stable, but when the company slows down, the weaknesses in the rest of the economy become immediately visible. This is the core of Dutch Disease. Regulations of Airbnb and small-scale rentals are a symptom of the same dynamic. When the labor market does not provide wages commensurate with the cost level, people seek flexible incomes, and the state tries to control income streams that challenge the political model. In economies with Dutch Disease tendencies, the state becomes more concerned with limiting alternative incomes than stimulating productivity. The macro picture shows real wage decline, cost pressure, a housing market that draws capital out of the productive sector, increasing welfare expenses, and regulations of side incomes, while Equinor functions as an anchor for the krone, the state budget, and the welfare level. Norway is in a structural imbalance where the labor market no longer finances the standard of living that is politically defined. When wages do not cover living expenses, welfare becomes more expensive, when welfare becomes more expensive, cuts are made at the bottom, and when one sector delivers global competitiveness, the rest of the economy lags behind. This is a disease pattern, a slow weakening of the balance between labor, capital, and welfare. #NAV #arbeidsliv #økonomi #Airbnb #Equinor #politikk #lønn #HollandskSyke #debatt Written with assistance from AI Sources OECD om reallønnsutvikling: https://www.oecd.org/employment/outlook SSB om lønn og kostnadsnivå: https://www.ssb.no/arbeid-og-lonn SSB om sosialhjelp og velferdsutgifter: https://www.ssb.no/sosiale-forhold-og-kriminalitet Regjeringen om Airbnb‑reguleringer: https://www.regjeringen.no/no/tema/plan-bygg-og-eiendom/boligpolitikk Equinor årsrapport: https://www.equinor.com/annualreport Norges Bank om krona og kostnadsnivå: https://www.norges-bank.no/tema/Statistikk/Valutakurser- ·9 t sittenEquinor continues to invest heavily in Troll. This is very positive for Equinor and Norwegian gas exports. A recent article in Petro.no reports that Equinor and partners in the Troll license will invest around 7 billion kroner to accelerate gas production from the field. The interesting thing is that this comes on top of several large Troll investments in recent years. Equinor confirmed in June that the partnership is investing just over 4 billion kroner in the TWIN project, Troll West Increased Gas Recovery North. The project consists of two new gas wells and is expected to contribute around 11 billion standard cubic meters of gas. Troll is enormously important for Norwegian gas exports. Equinor states that the field contains around 40 percent of the total gas reserves on the Norwegian continental shelf, and that gas from Troll alone covers around 10 percent of Europe's gas demand. Norskpetroleum simultaneously states that Troll has a total of 559 billion Sm³ gas in remaining reserves. In my opinion, this is an important part of the Equinor case. We are not just talking about oil prices. Equinor also has a very strong position in European gas supply. When Europe needs secure and long-term access to energy, the value of existing Norwegian infrastructure and large fields like Troll becomes increasingly clear. For Equinor, new investments potentially mean several years of high production, strong cash flows, and better utilization of existing infrastructure. Troll is thus one of Equinor's most important long-term value drivers. My assessment: The new investments show that Equinor still has significant faith in the Norwegian continental shelf and especially in Troll. For shareholders, this is interesting because the company can extract large quantities of gas from existing infrastructure while Europe remains dependent on Norwegian gas. Written with the help of AI Sources: https://petro.no/artikler/investerer-7-milliarder-for-a-fremskynde-gassproduksjon-pa-trollhttps://www.equinor.com/no/nyheter/20260619-bygger-pa-troll-mer-gass-til-europahttps://www.equinor.com/no/nyheter/20260707-kontrakter-fire-utbyggingsprosjekter-norsk-sokkelhttps://www.norskpetroleum.no/en/facts/field/troll/https://www.equinor.com/no/nyheter/20250106-troll-tidenes-hoyeste-gassproduksjon
- ·9 t sitten · MuokattuEquinor and Iran as a possible catalyst The USA announced on Thursday that the country can maintain its naval blockade of Iran indefinitely. Defense Secretary Pete Hegseth stated that the USA will rotate vessels in and out of the region to maintain the blockade for as long as necessary. At the same time, Finance Secretary Scott Bessent says that new economic measures against Iran are coming next week, described as an attempt at unprecedented economic isolation. This happens while the IEA estimates that global oil supply will fall by around 4.3 million barrels a day this year, and after several vessels were attacked in the Strait of Hormuz on Thursday evening. Brent is now trading above 87 dollars a barrel, and is heading towards a weekly increase of around 4 percent after last week's fall. At the same time, Asian markets are characterized by a combination of optimism around the technology sector and reduced fear of a US interest rate hike, while the Iran war, high US borrowing costs, and the oil price keep investors on alert. For Equinor, this is primarily positive through higher realized oil prices and stronger cash flow. The company is also an important supplier of oil and gas to the European market, which makes energy security an increasingly important part of the investment case. The interesting thing is therefore not just the question of whether Iran can lift the oil price. It is whether we can get higher oil prices without interest rate and dollar appreciation simultaneously eating up the effect in the stock market. If Brent breaks through 90 dollars and establishes itself higher, while the Fed holds back, it could become a very interesting macro combination for oil producers like Equinor. I therefore see Iran as a possible catalyst for Equinor if geopolitical risk continues to drive oil prices up. This is not investment advice, only my own analysis and assessment. Written with the help of AI Sources: https://www.dn.no/dn-ekspress/sor-korea/usa/teknologi-lofter-asia-usa-skal-isolere-iran-okonomisk-neste-uke/2-1-2029110https://www.reuters.com/world/middle-east/us-eyes-indefinite-iran-naval-blockade-oil-supply-shortfall-deepens-2026-08-13/https://www.reuters.com/business/energy/oil-steadies-after-us-threatens-blockade-iran-indefinitely-2026-08-14/
- ·12 t sittenBull-scenario for silver: can Iran be the next catalyst? The USA has announced that in the coming days it will introduce what it itself describes as historically comprehensive economic measures against Iran. At the same time, US authorities have made it clear that the naval blockade of the country can be maintained indefinitely, as vessels can be rotated in and out of the region for as long as necessary. This could prove to be very interesting for the silver market. Brent is now around 87 dollar a barrel and has risen around 4 to 5 prosent this week despite a decline on Thursday. At the same time, market expectations for a US interest rate hike in September have fallen sharply, to around 35 prosent, down from around 55 prosent a week ago. It is precisely this combination that can create a strong bull-scenario: higher oil price, lower interest rate expectations, geopolitical unrest and a weaker dollar simultaneously. The problem earlier in the conflict has been that higher oil prices have led to increased inflation fear and thus higher interest rate expectations, which has been negative for precious metals. The oil rally in July is a good example, as it contributed to increased expectations that interest rates would be kept high longer, which pushed the gold price down. But the situation now appears different. This week, weaker US inflation figures, both CPI and core-PPI, have dampened interest rate expectations even though the oil price has risen at the same time. If the USA further tightens its grip around Iran, the oil price moves towards 90 dollar and beyond, while the Fed is not forced to raise interest rates, we could see a strong macro shift in favor of silver. Silver is now trading around 64 dollar per ounce, after a rise of around 68 prosent over the last year, and is still well below its peak of over 121 dollar from January. The big question therefore is whether silver can get both a geopolitical premium and monetary policy tailwind at the same time. If the answer is yes, today's levels could quickly prove to be a stopover and not the peak. I am particularly following the level of 68 dollar, then 71 to 75 dollar. A solid break through this area could open for a significant new rally. For me, this appears to be an increasingly interesting bull-scenario: Iran is economically pressured, the oil price rises, geopolitical risk increases, the Fed holds back, the dollar weakens, and silver rises. It is a combination the silver market has historically liked very much. This is not investment advice, only my own analysis and assessment. Always do your own research before investing. Sources: https://www.dn.no/dn-ekspress/sor-korea/usa/teknologi-lofter-asia-usa-skal-isolere-iran-okonomisk-neste-uke/2-1-2029110https://www.reuters.com/world/middle-east/us-eyes-indefinite-iran-naval-blockade-oil-supply-shortfall-deepens-2026-08-13/https://www.reuters.com/business/energy/oil-steadies-after-us-threatens-blockade-iran-indefinitely-2026-08-14/https://tradingeconomics.com/commodity/silver
TAG YOUR POSTS WITH WHICH LLM WROTE THE TEXT. DAMN SO FUCKING ANNOYING. AND THIS IS EQUINOR, NOT A GOD DAMN SILVER ASSET.
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
23 päivää sitten
‧28 min
0,39 USD/osake
Irtoamispäivä 13.11.
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
- ·4 t sitten · MuokattuNorway shows clear signs of a modern variant of Dutch Disease, not because Equinor is doing anything wrong, but because one sector has become so dominant that it maintains the standard of living while profitability in the rest of the economy weakens. Starting salary under 350 000 kroner means that ordinary jobs do not cover living expenses, and when wages do not match the cost level, welfare expenses increase, the state cuts at the bottom, and alternative incomes are regulated away. This is a structural picture, not isolated political statements. Equinor functions as an economic engine and blind spot simultaneously. Oil revenues and the oil fund lift the krone, the cost level rises faster than productivity in other sectors, capital and expertise are drawn towards the energy sector, and the public sector grows in line with oil revenues. When Equinor is doing well, everything seems stable, but when the company slows down, the weaknesses in the rest of the economy become immediately visible. This is the core of Dutch Disease. Regulations of Airbnb and small-scale rentals are a symptom of the same dynamic. When the labor market does not provide wages commensurate with the cost level, people seek flexible incomes, and the state tries to control income streams that challenge the political model. In economies with Dutch Disease tendencies, the state becomes more concerned with limiting alternative incomes than stimulating productivity. The macro picture shows real wage decline, cost pressure, a housing market that draws capital out of the productive sector, increasing welfare expenses, and regulations of side incomes, while Equinor functions as an anchor for the krone, the state budget, and the welfare level. Norway is in a structural imbalance where the labor market no longer finances the standard of living that is politically defined. When wages do not cover living expenses, welfare becomes more expensive, when welfare becomes more expensive, cuts are made at the bottom, and when one sector delivers global competitiveness, the rest of the economy lags behind. This is a disease pattern, a slow weakening of the balance between labor, capital, and welfare. #NAV #arbeidsliv #økonomi #Airbnb #Equinor #politikk #lønn #HollandskSyke #debatt Written with assistance from AI Sources OECD om reallønnsutvikling: https://www.oecd.org/employment/outlook SSB om lønn og kostnadsnivå: https://www.ssb.no/arbeid-og-lonn SSB om sosialhjelp og velferdsutgifter: https://www.ssb.no/sosiale-forhold-og-kriminalitet Regjeringen om Airbnb‑reguleringer: https://www.regjeringen.no/no/tema/plan-bygg-og-eiendom/boligpolitikk Equinor årsrapport: https://www.equinor.com/annualreport Norges Bank om krona og kostnadsnivå: https://www.norges-bank.no/tema/Statistikk/Valutakurser
- ·9 t sittenEquinor continues to invest heavily in Troll. This is very positive for Equinor and Norwegian gas exports. A recent article in Petro.no reports that Equinor and partners in the Troll license will invest around 7 billion kroner to accelerate gas production from the field. The interesting thing is that this comes on top of several large Troll investments in recent years. Equinor confirmed in June that the partnership is investing just over 4 billion kroner in the TWIN project, Troll West Increased Gas Recovery North. The project consists of two new gas wells and is expected to contribute around 11 billion standard cubic meters of gas. Troll is enormously important for Norwegian gas exports. Equinor states that the field contains around 40 percent of the total gas reserves on the Norwegian continental shelf, and that gas from Troll alone covers around 10 percent of Europe's gas demand. Norskpetroleum simultaneously states that Troll has a total of 559 billion Sm³ gas in remaining reserves. In my opinion, this is an important part of the Equinor case. We are not just talking about oil prices. Equinor also has a very strong position in European gas supply. When Europe needs secure and long-term access to energy, the value of existing Norwegian infrastructure and large fields like Troll becomes increasingly clear. For Equinor, new investments potentially mean several years of high production, strong cash flows, and better utilization of existing infrastructure. Troll is thus one of Equinor's most important long-term value drivers. My assessment: The new investments show that Equinor still has significant faith in the Norwegian continental shelf and especially in Troll. For shareholders, this is interesting because the company can extract large quantities of gas from existing infrastructure while Europe remains dependent on Norwegian gas. Written with the help of AI Sources: https://petro.no/artikler/investerer-7-milliarder-for-a-fremskynde-gassproduksjon-pa-trollhttps://www.equinor.com/no/nyheter/20260619-bygger-pa-troll-mer-gass-til-europahttps://www.equinor.com/no/nyheter/20260707-kontrakter-fire-utbyggingsprosjekter-norsk-sokkelhttps://www.norskpetroleum.no/en/facts/field/troll/https://www.equinor.com/no/nyheter/20250106-troll-tidenes-hoyeste-gassproduksjon
- ·9 t sitten · MuokattuEquinor and Iran as a possible catalyst The USA announced on Thursday that the country can maintain its naval blockade of Iran indefinitely. Defense Secretary Pete Hegseth stated that the USA will rotate vessels in and out of the region to maintain the blockade for as long as necessary. At the same time, Finance Secretary Scott Bessent says that new economic measures against Iran are coming next week, described as an attempt at unprecedented economic isolation. This happens while the IEA estimates that global oil supply will fall by around 4.3 million barrels a day this year, and after several vessels were attacked in the Strait of Hormuz on Thursday evening. Brent is now trading above 87 dollars a barrel, and is heading towards a weekly increase of around 4 percent after last week's fall. At the same time, Asian markets are characterized by a combination of optimism around the technology sector and reduced fear of a US interest rate hike, while the Iran war, high US borrowing costs, and the oil price keep investors on alert. For Equinor, this is primarily positive through higher realized oil prices and stronger cash flow. The company is also an important supplier of oil and gas to the European market, which makes energy security an increasingly important part of the investment case. The interesting thing is therefore not just the question of whether Iran can lift the oil price. It is whether we can get higher oil prices without interest rate and dollar appreciation simultaneously eating up the effect in the stock market. If Brent breaks through 90 dollars and establishes itself higher, while the Fed holds back, it could become a very interesting macro combination for oil producers like Equinor. I therefore see Iran as a possible catalyst for Equinor if geopolitical risk continues to drive oil prices up. This is not investment advice, only my own analysis and assessment. Written with the help of AI Sources: https://www.dn.no/dn-ekspress/sor-korea/usa/teknologi-lofter-asia-usa-skal-isolere-iran-okonomisk-neste-uke/2-1-2029110https://www.reuters.com/world/middle-east/us-eyes-indefinite-iran-naval-blockade-oil-supply-shortfall-deepens-2026-08-13/https://www.reuters.com/business/energy/oil-steadies-after-us-threatens-blockade-iran-indefinitely-2026-08-14/
- ·12 t sittenBull-scenario for silver: can Iran be the next catalyst? The USA has announced that in the coming days it will introduce what it itself describes as historically comprehensive economic measures against Iran. At the same time, US authorities have made it clear that the naval blockade of the country can be maintained indefinitely, as vessels can be rotated in and out of the region for as long as necessary. This could prove to be very interesting for the silver market. Brent is now around 87 dollar a barrel and has risen around 4 to 5 prosent this week despite a decline on Thursday. At the same time, market expectations for a US interest rate hike in September have fallen sharply, to around 35 prosent, down from around 55 prosent a week ago. It is precisely this combination that can create a strong bull-scenario: higher oil price, lower interest rate expectations, geopolitical unrest and a weaker dollar simultaneously. The problem earlier in the conflict has been that higher oil prices have led to increased inflation fear and thus higher interest rate expectations, which has been negative for precious metals. The oil rally in July is a good example, as it contributed to increased expectations that interest rates would be kept high longer, which pushed the gold price down. But the situation now appears different. This week, weaker US inflation figures, both CPI and core-PPI, have dampened interest rate expectations even though the oil price has risen at the same time. If the USA further tightens its grip around Iran, the oil price moves towards 90 dollar and beyond, while the Fed is not forced to raise interest rates, we could see a strong macro shift in favor of silver. Silver is now trading around 64 dollar per ounce, after a rise of around 68 prosent over the last year, and is still well below its peak of over 121 dollar from January. The big question therefore is whether silver can get both a geopolitical premium and monetary policy tailwind at the same time. If the answer is yes, today's levels could quickly prove to be a stopover and not the peak. I am particularly following the level of 68 dollar, then 71 to 75 dollar. A solid break through this area could open for a significant new rally. For me, this appears to be an increasingly interesting bull-scenario: Iran is economically pressured, the oil price rises, geopolitical risk increases, the Fed holds back, the dollar weakens, and silver rises. It is a combination the silver market has historically liked very much. This is not investment advice, only my own analysis and assessment. Always do your own research before investing. Sources: https://www.dn.no/dn-ekspress/sor-korea/usa/teknologi-lofter-asia-usa-skal-isolere-iran-okonomisk-neste-uke/2-1-2029110https://www.reuters.com/world/middle-east/us-eyes-indefinite-iran-naval-blockade-oil-supply-shortfall-deepens-2026-08-13/https://www.reuters.com/business/energy/oil-steadies-after-us-threatens-blockade-iran-indefinitely-2026-08-14/https://tradingeconomics.com/commodity/silverTAG YOUR POSTS WITH WHICH LLM WROTE THE TEXT. DAMN SO FUCKING ANNOYING. AND THIS IS EQUINOR, NOT A GOD DAMN SILVER ASSET.
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
23 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 13.11.
3,88%Tuotto/v
Foorumi
Liity keskusteluun Nordnet Socialissa
Kirjaudu
- ·4 t sitten · MuokattuNorway shows clear signs of a modern variant of Dutch Disease, not because Equinor is doing anything wrong, but because one sector has become so dominant that it maintains the standard of living while profitability in the rest of the economy weakens. Starting salary under 350 000 kroner means that ordinary jobs do not cover living expenses, and when wages do not match the cost level, welfare expenses increase, the state cuts at the bottom, and alternative incomes are regulated away. This is a structural picture, not isolated political statements. Equinor functions as an economic engine and blind spot simultaneously. Oil revenues and the oil fund lift the krone, the cost level rises faster than productivity in other sectors, capital and expertise are drawn towards the energy sector, and the public sector grows in line with oil revenues. When Equinor is doing well, everything seems stable, but when the company slows down, the weaknesses in the rest of the economy become immediately visible. This is the core of Dutch Disease. Regulations of Airbnb and small-scale rentals are a symptom of the same dynamic. When the labor market does not provide wages commensurate with the cost level, people seek flexible incomes, and the state tries to control income streams that challenge the political model. In economies with Dutch Disease tendencies, the state becomes more concerned with limiting alternative incomes than stimulating productivity. The macro picture shows real wage decline, cost pressure, a housing market that draws capital out of the productive sector, increasing welfare expenses, and regulations of side incomes, while Equinor functions as an anchor for the krone, the state budget, and the welfare level. Norway is in a structural imbalance where the labor market no longer finances the standard of living that is politically defined. When wages do not cover living expenses, welfare becomes more expensive, when welfare becomes more expensive, cuts are made at the bottom, and when one sector delivers global competitiveness, the rest of the economy lags behind. This is a disease pattern, a slow weakening of the balance between labor, capital, and welfare. #NAV #arbeidsliv #økonomi #Airbnb #Equinor #politikk #lønn #HollandskSyke #debatt Written with assistance from AI Sources OECD om reallønnsutvikling: https://www.oecd.org/employment/outlook SSB om lønn og kostnadsnivå: https://www.ssb.no/arbeid-og-lonn SSB om sosialhjelp og velferdsutgifter: https://www.ssb.no/sosiale-forhold-og-kriminalitet Regjeringen om Airbnb‑reguleringer: https://www.regjeringen.no/no/tema/plan-bygg-og-eiendom/boligpolitikk Equinor årsrapport: https://www.equinor.com/annualreport Norges Bank om krona og kostnadsnivå: https://www.norges-bank.no/tema/Statistikk/Valutakurser
- ·9 t sittenEquinor continues to invest heavily in Troll. This is very positive for Equinor and Norwegian gas exports. A recent article in Petro.no reports that Equinor and partners in the Troll license will invest around 7 billion kroner to accelerate gas production from the field. The interesting thing is that this comes on top of several large Troll investments in recent years. Equinor confirmed in June that the partnership is investing just over 4 billion kroner in the TWIN project, Troll West Increased Gas Recovery North. The project consists of two new gas wells and is expected to contribute around 11 billion standard cubic meters of gas. Troll is enormously important for Norwegian gas exports. Equinor states that the field contains around 40 percent of the total gas reserves on the Norwegian continental shelf, and that gas from Troll alone covers around 10 percent of Europe's gas demand. Norskpetroleum simultaneously states that Troll has a total of 559 billion Sm³ gas in remaining reserves. In my opinion, this is an important part of the Equinor case. We are not just talking about oil prices. Equinor also has a very strong position in European gas supply. When Europe needs secure and long-term access to energy, the value of existing Norwegian infrastructure and large fields like Troll becomes increasingly clear. For Equinor, new investments potentially mean several years of high production, strong cash flows, and better utilization of existing infrastructure. Troll is thus one of Equinor's most important long-term value drivers. My assessment: The new investments show that Equinor still has significant faith in the Norwegian continental shelf and especially in Troll. For shareholders, this is interesting because the company can extract large quantities of gas from existing infrastructure while Europe remains dependent on Norwegian gas. Written with the help of AI Sources: https://petro.no/artikler/investerer-7-milliarder-for-a-fremskynde-gassproduksjon-pa-trollhttps://www.equinor.com/no/nyheter/20260619-bygger-pa-troll-mer-gass-til-europahttps://www.equinor.com/no/nyheter/20260707-kontrakter-fire-utbyggingsprosjekter-norsk-sokkelhttps://www.norskpetroleum.no/en/facts/field/troll/https://www.equinor.com/no/nyheter/20250106-troll-tidenes-hoyeste-gassproduksjon
- ·9 t sitten · MuokattuEquinor and Iran as a possible catalyst The USA announced on Thursday that the country can maintain its naval blockade of Iran indefinitely. Defense Secretary Pete Hegseth stated that the USA will rotate vessels in and out of the region to maintain the blockade for as long as necessary. At the same time, Finance Secretary Scott Bessent says that new economic measures against Iran are coming next week, described as an attempt at unprecedented economic isolation. This happens while the IEA estimates that global oil supply will fall by around 4.3 million barrels a day this year, and after several vessels were attacked in the Strait of Hormuz on Thursday evening. Brent is now trading above 87 dollars a barrel, and is heading towards a weekly increase of around 4 percent after last week's fall. At the same time, Asian markets are characterized by a combination of optimism around the technology sector and reduced fear of a US interest rate hike, while the Iran war, high US borrowing costs, and the oil price keep investors on alert. For Equinor, this is primarily positive through higher realized oil prices and stronger cash flow. The company is also an important supplier of oil and gas to the European market, which makes energy security an increasingly important part of the investment case. The interesting thing is therefore not just the question of whether Iran can lift the oil price. It is whether we can get higher oil prices without interest rate and dollar appreciation simultaneously eating up the effect in the stock market. If Brent breaks through 90 dollars and establishes itself higher, while the Fed holds back, it could become a very interesting macro combination for oil producers like Equinor. I therefore see Iran as a possible catalyst for Equinor if geopolitical risk continues to drive oil prices up. This is not investment advice, only my own analysis and assessment. Written with the help of AI Sources: https://www.dn.no/dn-ekspress/sor-korea/usa/teknologi-lofter-asia-usa-skal-isolere-iran-okonomisk-neste-uke/2-1-2029110https://www.reuters.com/world/middle-east/us-eyes-indefinite-iran-naval-blockade-oil-supply-shortfall-deepens-2026-08-13/https://www.reuters.com/business/energy/oil-steadies-after-us-threatens-blockade-iran-indefinitely-2026-08-14/
- ·12 t sittenBull-scenario for silver: can Iran be the next catalyst? The USA has announced that in the coming days it will introduce what it itself describes as historically comprehensive economic measures against Iran. At the same time, US authorities have made it clear that the naval blockade of the country can be maintained indefinitely, as vessels can be rotated in and out of the region for as long as necessary. This could prove to be very interesting for the silver market. Brent is now around 87 dollar a barrel and has risen around 4 to 5 prosent this week despite a decline on Thursday. At the same time, market expectations for a US interest rate hike in September have fallen sharply, to around 35 prosent, down from around 55 prosent a week ago. It is precisely this combination that can create a strong bull-scenario: higher oil price, lower interest rate expectations, geopolitical unrest and a weaker dollar simultaneously. The problem earlier in the conflict has been that higher oil prices have led to increased inflation fear and thus higher interest rate expectations, which has been negative for precious metals. The oil rally in July is a good example, as it contributed to increased expectations that interest rates would be kept high longer, which pushed the gold price down. But the situation now appears different. This week, weaker US inflation figures, both CPI and core-PPI, have dampened interest rate expectations even though the oil price has risen at the same time. If the USA further tightens its grip around Iran, the oil price moves towards 90 dollar and beyond, while the Fed is not forced to raise interest rates, we could see a strong macro shift in favor of silver. Silver is now trading around 64 dollar per ounce, after a rise of around 68 prosent over the last year, and is still well below its peak of over 121 dollar from January. The big question therefore is whether silver can get both a geopolitical premium and monetary policy tailwind at the same time. If the answer is yes, today's levels could quickly prove to be a stopover and not the peak. I am particularly following the level of 68 dollar, then 71 to 75 dollar. A solid break through this area could open for a significant new rally. For me, this appears to be an increasingly interesting bull-scenario: Iran is economically pressured, the oil price rises, geopolitical risk increases, the Fed holds back, the dollar weakens, and silver rises. It is a combination the silver market has historically liked very much. This is not investment advice, only my own analysis and assessment. Always do your own research before investing. Sources: https://www.dn.no/dn-ekspress/sor-korea/usa/teknologi-lofter-asia-usa-skal-isolere-iran-okonomisk-neste-uke/2-1-2029110https://www.reuters.com/world/middle-east/us-eyes-indefinite-iran-naval-blockade-oil-supply-shortfall-deepens-2026-08-13/https://www.reuters.com/business/energy/oil-steadies-after-us-threatens-blockade-iran-indefinitely-2026-08-14/https://tradingeconomics.com/commodity/silverTAG YOUR POSTS WITH WHICH LLM WROTE THE TEXT. DAMN SO FUCKING ANNOYING. AND THIS IS EQUINOR, NOT A GOD DAMN SILVER ASSET.
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