2026 Q2 -tulosraportti
18 päivää sitten
‧28 min
0,39 USD/osake
Irtoamispäivä 13.8.
3,93%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
9 t sittenIran hardens its Hormuz demands, and war reparations emerge as one of the central conditions The Strait of Hormuz situation has entered a tougher phase. Iranian security official Mohammad Bagher Zolghadr stated this weekend that the strait will not fully open until the United States corrects its behavior, demanding an end to the naval blockade, an end to sanctions, release of frozen Iranian assets, an end to the war, and payment for war damages. This came as Iran and Oman signaled they were nearing a deal on managing traffic through the strait, underscoring how fragile the picture still is. The demand I want to highlight in particular is war reparations. This is not a peripheral point, it is one of the core conditions. Back in April, Iran's government spokesperson estimated the country's direct and indirect war damages at around 270 billion dollars, and reparations were one of Iran's ten conditions in the Islamabad negotiations. Later in the summer, a draft framework between the US and Iran included a pledge for Washington and regional partners to develop a plan allocating at least 300 billion dollars toward rebuilding Iran's economy, though US officials have insisted not a single dollar of American taxpayer money will go to Iran as compensation. The fact that compensation is again being raised as a precondition for full reopening shows this issue remains unresolved. This means Hormuz is no longer just a technical shipping arrangement. It is shaping up as part of a much larger political and financial settlement between the US and Iran, with billions of dollars at stake. What does this mean for the market? Hormuz is one of the world's most important energy corridors, and uncertainty over a genuine normalization of traffic keeps a geopolitical risk premium embedded in energy prices. As long as Iran ties full reopening to demands the US is unlikely to meet quickly, oil prices, LNG prices, and freight rates through the strait can stay elevated, along with higher insurance costs for passing vessels. For a company like Equinor, with significant oil and gas exposure, this backdrop can support earnings for as long as the risk premium persists, and the same applies to energy funds heavily weighted toward oil and LNG. There is also a link to precious metals. Higher energy prices can keep inflation expectations elevated, which in turn feeds through to the Fed's rate path and real yields. With silver relevant to watch again, this is a channel worth keeping in mind, though the relationship has historically cut both ways depending on whether markets are pricing more geopolitical risk or more rate risk at a given time. There is also an opposite risk. If the US and Iran do reach a deal securing free shipping, much of the risk premium could unwind quickly. For energy investors, the question is not just whether Hormuz reopens, but what deal actually lies behind a reopening, and whether the reparations demand gets resolved or simply gets pushed further down the road. The broader Iran's demands become, the harder a quick resolution gets. At the same time, a full diplomatic resolution could be very positive for the global economy longer term if it secures stable energy flow through one of the world's most important chokepoints. Right now Hormuz is one of the most important single factors to watch for oil, gas, LNG, energy companies, and eventually precious metals as well. The question is how far the US is willing to go to get Hormuz reopened. And perhaps just as important, how long Iran is willing to hold war reparations as a bargaining chip before fully opening the strait. Sources: https://www.notus.org/foreign-policy/iran-oman-us-reopen-strait-hormuz-dealhttps://www.cnn.com/2026/08/08/world/live-news/iran-war-trumphttps://www.aljazeera.com/news/2026/4/15/iran-says-270bn-war-loss-must-be-compensated-as-fresh-talks-with-us-loomhttps://www.cfr.org/articles/is-a-u-s-iran-deal-within-reach-six-key-issues-that-could-shape-a-ceasefirehttps://www.newsweek.com/how-trump-300-billion-gift-iran-could-help-transform-economy-12089684- ·16 t sittenTrump, Iran and Hormuz: The conflict that could determine the oil price The conflict between the USA and Iran has developed into a strategic dilemma for Donald Trump. The USA has military superiority, but lacks a political exit. Iran uses the Strait of Hormuz as leverage, and the conflict now directly affects oil price, inflation and global markets. Reuters describes the situation as a point where all options are bad, and where Trump must find a way out that does not appear as a defeat. The most likely outcome is a form of agreement. Iran and Oman are said to be close to a solution that could ensure safer passages in Hormuz. An American official says the USA expects an agreement soon, and that the blockade of Iranian ports could be lifted if commercial shipping can again pass unhindered. At the same time, Iran demands significant concessions. Tehran links the full reopening of Hormuz to American actions, sanctions relief and a de-escalation of hostilities. Trump must therefore sell an agreement as an American victory, while Iran receives economic relief. Another option is escalation. The USA can increase military pressure, but Iran has shown that the country can hit energy infrastructure, shipping and supply lines. Reuters describes this as Iran's strategy: to make the conflict economically painful enough for the USA to give in. An escalation could raise the oil price, increase inflation, create unrest in financial markets and hit American consumers through higher gasoline prices. Politically, this is a risky path for Trump. The third option is to continue the current situation. A prolonged conflict without clear victory involves high military costs, persistent risk for American forces and uncertain energy flow globally. Reuters refers to this as a strategic limbo where Trump is stuck between three unattractive choices. For investors, Hormuz is more important than the question of who wins the military conflict. An agreement will reduce supply risk, dampen the oil price and ease inflationary pressure, which is normally positive for the broad stock market. An escalation will keep the oil price high and inflation up, which could pressure technology and growth stocks. A prolonged conflict will maintain a geopolitical risk premium and give the energy sector a relative advantage. The most interesting thing now is that Iran and Oman are actually approaching an agreement, but shipping analysts Reuters has spoken with believe some of the proposals could be difficult to implement in practice. This underlines how fragile the situation is, and how quickly market expectations can change. My assessment is that diplomacy appears more likely than an American ground invasion. Trump needs a way out. Iran needs economic relief. Europe needs energy flow. Asia needs oil. The global economy needs Hormuz open. Therefore, it could be diplomacy, not military power, that ultimately determines the oil price. For investors, this means that developments around Iran and Hormuz remain a key variable. This is not a buy or sell recommendation. Sources VG: https://www.vg.no Reuters (general news feed): https://www.reuters.com Reuters – Iran/Oman/Hormuz-related articles: https://www.reuters.com/world/middle-easthttps://www.reuters.com/world/ushttps://www.reuters.com/business/energy
- ·1 päivä sittenHormuz deal may be near The US says a deal is expected between Iran and Oman to reopen the Strait of Hormuz for commercial shipping. According to Reuters, the US could simultaneously lift the blockade of Iranian ports once free shipping is secured. This could be an important turning point for the energy market. Hormuz normally handles about a fifth of the world's oil trade, and a lasting reopening could reduce the risk premium in oil prices and ease pressure on energy and transport costs. The market is already pricing in a solution. Brent has fallen towards 80 dollars on expectations of a deal. For oil producers, this could mean lower oil prices, while transport, industry, and energy-intensive companies could see a positive effect. The big question is whether the deal actually provides lasting and secure free shipping, or just a temporary solution. Sources: Reuters August 7 and 6, 2026. https://www.al-monitor.com/originals/2026/08/us-expects-deal-soon-strait-hormuz-sunni-powers-unite-defense-pacthttps://www.middle-east-online.com/en/oil-traders-double-down-iran-deal-bet-odds-worsen
That's exactly what's so great about trading Equinor and oil with small positions where one can quickly turn around. A fund manager who believes in the oil price with a larger position struggles to get out during larger corrections if they were wrong. - ·1 päivä sitten · MuokattuTrump said in a recent interview that AI could become "bigger than oil". It is a remarkable statement from a president who has traditionally been very concerned with American oil and gas production. The market is already seeing the signs. Hyperscalers are investing hundreds of billions of dollars in data centers, power generation, and AI infrastructure. The demand for electricity, semiconductors, cooling, and network capacity is growing at a pace we have hardly seen before. This does not mean that oil is finished. On the contrary, the construction of AI infrastructure will require enormous amounts of energy for many years to come. But capital flows may increasingly shift towards companies that supply AI, data centers, power grids, and advanced chips. The coming years may therefore be about owning both the "old" energy that keeps things running and the new AI infrastructure that drives the next technology wave. Source: https://www.finansavisen.no/politikk/2026/08/07/8371233/trump-i-ferskt-intervju-kan-bli-storre-enn-olje
The main problem with ai data centers is that they need massive energy power and order boat engines converted into generators, but the data centers need massive amounts of fresh water to cool it down. I believe that in a few years ai will stand still, and people will create something so advanced that ai will become too expensive as it is now, and move away from it to a certain extent. 
1 päivä sittenIs it a bird? No. Is it a plane? No. Is it the ongoing buyback program? No. Is it the cash dividend getting closer?! YES it is :)
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
18 päivää sitten
‧28 min
0,39 USD/osake
Irtoamispäivä 13.8.
3,93%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
- 9 t sittenIran hardens its Hormuz demands, and war reparations emerge as one of the central conditions The Strait of Hormuz situation has entered a tougher phase. Iranian security official Mohammad Bagher Zolghadr stated this weekend that the strait will not fully open until the United States corrects its behavior, demanding an end to the naval blockade, an end to sanctions, release of frozen Iranian assets, an end to the war, and payment for war damages. This came as Iran and Oman signaled they were nearing a deal on managing traffic through the strait, underscoring how fragile the picture still is. The demand I want to highlight in particular is war reparations. This is not a peripheral point, it is one of the core conditions. Back in April, Iran's government spokesperson estimated the country's direct and indirect war damages at around 270 billion dollars, and reparations were one of Iran's ten conditions in the Islamabad negotiations. Later in the summer, a draft framework between the US and Iran included a pledge for Washington and regional partners to develop a plan allocating at least 300 billion dollars toward rebuilding Iran's economy, though US officials have insisted not a single dollar of American taxpayer money will go to Iran as compensation. The fact that compensation is again being raised as a precondition for full reopening shows this issue remains unresolved. This means Hormuz is no longer just a technical shipping arrangement. It is shaping up as part of a much larger political and financial settlement between the US and Iran, with billions of dollars at stake. What does this mean for the market? Hormuz is one of the world's most important energy corridors, and uncertainty over a genuine normalization of traffic keeps a geopolitical risk premium embedded in energy prices. As long as Iran ties full reopening to demands the US is unlikely to meet quickly, oil prices, LNG prices, and freight rates through the strait can stay elevated, along with higher insurance costs for passing vessels. For a company like Equinor, with significant oil and gas exposure, this backdrop can support earnings for as long as the risk premium persists, and the same applies to energy funds heavily weighted toward oil and LNG. There is also a link to precious metals. Higher energy prices can keep inflation expectations elevated, which in turn feeds through to the Fed's rate path and real yields. With silver relevant to watch again, this is a channel worth keeping in mind, though the relationship has historically cut both ways depending on whether markets are pricing more geopolitical risk or more rate risk at a given time. There is also an opposite risk. If the US and Iran do reach a deal securing free shipping, much of the risk premium could unwind quickly. For energy investors, the question is not just whether Hormuz reopens, but what deal actually lies behind a reopening, and whether the reparations demand gets resolved or simply gets pushed further down the road. The broader Iran's demands become, the harder a quick resolution gets. At the same time, a full diplomatic resolution could be very positive for the global economy longer term if it secures stable energy flow through one of the world's most important chokepoints. Right now Hormuz is one of the most important single factors to watch for oil, gas, LNG, energy companies, and eventually precious metals as well. The question is how far the US is willing to go to get Hormuz reopened. And perhaps just as important, how long Iran is willing to hold war reparations as a bargaining chip before fully opening the strait. Sources: https://www.notus.org/foreign-policy/iran-oman-us-reopen-strait-hormuz-dealhttps://www.cnn.com/2026/08/08/world/live-news/iran-war-trumphttps://www.aljazeera.com/news/2026/4/15/iran-says-270bn-war-loss-must-be-compensated-as-fresh-talks-with-us-loomhttps://www.cfr.org/articles/is-a-u-s-iran-deal-within-reach-six-key-issues-that-could-shape-a-ceasefirehttps://www.newsweek.com/how-trump-300-billion-gift-iran-could-help-transform-economy-12089684
- ·16 t sittenTrump, Iran and Hormuz: The conflict that could determine the oil price The conflict between the USA and Iran has developed into a strategic dilemma for Donald Trump. The USA has military superiority, but lacks a political exit. Iran uses the Strait of Hormuz as leverage, and the conflict now directly affects oil price, inflation and global markets. Reuters describes the situation as a point where all options are bad, and where Trump must find a way out that does not appear as a defeat. The most likely outcome is a form of agreement. Iran and Oman are said to be close to a solution that could ensure safer passages in Hormuz. An American official says the USA expects an agreement soon, and that the blockade of Iranian ports could be lifted if commercial shipping can again pass unhindered. At the same time, Iran demands significant concessions. Tehran links the full reopening of Hormuz to American actions, sanctions relief and a de-escalation of hostilities. Trump must therefore sell an agreement as an American victory, while Iran receives economic relief. Another option is escalation. The USA can increase military pressure, but Iran has shown that the country can hit energy infrastructure, shipping and supply lines. Reuters describes this as Iran's strategy: to make the conflict economically painful enough for the USA to give in. An escalation could raise the oil price, increase inflation, create unrest in financial markets and hit American consumers through higher gasoline prices. Politically, this is a risky path for Trump. The third option is to continue the current situation. A prolonged conflict without clear victory involves high military costs, persistent risk for American forces and uncertain energy flow globally. Reuters refers to this as a strategic limbo where Trump is stuck between three unattractive choices. For investors, Hormuz is more important than the question of who wins the military conflict. An agreement will reduce supply risk, dampen the oil price and ease inflationary pressure, which is normally positive for the broad stock market. An escalation will keep the oil price high and inflation up, which could pressure technology and growth stocks. A prolonged conflict will maintain a geopolitical risk premium and give the energy sector a relative advantage. The most interesting thing now is that Iran and Oman are actually approaching an agreement, but shipping analysts Reuters has spoken with believe some of the proposals could be difficult to implement in practice. This underlines how fragile the situation is, and how quickly market expectations can change. My assessment is that diplomacy appears more likely than an American ground invasion. Trump needs a way out. Iran needs economic relief. Europe needs energy flow. Asia needs oil. The global economy needs Hormuz open. Therefore, it could be diplomacy, not military power, that ultimately determines the oil price. For investors, this means that developments around Iran and Hormuz remain a key variable. This is not a buy or sell recommendation. Sources VG: https://www.vg.no Reuters (general news feed): https://www.reuters.com Reuters – Iran/Oman/Hormuz-related articles: https://www.reuters.com/world/middle-easthttps://www.reuters.com/world/ushttps://www.reuters.com/business/energy
- ·1 päivä sittenHormuz deal may be near The US says a deal is expected between Iran and Oman to reopen the Strait of Hormuz for commercial shipping. According to Reuters, the US could simultaneously lift the blockade of Iranian ports once free shipping is secured. This could be an important turning point for the energy market. Hormuz normally handles about a fifth of the world's oil trade, and a lasting reopening could reduce the risk premium in oil prices and ease pressure on energy and transport costs. The market is already pricing in a solution. Brent has fallen towards 80 dollars on expectations of a deal. For oil producers, this could mean lower oil prices, while transport, industry, and energy-intensive companies could see a positive effect. The big question is whether the deal actually provides lasting and secure free shipping, or just a temporary solution. Sources: Reuters August 7 and 6, 2026. https://www.al-monitor.com/originals/2026/08/us-expects-deal-soon-strait-hormuz-sunni-powers-unite-defense-pacthttps://www.middle-east-online.com/en/oil-traders-double-down-iran-deal-bet-odds-worsenThat's exactly what's so great about trading Equinor and oil with small positions where one can quickly turn around. A fund manager who believes in the oil price with a larger position struggles to get out during larger corrections if they were wrong.
- ·1 päivä sitten · MuokattuTrump said in a recent interview that AI could become "bigger than oil". It is a remarkable statement from a president who has traditionally been very concerned with American oil and gas production. The market is already seeing the signs. Hyperscalers are investing hundreds of billions of dollars in data centers, power generation, and AI infrastructure. The demand for electricity, semiconductors, cooling, and network capacity is growing at a pace we have hardly seen before. This does not mean that oil is finished. On the contrary, the construction of AI infrastructure will require enormous amounts of energy for many years to come. But capital flows may increasingly shift towards companies that supply AI, data centers, power grids, and advanced chips. The coming years may therefore be about owning both the "old" energy that keeps things running and the new AI infrastructure that drives the next technology wave. Source: https://www.finansavisen.no/politikk/2026/08/07/8371233/trump-i-ferskt-intervju-kan-bli-storre-enn-oljeThe main problem with ai data centers is that they need massive energy power and order boat engines converted into generators, but the data centers need massive amounts of fresh water to cool it down. I believe that in a few years ai will stand still, and people will create something so advanced that ai will become too expensive as it is now, and move away from it to a certain extent.
- 1 päivä sittenIs it a bird? No. Is it a plane? No. Is it the ongoing buyback program? No. Is it the cash dividend getting closer?! YES it is :)
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
18 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.
3,93%Tuotto/v
Foorumi
Liity keskusteluun Nordnet Socialissa
Kirjaudu
- 9 t sittenIran hardens its Hormuz demands, and war reparations emerge as one of the central conditions The Strait of Hormuz situation has entered a tougher phase. Iranian security official Mohammad Bagher Zolghadr stated this weekend that the strait will not fully open until the United States corrects its behavior, demanding an end to the naval blockade, an end to sanctions, release of frozen Iranian assets, an end to the war, and payment for war damages. This came as Iran and Oman signaled they were nearing a deal on managing traffic through the strait, underscoring how fragile the picture still is. The demand I want to highlight in particular is war reparations. This is not a peripheral point, it is one of the core conditions. Back in April, Iran's government spokesperson estimated the country's direct and indirect war damages at around 270 billion dollars, and reparations were one of Iran's ten conditions in the Islamabad negotiations. Later in the summer, a draft framework between the US and Iran included a pledge for Washington and regional partners to develop a plan allocating at least 300 billion dollars toward rebuilding Iran's economy, though US officials have insisted not a single dollar of American taxpayer money will go to Iran as compensation. The fact that compensation is again being raised as a precondition for full reopening shows this issue remains unresolved. This means Hormuz is no longer just a technical shipping arrangement. It is shaping up as part of a much larger political and financial settlement between the US and Iran, with billions of dollars at stake. What does this mean for the market? Hormuz is one of the world's most important energy corridors, and uncertainty over a genuine normalization of traffic keeps a geopolitical risk premium embedded in energy prices. As long as Iran ties full reopening to demands the US is unlikely to meet quickly, oil prices, LNG prices, and freight rates through the strait can stay elevated, along with higher insurance costs for passing vessels. For a company like Equinor, with significant oil and gas exposure, this backdrop can support earnings for as long as the risk premium persists, and the same applies to energy funds heavily weighted toward oil and LNG. There is also a link to precious metals. Higher energy prices can keep inflation expectations elevated, which in turn feeds through to the Fed's rate path and real yields. With silver relevant to watch again, this is a channel worth keeping in mind, though the relationship has historically cut both ways depending on whether markets are pricing more geopolitical risk or more rate risk at a given time. There is also an opposite risk. If the US and Iran do reach a deal securing free shipping, much of the risk premium could unwind quickly. For energy investors, the question is not just whether Hormuz reopens, but what deal actually lies behind a reopening, and whether the reparations demand gets resolved or simply gets pushed further down the road. The broader Iran's demands become, the harder a quick resolution gets. At the same time, a full diplomatic resolution could be very positive for the global economy longer term if it secures stable energy flow through one of the world's most important chokepoints. Right now Hormuz is one of the most important single factors to watch for oil, gas, LNG, energy companies, and eventually precious metals as well. The question is how far the US is willing to go to get Hormuz reopened. And perhaps just as important, how long Iran is willing to hold war reparations as a bargaining chip before fully opening the strait. Sources: https://www.notus.org/foreign-policy/iran-oman-us-reopen-strait-hormuz-dealhttps://www.cnn.com/2026/08/08/world/live-news/iran-war-trumphttps://www.aljazeera.com/news/2026/4/15/iran-says-270bn-war-loss-must-be-compensated-as-fresh-talks-with-us-loomhttps://www.cfr.org/articles/is-a-u-s-iran-deal-within-reach-six-key-issues-that-could-shape-a-ceasefirehttps://www.newsweek.com/how-trump-300-billion-gift-iran-could-help-transform-economy-12089684
- ·16 t sittenTrump, Iran and Hormuz: The conflict that could determine the oil price The conflict between the USA and Iran has developed into a strategic dilemma for Donald Trump. The USA has military superiority, but lacks a political exit. Iran uses the Strait of Hormuz as leverage, and the conflict now directly affects oil price, inflation and global markets. Reuters describes the situation as a point where all options are bad, and where Trump must find a way out that does not appear as a defeat. The most likely outcome is a form of agreement. Iran and Oman are said to be close to a solution that could ensure safer passages in Hormuz. An American official says the USA expects an agreement soon, and that the blockade of Iranian ports could be lifted if commercial shipping can again pass unhindered. At the same time, Iran demands significant concessions. Tehran links the full reopening of Hormuz to American actions, sanctions relief and a de-escalation of hostilities. Trump must therefore sell an agreement as an American victory, while Iran receives economic relief. Another option is escalation. The USA can increase military pressure, but Iran has shown that the country can hit energy infrastructure, shipping and supply lines. Reuters describes this as Iran's strategy: to make the conflict economically painful enough for the USA to give in. An escalation could raise the oil price, increase inflation, create unrest in financial markets and hit American consumers through higher gasoline prices. Politically, this is a risky path for Trump. The third option is to continue the current situation. A prolonged conflict without clear victory involves high military costs, persistent risk for American forces and uncertain energy flow globally. Reuters refers to this as a strategic limbo where Trump is stuck between three unattractive choices. For investors, Hormuz is more important than the question of who wins the military conflict. An agreement will reduce supply risk, dampen the oil price and ease inflationary pressure, which is normally positive for the broad stock market. An escalation will keep the oil price high and inflation up, which could pressure technology and growth stocks. A prolonged conflict will maintain a geopolitical risk premium and give the energy sector a relative advantage. The most interesting thing now is that Iran and Oman are actually approaching an agreement, but shipping analysts Reuters has spoken with believe some of the proposals could be difficult to implement in practice. This underlines how fragile the situation is, and how quickly market expectations can change. My assessment is that diplomacy appears more likely than an American ground invasion. Trump needs a way out. Iran needs economic relief. Europe needs energy flow. Asia needs oil. The global economy needs Hormuz open. Therefore, it could be diplomacy, not military power, that ultimately determines the oil price. For investors, this means that developments around Iran and Hormuz remain a key variable. This is not a buy or sell recommendation. Sources VG: https://www.vg.no Reuters (general news feed): https://www.reuters.com Reuters – Iran/Oman/Hormuz-related articles: https://www.reuters.com/world/middle-easthttps://www.reuters.com/world/ushttps://www.reuters.com/business/energy
- ·1 päivä sittenHormuz deal may be near The US says a deal is expected between Iran and Oman to reopen the Strait of Hormuz for commercial shipping. According to Reuters, the US could simultaneously lift the blockade of Iranian ports once free shipping is secured. This could be an important turning point for the energy market. Hormuz normally handles about a fifth of the world's oil trade, and a lasting reopening could reduce the risk premium in oil prices and ease pressure on energy and transport costs. The market is already pricing in a solution. Brent has fallen towards 80 dollars on expectations of a deal. For oil producers, this could mean lower oil prices, while transport, industry, and energy-intensive companies could see a positive effect. The big question is whether the deal actually provides lasting and secure free shipping, or just a temporary solution. Sources: Reuters August 7 and 6, 2026. https://www.al-monitor.com/originals/2026/08/us-expects-deal-soon-strait-hormuz-sunni-powers-unite-defense-pacthttps://www.middle-east-online.com/en/oil-traders-double-down-iran-deal-bet-odds-worsenThat's exactly what's so great about trading Equinor and oil with small positions where one can quickly turn around. A fund manager who believes in the oil price with a larger position struggles to get out during larger corrections if they were wrong.
- ·1 päivä sitten · MuokattuTrump said in a recent interview that AI could become "bigger than oil". It is a remarkable statement from a president who has traditionally been very concerned with American oil and gas production. The market is already seeing the signs. Hyperscalers are investing hundreds of billions of dollars in data centers, power generation, and AI infrastructure. The demand for electricity, semiconductors, cooling, and network capacity is growing at a pace we have hardly seen before. This does not mean that oil is finished. On the contrary, the construction of AI infrastructure will require enormous amounts of energy for many years to come. But capital flows may increasingly shift towards companies that supply AI, data centers, power grids, and advanced chips. The coming years may therefore be about owning both the "old" energy that keeps things running and the new AI infrastructure that drives the next technology wave. Source: https://www.finansavisen.no/politikk/2026/08/07/8371233/trump-i-ferskt-intervju-kan-bli-storre-enn-oljeThe main problem with ai data centers is that they need massive energy power and order boat engines converted into generators, but the data centers need massive amounts of fresh water to cool it down. I believe that in a few years ai will stand still, and people will create something so advanced that ai will become too expensive as it is now, and move away from it to a certain extent.
- 1 päivä sittenIs it a bird? No. Is it a plane? No. Is it the ongoing buyback program? No. Is it the cash dividend getting closer?! YES it is :)
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