2025 Q4 -tulosraportti
32 päivää sitten
‧59 min
0,375 NOK/osake
Viimeisin osinko
8,81%Tuotto/v
Tarjoustasot
Oslo Børs
Määrä
Osto
-
Myynti
Määrä
-
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| - | - | - | - |
Ylin
-VWAP
Alin
-Vaihto ()
VWAP
Ylin
-Alin
-Vaihto ()
Välittäjätilasto
Dataa ei löytynyt
Yhtiötapahtumat
Datan lähde: FactSet, Quartr| Seuraava tapahtuma | |
|---|---|
2026 Q1 -tulosraportti 7.5. |
| Menneet tapahtumat | ||
|---|---|---|
2025 Q4 -tulosraportti 5.2. | ||
2025 Q3 -tulosraportti 6.11.2025 | ||
2025 Q2 -tulosraportti 21.8.2025 | ||
2025 Q1 -tulosraportti 15.5.2025 | ||
2024 Q4 -tulosraportti 6.2.2025 |
Asiakkaat katsoivat myös
Shareville
Liity keskusteluun SharevillessäShareville on aktiivisten yksityissijoittajien yhteisö, jossa voit seurata muiden asiakkaiden kaupankäyntiä ja omistuksia.
Kirjaudu
·7 t sittenTomorrow we will probably see some long-awaited figures. Bremt at 110 is a reasonably sharp jump from closing time on Friday.
·2 t sittenBrent soared last night. Kuwait cuts oil production – Abu Dhabi also takes action Kuwait, OPEC's fifth largest producer, reduces oil and refinery production after the decline in ship traffic through the Strait of Hormuz, Bloomberg writes. The production cuts are a precautionary measure and come after "Iranian threats against safe passage for ships through the Strait of Hormuz," Kuwait Petroleum Corp. states in a statement according to Bloomberg. Saturday evening, Abu Dhabi National Oil Company (Adnoc) also reports that they are taking steps related to their production to account for storage capacity, according to Reuters. A spokesperson for Iran's Revolutionary Guard states Saturday evening on Iranian television that the country is ready to continue the war for six months, according to Bloomberg. US President Donald Trump says Saturday evening that he has not decided how long the warfare against Iran will last, also according to Bloomberg.- ·14 t sitten · MuokattuThe analysis from ABG Sundal Collier and DnB Carnegie states that "Although the production halt and increased risk premium related to Kurdistan are clearly negative in isolation, this should largely be offset by the positive effect of higher oil and gas prices on DNO's operations in the North Sea (approximately 60 percent liquids/oil, 40 percent gas)," wrote ABG analyst John Olaisen earlier this week. Production in Kurdistan: 22 000 barrels/day Total expected production 2026: 106 000 barrels/day This means that Kurdistan is only approx. 21 % of the production. The conclusion is probably that even if production there temporarily stops, DNO still has around 80 % of its production elsewhere, especially in the North Sea. ABG Sundal Collier estimates that DNO's Kurdistan production of 22.000 barrels per day constitutes 21 percent of the company's expected net production in 2026 of 106.000 barrels per day. "Although the production halt and increased risk premium related to Kurdistan are clearly negative in isolation, this should largely be offset by the positive effect of higher oil and gas prices on DNO's operations in the North Sea (approximately 60 percent liquids/oil, 40 percent gas)," wrote ABG analyst John Olaisen earlier this week. "DNO generates around 10 million dollar per month in free cash flow from Kurdistan, corresponding to approximately 0,10 kroner per share," wrote DNB Carnegie analyst Steffen Evjen. DNO's chairman Bijan Mossavar-Rahmani stated that the company has in recent weeks prepared for the possibility of military operations in the region. The war has practically closed the Strait of Hormuz, which means it is becoming increasingly difficult to transport the oil pumped out of the region. Producers must then send the oil to storage, and storage capacity is about to become full. https://www.finansavisen.no/energi/2026/03/08/8334742/iraks-oljeproduksjon-kollapser·8 t sitten · MuokattuClearly underestimated Dno yes, they earn a lot from North Sea production which directly impacts the cash flow. Kurdistan is pure upside when it opens again. Chief Analyst: May have underestimated the situation in the Middle East. Shipping traffic in the Strait of Hormuz and the war in the Middle East, along with Norwegian and American inflation figures, will dominate the week. The oil price has risen sharply since the war in the Middle East began. On Friday, the price for a barrel of North Sea oil ended at 92,88 dollar. That is 27 percent and 19,8 dollar up from the price for one barrel of oil the Friday before the war broke out. Almost no tankers are now sailing through the Strait of Hormuz, which is the very important shipping route for oil and gas out of the Persian Gulf. Chief Analyst for Energy and Sustainability at Nordea, Thina Saltvedt, has her eyes on the Middle East: – What I am following, which is driving prices at the moment, is what is happening with the Strait of Hormuz. How many ships are getting through is interesting. A number of ships with Norwegian connections are «trapped» inside the Persian Gulf. Saltvedt highlights several scenarios that will be important for the oil price in the coming week: • If several refineries are shut down • If infrastructure, ports and pipelines are destroyed • If producers cut production because they have no more storage capacity, or because they are afraid of being hit – Underestimated Thina Saltvedt says the market may have been too optimistic that the situation would not last long. – Perhaps one has underestimated the length and strength of this military operation. If news continues to come that more is being destroyed and that ships are being blocked, then prices will just tick upwards. – How long can the situation continue before it becomes completely critical? – It's hard to say. There are some inventories around. It will probably take a couple of weeks, but in one week prices can go up quite a bit, answers Saltvedt
1 päivä sitten1 päivä sittenHello fellow DNO shareholders. Just something I personally pieced together after reading Rudaw and Reuters on a regular basis. Sarsang oil field (HKN operated) was hit yesterday, but nothing else, which I thought was weird, given that they had attacked other fields prior the full on war - surely now the incentive to destroy infrastructure must be higher. So why aren‘t they, and how likely is it that our fields in Tawke are being hit before the end of the conflict? Because that is surely why the DNO share price hasn‘t budged since last week. Remember how the US upped pressure to reopen the pipeline a few months back? I remember a Reuters article about the son of one of trumps business buddies being an owner in one of the IOCs. Believe HKN, but don‘t remember. That surely played a role. Maybe one of you can look that up. Anyway, Reuters now reports Kurdish groups negotiating with CIA et alii to supply them with weapons and political support for them to start something across the border, but US is hesitant (Reuters: „US, Kurds discuss potential Iran military operation, sources say“ from march 4th) Rudaw posted an article called „Iran threatens targeting Kurdistan Region ‚facilities‘ if opposition parties cross border“. So my personal take is: Iran holds off from hitting other fields as negotiating cards to keep the Kurds from starting a military campaign. Sarsang was only hit because of more „direct“ US involvement. Also, Reuters released a large report on how Iranian proxy groups in Iraq are very splintered and „unreliable“, so they figure their chances of gaining anything from attacking Kurdish oil fields are not great. Conclusion: Our company is probably good for now, but keep an eye open for reports of Kurdish insurgency re: DNO stock price. Have a great weekend and remember to do some fundamental analysis before buying stocks :)
·1 päivä sittenIt's naive to believe that the local buyers don't smuggle out the oil via Iran, which ends up in Afghanistan, Pakistan, China and India. There are hundreds of tank trucks that normally cross the border. https://www.reuters.com/world/middle-east/kurdish-oil-smuggling-iran-flourishes-2024-07-11/
·18 t sitten · MuokattuTo handle DNO's daily production alone, when it's up and running, at approx 80k barrels, one would need approx. 420 tank trucks per day. I don't know how long the smuggling route to Iran might be. They might not manage that many round trips per day? Most of the sales, I thought, went via middlemen, where DNO was paid immediately, and then most of the oil, which was not for local use, was sold out on the world market via the pipeline.- ·1 päivä sitten · MuokattuHope you all have a nice Saturday. Does anyone know anything about the pricing terms in connection with the offtake agreements they have with Exxon and Shell for oil, and Engie for gas? Are the prices contractually fixed and locked? Does it move much less than market price? Are the terms linked to brent/TTF minus a fixed absolute discount or a relative discount? Thanks in advance for your answer.
Yllä olevat kommentit ovat peräisin Nordnetin sosiaalisen verkoston Sharevillen käyttäjiltä, eikä niitä ole muokattu eikä Nordnet ole tarkastanut niitä etukäteen. Ne eivät tarkoita, että Nordnet tarjoaisi sijoitusneuvoja tai sijoitussuosituksia. Nordnet ei ota vastuuta kommenteista.
Uutiset
Tämän sivun uutiset ja/tai sijoitussuositukset tai otteet niistä sekä niihin liittyvät linkit ovat mainitun tahon tuottamia ja toimittamia. Nordnet ei ole osallistunut materiaalin laatimiseen, eikä ole tarkistanut sen sisältöä tai tehnyt sisältöön muutoksia. Lue lisää sijoitussuosituksista.
2025 Q4 -tulosraportti
32 päivää sitten
‧59 min
0,375 NOK/osake
Viimeisin osinko
8,81%Tuotto/v
Uutiset
Tämän sivun uutiset ja/tai sijoitussuositukset tai otteet niistä sekä niihin liittyvät linkit ovat mainitun tahon tuottamia ja toimittamia. Nordnet ei ole osallistunut materiaalin laatimiseen, eikä ole tarkistanut sen sisältöä tai tehnyt sisältöön muutoksia. Lue lisää sijoitussuosituksista.
Shareville
Liity keskusteluun SharevillessäShareville on aktiivisten yksityissijoittajien yhteisö, jossa voit seurata muiden asiakkaiden kaupankäyntiä ja omistuksia.
Kirjaudu
- ·7 t sittenTomorrow we will probably see some long-awaited figures. Bremt at 110 is a reasonably sharp jump from closing time on Friday.·2 t sittenBrent soared last night. Kuwait cuts oil production – Abu Dhabi also takes action Kuwait, OPEC's fifth largest producer, reduces oil and refinery production after the decline in ship traffic through the Strait of Hormuz, Bloomberg writes. The production cuts are a precautionary measure and come after "Iranian threats against safe passage for ships through the Strait of Hormuz," Kuwait Petroleum Corp. states in a statement according to Bloomberg. Saturday evening, Abu Dhabi National Oil Company (Adnoc) also reports that they are taking steps related to their production to account for storage capacity, according to Reuters. A spokesperson for Iran's Revolutionary Guard states Saturday evening on Iranian television that the country is ready to continue the war for six months, according to Bloomberg. US President Donald Trump says Saturday evening that he has not decided how long the warfare against Iran will last, also according to Bloomberg.
- ·14 t sitten · MuokattuThe analysis from ABG Sundal Collier and DnB Carnegie states that "Although the production halt and increased risk premium related to Kurdistan are clearly negative in isolation, this should largely be offset by the positive effect of higher oil and gas prices on DNO's operations in the North Sea (approximately 60 percent liquids/oil, 40 percent gas)," wrote ABG analyst John Olaisen earlier this week. Production in Kurdistan: 22 000 barrels/day Total expected production 2026: 106 000 barrels/day This means that Kurdistan is only approx. 21 % of the production. The conclusion is probably that even if production there temporarily stops, DNO still has around 80 % of its production elsewhere, especially in the North Sea. ABG Sundal Collier estimates that DNO's Kurdistan production of 22.000 barrels per day constitutes 21 percent of the company's expected net production in 2026 of 106.000 barrels per day. "Although the production halt and increased risk premium related to Kurdistan are clearly negative in isolation, this should largely be offset by the positive effect of higher oil and gas prices on DNO's operations in the North Sea (approximately 60 percent liquids/oil, 40 percent gas)," wrote ABG analyst John Olaisen earlier this week. "DNO generates around 10 million dollar per month in free cash flow from Kurdistan, corresponding to approximately 0,10 kroner per share," wrote DNB Carnegie analyst Steffen Evjen. DNO's chairman Bijan Mossavar-Rahmani stated that the company has in recent weeks prepared for the possibility of military operations in the region. The war has practically closed the Strait of Hormuz, which means it is becoming increasingly difficult to transport the oil pumped out of the region. Producers must then send the oil to storage, and storage capacity is about to become full. https://www.finansavisen.no/energi/2026/03/08/8334742/iraks-oljeproduksjon-kollapser·8 t sitten · MuokattuClearly underestimated Dno yes, they earn a lot from North Sea production which directly impacts the cash flow. Kurdistan is pure upside when it opens again. Chief Analyst: May have underestimated the situation in the Middle East. Shipping traffic in the Strait of Hormuz and the war in the Middle East, along with Norwegian and American inflation figures, will dominate the week. The oil price has risen sharply since the war in the Middle East began. On Friday, the price for a barrel of North Sea oil ended at 92,88 dollar. That is 27 percent and 19,8 dollar up from the price for one barrel of oil the Friday before the war broke out. Almost no tankers are now sailing through the Strait of Hormuz, which is the very important shipping route for oil and gas out of the Persian Gulf. Chief Analyst for Energy and Sustainability at Nordea, Thina Saltvedt, has her eyes on the Middle East: – What I am following, which is driving prices at the moment, is what is happening with the Strait of Hormuz. How many ships are getting through is interesting. A number of ships with Norwegian connections are «trapped» inside the Persian Gulf. Saltvedt highlights several scenarios that will be important for the oil price in the coming week: • If several refineries are shut down • If infrastructure, ports and pipelines are destroyed • If producers cut production because they have no more storage capacity, or because they are afraid of being hit – Underestimated Thina Saltvedt says the market may have been too optimistic that the situation would not last long. – Perhaps one has underestimated the length and strength of this military operation. If news continues to come that more is being destroyed and that ships are being blocked, then prices will just tick upwards. – How long can the situation continue before it becomes completely critical? – It's hard to say. There are some inventories around. It will probably take a couple of weeks, but in one week prices can go up quite a bit, answers Saltvedt
- 1 päivä sitten1 päivä sittenHello fellow DNO shareholders. Just something I personally pieced together after reading Rudaw and Reuters on a regular basis. Sarsang oil field (HKN operated) was hit yesterday, but nothing else, which I thought was weird, given that they had attacked other fields prior the full on war - surely now the incentive to destroy infrastructure must be higher. So why aren‘t they, and how likely is it that our fields in Tawke are being hit before the end of the conflict? Because that is surely why the DNO share price hasn‘t budged since last week. Remember how the US upped pressure to reopen the pipeline a few months back? I remember a Reuters article about the son of one of trumps business buddies being an owner in one of the IOCs. Believe HKN, but don‘t remember. That surely played a role. Maybe one of you can look that up. Anyway, Reuters now reports Kurdish groups negotiating with CIA et alii to supply them with weapons and political support for them to start something across the border, but US is hesitant (Reuters: „US, Kurds discuss potential Iran military operation, sources say“ from march 4th) Rudaw posted an article called „Iran threatens targeting Kurdistan Region ‚facilities‘ if opposition parties cross border“. So my personal take is: Iran holds off from hitting other fields as negotiating cards to keep the Kurds from starting a military campaign. Sarsang was only hit because of more „direct“ US involvement. Also, Reuters released a large report on how Iranian proxy groups in Iraq are very splintered and „unreliable“, so they figure their chances of gaining anything from attacking Kurdish oil fields are not great. Conclusion: Our company is probably good for now, but keep an eye open for reports of Kurdish insurgency re: DNO stock price. Have a great weekend and remember to do some fundamental analysis before buying stocks :)·1 päivä sittenIt's naive to believe that the local buyers don't smuggle out the oil via Iran, which ends up in Afghanistan, Pakistan, China and India. There are hundreds of tank trucks that normally cross the border. https://www.reuters.com/world/middle-east/kurdish-oil-smuggling-iran-flourishes-2024-07-11/·18 t sitten · MuokattuTo handle DNO's daily production alone, when it's up and running, at approx 80k barrels, one would need approx. 420 tank trucks per day. I don't know how long the smuggling route to Iran might be. They might not manage that many round trips per day? Most of the sales, I thought, went via middlemen, where DNO was paid immediately, and then most of the oil, which was not for local use, was sold out on the world market via the pipeline.
- ·1 päivä sitten · MuokattuHope you all have a nice Saturday. Does anyone know anything about the pricing terms in connection with the offtake agreements they have with Exxon and Shell for oil, and Engie for gas? Are the prices contractually fixed and locked? Does it move much less than market price? Are the terms linked to brent/TTF minus a fixed absolute discount or a relative discount? Thanks in advance for your answer.
Yllä olevat kommentit ovat peräisin Nordnetin sosiaalisen verkoston Sharevillen käyttäjiltä, eikä niitä ole muokattu eikä Nordnet ole tarkastanut niitä etukäteen. Ne eivät tarkoita, että Nordnet tarjoaisi sijoitusneuvoja tai sijoitussuosituksia. Nordnet ei ota vastuuta kommenteista.
Tarjoustasot
Oslo Børs
Määrä
Osto
-
Myynti
Määrä
-
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| - | - | - | - |
Ylin
-VWAP
Alin
-Vaihto ()
VWAP
Ylin
-Alin
-Vaihto ()
Välittäjätilasto
Dataa ei löytynyt
Asiakkaat katsoivat myös
Yhtiötapahtumat
Datan lähde: FactSet, Quartr| Seuraava tapahtuma | |
|---|---|
2026 Q1 -tulosraportti 7.5. |
| Menneet tapahtumat | ||
|---|---|---|
2025 Q4 -tulosraportti 5.2. | ||
2025 Q3 -tulosraportti 6.11.2025 | ||
2025 Q2 -tulosraportti 21.8.2025 | ||
2025 Q1 -tulosraportti 15.5.2025 | ||
2024 Q4 -tulosraportti 6.2.2025 |
2025 Q4 -tulosraportti
32 päivää sitten
‧59 min
Uutiset
Tämän sivun uutiset ja/tai sijoitussuositukset tai otteet niistä sekä niihin liittyvät linkit ovat mainitun tahon tuottamia ja toimittamia. Nordnet ei ole osallistunut materiaalin laatimiseen, eikä ole tarkistanut sen sisältöä tai tehnyt sisältöön muutoksia. Lue lisää sijoitussuosituksista.
Yhtiötapahtumat
Datan lähde: FactSet, Quartr| Seuraava tapahtuma | |
|---|---|
2026 Q1 -tulosraportti 7.5. |
| Menneet tapahtumat | ||
|---|---|---|
2025 Q4 -tulosraportti 5.2. | ||
2025 Q3 -tulosraportti 6.11.2025 | ||
2025 Q2 -tulosraportti 21.8.2025 | ||
2025 Q1 -tulosraportti 15.5.2025 | ||
2024 Q4 -tulosraportti 6.2.2025 |
0,375 NOK/osake
Viimeisin osinko
8,81%Tuotto/v
Shareville
Liity keskusteluun SharevillessäShareville on aktiivisten yksityissijoittajien yhteisö, jossa voit seurata muiden asiakkaiden kaupankäyntiä ja omistuksia.
Kirjaudu
- ·7 t sittenTomorrow we will probably see some long-awaited figures. Bremt at 110 is a reasonably sharp jump from closing time on Friday.·2 t sittenBrent soared last night. Kuwait cuts oil production – Abu Dhabi also takes action Kuwait, OPEC's fifth largest producer, reduces oil and refinery production after the decline in ship traffic through the Strait of Hormuz, Bloomberg writes. The production cuts are a precautionary measure and come after "Iranian threats against safe passage for ships through the Strait of Hormuz," Kuwait Petroleum Corp. states in a statement according to Bloomberg. Saturday evening, Abu Dhabi National Oil Company (Adnoc) also reports that they are taking steps related to their production to account for storage capacity, according to Reuters. A spokesperson for Iran's Revolutionary Guard states Saturday evening on Iranian television that the country is ready to continue the war for six months, according to Bloomberg. US President Donald Trump says Saturday evening that he has not decided how long the warfare against Iran will last, also according to Bloomberg.
- ·14 t sitten · MuokattuThe analysis from ABG Sundal Collier and DnB Carnegie states that "Although the production halt and increased risk premium related to Kurdistan are clearly negative in isolation, this should largely be offset by the positive effect of higher oil and gas prices on DNO's operations in the North Sea (approximately 60 percent liquids/oil, 40 percent gas)," wrote ABG analyst John Olaisen earlier this week. Production in Kurdistan: 22 000 barrels/day Total expected production 2026: 106 000 barrels/day This means that Kurdistan is only approx. 21 % of the production. The conclusion is probably that even if production there temporarily stops, DNO still has around 80 % of its production elsewhere, especially in the North Sea. ABG Sundal Collier estimates that DNO's Kurdistan production of 22.000 barrels per day constitutes 21 percent of the company's expected net production in 2026 of 106.000 barrels per day. "Although the production halt and increased risk premium related to Kurdistan are clearly negative in isolation, this should largely be offset by the positive effect of higher oil and gas prices on DNO's operations in the North Sea (approximately 60 percent liquids/oil, 40 percent gas)," wrote ABG analyst John Olaisen earlier this week. "DNO generates around 10 million dollar per month in free cash flow from Kurdistan, corresponding to approximately 0,10 kroner per share," wrote DNB Carnegie analyst Steffen Evjen. DNO's chairman Bijan Mossavar-Rahmani stated that the company has in recent weeks prepared for the possibility of military operations in the region. The war has practically closed the Strait of Hormuz, which means it is becoming increasingly difficult to transport the oil pumped out of the region. Producers must then send the oil to storage, and storage capacity is about to become full. https://www.finansavisen.no/energi/2026/03/08/8334742/iraks-oljeproduksjon-kollapser·8 t sitten · MuokattuClearly underestimated Dno yes, they earn a lot from North Sea production which directly impacts the cash flow. Kurdistan is pure upside when it opens again. Chief Analyst: May have underestimated the situation in the Middle East. Shipping traffic in the Strait of Hormuz and the war in the Middle East, along with Norwegian and American inflation figures, will dominate the week. The oil price has risen sharply since the war in the Middle East began. On Friday, the price for a barrel of North Sea oil ended at 92,88 dollar. That is 27 percent and 19,8 dollar up from the price for one barrel of oil the Friday before the war broke out. Almost no tankers are now sailing through the Strait of Hormuz, which is the very important shipping route for oil and gas out of the Persian Gulf. Chief Analyst for Energy and Sustainability at Nordea, Thina Saltvedt, has her eyes on the Middle East: – What I am following, which is driving prices at the moment, is what is happening with the Strait of Hormuz. How many ships are getting through is interesting. A number of ships with Norwegian connections are «trapped» inside the Persian Gulf. Saltvedt highlights several scenarios that will be important for the oil price in the coming week: • If several refineries are shut down • If infrastructure, ports and pipelines are destroyed • If producers cut production because they have no more storage capacity, or because they are afraid of being hit – Underestimated Thina Saltvedt says the market may have been too optimistic that the situation would not last long. – Perhaps one has underestimated the length and strength of this military operation. If news continues to come that more is being destroyed and that ships are being blocked, then prices will just tick upwards. – How long can the situation continue before it becomes completely critical? – It's hard to say. There are some inventories around. It will probably take a couple of weeks, but in one week prices can go up quite a bit, answers Saltvedt
- 1 päivä sitten1 päivä sittenHello fellow DNO shareholders. Just something I personally pieced together after reading Rudaw and Reuters on a regular basis. Sarsang oil field (HKN operated) was hit yesterday, but nothing else, which I thought was weird, given that they had attacked other fields prior the full on war - surely now the incentive to destroy infrastructure must be higher. So why aren‘t they, and how likely is it that our fields in Tawke are being hit before the end of the conflict? Because that is surely why the DNO share price hasn‘t budged since last week. Remember how the US upped pressure to reopen the pipeline a few months back? I remember a Reuters article about the son of one of trumps business buddies being an owner in one of the IOCs. Believe HKN, but don‘t remember. That surely played a role. Maybe one of you can look that up. Anyway, Reuters now reports Kurdish groups negotiating with CIA et alii to supply them with weapons and political support for them to start something across the border, but US is hesitant (Reuters: „US, Kurds discuss potential Iran military operation, sources say“ from march 4th) Rudaw posted an article called „Iran threatens targeting Kurdistan Region ‚facilities‘ if opposition parties cross border“. So my personal take is: Iran holds off from hitting other fields as negotiating cards to keep the Kurds from starting a military campaign. Sarsang was only hit because of more „direct“ US involvement. Also, Reuters released a large report on how Iranian proxy groups in Iraq are very splintered and „unreliable“, so they figure their chances of gaining anything from attacking Kurdish oil fields are not great. Conclusion: Our company is probably good for now, but keep an eye open for reports of Kurdish insurgency re: DNO stock price. Have a great weekend and remember to do some fundamental analysis before buying stocks :)·1 päivä sittenIt's naive to believe that the local buyers don't smuggle out the oil via Iran, which ends up in Afghanistan, Pakistan, China and India. There are hundreds of tank trucks that normally cross the border. https://www.reuters.com/world/middle-east/kurdish-oil-smuggling-iran-flourishes-2024-07-11/·18 t sitten · MuokattuTo handle DNO's daily production alone, when it's up and running, at approx 80k barrels, one would need approx. 420 tank trucks per day. I don't know how long the smuggling route to Iran might be. They might not manage that many round trips per day? Most of the sales, I thought, went via middlemen, where DNO was paid immediately, and then most of the oil, which was not for local use, was sold out on the world market via the pipeline.
- ·1 päivä sitten · MuokattuHope you all have a nice Saturday. Does anyone know anything about the pricing terms in connection with the offtake agreements they have with Exxon and Shell for oil, and Engie for gas? Are the prices contractually fixed and locked? Does it move much less than market price? Are the terms linked to brent/TTF minus a fixed absolute discount or a relative discount? Thanks in advance for your answer.
Yllä olevat kommentit ovat peräisin Nordnetin sosiaalisen verkoston Sharevillen käyttäjiltä, eikä niitä ole muokattu eikä Nordnet ole tarkastanut niitä etukäteen. Ne eivät tarkoita, että Nordnet tarjoaisi sijoitusneuvoja tai sijoitussuosituksia. Nordnet ei ota vastuuta kommenteista.
Tarjoustasot
Oslo Børs
Määrä
Osto
-
Myynti
Määrä
-
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| - | - | - | - |
Ylin
-VWAP
Alin
-Vaihto ()
VWAP
Ylin
-Alin
-Vaihto ()
Välittäjätilasto
Dataa ei löytynyt