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Aker Solutions

Ylin-
Alin-
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Ylin-
Alin-
Vaihto-

Aker Solutions

Ylin-
Alin-
Vaihto-
Ylin-
Alin-
Vaihto-

Aker Solutions

Ylin-
Alin-
Vaihto-
Ylin-
Alin-
Vaihto-
2026 Q1 -tulosraportti
34 päivää sitten
5,00 NOK/osake
Viimeisin osinko
8,31%Tuotto/v

Tarjoustasot

Määrä
Osto
-
Myynti
Määrä
-

Viimeisimmät kaupat

AikaHintaMääräOstajaMyyjä
27--
38--
371--
1--
1--

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: FactSet, Quartr
Seuraava tapahtuma
2026 Q2 -tulosraportti
14.7.
Menneet tapahtumat
2026 Q1 -tulosraportti
30.4.
2025 Q4 -tulosraportti
6.2.
2025 Q3 -tulosraportti
31.10.2025
2025 Q2 -tulosraportti
11.7.2025
2025 Q1 -tulosraportti
30.4.2025

Foorumi

Liity keskusteluun Nordnet Socialissa
Kirjaudu
  • 56 min sitten
    ·
    56 min sitten
    ·
    Aker Solutions moves to Kronstadparken – good news for the area Aker Solutions has decided to move its Bergen office from Sandsli to Kronstadparken, thus moving from the outskirts towards the city center. The company is signing a long-term lease agreement in the new, modern LINK building currently under construction at Kronstad, and will move in at the beginning of 2027 with around 700 employees spread across more than 8,000 square meters. The building is being constructed with high environmental ambitions and will be certified BREEAM-NOR Excellent, featuring a rooftop garden, in-house restaurant, and facilities shared among tenants. This is pure upside for the area. For Kronstadparken, this is a solid vote of confidence. When a cornerstone company in Norwegian business chooses to gather its employees here, it sends a clear signal that this is one of Bergen's most forward-looking and attractive areas. The location is spot on, with short distances to both buses and the Light Rail (Bybanen), and with several hundred new jobs added to the local area, increased demand for cafes, shops, and services naturally follows. The area simply becomes more vibrant. The most interesting aspect for us long-term thinkers is the ripple effects on the housing market. When an area gains so many well-paid jobs, and at the same time appears more urban and sought-after, there is reason to believe that more people will want to live within walking distance of work. Increased attractiveness and more buyers competing for the same homes can push housing prices up in Kronstad and the surrounding neighborhoods. For those who already own here, or are considering buying, this looks like a clearly positive development. In short: Kronstadparken strengthens its position as one of Bergen's most exciting growth areas, and I believe this will boost both the area and property values going forward. What do you think – do you see more such city-proximate business clusters as winners in the Bergen market going forward? Sources: https://www.akersolutions.com/news/news-archive/2025/aker-solutions-secures-new-flexible-office-space-in-bergen/https://www.baraeiendom.no/2025/06/aker-solutions-til-kronstadparken/ This is not investment advice, only my own reflections. Always do your own assessments.
  • 1 t sitten
    ·
    1 t sitten
    ·
    what could be a good entry here?
  • 1 päivä sitten
    ·
    1 päivä sitten
    ·
    I wonder if the market underestimates how important SMR can become in the next 10 to 20 years. AI development is accelerating, data centers are being built at record speed, and the world's energy demand is expected to grow sharply. At the same time, more and more countries are demanding stable, emission-free power production that is not dependent on weather conditions. If SMR technology succeeds commercially, it's not just about nuclear power. It's about delivering enormous amounts of reliable energy to AI, data centers, industry, hospitals, critical infrastructure, and a growing population. Companies are needed that can design, fabricate, and execute some of the world's most complex energy projects. Isn't this precisely the type of expertise Aker Solutions has built up over several decades? Rolls-royce SMR is often highlighted as one of the most promising SMR players in Europe. If they succeed, how likely is it that AKSO can get a major role as a supplier, service, production and collaboration partner? Perhaps this is a long-term perspective the market is not pricing in today. What do you others think about AKSO’s opportunities within SMR and energy infrastructure?
    1 päivä sitten
    ·
    1 päivä sitten
    ·
    First, I want to thank "Bare lurer Litt" for a very good post. It is contributions like these that make discussions interesting, and I hope you continue to contribute to the thread. I will be honest and say that I don't know much about SMR. I have worked at Aker Solutions for over 20 years and know the company well, but when it comes to nuclear power, I am here to learn. What I'm wondering is how we will cover the energy demand in the future. AI, data centers, electrification, and population growth will require enormous amounts of energy. Is SMR a realistic part of the solution, or do you think other technologies will play a larger role? If SMR doesn't become the big winner, what do you think will cover the energy demand towards 2040–2050? Traditional nuclear power? Solar and wind with storage? Gas with carbon capture? Geothermal energy? Fusion? Or a combination of several technologies? I am genuinely curious and want to hear perspectives from people who know more about this than me. What do you think? ⚡️🌍🤔
    20 t sitten
    ·
    20 t sitten
    ·
    Offshore wind or nuclear power? Two different paths towards 2040 Written with the help of AI The energy debate often becomes an either-or. But we actually have two different paths: who builds the most new capacity, and who delivers stable, emission-free power 24/7. Both can "win" – in their respective areas. Path 1 – most capacity: Here, solar dominates, not offshore wind. Of around 800 GW of new renewable capacity globally in 2025, solar accounted for over three-quarters, while all wind accounted for approx. 20 % – and 85 % of the wind is land-based. In the EU last year: nearly 70 GW of new solar versus only 1 GW of offshore wind. Offshore wind is mature and has no fuel cost, but it is weather-dependent, grid-intensive, and – in floating form – still expensive. Path 2 – stable power: Here, SMR nuclear power is stronger: steady production around the clock, small footprint, no weather risk. But hardly any SMRs are in commercial operation today, the first Western plants will come no earlier than around 2030, and fuel (HALEU) is a bottleneck. Cost estimates are also uncertain. If serial production succeeds (Rolls-Royce SMR, GE Hitachi, TerraPower), the breakthrough could come in the 2030s. Why Norway is special: We already have nearly 100 % renewable hydropower. We don't lack green electrons, but stable capacity and new power for industry and data centers. Then SMR becomes more interesting here than many other places. We are not yet underway with offshore wind at scale – even Sørlige Nordsjø II is faltering. The Nuclear Power Committee (Halvorsen, April 2026) believes nuclear power and floating offshore wind cost approximately the same, with great uncertainty, and opens for nuclear power if offshore wind fails. Norsk Kjernekraft aims for the first plant by 2035. Norwegian twist: Aker Solutions signed an agreement in April 2026 with Rolls-Royce SMR for the non-nuclear modules – and ~80 % of an SMR are precisely such components. Oil and gas expertise is transferred directly into nuclear power. My assessment: Towards 2040, renewables win on capacity (solar globally, offshore wind regionally), hydropower remains the backbone, and SMR is still a small share. Towards 2050, SMR could become the most important new source of stable, emission-free power – and offshore wind's foremost challenger. Do you think Norway will actually build SMRs by 2035 – and should we invest in offshore wind and nuclear power in parallel, or choose one path? ⚡️🌍 Sources: • IEA – Global Energy Review 2026 (sol vs. vind, 2025-tall): https://www.iea.org/reports/global-energy-review-2026/technology-solar-pv-and-wind • IEA – Wind (land- vs. havvind mot 2030): https://www.iea.org/energy-system/renewables/wind • GIS Reports – progress on small modular reactors (HALEU, status): https://www.gisreportsonline.com/r/smrs/ • Universitetsavisa – Kjernekraftutvalget om havvind og kjernekraft (april 2026): https://www.universitetsavisa.no/energipolitikk-havvind-jonas-kristiansen-noland/kjernekraftutvalget-havvindkollaps-kan-apne-for-kjernekraft-tidligere-enn-ventet/454939 • Norsk Kjernekraft AS – mål om første SMR innen 2035: https://norskkjernekraft.com/ • Aker Solutions – MoU med Rolls-Royce SMR (29. april 2026): https://www.akersolutions.com/news/news-archive/2026/aker-solutions-signs-mou-with-rolls-royce-smr-for-small-modular-reactor-energy-projects/
  • 2 päivää sitten
    ·
    2 päivää sitten
    ·
    Good to have a "breather" before further upside. Have trouble seeing any dark clouds for AKSO in the coming year.
  • 28.5.
    ·
    28.5.
    ·
    There are probably some out there who are feeling a bit concerned now that AKSO has fallen a few percent in recent days. To me, this seems completely normal, especially considering that the stock has gained significantly after the huge dividend of 8.60 kr. After such a strong rise, a small correction and breather is natural. The market rarely goes straight to the sky without taking a breath along the way. The most important thing is that the fundamentals are still there: solid order book, high activity, and a long-term strategy pointing in the right direction. As long as nothing significant has changed in the company, I see this more as normal market dynamics than anything dramatic. Patience has historically been a good friend for AKSO shareholders.
    28.5.
    ·
    28.5.
    ·
    Agreed 👌👍
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.

Uutiset

AI
Viimeisin
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.

Tuotteita joiden kohde-etuutena tämä arvopaperi

2026 Q1 -tulosraportti
34 päivää sitten
5,00 NOK/osake
Viimeisin osinko
8,31%Tuotto/v

Uutiset

AI
Viimeisin
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
  • 56 min sitten
    ·
    56 min sitten
    ·
    Aker Solutions moves to Kronstadparken – good news for the area Aker Solutions has decided to move its Bergen office from Sandsli to Kronstadparken, thus moving from the outskirts towards the city center. The company is signing a long-term lease agreement in the new, modern LINK building currently under construction at Kronstad, and will move in at the beginning of 2027 with around 700 employees spread across more than 8,000 square meters. The building is being constructed with high environmental ambitions and will be certified BREEAM-NOR Excellent, featuring a rooftop garden, in-house restaurant, and facilities shared among tenants. This is pure upside for the area. For Kronstadparken, this is a solid vote of confidence. When a cornerstone company in Norwegian business chooses to gather its employees here, it sends a clear signal that this is one of Bergen's most forward-looking and attractive areas. The location is spot on, with short distances to both buses and the Light Rail (Bybanen), and with several hundred new jobs added to the local area, increased demand for cafes, shops, and services naturally follows. The area simply becomes more vibrant. The most interesting aspect for us long-term thinkers is the ripple effects on the housing market. When an area gains so many well-paid jobs, and at the same time appears more urban and sought-after, there is reason to believe that more people will want to live within walking distance of work. Increased attractiveness and more buyers competing for the same homes can push housing prices up in Kronstad and the surrounding neighborhoods. For those who already own here, or are considering buying, this looks like a clearly positive development. In short: Kronstadparken strengthens its position as one of Bergen's most exciting growth areas, and I believe this will boost both the area and property values going forward. What do you think – do you see more such city-proximate business clusters as winners in the Bergen market going forward? Sources: https://www.akersolutions.com/news/news-archive/2025/aker-solutions-secures-new-flexible-office-space-in-bergen/https://www.baraeiendom.no/2025/06/aker-solutions-til-kronstadparken/ This is not investment advice, only my own reflections. Always do your own assessments.
  • 1 t sitten
    ·
    1 t sitten
    ·
    what could be a good entry here?
  • 1 päivä sitten
    ·
    1 päivä sitten
    ·
    I wonder if the market underestimates how important SMR can become in the next 10 to 20 years. AI development is accelerating, data centers are being built at record speed, and the world's energy demand is expected to grow sharply. At the same time, more and more countries are demanding stable, emission-free power production that is not dependent on weather conditions. If SMR technology succeeds commercially, it's not just about nuclear power. It's about delivering enormous amounts of reliable energy to AI, data centers, industry, hospitals, critical infrastructure, and a growing population. Companies are needed that can design, fabricate, and execute some of the world's most complex energy projects. Isn't this precisely the type of expertise Aker Solutions has built up over several decades? Rolls-royce SMR is often highlighted as one of the most promising SMR players in Europe. If they succeed, how likely is it that AKSO can get a major role as a supplier, service, production and collaboration partner? Perhaps this is a long-term perspective the market is not pricing in today. What do you others think about AKSO’s opportunities within SMR and energy infrastructure?
    1 päivä sitten
    ·
    1 päivä sitten
    ·
    First, I want to thank "Bare lurer Litt" for a very good post. It is contributions like these that make discussions interesting, and I hope you continue to contribute to the thread. I will be honest and say that I don't know much about SMR. I have worked at Aker Solutions for over 20 years and know the company well, but when it comes to nuclear power, I am here to learn. What I'm wondering is how we will cover the energy demand in the future. AI, data centers, electrification, and population growth will require enormous amounts of energy. Is SMR a realistic part of the solution, or do you think other technologies will play a larger role? If SMR doesn't become the big winner, what do you think will cover the energy demand towards 2040–2050? Traditional nuclear power? Solar and wind with storage? Gas with carbon capture? Geothermal energy? Fusion? Or a combination of several technologies? I am genuinely curious and want to hear perspectives from people who know more about this than me. What do you think? ⚡️🌍🤔
    20 t sitten
    ·
    20 t sitten
    ·
    Offshore wind or nuclear power? Two different paths towards 2040 Written with the help of AI The energy debate often becomes an either-or. But we actually have two different paths: who builds the most new capacity, and who delivers stable, emission-free power 24/7. Both can "win" – in their respective areas. Path 1 – most capacity: Here, solar dominates, not offshore wind. Of around 800 GW of new renewable capacity globally in 2025, solar accounted for over three-quarters, while all wind accounted for approx. 20 % – and 85 % of the wind is land-based. In the EU last year: nearly 70 GW of new solar versus only 1 GW of offshore wind. Offshore wind is mature and has no fuel cost, but it is weather-dependent, grid-intensive, and – in floating form – still expensive. Path 2 – stable power: Here, SMR nuclear power is stronger: steady production around the clock, small footprint, no weather risk. But hardly any SMRs are in commercial operation today, the first Western plants will come no earlier than around 2030, and fuel (HALEU) is a bottleneck. Cost estimates are also uncertain. If serial production succeeds (Rolls-Royce SMR, GE Hitachi, TerraPower), the breakthrough could come in the 2030s. Why Norway is special: We already have nearly 100 % renewable hydropower. We don't lack green electrons, but stable capacity and new power for industry and data centers. Then SMR becomes more interesting here than many other places. We are not yet underway with offshore wind at scale – even Sørlige Nordsjø II is faltering. The Nuclear Power Committee (Halvorsen, April 2026) believes nuclear power and floating offshore wind cost approximately the same, with great uncertainty, and opens for nuclear power if offshore wind fails. Norsk Kjernekraft aims for the first plant by 2035. Norwegian twist: Aker Solutions signed an agreement in April 2026 with Rolls-Royce SMR for the non-nuclear modules – and ~80 % of an SMR are precisely such components. Oil and gas expertise is transferred directly into nuclear power. My assessment: Towards 2040, renewables win on capacity (solar globally, offshore wind regionally), hydropower remains the backbone, and SMR is still a small share. Towards 2050, SMR could become the most important new source of stable, emission-free power – and offshore wind's foremost challenger. Do you think Norway will actually build SMRs by 2035 – and should we invest in offshore wind and nuclear power in parallel, or choose one path? ⚡️🌍 Sources: • IEA – Global Energy Review 2026 (sol vs. vind, 2025-tall): https://www.iea.org/reports/global-energy-review-2026/technology-solar-pv-and-wind • IEA – Wind (land- vs. havvind mot 2030): https://www.iea.org/energy-system/renewables/wind • GIS Reports – progress on small modular reactors (HALEU, status): https://www.gisreportsonline.com/r/smrs/ • Universitetsavisa – Kjernekraftutvalget om havvind og kjernekraft (april 2026): https://www.universitetsavisa.no/energipolitikk-havvind-jonas-kristiansen-noland/kjernekraftutvalget-havvindkollaps-kan-apne-for-kjernekraft-tidligere-enn-ventet/454939 • Norsk Kjernekraft AS – mål om første SMR innen 2035: https://norskkjernekraft.com/ • Aker Solutions – MoU med Rolls-Royce SMR (29. april 2026): https://www.akersolutions.com/news/news-archive/2026/aker-solutions-signs-mou-with-rolls-royce-smr-for-small-modular-reactor-energy-projects/
  • 2 päivää sitten
    ·
    2 päivää sitten
    ·
    Good to have a "breather" before further upside. Have trouble seeing any dark clouds for AKSO in the coming year.
  • 28.5.
    ·
    28.5.
    ·
    There are probably some out there who are feeling a bit concerned now that AKSO has fallen a few percent in recent days. To me, this seems completely normal, especially considering that the stock has gained significantly after the huge dividend of 8.60 kr. After such a strong rise, a small correction and breather is natural. The market rarely goes straight to the sky without taking a breath along the way. The most important thing is that the fundamentals are still there: solid order book, high activity, and a long-term strategy pointing in the right direction. As long as nothing significant has changed in the company, I see this more as normal market dynamics than anything dramatic. Patience has historically been a good friend for AKSO shareholders.
    28.5.
    ·
    28.5.
    ·
    Agreed 👌👍
Yllä olevat kommentit ovat peräisin Nordnetin sosiaalisen verkoston Nordnet Socialin käyttäjiltä, ​​eikä niitä ole muokattu eikä Nordnet ole tarkastanut niitä etukäteen. Ne eivät tarkoita, että Nordnet tarjoaisi sijoitusneuvoja tai sijoitussuosituksia. Nordnet ei ota vastuuta kommenteista.

Tarjoustasot

Määrä
Osto
-
Myynti
Määrä
-

Viimeisimmät kaupat

AikaHintaMääräOstajaMyyjä
27--
38--
371--
1--
1--

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: FactSet, Quartr
Seuraava tapahtuma
2026 Q2 -tulosraportti
14.7.
Menneet tapahtumat
2026 Q1 -tulosraportti
30.4.
2025 Q4 -tulosraportti
6.2.
2025 Q3 -tulosraportti
31.10.2025
2025 Q2 -tulosraportti
11.7.2025
2025 Q1 -tulosraportti
30.4.2025

Tuotteita joiden kohde-etuutena tämä arvopaperi

2026 Q1 -tulosraportti
34 päivää sitten

Uutiset

AI
Viimeisin
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 Q2 -tulosraportti
14.7.
Menneet tapahtumat
2026 Q1 -tulosraportti
30.4.
2025 Q4 -tulosraportti
6.2.
2025 Q3 -tulosraportti
31.10.2025
2025 Q2 -tulosraportti
11.7.2025
2025 Q1 -tulosraportti
30.4.2025

Tuotteita joiden kohde-etuutena tämä arvopaperi

5,00 NOK/osake
Viimeisin osinko
8,31%Tuotto/v

Foorumi

Liity keskusteluun Nordnet Socialissa
Kirjaudu
  • 56 min sitten
    ·
    56 min sitten
    ·
    Aker Solutions moves to Kronstadparken – good news for the area Aker Solutions has decided to move its Bergen office from Sandsli to Kronstadparken, thus moving from the outskirts towards the city center. The company is signing a long-term lease agreement in the new, modern LINK building currently under construction at Kronstad, and will move in at the beginning of 2027 with around 700 employees spread across more than 8,000 square meters. The building is being constructed with high environmental ambitions and will be certified BREEAM-NOR Excellent, featuring a rooftop garden, in-house restaurant, and facilities shared among tenants. This is pure upside for the area. For Kronstadparken, this is a solid vote of confidence. When a cornerstone company in Norwegian business chooses to gather its employees here, it sends a clear signal that this is one of Bergen's most forward-looking and attractive areas. The location is spot on, with short distances to both buses and the Light Rail (Bybanen), and with several hundred new jobs added to the local area, increased demand for cafes, shops, and services naturally follows. The area simply becomes more vibrant. The most interesting aspect for us long-term thinkers is the ripple effects on the housing market. When an area gains so many well-paid jobs, and at the same time appears more urban and sought-after, there is reason to believe that more people will want to live within walking distance of work. Increased attractiveness and more buyers competing for the same homes can push housing prices up in Kronstad and the surrounding neighborhoods. For those who already own here, or are considering buying, this looks like a clearly positive development. In short: Kronstadparken strengthens its position as one of Bergen's most exciting growth areas, and I believe this will boost both the area and property values going forward. What do you think – do you see more such city-proximate business clusters as winners in the Bergen market going forward? Sources: https://www.akersolutions.com/news/news-archive/2025/aker-solutions-secures-new-flexible-office-space-in-bergen/https://www.baraeiendom.no/2025/06/aker-solutions-til-kronstadparken/ This is not investment advice, only my own reflections. Always do your own assessments.
  • 1 t sitten
    ·
    1 t sitten
    ·
    what could be a good entry here?
  • 1 päivä sitten
    ·
    1 päivä sitten
    ·
    I wonder if the market underestimates how important SMR can become in the next 10 to 20 years. AI development is accelerating, data centers are being built at record speed, and the world's energy demand is expected to grow sharply. At the same time, more and more countries are demanding stable, emission-free power production that is not dependent on weather conditions. If SMR technology succeeds commercially, it's not just about nuclear power. It's about delivering enormous amounts of reliable energy to AI, data centers, industry, hospitals, critical infrastructure, and a growing population. Companies are needed that can design, fabricate, and execute some of the world's most complex energy projects. Isn't this precisely the type of expertise Aker Solutions has built up over several decades? Rolls-royce SMR is often highlighted as one of the most promising SMR players in Europe. If they succeed, how likely is it that AKSO can get a major role as a supplier, service, production and collaboration partner? Perhaps this is a long-term perspective the market is not pricing in today. What do you others think about AKSO’s opportunities within SMR and energy infrastructure?
    1 päivä sitten
    ·
    1 päivä sitten
    ·
    First, I want to thank "Bare lurer Litt" for a very good post. It is contributions like these that make discussions interesting, and I hope you continue to contribute to the thread. I will be honest and say that I don't know much about SMR. I have worked at Aker Solutions for over 20 years and know the company well, but when it comes to nuclear power, I am here to learn. What I'm wondering is how we will cover the energy demand in the future. AI, data centers, electrification, and population growth will require enormous amounts of energy. Is SMR a realistic part of the solution, or do you think other technologies will play a larger role? If SMR doesn't become the big winner, what do you think will cover the energy demand towards 2040–2050? Traditional nuclear power? Solar and wind with storage? Gas with carbon capture? Geothermal energy? Fusion? Or a combination of several technologies? I am genuinely curious and want to hear perspectives from people who know more about this than me. What do you think? ⚡️🌍🤔
    20 t sitten
    ·
    20 t sitten
    ·
    Offshore wind or nuclear power? Two different paths towards 2040 Written with the help of AI The energy debate often becomes an either-or. But we actually have two different paths: who builds the most new capacity, and who delivers stable, emission-free power 24/7. Both can "win" – in their respective areas. Path 1 – most capacity: Here, solar dominates, not offshore wind. Of around 800 GW of new renewable capacity globally in 2025, solar accounted for over three-quarters, while all wind accounted for approx. 20 % – and 85 % of the wind is land-based. In the EU last year: nearly 70 GW of new solar versus only 1 GW of offshore wind. Offshore wind is mature and has no fuel cost, but it is weather-dependent, grid-intensive, and – in floating form – still expensive. Path 2 – stable power: Here, SMR nuclear power is stronger: steady production around the clock, small footprint, no weather risk. But hardly any SMRs are in commercial operation today, the first Western plants will come no earlier than around 2030, and fuel (HALEU) is a bottleneck. Cost estimates are also uncertain. If serial production succeeds (Rolls-Royce SMR, GE Hitachi, TerraPower), the breakthrough could come in the 2030s. Why Norway is special: We already have nearly 100 % renewable hydropower. We don't lack green electrons, but stable capacity and new power for industry and data centers. Then SMR becomes more interesting here than many other places. We are not yet underway with offshore wind at scale – even Sørlige Nordsjø II is faltering. The Nuclear Power Committee (Halvorsen, April 2026) believes nuclear power and floating offshore wind cost approximately the same, with great uncertainty, and opens for nuclear power if offshore wind fails. Norsk Kjernekraft aims for the first plant by 2035. Norwegian twist: Aker Solutions signed an agreement in April 2026 with Rolls-Royce SMR for the non-nuclear modules – and ~80 % of an SMR are precisely such components. Oil and gas expertise is transferred directly into nuclear power. My assessment: Towards 2040, renewables win on capacity (solar globally, offshore wind regionally), hydropower remains the backbone, and SMR is still a small share. Towards 2050, SMR could become the most important new source of stable, emission-free power – and offshore wind's foremost challenger. Do you think Norway will actually build SMRs by 2035 – and should we invest in offshore wind and nuclear power in parallel, or choose one path? ⚡️🌍 Sources: • IEA – Global Energy Review 2026 (sol vs. vind, 2025-tall): https://www.iea.org/reports/global-energy-review-2026/technology-solar-pv-and-wind • IEA – Wind (land- vs. havvind mot 2030): https://www.iea.org/energy-system/renewables/wind • GIS Reports – progress on small modular reactors (HALEU, status): https://www.gisreportsonline.com/r/smrs/ • Universitetsavisa – Kjernekraftutvalget om havvind og kjernekraft (april 2026): https://www.universitetsavisa.no/energipolitikk-havvind-jonas-kristiansen-noland/kjernekraftutvalget-havvindkollaps-kan-apne-for-kjernekraft-tidligere-enn-ventet/454939 • Norsk Kjernekraft AS – mål om første SMR innen 2035: https://norskkjernekraft.com/ • Aker Solutions – MoU med Rolls-Royce SMR (29. april 2026): https://www.akersolutions.com/news/news-archive/2026/aker-solutions-signs-mou-with-rolls-royce-smr-for-small-modular-reactor-energy-projects/
  • 2 päivää sitten
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    2 päivää sitten
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    Good to have a "breather" before further upside. Have trouble seeing any dark clouds for AKSO in the coming year.
  • 28.5.
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    28.5.
    ·
    There are probably some out there who are feeling a bit concerned now that AKSO has fallen a few percent in recent days. To me, this seems completely normal, especially considering that the stock has gained significantly after the huge dividend of 8.60 kr. After such a strong rise, a small correction and breather is natural. The market rarely goes straight to the sky without taking a breath along the way. The most important thing is that the fundamentals are still there: solid order book, high activity, and a long-term strategy pointing in the right direction. As long as nothing significant has changed in the company, I see this more as normal market dynamics than anything dramatic. Patience has historically been a good friend for AKSO shareholders.
    28.5.
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    28.5.
    ·
    Agreed 👌👍
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