Tunnusluvut
Riskitaso
?
Keskimääräinen: 4 / 7
Huomioi, että vaikka osakerahastoihin säästäminen on pitkällä aikavälillä tuottanut hyvin, tulevasta tuotosta ei ole takeita. On olemassa riski, että et saa sijoittamiasi varoja takaisin.
Tunnusluvut
- Juoksevat kulut0,00%
- OmaisuusluokkaOsake
- KategoriaNorja osakkeet
- PerusvaluuttaNOK
- Lainoitusaste85%
- Avaintietoasiakirja
Tietoa rahastosta
Rahasto on Norjan markkinoille sijoittava osakeindeksirahasto, ja rahaston tavoitteena on jäljitellä OBX Index -osakeindeksin koostumusta ja siten myös indeksin muodostamaa tuottoa. Rahasto sijoittaa varansa pääasiassa osakkeisiin ja muihin jälkimarkkinakelpoisiin osakepohjaisiin arvopapereihin. Rahasto saa käyttää johdannaisinstrumentteja osana sijoituspolitiikkaansa.
Vastaavan tyyppisiä rahastoja
Omistukset
Päivitetty 30.6.2026
Jakauma
- Osakkeet100%
Asiakkaat katsoivat myös
Foorumi
Liity keskusteluun Nordnet Socialissa
Kirjaudu
·12 min sitten · MuokattuThe Main Index on the Oslo Stock Exchange, in Investtech's analyses, gives a (Weak Buy). Changed from Watch. This does not mean that the market is strong. But it means that the long-term trend is still pointing upwards, and that risk has increased. Investtech's analysis of the Main Index still shows a rising trend channel, but the double-top formation at the peaks 2081/2058 has weakened the technical picture. Therefore, the recommendation is now, (Weak Buy). Now there are two levels that will determine the further direction in the short term. Resistance is first at 1968 points – an established break above this level will neutralize the sell signal. A further break up through the double-top level itself at 2080 points will confirm that the uptrend is fully back. The support side is equally important. 1900 points is the nearest and most important support right now – if this level holds, the uptrend can continue. If 1900 is broken, a new technical sell signal will be triggered, and the next major support will then be at 1660 points, the main support in the rising trend channel in the medium term. The conclusion is that the long-term trend is still positive, but the market has gone from being a clear buy to becoming a market that requires greater selectivity and risk awareness. In the coming weeks, the levels 1968 and 1900 will likely determine whether the Oslo Stock Exchange resumes the uptrend towards 2080, or enters a deeper correction down towards 1660. What do you think – will 1900 points hold, or are we heading into a deeper correction?- ·7 t sittenSaltvedt: Hormuz risk keeps oil prices up Oil analyst Thina Margrethe Saltvedt says the recent pullback in oil prices does not remove the underlying risk in the market. The escalation between the US and Iran has increased the probability of long-term damage to energy infrastructure and disrupted flows through the Strait of Hormuz. According to Saltvedt, the biggest challenge for the oil market is the uncertainty. A diplomatic solution could quickly reduce the risk premium, but continued escalation may push prices higher as the market reassesses supply security. The key takeaway is that oil prices have moved a few steps back, but the geopolitical risk premium remains. Hormuz is still the critical vulnerability for global energy markets. Sources: https://e24.no/energi-og-klima/i/L4krxJ/stigende-oljepris-etter-hormuz-uro-har-gaatt-et-par-hakk-tilbakeChina has drastically cut oil imports during the war between the USA, Israel and Iran as a result of having built up large oil reserves. Several analysts have described China's move as the most important single variable that prevented a full global energy crisis this spring. But this will not be able to continue now that so much of the oil reserves have been used, Andreassen emphasizes. - Within weeks and months, the problems will be acute. Then the world will lack a lot of oil and oil products like gasoline. Then it will not be possible to drive or fly as before, and it will directly affect activity in the global economy, he tells Dagbladet Børsen. https://borsen.dagbladet.no/nyheter/irans-tredje-ess-enorme-konsekvenser/84912578
- 9 t sittenGas Prices Surge Toward €60 as Iran Conflict Threatens Qatar’s LNG Lifeline European gas has surged through July. The Dutch TTF benchmark has climbed from roughly €40/MWh in late June to around €60/MWh, a gain of more than 50% in under three weeks, after the US-Iran ceasefire collapsed and tensions around the Strait of Hormuz escalated. TTF reached its highest level in nearly four months on 17 July, up more than 45% month on month and roughly 75% year on year. UK gas has followed the move, trading near 134p/therm. The key risk is Qatar. As the world’s largest LNG exporter, any disruption to exports from the Ras Laffan complex would remove volumes that the market cannot easily replace. There is no comparable swing supplier available on short notice. Around one fifth of global LNG trade passes through the Strait of Hormuz, making the region a critical chokepoint for global gas markets. Compounding the situation, EU gas storage stands near 47% of capacity versus 56% a year ago, leaving Europe with thinner reserves ahead of winter and forcing buyers to compete more aggressively for available LNG cargoes. This remains a geopolitical risk premium rather than a structural market shift. TTF traded near €70/MWh in March, fell to around €40/MWh in June, and has now rebounded toward €60/MWh. Price action is likely to remain highly sensitive to developments in the Gulf. For Equinor investors, the key takeaway is clear: sustained geopolitical risk in the Gulf supports European gas prices and LNG fundamentals, which could strengthen Equinor’s earnings if elevated prices persist. Sources: • Trading Economics – EU Natural Gas: https://tradingeconomics.com/commodity/eu-natural-gas • Oil & Gas 360 – Europe gas prices jump to 4-month highs on Hormuz blockade threat: https://www.oilandgas360.com/europe-gas-prices-jump-to-4-month-highs-on-hormuz-blockade-threat/ • Yahoo Finance UK – European Gas Prices Hit One-Month High as Hormuz Tensions Raise LNG Supply Concerns: https://uk.finance.yahoo.com/news/european-gas-prices-hit-one-101521707.html Disclosure: I currently own units in Nordnet Norge Indeks. This post is for informational purposes only and reflects my personal interpretation of publicly available information. It is not financial advice or a recommendation to buy or sell any security. Geopolitical events can change rapidly, and markets may react differently than expected.9 t sittenEquinor’s Pipeline Gas Is Europe’s Hormuz-Proof Winter Advantage European gas storage stands at roughly 51 to 53% full versus a seasonal norm of around 75%. Even if the EU lowers its formal storage target from 90% to 80%, inventories are still expected to enter winter well below recent years. That leaves Europe with a thinner buffer just as geopolitical risks remain elevated. Physically insulated from Hormuz. Around 95% of Norwegian gas exports reach Europe through subsea pipelines rather than LNG tankers. That means the vast majority of Equinor’s gas exports avoid the Strait of Hormuz and other maritime chokepoints that are driving today’s risk premium. Qatar remains a key uncertainty. Qatar is the world’s largest LNG exporter, and any prolonged disruption to its export capacity would be difficult to replace. In addition, delays to the North Field East expansion project postpone a significant increase in global LNG supply, keeping the market tighter than previously expected. The investment case. For Equinor, natural gas is arguably the key earnings driver. The bullish case rests on three pillars: secure pipeline deliveries to Europe, tighter global LNG fundamentals, and increasing production from the Troll field toward 2030. One brokerage forecasts TTF gas prices averaging €55/MWh in 2026, falling to €47 in 2027 and €42 in 2028, still well above pre energy crisis levels. Risks to watch. US LNG export capacity is expected to expand significantly through 2030, which could gradually ease global gas prices. A political settlement that allows meaningful Russian gas flows back into Europe would also reduce the scarcity premium currently supporting Norwegian gas. Bottom line: As long as geopolitical tensions in the Gulf persist and LNG markets remain tight, Equinor is uniquely positioned as Europe’s largest supplier of secure pipeline gas. That advantage could translate into stronger earnings, although the tailwind is unlikely to be permanent. Sources: • Finansavisen – Analysehus mener Equinor-aksjen er et kjempekjøp: https://www.finansavisen.no/energi/2026/05/30/8355136/analysehus-mener-equinor-aksjen-er-et-kjempekjop • Norwegian Petroleum – Exports of Norwegian oil and gas: https://www.norskpetroleum.no/en/production-and-exports/exports-of-oil-and-gas/ • Wood Mackenzie – Need to know: European natural gas market Summer 2026: https://www.woodmac.com/news/opinion/need-to-know-european-natural-gas-market-summer-2026/ • Irish Times – Europe risks starting winter with gas stocks at 15-year low: https://www.irishtimes.com/business/2026/06/29/europe-risks-starting-winter-with-gas-stocks-at-15-year-low/ Disclosure: I currently own units in Nordnet Norge Indeks. This post is for informational purposes only and reflects my personal interpretation of publicly available information. It is not financial advice or a recommendation to buy or sell any security.
- ·12 t sitten– The longer the Strait of Hormuz remains closed and the conflict escalates, the greater the risk that the oil price must rise towards 150 dollars a barrel to balance supply and demand. That is not our main scenario, but the risk is significant, says investment strategist Shane Oliver at AMP to Reuters.
Fanciful thoughts, the same has been said many times lately and it has barely passed 100$ at its worst.. - 17 t sittenBrent closing in on $90 as Iran opens a second front. EQNR reports Wednesday. Eyes on! Brent is racing toward $90, up more than 14% this week to around $88, as the US-Iran standoff around the Strait of Hormuz escalates. The move has fully reversed June’s ceasefire rally in less than three weeks. The bigger shift is in the shipping risk. Reuters reported on July 16, citing three sources, that Iran has instructed Houthi forces in Yemen to stand ready to close Bab el-Mandeb, the Red Sea gateway, if the US strikes Iranian power infrastructure. Missiles and drones are reportedly already positioned near the strait awaiting such an order. If carried out, this would place two of the world’s most important oil chokepoints under simultaneous threat, a materially different scenario from a Hormuz-only disruption. Equinor reports Q2 earnings on Wednesday, July 22, directly into this backdrop. With elevated oil and gas prices, an ongoing $3 billion 2026 share buyback programme and a capital return framework focused on growing shareholder distributions over time, the report comes at a particularly interesting moment for investors. Not investment advice. Market commentary only. Sources: • Trading Economics, Brent crude oil: https://tradingeconomics.com/commodity/brent-crude-oil • Reuters via U.S. News (July 16, 2026): https://www.usnews.com/news/world/articles/2026-07-16/exclusive-iran-tells-houthis-to-close-red-sea-gateway-if-us-hits-power-network-sources-say • BOE Report (July 15, 2026): https://boereport.com/2026/07/15/why-iranian-houthi-threats-to-red-sea-shipping-matter-more-for-oil-now/ • CNBC (July 15, 2026): https://www.cnbc.com/2026/07/15/oil-prices-today-brent-wti-hormuz-blockade.html • Finansavisen (July 15, 2026): https://www.finansavisen.no/energi/2026/07/15/8365953/hormuz-fyring-for-oljeprisen • Equinor Investor Relations: https://www.equinor.com/investors
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
Ei uutisia tällä hetkellä
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.
Tunnusluvut
Riskitaso
?
Keskimääräinen: 4 / 7
Huomioi, että vaikka osakerahastoihin säästäminen on pitkällä aikavälillä tuottanut hyvin, tulevasta tuotosta ei ole takeita. On olemassa riski, että et saa sijoittamiasi varoja takaisin.
Tunnusluvut
- Juoksevat kulut0,00%
- OmaisuusluokkaOsake
- KategoriaNorja osakkeet
- PerusvaluuttaNOK
- Lainoitusaste85%
- Avaintietoasiakirja
Tietoa rahastosta
Rahasto on Norjan markkinoille sijoittava osakeindeksirahasto, ja rahaston tavoitteena on jäljitellä OBX Index -osakeindeksin koostumusta ja siten myös indeksin muodostamaa tuottoa. Rahasto sijoittaa varansa pääasiassa osakkeisiin ja muihin jälkimarkkinakelpoisiin osakepohjaisiin arvopapereihin. Rahasto saa käyttää johdannaisinstrumentteja osana sijoituspolitiikkaansa.
Vastaavan tyyppisiä rahastoja
Uutiset
Ei uutisia tällä hetkellä
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.
Omistukset
Päivitetty 30.6.2026
Jakauma
- Osakkeet100%
Asiakkaat katsoivat myös
Foorumi
Liity keskusteluun Nordnet Socialissa
Kirjaudu
- ·12 min sitten · MuokattuThe Main Index on the Oslo Stock Exchange, in Investtech's analyses, gives a (Weak Buy). Changed from Watch. This does not mean that the market is strong. But it means that the long-term trend is still pointing upwards, and that risk has increased. Investtech's analysis of the Main Index still shows a rising trend channel, but the double-top formation at the peaks 2081/2058 has weakened the technical picture. Therefore, the recommendation is now, (Weak Buy). Now there are two levels that will determine the further direction in the short term. Resistance is first at 1968 points – an established break above this level will neutralize the sell signal. A further break up through the double-top level itself at 2080 points will confirm that the uptrend is fully back. The support side is equally important. 1900 points is the nearest and most important support right now – if this level holds, the uptrend can continue. If 1900 is broken, a new technical sell signal will be triggered, and the next major support will then be at 1660 points, the main support in the rising trend channel in the medium term. The conclusion is that the long-term trend is still positive, but the market has gone from being a clear buy to becoming a market that requires greater selectivity and risk awareness. In the coming weeks, the levels 1968 and 1900 will likely determine whether the Oslo Stock Exchange resumes the uptrend towards 2080, or enters a deeper correction down towards 1660. What do you think – will 1900 points hold, or are we heading into a deeper correction?
- ·7 t sittenSaltvedt: Hormuz risk keeps oil prices up Oil analyst Thina Margrethe Saltvedt says the recent pullback in oil prices does not remove the underlying risk in the market. The escalation between the US and Iran has increased the probability of long-term damage to energy infrastructure and disrupted flows through the Strait of Hormuz. According to Saltvedt, the biggest challenge for the oil market is the uncertainty. A diplomatic solution could quickly reduce the risk premium, but continued escalation may push prices higher as the market reassesses supply security. The key takeaway is that oil prices have moved a few steps back, but the geopolitical risk premium remains. Hormuz is still the critical vulnerability for global energy markets. Sources: https://e24.no/energi-og-klima/i/L4krxJ/stigende-oljepris-etter-hormuz-uro-har-gaatt-et-par-hakk-tilbakeChina has drastically cut oil imports during the war between the USA, Israel and Iran as a result of having built up large oil reserves. Several analysts have described China's move as the most important single variable that prevented a full global energy crisis this spring. But this will not be able to continue now that so much of the oil reserves have been used, Andreassen emphasizes. - Within weeks and months, the problems will be acute. Then the world will lack a lot of oil and oil products like gasoline. Then it will not be possible to drive or fly as before, and it will directly affect activity in the global economy, he tells Dagbladet Børsen. https://borsen.dagbladet.no/nyheter/irans-tredje-ess-enorme-konsekvenser/84912578
- 9 t sittenGas Prices Surge Toward €60 as Iran Conflict Threatens Qatar’s LNG Lifeline European gas has surged through July. The Dutch TTF benchmark has climbed from roughly €40/MWh in late June to around €60/MWh, a gain of more than 50% in under three weeks, after the US-Iran ceasefire collapsed and tensions around the Strait of Hormuz escalated. TTF reached its highest level in nearly four months on 17 July, up more than 45% month on month and roughly 75% year on year. UK gas has followed the move, trading near 134p/therm. The key risk is Qatar. As the world’s largest LNG exporter, any disruption to exports from the Ras Laffan complex would remove volumes that the market cannot easily replace. There is no comparable swing supplier available on short notice. Around one fifth of global LNG trade passes through the Strait of Hormuz, making the region a critical chokepoint for global gas markets. Compounding the situation, EU gas storage stands near 47% of capacity versus 56% a year ago, leaving Europe with thinner reserves ahead of winter and forcing buyers to compete more aggressively for available LNG cargoes. This remains a geopolitical risk premium rather than a structural market shift. TTF traded near €70/MWh in March, fell to around €40/MWh in June, and has now rebounded toward €60/MWh. Price action is likely to remain highly sensitive to developments in the Gulf. For Equinor investors, the key takeaway is clear: sustained geopolitical risk in the Gulf supports European gas prices and LNG fundamentals, which could strengthen Equinor’s earnings if elevated prices persist. Sources: • Trading Economics – EU Natural Gas: https://tradingeconomics.com/commodity/eu-natural-gas • Oil & Gas 360 – Europe gas prices jump to 4-month highs on Hormuz blockade threat: https://www.oilandgas360.com/europe-gas-prices-jump-to-4-month-highs-on-hormuz-blockade-threat/ • Yahoo Finance UK – European Gas Prices Hit One-Month High as Hormuz Tensions Raise LNG Supply Concerns: https://uk.finance.yahoo.com/news/european-gas-prices-hit-one-101521707.html Disclosure: I currently own units in Nordnet Norge Indeks. This post is for informational purposes only and reflects my personal interpretation of publicly available information. It is not financial advice or a recommendation to buy or sell any security. Geopolitical events can change rapidly, and markets may react differently than expected.9 t sittenEquinor’s Pipeline Gas Is Europe’s Hormuz-Proof Winter Advantage European gas storage stands at roughly 51 to 53% full versus a seasonal norm of around 75%. Even if the EU lowers its formal storage target from 90% to 80%, inventories are still expected to enter winter well below recent years. That leaves Europe with a thinner buffer just as geopolitical risks remain elevated. Physically insulated from Hormuz. Around 95% of Norwegian gas exports reach Europe through subsea pipelines rather than LNG tankers. That means the vast majority of Equinor’s gas exports avoid the Strait of Hormuz and other maritime chokepoints that are driving today’s risk premium. Qatar remains a key uncertainty. Qatar is the world’s largest LNG exporter, and any prolonged disruption to its export capacity would be difficult to replace. In addition, delays to the North Field East expansion project postpone a significant increase in global LNG supply, keeping the market tighter than previously expected. The investment case. For Equinor, natural gas is arguably the key earnings driver. The bullish case rests on three pillars: secure pipeline deliveries to Europe, tighter global LNG fundamentals, and increasing production from the Troll field toward 2030. One brokerage forecasts TTF gas prices averaging €55/MWh in 2026, falling to €47 in 2027 and €42 in 2028, still well above pre energy crisis levels. Risks to watch. US LNG export capacity is expected to expand significantly through 2030, which could gradually ease global gas prices. A political settlement that allows meaningful Russian gas flows back into Europe would also reduce the scarcity premium currently supporting Norwegian gas. Bottom line: As long as geopolitical tensions in the Gulf persist and LNG markets remain tight, Equinor is uniquely positioned as Europe’s largest supplier of secure pipeline gas. That advantage could translate into stronger earnings, although the tailwind is unlikely to be permanent. Sources: • Finansavisen – Analysehus mener Equinor-aksjen er et kjempekjøp: https://www.finansavisen.no/energi/2026/05/30/8355136/analysehus-mener-equinor-aksjen-er-et-kjempekjop • Norwegian Petroleum – Exports of Norwegian oil and gas: https://www.norskpetroleum.no/en/production-and-exports/exports-of-oil-and-gas/ • Wood Mackenzie – Need to know: European natural gas market Summer 2026: https://www.woodmac.com/news/opinion/need-to-know-european-natural-gas-market-summer-2026/ • Irish Times – Europe risks starting winter with gas stocks at 15-year low: https://www.irishtimes.com/business/2026/06/29/europe-risks-starting-winter-with-gas-stocks-at-15-year-low/ Disclosure: I currently own units in Nordnet Norge Indeks. This post is for informational purposes only and reflects my personal interpretation of publicly available information. It is not financial advice or a recommendation to buy or sell any security.
- ·12 t sitten– The longer the Strait of Hormuz remains closed and the conflict escalates, the greater the risk that the oil price must rise towards 150 dollars a barrel to balance supply and demand. That is not our main scenario, but the risk is significant, says investment strategist Shane Oliver at AMP to Reuters.Fanciful thoughts, the same has been said many times lately and it has barely passed 100$ at its worst..
- 17 t sittenBrent closing in on $90 as Iran opens a second front. EQNR reports Wednesday. Eyes on! Brent is racing toward $90, up more than 14% this week to around $88, as the US-Iran standoff around the Strait of Hormuz escalates. The move has fully reversed June’s ceasefire rally in less than three weeks. The bigger shift is in the shipping risk. Reuters reported on July 16, citing three sources, that Iran has instructed Houthi forces in Yemen to stand ready to close Bab el-Mandeb, the Red Sea gateway, if the US strikes Iranian power infrastructure. Missiles and drones are reportedly already positioned near the strait awaiting such an order. If carried out, this would place two of the world’s most important oil chokepoints under simultaneous threat, a materially different scenario from a Hormuz-only disruption. Equinor reports Q2 earnings on Wednesday, July 22, directly into this backdrop. With elevated oil and gas prices, an ongoing $3 billion 2026 share buyback programme and a capital return framework focused on growing shareholder distributions over time, the report comes at a particularly interesting moment for investors. Not investment advice. Market commentary only. Sources: • Trading Economics, Brent crude oil: https://tradingeconomics.com/commodity/brent-crude-oil • Reuters via U.S. News (July 16, 2026): https://www.usnews.com/news/world/articles/2026-07-16/exclusive-iran-tells-houthis-to-close-red-sea-gateway-if-us-hits-power-network-sources-say • BOE Report (July 15, 2026): https://boereport.com/2026/07/15/why-iranian-houthi-threats-to-red-sea-shipping-matter-more-for-oil-now/ • CNBC (July 15, 2026): https://www.cnbc.com/2026/07/15/oil-prices-today-brent-wti-hormuz-blockade.html • Finansavisen (July 15, 2026): https://www.finansavisen.no/energi/2026/07/15/8365953/hormuz-fyring-for-oljeprisen • Equinor Investor Relations: https://www.equinor.com/investors
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.
Tunnusluvut
Riskitaso
?
Keskimääräinen: 4 / 7
Huomioi, että vaikka osakerahastoihin säästäminen on pitkällä aikavälillä tuottanut hyvin, tulevasta tuotosta ei ole takeita. On olemassa riski, että et saa sijoittamiasi varoja takaisin.
Tunnusluvut
- Juoksevat kulut0,00%
- OmaisuusluokkaOsake
- KategoriaNorja osakkeet
- PerusvaluuttaNOK
- Lainoitusaste85%
- Avaintietoasiakirja
Tietoa rahastosta
Rahasto on Norjan markkinoille sijoittava osakeindeksirahasto, ja rahaston tavoitteena on jäljitellä OBX Index -osakeindeksin koostumusta ja siten myös indeksin muodostamaa tuottoa. Rahasto sijoittaa varansa pääasiassa osakkeisiin ja muihin jälkimarkkinakelpoisiin osakepohjaisiin arvopapereihin. Rahasto saa käyttää johdannaisinstrumentteja osana sijoituspolitiikkaansa.
Vastaavan tyyppisiä rahastoja
Uutiset
Ei uutisia tällä hetkellä
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
- ·12 min sitten · MuokattuThe Main Index on the Oslo Stock Exchange, in Investtech's analyses, gives a (Weak Buy). Changed from Watch. This does not mean that the market is strong. But it means that the long-term trend is still pointing upwards, and that risk has increased. Investtech's analysis of the Main Index still shows a rising trend channel, but the double-top formation at the peaks 2081/2058 has weakened the technical picture. Therefore, the recommendation is now, (Weak Buy). Now there are two levels that will determine the further direction in the short term. Resistance is first at 1968 points – an established break above this level will neutralize the sell signal. A further break up through the double-top level itself at 2080 points will confirm that the uptrend is fully back. The support side is equally important. 1900 points is the nearest and most important support right now – if this level holds, the uptrend can continue. If 1900 is broken, a new technical sell signal will be triggered, and the next major support will then be at 1660 points, the main support in the rising trend channel in the medium term. The conclusion is that the long-term trend is still positive, but the market has gone from being a clear buy to becoming a market that requires greater selectivity and risk awareness. In the coming weeks, the levels 1968 and 1900 will likely determine whether the Oslo Stock Exchange resumes the uptrend towards 2080, or enters a deeper correction down towards 1660. What do you think – will 1900 points hold, or are we heading into a deeper correction?
- ·7 t sittenSaltvedt: Hormuz risk keeps oil prices up Oil analyst Thina Margrethe Saltvedt says the recent pullback in oil prices does not remove the underlying risk in the market. The escalation between the US and Iran has increased the probability of long-term damage to energy infrastructure and disrupted flows through the Strait of Hormuz. According to Saltvedt, the biggest challenge for the oil market is the uncertainty. A diplomatic solution could quickly reduce the risk premium, but continued escalation may push prices higher as the market reassesses supply security. The key takeaway is that oil prices have moved a few steps back, but the geopolitical risk premium remains. Hormuz is still the critical vulnerability for global energy markets. Sources: https://e24.no/energi-og-klima/i/L4krxJ/stigende-oljepris-etter-hormuz-uro-har-gaatt-et-par-hakk-tilbakeChina has drastically cut oil imports during the war between the USA, Israel and Iran as a result of having built up large oil reserves. Several analysts have described China's move as the most important single variable that prevented a full global energy crisis this spring. But this will not be able to continue now that so much of the oil reserves have been used, Andreassen emphasizes. - Within weeks and months, the problems will be acute. Then the world will lack a lot of oil and oil products like gasoline. Then it will not be possible to drive or fly as before, and it will directly affect activity in the global economy, he tells Dagbladet Børsen. https://borsen.dagbladet.no/nyheter/irans-tredje-ess-enorme-konsekvenser/84912578
- 9 t sittenGas Prices Surge Toward €60 as Iran Conflict Threatens Qatar’s LNG Lifeline European gas has surged through July. The Dutch TTF benchmark has climbed from roughly €40/MWh in late June to around €60/MWh, a gain of more than 50% in under three weeks, after the US-Iran ceasefire collapsed and tensions around the Strait of Hormuz escalated. TTF reached its highest level in nearly four months on 17 July, up more than 45% month on month and roughly 75% year on year. UK gas has followed the move, trading near 134p/therm. The key risk is Qatar. As the world’s largest LNG exporter, any disruption to exports from the Ras Laffan complex would remove volumes that the market cannot easily replace. There is no comparable swing supplier available on short notice. Around one fifth of global LNG trade passes through the Strait of Hormuz, making the region a critical chokepoint for global gas markets. Compounding the situation, EU gas storage stands near 47% of capacity versus 56% a year ago, leaving Europe with thinner reserves ahead of winter and forcing buyers to compete more aggressively for available LNG cargoes. This remains a geopolitical risk premium rather than a structural market shift. TTF traded near €70/MWh in March, fell to around €40/MWh in June, and has now rebounded toward €60/MWh. Price action is likely to remain highly sensitive to developments in the Gulf. For Equinor investors, the key takeaway is clear: sustained geopolitical risk in the Gulf supports European gas prices and LNG fundamentals, which could strengthen Equinor’s earnings if elevated prices persist. Sources: • Trading Economics – EU Natural Gas: https://tradingeconomics.com/commodity/eu-natural-gas • Oil & Gas 360 – Europe gas prices jump to 4-month highs on Hormuz blockade threat: https://www.oilandgas360.com/europe-gas-prices-jump-to-4-month-highs-on-hormuz-blockade-threat/ • Yahoo Finance UK – European Gas Prices Hit One-Month High as Hormuz Tensions Raise LNG Supply Concerns: https://uk.finance.yahoo.com/news/european-gas-prices-hit-one-101521707.html Disclosure: I currently own units in Nordnet Norge Indeks. This post is for informational purposes only and reflects my personal interpretation of publicly available information. It is not financial advice or a recommendation to buy or sell any security. Geopolitical events can change rapidly, and markets may react differently than expected.9 t sittenEquinor’s Pipeline Gas Is Europe’s Hormuz-Proof Winter Advantage European gas storage stands at roughly 51 to 53% full versus a seasonal norm of around 75%. Even if the EU lowers its formal storage target from 90% to 80%, inventories are still expected to enter winter well below recent years. That leaves Europe with a thinner buffer just as geopolitical risks remain elevated. Physically insulated from Hormuz. Around 95% of Norwegian gas exports reach Europe through subsea pipelines rather than LNG tankers. That means the vast majority of Equinor’s gas exports avoid the Strait of Hormuz and other maritime chokepoints that are driving today’s risk premium. Qatar remains a key uncertainty. Qatar is the world’s largest LNG exporter, and any prolonged disruption to its export capacity would be difficult to replace. In addition, delays to the North Field East expansion project postpone a significant increase in global LNG supply, keeping the market tighter than previously expected. The investment case. For Equinor, natural gas is arguably the key earnings driver. The bullish case rests on three pillars: secure pipeline deliveries to Europe, tighter global LNG fundamentals, and increasing production from the Troll field toward 2030. One brokerage forecasts TTF gas prices averaging €55/MWh in 2026, falling to €47 in 2027 and €42 in 2028, still well above pre energy crisis levels. Risks to watch. US LNG export capacity is expected to expand significantly through 2030, which could gradually ease global gas prices. A political settlement that allows meaningful Russian gas flows back into Europe would also reduce the scarcity premium currently supporting Norwegian gas. Bottom line: As long as geopolitical tensions in the Gulf persist and LNG markets remain tight, Equinor is uniquely positioned as Europe’s largest supplier of secure pipeline gas. That advantage could translate into stronger earnings, although the tailwind is unlikely to be permanent. Sources: • Finansavisen – Analysehus mener Equinor-aksjen er et kjempekjøp: https://www.finansavisen.no/energi/2026/05/30/8355136/analysehus-mener-equinor-aksjen-er-et-kjempekjop • Norwegian Petroleum – Exports of Norwegian oil and gas: https://www.norskpetroleum.no/en/production-and-exports/exports-of-oil-and-gas/ • Wood Mackenzie – Need to know: European natural gas market Summer 2026: https://www.woodmac.com/news/opinion/need-to-know-european-natural-gas-market-summer-2026/ • Irish Times – Europe risks starting winter with gas stocks at 15-year low: https://www.irishtimes.com/business/2026/06/29/europe-risks-starting-winter-with-gas-stocks-at-15-year-low/ Disclosure: I currently own units in Nordnet Norge Indeks. This post is for informational purposes only and reflects my personal interpretation of publicly available information. It is not financial advice or a recommendation to buy or sell any security.
- ·12 t sitten– The longer the Strait of Hormuz remains closed and the conflict escalates, the greater the risk that the oil price must rise towards 150 dollars a barrel to balance supply and demand. That is not our main scenario, but the risk is significant, says investment strategist Shane Oliver at AMP to Reuters.Fanciful thoughts, the same has been said many times lately and it has barely passed 100$ at its worst..
- 17 t sittenBrent closing in on $90 as Iran opens a second front. EQNR reports Wednesday. Eyes on! Brent is racing toward $90, up more than 14% this week to around $88, as the US-Iran standoff around the Strait of Hormuz escalates. The move has fully reversed June’s ceasefire rally in less than three weeks. The bigger shift is in the shipping risk. Reuters reported on July 16, citing three sources, that Iran has instructed Houthi forces in Yemen to stand ready to close Bab el-Mandeb, the Red Sea gateway, if the US strikes Iranian power infrastructure. Missiles and drones are reportedly already positioned near the strait awaiting such an order. If carried out, this would place two of the world’s most important oil chokepoints under simultaneous threat, a materially different scenario from a Hormuz-only disruption. Equinor reports Q2 earnings on Wednesday, July 22, directly into this backdrop. With elevated oil and gas prices, an ongoing $3 billion 2026 share buyback programme and a capital return framework focused on growing shareholder distributions over time, the report comes at a particularly interesting moment for investors. Not investment advice. Market commentary only. Sources: • Trading Economics, Brent crude oil: https://tradingeconomics.com/commodity/brent-crude-oil • Reuters via U.S. News (July 16, 2026): https://www.usnews.com/news/world/articles/2026-07-16/exclusive-iran-tells-houthis-to-close-red-sea-gateway-if-us-hits-power-network-sources-say • BOE Report (July 15, 2026): https://boereport.com/2026/07/15/why-iranian-houthi-threats-to-red-sea-shipping-matter-more-for-oil-now/ • CNBC (July 15, 2026): https://www.cnbc.com/2026/07/15/oil-prices-today-brent-wti-hormuz-blockade.html • Finansavisen (July 15, 2026): https://www.finansavisen.no/energi/2026/07/15/8365953/hormuz-fyring-for-oljeprisen • Equinor Investor Relations: https://www.equinor.com/investors
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