STOHF News and Press, Equinor ASA From 03/25/22

Commodities have been on fire this year. Stocks of commodity companies finally catching up. Are the one hit cyclical wonders or does the rally have legs? For further details see: Are Commodities The New FANG?

The recent discovery of giant oilfields Graff and Venus in offshore Namibia has opened the enormous Orange Basin in southwestern Africa. Intelligent investors do not want to miss such a rare opportunity to profit from the opening of a new petroleum province larger than offshore Guyana...

Worldwide oil prices have spiked but have room to go higher. Natural gas prices are at crazy levels in Europe. Agricultural commodities spiking. All of the above having MAJOR impact on the markets and worldwide economies. For further details see: Following Up On Russ...

The Ukraine crisis divides the oil and gas space into two halves, Russian and non-Russian. Investors should invest accordingly. Possible expansion of the scope of sanctions in the near term and new geopolitical reality in the long run make the Russian oil and gas stocks into possible ...

The situation in Ukraine has escalated. This has massive implications for markets around the world. Commodities such as oil, gas, aluminum, and coal have risen sharply, as markets fear supply disruption. Some companies will benefit from these escalations, while other equities will...

Eni's financial results showed substantial improvements compared to the prior year, which was largely driven by increases in energy prices. The company's production was down for the full-year 2021 but also up compared to the prior-year quarter, which was also due to it adapting to the...

Possible energy price volatility despite pledges of no sanctions on Russian energy products. Near certain fertilizer and food price volatility. High likelihood of recession in Europe. For further details see: Implications Of A Russian Invasion Of Ukraine

The following slide deck was published by Equinor ASA in conjunction with their 2021 Q4 earnings call. For further details see: Equinor ASA 2021 Q4 - Results - Earnings Call Presentation

Enbridge posted reasonably solid year-over-year growth in pretty much every measure of financial performance. The company is not able to directly benefit from the sharp increase in energy prices that we saw over the past year. Enbridge saw volume growth due to the new projects tha...

Equinor showed considerable improvements compared to its performance in 2020. This is not something that we are surprised by given that the price for crude oil has increased substantially over the past year. The company managed to deliver some year-over-year production growth and ...