STOHF News and Press, Equinor ASA From 06/14/22

Cheniere Energy is the largest producer of LNG in the United States, boasting two large production facilities along the Gulf Coast. The demand for LNG globally is likely to increase dramatically over the next two decades. Cheniere Energy is positioned to take advantage of this dem...

A list of companies covering some of the world's strongest economies in Scandinavia. Diversification can take place not only across sectors but also across geographies, with opportunities here across pharma, logistics, oil, heavy industry, telecom, 5G, insurance, vehicles, conglomerat...

XOM’s Q1 2022 was all about expansion of production and building up cash reserves in these uncertain times. Not a word about exit from fossil fuels. BP’s Q1 2022 was all about transition, but BP will still be predominantly an oil & gas company in 2030 and beyond. ...

The Russian invasion of Ukraine has increased Europe’s resolve to wean itself off fossil fuels and increase renewables’ share of the energy mix. Whether Europe can actually achieve net zero carbon emissions by 2050 scarcely matters. The continent is clearly going to inve...

An increasingly negative macroeconomic environment created a situation where generating positive stock market returns became significantly more difficult. Brazilian majority state-owned oil and gas company Petrobras seems to have defied all odds proving as a strong hedge against the u...

The major offshore driller reported roughly in-line earnings and also announced a $200 million contract addition. The management said the day rates can get close to $400,000. Offshore recovery has started to take shape even though the process is not very quick. It is likely th...

Massif Capital employs a long/short equity strategy focused on global opportunities in listed real assets, principally mining, energy, and infrastructure. The Massif Capital Real Assets strategy returned 15% net of fees in the first quarter of 2022. Fundamentals are the critical v...

Energy trusts can be an excellent way to profit from rising energy prices because their income and distributions are directly linked to the price of crude oil and natural gas. VOC is able to pay its owners an impressive 10.37% yield based on the profits from its producing properties i...

Equinor has been working incredibly hard to transform itself into a renewable energy titan over the past few years. The company has been actively working to build an offshore wind business in both Europe and the United States. This business is expected to grow exponentially over t...

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?