STOHF News and Press, Equinor ASA From 07/27/22

The following slide deck was published by Equinor ASA in conjunction with their 2022 Q2 earnings call. For further details see: Equinor ASA 2022 Q2 - Results - Earnings Call Presentation

Equinor ASA (EQNR) Q2 2022 Earnings Conference Call July 27, 2022, 05:30 AM ET Company Participants Mads Holm - Head of Investor relations Ulrica Fearn - Executive Vice President and Chief Financial Officer Svein Skeie - SVP, New Value Chain Conference ...

NORW is a relatively one dimensional ETF that allows investors to make quite a narrow bet while diversifying totally idiosyncratic risk. The FX risks are limited for US investors due to oil being traded in dollars and the skew towards oil companies. Other major exposures are lever...

I keep a small stake in Equinor, and I have for several years ever since I wrote my first article on the company before the pandemic in 2019. The time has come, after a total RoR of over 100%, to revisit the thesis for this potentially excellent business. Let me show you what the ...

In 2022, Europe once again finds itself in the throes of an energy crisis, as it reassesses its reliance on Russia for oil and gas. As Norway’s Energy ecosystem took shape, the stream of revenue from oil and gas led to the creation of a massive fund that now enjoys global fame....

No part of the "Four-Point Plan" is within the President's control, and three items are completely beyond the federal government's control. Implementation of the entire plan would not increase the supply of oil at all and would take years to add refining capacity. Notwithstanding ...

The global pipeline for offshore wind almost doubled last year to 846GW; Ørsted is the world’s largest offshore wind developer. Due to the Russian invasion, Ørsted believes 30GW additional European offshore wind is possible by 2030 (60GW by 2035), but it will require ...

Chevron's stock price and level of investor optimism likely peaked in early June. A recession in energy demand and a windfall income tax levied by Uncle Sam could crater the stock later in the year. I have a 12-month price target of $110 to $120, as crude oil and natural gas suppl...

Slowdown of Russian gas shipments to Europe making friendly European natural gas supplies absolutely crucial. Freeport LNG shutdown for at least 90 days spikes pricing in Europe's already undersupplied natural gas markets. This quarter should break another cash flow record. St...

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...