Report
Daniel Delodder ...
  • Thijs Berkelder

SIF : Filling the medium-term orderbook with Equinor provides pricing power

>Order from Equinor and Polenergia for delivery of 90 MPs in 2025-2026 - The JV Equinor-Polenergia (“JVEP”, Equinor operator) and Sif entered a capacity reservation agreement for Sif to supply 90 MP foundations to JVEP’s Baltyk II and Baltyk III offshore wind projects in Poland. The MPs will be manufactured in 2025-2026 and have an estimated production volume of 105 kton. The envisaged production capacity is potentially 1,140 MW, which would be able to provide green e...
Underlying
SIF HOLDING NV

Sif Holding NV is a company based in the Netherlands, which provides steel foundations to the offshore wind, oil and gas markets. The Company operates in two segments: the Offshore Wind segment focuses on manufacturing monopiles for offshore wind farms. Monopiles consist of a tubular structure, typically with conical, and are hammered into the seabed. The Oil and Gas segment specializes in the production of steel tubular parts for the offshore oil and gas industries, with focus on jackets and related structures. The Company focuses on the North Sea region and also manufactures parts for machines and civil engineering projects, such as tubulars used in the Maeslant storm surge barrier, tubular structures used in the London Eye, and foundations for jetties, which are mooring platforms for ships.

Provider
Oddo BHF
Oddo BHF

​Oddo Securities provides securities brokerage and research services. The company offers equity, economic, and derivatives research and credit analysis services. It focuses on insurance, automotive, building materials, pharmaceuticals, telecommunications, information technology, and agri-food industries.

Analysts
Daniel Delodder

Thijs Berkelder

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