reports
- ABGSC Energy Research
- Daniel Vårdal Haugland
- Haakon Amundsen
- John Olaisen
- Njål Kleiven
- Oliver Dunvold
- Stian Wibstad
- ABGSC Energy Research
- Daniel Vårdal Haugland
- Haakon Amundsen
- John Olaisen
- Njål Kleiven
- Stian Wibstad
- ABGSC Oil & Oil Services Research
- John Olaisen
- Steffen Evjen
- Martin Huseby Karlsen
Slow start to 2025 for offshore, but cycle duration highlighted
SLB said on its recent Q4 earnings call that it expects flat global upstream spending YOY in 2025, while Halliburton guided for flat group revenue. Both expect offshore activity to improve as the year progresses, based on numerous FIDs late-2025 and into 2026 – but implying a slow start to the year. These comments mirror feedback we have had from industry sources, although we are already seeing offshore drilling campaigns slipping towards the end of 2026, or even into 2027. Hence, their comments...
SDRL SEADRILL LTD
ARCHERO ARCHER
TGS TGS-NOPEC GEOPHYSICAL COMPANY ASA
ODL ODFJELL DRILLING
AKSOO AKER SOLUTIONS ASA
DO DIAMOND OFFSHORE DRILLING INC.
RIGN TRANSOCEAN LTD.
BWO BW OFFSHORE LIMITED
BORR BORR DRILLING
SHLF SHELF DRILLING LTD.
VAL VALARIS LTD
NE NOBLE CORP NEW
OTL ODFJELL TECHNOLOGY LTD
SDNS SHELF DRILLING NORTH SEA
DDRIL DOLPHIN DRILLING
DOFG DOF GROUP ASA
VTURA VENTURA OFFSHORE
PLSV PARATUS ENERGY SERVICES LTD.
- ING Helpdesk
- ABGSC Oil & Oil Services Research
- John Olaisen
- ABGSC Energy Research
- Daniel Vårdal Haugland
- Haakon Amundsen
- John Olaisen
- Njål Kleiven
- Stian Wibstad
- ABGSC Oil & Oil Services Research
- John Olaisen
- ABGSC Renewable Energy Research
- Adrian Gilani
- Åsne Holsen
- Daniel Vårdal Haugland
- Haakon Amundsen
- John Olaisen
- Stian Wibstad
ORSTED ORSTED
HEX HEXAGON COMPOSITES ASA
NEL NEL ASA
SSO SCATEC ASA
EOLU B EOLUS VIND AB
FKRFT FJORDKRAFT HOLDING ASA
CADLR CADELER
VOLUE VOLUE AS
A2QKGG HEXAGON PURUS
ZAP ZAPTEC
VWS VESTAS WIND SYSTEMS
EWIND EDDA WIND ASA
TOM TOMRA SYSTEMS ASA
IWS-NO INTEGRATED WIND SOLUTIONS
OX2-SE OX2
- ABGSC Oil & Oil Services Research
- John Olaisen
- ABGSC Energy Research
- Daniel Vårdal Haugland
- Haakon Amundsen
- John Olaisen
- Njål Kleiven
- Stian Wibstad
- ABGSC Oil & Oil Services Research
- Haakon Amundsen
- Njål Kleiven
- ABGSC Oil & Oil Services Research
- Haakon Amundsen
- John Olaisen
- Oliver Dunvold
- Stian Wibstad
- Steffen Evjen
Weekly news, topics & discussion
This week, OKEA published a solid Q4 trading update, with net production of 37.8kboed well above our 32.4kboed estimate, leaving full-year production at 39.1kboed, at the top end of its 37–39kboed guidance. In other news, BW Energy announced it is targeting an FID for Maromba in Q1, with capex expected around USD1.2bn (~USD1.0bn previously). Also, the Norwegian Offshore Directorate’s (NOD) preliminary production figures for December show production was down ~5% YOY.
BW Energy: Invitation to Q4 2024 results presentation 31 January
BW Energy: Invitation to Q4 2024 results presentation 31 January Invitation to Q4 2024 results presentation 31 January BW Energy will release its fourth quarter and preliminary full-year 2024 results on Friday, 31 January at 07:30 CET. A conference call followed by Q&A will be hosted by CEO Carl K. Arnet, CFO Brice Morlot and COO Lin G. Espey the same day at 15:00 CET. You can follow the presentation via webcast with supporting slides, available on: Viewer Registration Q4 2024 Call-in information Participants dial in numbers: DK: SE: NO: UK: 9 US: Singapore...
BW Energy: Pareto company presentation
BW Energy: Pareto company presentation BW Energy is presenting at the Pareto Securities' E&P Independents Conference in London today. Please see the attached presentation. For further information, please contact: Brice Morlot, CFO BW Energy, +33.7.81.11.41.16 ABOUT BW ENERGY: BW Energy is a growth E&P company with a differentiated strategy targeting proven offshore oil and gas reservoirs through low risk phased developments. The Company has access to existing production facilities to reduce time to first oil and cashflow with lower investments than traditional offshore developmen...
- Steffen Evjen
Soft NCS production in December
The Norwegian Offshore Directorate’s (NOD) preliminary NCS figures for December showed soft liquids production of 2,018kboed (2% below forecast) and solid gas production of 361mcm/d (2% above forecast). Overall production was 4.29mmboed, up 1.2% MOM (in line with its forecast), but down 5.3% YOY. On a company level, Equinor, Vår Energi and DNO saw higher production MOM in November, while Aker BP (which has already reported Q4 production) and OKEA saw lower production MOM.
- Steffen Evjen
- ABGSC Oil & Oil Services Research
- Haakon Amundsen
- John Olaisen
- Oliver Dunvold
- Stian Wibstad
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