reports
- Baptiste Lebacq
- Jean-François Granjon
ODDO : 10 graphiques d’analyse : un pipeline de projets toujours solid...
Nous avons sélectionné 10 graphiques afin d’identifier les principaux drivers du secteur. Les Capex sont attendus en repli de 1.5% en 2026 après un rebond de 70% depuis le point bas de 2020. Cette baisse proviendra essentiellement du marché US (plus forte discipline compte tenu de points morts plus élevés). Nous privilégions SBM Offshore (Surperformance, OC 45 €), Vallourec (Surperformance, OC 22 € vs 20.8 €) et Technip Energies (Surperformance, OC 49 €) et adoptons une opinion plus prudente sur...
GTT GAZTRANSPORT & TECHNIGAZ SA
SBMO SBM OFFSHORE NV
P2F PETROFAC LIMITED
TUB TUBACEX S.A.
SOC SUBSEA 7 S.A.
ROYAL VOPAK NV
SBO SCHOELLER-BLECKMANN OILFIELD EQUIPMENT AG
TRE TECNICAS REUNIDAS SA
TEC TECHNIPFMC PLC
VK VALLOUREC SA
TE TECHNIP ENERGIES NV
DEME DEME GROUP NV
SPM SAIPEM S.P.A.
TEN TENARIS S.A.
VIRI VIRIDIEN
- Baptiste Lebacq
- Jean-François Granjon
ODDO : 10 analysis charts: a pipeline of projects that remains solid
For the start of 2026, we have selected ten charts to identify the sector's main drivers. Capex is expected to fall by 1.5% in 2026 after a 70% rebound from the low point of 2020. This reduction will mainly come from the US market (greater discipline due to higher breakeven points). At this point in the year, we prefer SBM Offshore (Outperform, target price € 45), Vallourec (Outperform, target price € 22 vs € 20.8) and Technip Energies (Outperform, target price € 49) and have adopted a more caut...
GTT GAZTRANSPORT & TECHNIGAZ SA
SBMO SBM OFFSHORE NV
P2F PETROFAC LIMITED
TUB TUBACEX S.A.
SOC SUBSEA 7 S.A.
ROYAL VOPAK NV
SBO SCHOELLER-BLECKMANN OILFIELD EQUIPMENT AG
TRE TECNICAS REUNIDAS SA
TEC TECHNIPFMC PLC
VK VALLOUREC SA
TE TECHNIP ENERGIES NV
DEME DEME GROUP NV
SPM SAIPEM S.P.A.
TEN TENARIS S.A.
VIRI VIRIDIEN
Webcast details for Capital Markets Day presentation on 18 February 20...
Webcast details for Capital Markets Day presentation on 18 February 2026 Orrön Energy AB (“Orrön Energy”) will publish its financial report for the fourth quarter and full year 2025 on Wednesday 18 February 2026 at 07:30 CET, followed by a Capital Markets Day presentation at 14:00 CET. Listen to Daniel Fitzgerald, CEO and Espen Hennie, CFO commenting on the report and presenting the latest developments in Orrön Energy and its future growth strategy, together with members of Orrön Energy’s management team, at a webcast held on 18 February 2026 at 14:00 CET. The presentation will be followed...
Inbjudan till webbsänd presentation vid kapitalmarknadsdagen den 18 fe...
Inbjudan till webbsänd presentation vid kapitalmarknadsdagen den 18 februari 2026 Orrön Energy AB (”Orrön Energy”) kommer att publicera den finansiella rapporten för det fjärde kvartalet och bokslutsrapporten för 2025 på onsdagen den 18 februari 2026 klockan 07.30, vilket följs av en presentation från kapitalmarknadsdagen klockan 14.00. Lyssna till Daniel Fitzgerald, vd och Espen Hennie, CFO som kommenterar rapporten och den senaste tidens utveckling inom Orrön Energy och presenterar den framtida tillväxtstrategin med medlemmar från bolagsledningen, vid en webbpresentation den 18 februari ...
- ABGSC Energy Research
- Daniel Vårdal Haugland
- Herman Caspersen
- John Olaisen
- Lars Trongaard Brattli
- Martin Mauseth
- Stian Wibstad
Subsea7 awarded contract offshore US
Subsea7 awarded contract offshore US Luxembourg – 29 January 2026 – Subsea 7 S.A. (Oslo Børs: SUBC, ADR: SUBCY) today announced the award of a sizeable1 contract by Shell for the Kaikias Waterflood project. The Kaikias field is a deepwater development in the Mars-Ursa Basin, approximately 210 kilometres off the Louisiana coast in the US. The scope of work includes the transportation and installation of a subsea umbilical, riser, and a rigid flowline in water depths of up to 1,650 metres. Project management and engineering activities will begin immediately from Subsea7's Houston, Texas off...
Subsea7 awarded contract offshore Germany
Subsea7 awarded contract offshore Germany Luxembourg – 29 January 2026 - Subsea 7 S.A. (Oslo Børs: SUBC, ADR: SUBCY) today announced the award to Seaway7, part of the Subsea7 Group, of a substantial1 contract by OWP Gennaker, part of Skyborn Renewables, for the Gennaker offshore wind farm in Germany. Seaway7’s scope of work includes the transportation and installation of the 63 monopiles and transition pieces. Offshore activities are expected to commence in 2027. Stuart Fitzgerald, Seaway7’s CEO, said: “Seaway7 has a strong track record in Germany, having supported over 20 projects and e...
- ABGSC Energy Research
- Daniel Vårdal Haugland
- Herman Caspersen
- John Olaisen
- Lars Trongaard Brattli
- Martin Mauseth
- Stian Wibstad
- ABGSC Oil & Oil Services Research
- Lars Trongaard Brattli
- Martin Mauseth
- Pierre FerraguÊ
Subsea 7 S.A. - Fourth quarter 2025 earnings call notification
Subsea 7 S.A. - Fourth quarter 2025 earnings call notification Luxembourg – 26 January 2026 – Subsea 7 S.A. (Oslo Børs: SUBC, ADR: SUBCY) will publish its fourth quarter 2025 results for the period ended 31 December 2025 on Thursday 26 February 2026 at 07:00 UK / 08:00 CET. A conference call and simultaneous webcast for the investment community will be held on Thursday 26 February 2026 at 11:00 UK / 12:00 CET. From 07:00 UK / 08:00 CET the results announcement and the presentation to be reviewed during the conference call and webcast will be available on the Subsea7 website: Conference ...
- ABGSC Energy Research
- Daniel Vårdal Haugland
- Herman Caspersen
- John Olaisen
- Lars Trongaard Brattli
- Martin Mauseth
- Stian Wibstad
BONHR BONHEUR ASA
SOC SUBSEA 7 S.A.
SSO SCATEC ASA
TGS TGS-NOPEC GEOPHYSICAL COMPANY ASA
ODL ODFJELL DRILLING
AKSOO AKER SOLUTIONS ASA
RIGN TRANSOCEAN LTD.
CADLR CADELER
VWS VESTAS WIND SYSTEMS
VAR VAR ENERGI ASA
NE NOBLE CORP (NEW)
IWS-NO INTEGRATED WIND SOLUTIONS
DOFG DOF GROUP ASA
VTURA VENTURA OFFSHORE HLDGS LTD
COSH EQURO ISSUER SERVICES AS
FRO – Time Charter-Out Contracts for Seven VLCCs
FRO – Time Charter-Out Contracts for Seven VLCCs Frontline plc (“Frontline” or the “Company”) (NYSE and OSE: FRO) is pleased to announce that it has entered into one-year time charter-out agreements for seven of its VLCCs. The charters will commence during the period from late-January to April 2026 at a rate of $76,900 per day per vessel. Lars H. Barstad, Chief Executive Officer of Frontline Management AS, commented: “We are in unprecedented times, and these are charter-out-levels not seen for decades. Frontline remains largely spot exposed after these contracts become effective, retaining...
- ABGSC Energy Research
- Daniel Vårdal Haugland
- Herman Caspersen
- John Olaisen
- Lars Trongaard Brattli
- Martin Mauseth
- Stian Wibstad
- ABGSC Energy Research
- Daniel Vårdal Haugland
- Herman Caspersen
- John Olaisen
- Lars Trongaard Brattli
- Martin Mauseth
- Stian Wibstad
- ABGSC Metals & Mining Research
- Bengt Jonassen
- Martin Melbye
FRO – Strategic Fleet Renewal and Expansion
FRO – Strategic Fleet Renewal and Expansion Acquisition and Sale of VLCCs Frontline plc (“Frontline”) (NYSE: FRO – OSE: FRO) announces a strategic fleet renewal initiative, involving both the acquisition of new vessels and the sale of older vessels. Sale of eight of its oldest 1st generation ECO VLCCs The Company has entered into an agreement to sell eight of its oldest 1st generation ECO Very Large Crude Carriers (VLCCs), built between 2015 and 2016. These vessels are being sold for a total sales price of $831.5 million, with delivery to the new owner scheduled during the first quarter...
- Baptiste Lebacq
- Christophe-Raphaël Ganet
- Emmanuel Matot
- Thomas Zlowodzki
GTT GAZTRANSPORT & TECHNIGAZ SA
P2F PETROFAC LIMITED
SAVE SAVENCIA SA
TUB TUBACEX S.A.
SOC SUBSEA 7 S.A.
ROYAL VOPAK NV
SBO SCHOELLER-BLECKMANN OILFIELD EQUIPMENT AG
IRES IRISH RESIDENTIAL PROPERTIES REIT PLC
TGS TGS-NOPEC GEOPHYSICAL COMPANY ASA
FNTN FREENET AG
TRE TECNICAS REUNIDAS SA
TEC TECHNIPFMC PLC
SAE SHOP APOTHEKE EUROPE NV
ALHGR HOFFMANN GREEN CEMENT TECHNOLOGIES SA
VK VALLOUREC SA
TE TECHNIP ENERGIES NV
SPM SAIPEM S.P.A.
TEN TENARIS S.A.
PLX PLUXEE NV
VIRI VIRIDIEN
LOUP SOCIETE L.D.C.
- Baptiste Lebacq
- Christophe-Raphaël Ganet
- Emmanuel Matot
- Thomas Zlowodzki
BEKB BEKAERT SA
SLB.N SCHLUMBERGER NV
APAML APERAM SA
OUT1V OUTOKUMPU OYJ
GTT GAZTRANSPORT & TECHNIGAZ SA
SSAB A SSAB AB CLASS A
SZG SALZGITTER AG
VOE VOESTALPINE AG
ACX ACERINOX SA
ERA ERAMET SA
P2F PETROFAC LIMITED
SAVE SAVENCIA SA
TUB TUBACEX S.A.
SOC SUBSEA 7 S.A.
NDA AURUBIS AG
ROYAL VOPAK NV
SBO SCHOELLER-BLECKMANN OILFIELD EQUIPMENT AG
AMG AMG ADVANCED METALLURGICAL GROUP N.V.
IRES IRISH RESIDENTIAL PROPERTIES REIT PLC
TGS TGS-NOPEC GEOPHYSICAL COMPANY ASA
FNTN FREENET AG
TRE TECNICAS REUNIDAS SA
RIO RIO TINTO PLC
TEC TECHNIPFMC PLC
SAE SHOP APOTHEKE EUROPE NV
BHP BHP GROUP LTD
AMAG AMAG AUSTRIA METALL AG
ALHGR HOFFMANN GREEN CEMENT TECHNOLOGIES SA
VK VALLOUREC SA
VUL VULCAN ENERGY RESOURCES
TE TECHNIP ENERGIES NV
SPM SAIPEM S.P.A.
TEN TENARIS S.A.
PLX PLUXEE NV
VIRI VIRIDIEN
LOUP SOCIETE L.D.C.
AAL ANGLO AMERICAN PLC
- Baptiste Lebacq
- Christophe-Raphaël Ganet
- Emmanuel Matot
- Thomas Zlowodzki
TKA THYSSENKRUPP AG
SLB.N SCHLUMBERGER NV
GTT GAZTRANSPORT & TECHNIGAZ SA
FORTUM FORTUM OYJ
GEBN GEBERIT AG
P2F PETROFAC LIMITED
TUB TUBACEX S.A.
SOC SUBSEA 7 S.A.
ROYAL VOPAK NV
SBO SCHOELLER-BLECKMANN OILFIELD EQUIPMENT AG
TGS TGS-NOPEC GEOPHYSICAL COMPANY ASA
TRE TECNICAS REUNIDAS SA
TEC TECHNIPFMC PLC
ALC ALCON INC.
VK VALLOUREC SA
INPST INPOST S.A.
TE TECHNIP ENERGIES NV
SPM SAIPEM S.P.A.
TEN TENARIS S.A.
VIRI VIRIDIEN
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