reports
- ABGSC Energy Research
- Åsne Holsen
- Daniel Vårdal Haugland
- Haakon Amundsen
- John Olaisen
- Oliver Dunvold
- Stian Wibstad
- Steffen Evjen
DNO Adds Its Ninth Discovery in North Sea Core Area
DNO Adds Its Ninth Discovery in North Sea Core Area Oslo, 17 December 2024 – DNO ASA, the Norwegian oil and gas operator, today announced an oil and gas discovery on the Ringand prospect in the Norwegian North Sea license PL923/923B in which the Company’s wholly-owned subsidiary DNO Norge AS holds a 20 percent interest. Preliminary estimates of gross recoverable resources are in the range of 2-13 million barrels of oil equivalent (MMboe) on a P90-P10 basis with a mean of 10 MMboe. Together with its partners Equinor Energy AS (60 percent and operator) and Petoro AS (20 percent), DNO will co...
- Steffen Evjen
- Martin Huseby Karlsen
ExxonMobil update highlights efficiency, no incremental demand for oil...
From an oil services perspective, we consider the key takeaway from ExxonMobil’s corporate update to be continued high and improving capital efficiency, allowing it to do “more with less”. By 2030e, it plans to increase production by c1m barrels per day to 5.4m barrels per day on largely flat upstream capex compared to 2023–2024 levels. This implies further efficiency improvement, which we consider on the downside for the oil services industry as it implies no need for incremental service capaci...
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.
- Steffen Evjen
- Felix Fischer
PFD PREMIER FOODS PLC
AMS AMS AG
RR. ROLLS-ROYCE HOLDINGS PLC
CO CASINO GUICHARD-PERRACHON SA
VK VALLOUREC SA
TLW TULLOW OIL PLC
EO FAURECIA SA
105I SAPPI LIMITED
TEVA.N TEVA PHARMACEUTICAL INDUSTRIES LIMITED SPONSORED ADR
LBTYA LIBERTY GLOBAL PLC CLASS A
CSTM CONSTELLIUM SE CLASS A
CCK CROWN HOLDINGS INC.
RXL REXEL SA
DBG DERICHEBOURG SA
725180 STADA ARZNEIMITTEL AG
NOKIA NOKIA OYJ
TNET TELENET GROUP HOLDING NV
TUI1 TUI AG
NEX NEXANS SA
VED VEDANTA RESOURCES PLC
VCP VICTORIA PLC
AF AIR FRANCE-KLM SA
BBD.B BOMBARDIER INC. CLASS B
SYNT SYNTHOMER PLC
INTRUM INTRUM AB
888 888 HOLDINGS PLC
IPF INTERNATIONAL PERSONAL FINANCE PLC
ENQ ENQUEST PLC
EDR EDREAMS ODIGEO SA
TC1 TELE COLUMBUS AG
9984 SOFTBANK GROUP CORP.
103M SASOL LIMITED
TIT TELECOM ITALIA S.P.A.
REC RECORDATI INDUSTRIA CHIMICA E FARMACEUTICA S.P.A.
TGS TGS-NOPEC GEOPHYSICAL COMPANY ASA
TALK TALKTALK TELECOM GROUP PLC
TATAMOTORS TATA MOTORS LIMITED
PL8 PLAYTECH PLC
ARW ARROW GLOBAL GROUP PLC
NEMAKA NEMAK S.A.B. DE C.V.
SPIE SPIE SA
CEXA CEMEX SAB DE CV (ADR)
ARD ARDAGH GROUP S.A. CLASS A
PFL PFLEIDERER GROUP SA
DIGI DIGI COMMUNICATIONS NV
CDR CODERE S.A.
GAME GAMENET GROUP SPA
AML ASTON MARTIN LAGONDA GLOBAL HOLDINGS PLC
TIFS TI FLUID SYSTEMS
NEXI NEXI S.P.A.
AXA AXACTOR SE
BORR SECURITAS DIRECT AB CL B
BORR DRILLING LTD
- ABGSC Energy Research
- Åsne Holsen
- Daniel Vårdal Haugland
- Haakon Amundsen
- John Olaisen
- Oliver Dunvold
- Stian Wibstad
Trym Reboot Boosts North Sea Output
Trym Reboot Boosts North Sea Output Oslo, 9 December 2024 – DNO ASA, the Norwegian oil and gas operator, today announced that its operated Trym field in the Norwegian North Sea license PL147 (DNO 50 percent) is back on production after a five-year shutdown during which TotalEnergies redeveloped the Tyra field infrastructure in the Danish North Sea to which Trym is tied back. First commissioned in 2011, Trym is expected to contribute 3,000 barrels of oil equivalent per day (boepd) net to DNO at plateau. Remaining reserves are estimated at two million barrels of oil equivalent (MMboe) net t...
- Felix Fischer
- Ian Wong
- Si Yong Ng
- Steffen Evjen
Weekly news, topics & discussion
This week, Equinor announced a joint venture with Shell for its UK assets. We consider this a sensible move for Equinor, reducing its exposure to Rosebank (and likely cutting near-term organic capex by ~3–4%), while boosting near-term production by ~1.5% and accelerating the use of its significant UK tax loss position through increased production. In other news, Pål Eitrheim, EVP Renewables at Equinor, is leaving the company after 26 years. Finally, for Panoro Energy, we expect increased dividen...
- ABGSC Energy Research
- Åsne Holsen
- Daniel Vårdal Haugland
- Haakon Amundsen
- John Olaisen
- Stian Wibstad
- Stephane Foucaud
AUCTUS ON FRIDAY - 06/12/2024
AUCTUS PUBLICATIONS ________________________________________ Chariot (CHAR LN)C; Target price of £0.08 per share: US$100 mm guarantees highlight the value of the South Africa energy trading business - British International Investment (BII) and GuarantCo have announced a US$100 mm guarantee finance facility for Etana Energy, the South African electricity trading platform which is owned and was co-founded by Chariot (49%) and H1 Holdings (51%). Etana is one of the few companies holding an electric...
GPRK GEOPARK
A2PAZ7 TETHYS PETROLEUM
GENL GENEL ENERGY
CUE CUE ENERGY RESOURCES
SEI. SINTANA ENERGY
CHAR CHARIOT OIL & GAS
PEN PANORO ENERGY ASA
SAVE SAVANNAH ENERGY
SQZ SERICA ENERGY
DNO DNO ASA CLASS A
PHAR PHAROS ENERGY
CNE CANACOL ENERGY LTD
ZPHR ZEPHYR ENERGY
SDX SDX ENERGY
TAL PETROTAL (TAL)
ORCA ORCADIAN ENERGY PLC
SHELL ROYAL DUTCH SHELL
- ABGSC Energy Research
- Åsne Holsen
- Daniel Vårdal Haugland
- Haakon Amundsen
- John Olaisen
- Oliver Dunvold
- Stian Wibstad
- ABGSC Energy Research
- Åsne Holsen
- Daniel Vårdal Haugland
- Haakon Amundsen
- John Olaisen
- Stian Wibstad
- ABGSC Energy Research
- Åsne Holsen
- Daniel Vårdal Haugland
- Haakon Amundsen
- John Olaisen
- Oliver Dunvold
- Stian Wibstad
DNO Strikes Oil in New Play Offshore Norway
DNO Strikes Oil in New Play Offshore Norway Oslo, 2 December 2024 – DNO ASA, the Norwegian oil and gas operator, today announced an oil discovery in license PL1086 in which the Company holds a 50 percent operated interest with the balance held by partners Aker BP ASA (20 percent), Petoro AS (20 percent) and Source Energy AS (10 percent). Light oil was discovered in Palaeocene sandstones of good reservoir quality with preliminary estimates of gross recoverable resources in the range of 27-57 million barrels of oil equivalent (MMboe) on a P90-P10 basis, with a mean of 41 MMboe. As this i...
- ABGSC Energy Research
- Haakon Amundsen
- John Olaisen
- Martin Mauseth
- Oliver Dunvold
- Stian Wibstad
- ABGSC Energy Research
- Åsne Holsen
- Daniel Vårdal Haugland
- Haakon Amundsen
- John Olaisen
- Oliver Dunvold
- Stian Wibstad
- Steffen Evjen
Weekly news, topics & discussion
Following the recent strengthening of European gas prices, we published an update on the impact for the NCS large caps in our coverage. With high gas prices likely isolated to 2025–2026e, we see a limited valuation effect. Also, following Trump’s US election victory, we see increased risk for potential delays to a farm-down of Empire Wind, which could limit Equinor’s ability to reduce its near-term renewables capex. In other news, Panoro Energy completed issuance of a new USD150m senior secured ...
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