Norway’s state-owned energy company Equinor has secured consent from the Norwegian Ocean Industry Authority (Havtil) to move forward with its Verdande development at the Norne field in the Norwegian Sea. The approval covers the start-up and use of Verdande, which will be tied back to the FPSO Norne, located about 80 kilometers north of the Heidrun field. Discovered in 1992, Norne was developed after approval of its plan for development and operation (PDO) in 1995. The field came online in 1997 via an FPSO ...

Retirement is complicated and you only get once chance to do it right. Don't miss out because you didn't know what was out there.The Retirement Forum provides actionable ideals, a high-yield safe retirement portfolio, and macroeconomic outlooks, all to help you maximize your capital and your income. We search the entire market to help you maximize returns.Equinor ASA (NYSE: NYSE: EQNR ) is a major oil company that has been a prominent investor in renewable power. The company has seen its share since we reco ...

Retirement is complicated and you only get once chance to do it right. Don't miss out because you didn't know what was out there.The Retirement Forum provides actionable ideals, a high-yield safe retirement portfolio, and macroeconomic outlooks, all to help you maximize your capital and your income. We search the entire market to help you maximize returns.Equinor ASA (NYSE: NYSE: EQNR ) is a major oil company that has been a prominent investor in renewable power. The company has seen its share since we reco ...

核心事件 - Equinor ASA获得挪威离岸管理局许可在北海钻探两口野猫井[1] - 第一口井位于生产许可证PL 057的34/4-19 S井区[1] - 第二口井位于生产许可证PL 554的34/6-9 S井区[1] 钻井作业安排 - 井区34/4-19 S由Odfjell Drilling的Deepsea Atlantic半潜式钻井平台执行[2] - 井区34/6-9 S由COSLInnovator半潜式钻井平台执行[3] - Equinor在PL 057持有31%工作权益并担任运营商[2] - Equinor在PL 554持有40%工作权益并担任运营商[3] 合作伙伴权益结构 - PL 057合作伙伴包括Petoro（30%）、Harbour Energy Norge（24.5%）、INPEX Idemitsu Norge（9.6%）和Vår Energi（4.9%）[2] - PL 554合作伙伴包括Aker BP（30%）和Vår Energi（30%）[3] 钻井平台技术参数 - Deepsea Atlantic为第六代半潜式平台 适应恶劣环境深水作业 最大钻井深度10670米 可容纳120人[4] - COSLInnovator适应北海及挪威海恶劣环境 作业水深达750米[4] 同业公司动态 - Repsol SA涉足勘探生产及石油产品精炼营销 积极向清洁能源转型[6] - Antero Midstream通过长期合同提供中游服务 现金流稳定且股息收益率高于同业[7] - Galp Energia在纳米比亚Orange盆地发现Mopane油田 预估储量近100亿桶[8]

能源行业投资机会 - 巴西石油公司(PBR)以4.1收购者倍数交易 自由现金流收益率高达35% [2] - 挪威国家石油公司(EQNR)收购者倍数为2.6 自由现金流收益率达11.8%且股息收益率超过10% [4] - 市场对能源行业长期化石燃料需求持过度悲观态度 行业被视作夕阳产业但现金流表现强劲 [4][5] 金融行业投资机会 - 纽约梅隆银行(BK)以2.1收购者倍数交易 通过稳定股票回购和股息政策支撑估值 [2] - Synchrony金融(SYF)收购者倍数仅2.4 自由现金流收益率达34.8%且股东回报强劲 [3] - 金融板块估值受信贷风险和利率敏感性担忧压制 市场持续定价消费者信贷风险升高 [3][5] 行业价值特征 - 能源与金融板块持续引领价值投资格局 呈现深度价值特征 [1][6] - 市场对这两个行业现金流的可持续性存在根深蒂固的怀疑态度 [1] - 历史表明这种行业集群效应往往为逆向投资者创造丰厚机会 [5]

Norwegian energy company Equinor has secured two permits from the Norwegian Offshore Directorate (NOD) to drill wildcat wells in the North Sea. The permits cover wellbore 34/4-19 S in production licence 057 and wellbore 34/6-9 S in production licence 554, with planned spud dates in September for the latter and October 2025 for the former. Production licence 057, awarded in 1979, is operated by Equinor with a stake of 31%. Other partners in this licence include Petoro (30%), Harbour Energy Norge (24.5%), ...

Equinor believes in offshore wind farm developer Orsted's core business but is not at a stage where the two will merge their renewables businesses, the Norwegian group's board chair said on Wednesday. ...

Key Takeaways Equinor extended contracts for Skandi Flora and Skandi Mongstad until October 2026.The vessels support North Sea logistics, with renewal options available for 2026.DOF also secured $220M Petrobras anchor handling deals, boosting its global backlog.Equinor ASA (EQNR) ), the Norwegian state-owned energy giant, has exercised an option to keep two DOF Group platform supply vessels, Skandi Flora and Skandi Mongstad, in active service through October 2026, further cementing a productive partnership ...

公司定位与市场地位 - 公司是欧洲最大的天然气供应商 在欧洲天然气市场占据关键地位 [1] 核心投资逻辑 - 欧洲若在冬季再次面临天然气短缺 公司最有可能从中受益 [1] - 当前发生天然气短缺的概率为所有情景中最高水平 [1]

目标价调整 - 摩根士丹利将挪威国家石油公司目标价从248挪威克朗下调至230挪威克朗 [1]