5 May 2026 | 4:33PM EDT Equity Research GS SUSTAIN: APAC TRIP TAKEAWAYS Five key focus areas for investors, regulators and corporates Over the past two weeks, we met with investors, policymakers and corporates in Japan, Hong Kong, Singapore, Australia and New Zealand. There was a broad consensus on societal priorities, placing Reliability (power, water, supply chains, networks, labor) first, Affordability a close second, and Green initiatives a more distant third where a price premium is required. This supp ...

Production on the Norwegian continental shelf (NCS) rose 10% year-over-year, which Reitan attributed to "high regularity across the portfolio" and ramp-ups at Johan Castberg, Halten East and Verdande. In the United States, Equinor posted record production driven by Caesar Tonga offshore and its onshore gas position. International production outside the U.S. also increased, driven by Adura and Bacalhau, partially offset by reduced ownership in Peregrino. Power production was stable at 1.4 terawatt-hours. Equ ...

Equinor (NYSE:EQNR) Q1 2026 Earnings call May 06, 2026 05:30 AM ET Company Participants BÃ¥rd Glad Pedersen - SVP and Head of Investor Relations Torgrim Reitan - CFO Conference Call Participants Alastair Syme - Analyst Alejandro Vigil - Analyst Biraj Borkhataria - Analyst Fergus Neve - Analyst Henri Patricot - Analyst Jason Gabelman - Analyst John Olaisen - Analyst Matt Lofting - Analyst Naish Cui - Analyst Paul Redman - Analyst Teodor Sveen-Nilsen - Analyst Operator Ladies and gentlemen, thank you for stan ...

Equinor (NYSE:EQNR) Q1 2026 Earnings call May 06, 2026 05:30 AM ET Speaker10 Ladies and gentlemen, thank you for standing by. Hello, welcome to Equinor Analyst Call, Q1 conference call. I would now like to turn the conference over to BÃ¥rd Glad Pedersen, Senior Vice President and Head of Investor Relations. Please go ahead, sir. Our E&P International results reflect increased production and some overlift in the quarter and are impacted also by high depreciation in Adura. Results for the U.S. are driven by r ...

交易概述 - 吉宝基础设施信托的管理公司签署协议，以最高约1.281亿新元（1亿美元）的价格，从吉宝核心基础设施基金收购新加坡吉宝Merlimau热电联产厂额外39%的股权 [1] - 交易完成后，吉宝基础设施信托将直接和间接持有这座位于裕廊岛的1.3吉瓦联合循环燃气轮机设施总计90%的权益，其余10%由吉宝基础设施部门持有 [2] - 此次拟议收购需满足多项先决条件，包括监管批准以及在即将召开的特别股东大会上获得吉宝基础设施信托单位持有人的接受 [3] 资产详情与运营 - 该电厂目前供应新加坡超过10%的电力需求，并于2007年作为该国首个独立发电项目投入运营 [2] - 该电厂与吉宝基础设施部门签有长期供应合同，并在过去四年中对其中两台燃气轮机进行了升级，提高了运营效率并减少了排放 [3] - 这些升级旨在延长电厂运营寿命，并为其适应未来能源生产转变（包括与氢气的兼容性）做好准备 [4] 财务影响与战略 - 如果收购从2025年初生效并持续至年底，吉宝基础设施信托的每单位分派将达到0.0418美元，较2025财年之前的每单位分派0.0394美元增长6% [4] - 此次交易是吉宝持续资本循环战略和价值实现过程的一部分，旨在将资金重新配置到其他投资中 [5] - 收购资金计划通过内部资金和外部借款的组合来提供 [3] 管理层观点与前景 - 管理层表示，此次拟议出售反映了公司利用吉宝发电能力为多方利益相关者创造价值的能力 [5] - 凭借与吉宝基础设施部门签订直至2040年的长期容量收费协议支持，该电厂有望为吉宝基础设施信托的单位持有人带来稳定收益 [6] - 作为电厂的运营商，吉宝致力于保持高水平的运营效率，以实现优质回报并增强新加坡的能源韧性 [6]