Energy Italian Community

Tenaris makes steel pipes used in oil and gas projects, but the shift toward cleaner energy could steadily shrink demand for its core products and squeeze what it earns on each sale. The story weighs that long-term pressure against near-term support from major project work, U.S. pricing tailwinds, and investments in higher-end products and automation.Read more

Saipem’s heavy ties to oil and gas projects put its future under pressure as the world shifts toward cleaner energy and investors push fossil‑linked companies to change. At the same time, its growing backlog and move into areas like offshore wind and carbon capture could soften the blow, making the next few years a test of whether it can reinvent itself fast enough.Read more

Cleaner-fuel rules and a faster shift away from oil could make it harder for d'Amico International Shipping to keep its ships busy and profitable, especially as costs to meet new standards rise. But its newer, more efficient fleet and stronger finances may help it cope better than many rivals if older ships start leaving the market.Read more

Eni is leaning into natural gas and newer low-carbon businesses like biofuels to keep profits steadier as the world shifts away from oil. But big bets in complex regions, ongoing losses in parts of the business, and slow progress in renewables could limit how much this transition pays off.Read more

Tenaris could benefit as the energy industry replaces aging infrastructure and pushes into harder-to-reach offshore projects, while trade rules and more local supply chains tilt demand toward domestic suppliers in the U.S. But its fortunes still hinge on oil and gas spending and a handful of big customers, so policy shifts, weaker drilling activity, or pricing pressure could quickly change the story.Read more

Tenaris is leaning into new energy projects and upgraded pipe products, aiming to win more business as customers build out drilling and pipeline infrastructure in key regions. But shifting climate rules, trade friction, and uneven drilling activity could squeeze demand and pricing, making the path forward less predictable.Read more

Eni is pushing hard into gas projects and LNG deals while still finding new oil and gas resources cheaply, which could keep its core business steadier than many expect. At the same time, its newer clean-energy businesses could add a second growth engine—but only if projects stay on track and politics and policy don’t shift against it.Read more

Eni is leaning hard on new gas projects and big bets like power for data centers, and that could end up costing more than it pays back if timelines slip or rules change. See why this expansion might leave the business with weaker profits and less dependable cash, even if production keeps rising.Read more

d’Amico International Shipping looks positioned to win business as cleaner, newer ships become more valuable and longer trade routes keep tankers busy. But softer oil demand, a wave of new ships, and rising costs could squeeze profits just as tougher climate rules force more spending.Read more