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Tariffs and a push to buy more locally could let Tenaris charge more for its steel pipes in the U.S., just as new offshore and replacement projects keep demand steady. But the company’s heavy link to oil and gas—and a few big customers—means policy shifts and project delays could still hit results hard.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

Eni is leaning into gas shipping and lower-carbon fuels to stay relevant as the energy world shifts, while reshaping older, loss-making units that have held results back. The big question is whether its overseas growth plans and renewables push can pay off fast enough without getting derailed by politics, weak chemical markets, or too much new gas supply.Read more

Saipem faces a tough question: as the world shifts away from oil and gas and investors get stricter about climate issues, can its core project work keep growing or start to fade. The story digs into how shrinking demand, tougher competition, and costly project slip-ups could weigh on results, even as the company tries to pivot into cleaner-energy work.Read more

Saipem could get a fresh wave of work as countries expand gas projects and upgrade energy infrastructure, while it also pushes into cleaner-energy services like carbon capture and biorefining. But its heavy ties to oil and gas projects, tough competition, and the risk of costly project missteps could quickly derail that upside.Read more

Shipping refined oil products can stay busy for longer than many expect as rules tighten, new ships are slow to arrive, and trade routes keep shifting. d’Amico’s newer, cleaner fleet could be in the sweet spot if these trends lift day rates, but falling oil demand and higher compliance and financing costs could still bite.Read more

Key Takeaways Strategic expansion in key regions and innovation in premium products position Tenaris to capture market share and sustain revenue growth. Manufacturing efficiency and favorable trade policies enhance cost competitiveness and support long-term margin resilience.Read more

Catalysts About Eni Eni is an integrated energy company with upstream oil and gas operations, gas and power activities, and growing businesses in renewables, biofuels and low carbon solutions. What are the underlying business or industry changes driving this perspective?Read more

Key Takeaways The global energy shift and rapid advances in renewables threaten core product demand, putting sustained pressure on Tenaris's long-term growth and earnings prospects. Rising ESG scrutiny, volatile input costs, and fierce competition are set to compress margins, destabilize revenues, and undermine long-term profitability.Read more