Energy Norwegian Community

Shipping prices stay high longer than many expect, and that could keep BW LPG’s payouts strong if current conditions hold. But the same forces that support the upswing—Middle East disruption and weather-related bottlenecks—could also flip quickly, so the ride may be bumpier than it looks.Read more

Explosive Production Ramp: 2025's nine startups deliver 20%+ growth to 430 kboepd, unlocking USD 2B+ FCF by 2026 – far outpacing flat peers like Equinor. Juicy Dividend Engine: 15% yield (USD 1.2B payout) funded by 70% FCF coverage; policy targets 40-60% payout, with hikes signaled for 2026.Read more

Investment Memorandum – Solstad Maritime ASA (OSE: SOMA) 1. Executive Summary Solstad Maritime ASA (“Solstad” or the “Company”) is a Norway-based offshore marine services provider focused on high-end vessels supporting oil & gas and renewable energy operations globally.Read more

Everything that could have gone wrong, went wrong. The assets are now owned by the bank and creditors Poorly managed company with very slow decission making , unable to react that have wasted a Great future.Read more

BW LPG looks set to benefit as global gas shipping demand rises faster than the supply of new ships, helped by growing exports from the US and the Middle East. But a possible US move to charge extra fees for certain ships could hit part of its fleet and pressure results.Read more

BW Energy is one of the most undervalued stock i have found in the oil industry listed in Norway. The company have one large shareholder, BW Group, which owns about 75% of BWE.Read more

In the most optimistic scenario, TGS capitalizes on its merger with PGS, leveraging the cost synergies of over $50 million annually​. This creates a significant financial buffer, allowing the company to focus on strategic growth while optimizing operational efficiencies.Read more

Subsea 7 looks quiet in the near term, but the story may turn as new contract wins and an updated business plan come into view around early summer. A large cash return to shareholders adds a cushion, while upcoming results and regulatory news could reshape expectations.Read more

A shortage of modern jack-up drilling rigs is giving Borr Drilling more leverage when it negotiates new work, especially as big customers bring rigs back and activity shifts to higher-value regions. But the story depends on smooth customer payments and steady oil and gas spending—two things that can change quickly.Read more