Energy Norwegian Community

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

Subsea 7 sits at the crossroads of two big trends: more deepwater oil and gas work as easy-to-reach reserves run down, and a growing push into offshore wind. The upside comes from a swelling pipeline of projects and tighter client partnerships, but the big question is whether its oil-heavy mix becomes a funding and demand problem as the energy transition speeds up.Read more

Equinor is leaning hard into natural gas and renewables while tightening operations on major fields, which could keep cash coming in longer than many expect. But it still depends heavily on oil and gas, and setbacks in big projects or shifting climate rules could quickly change the outlook.Read more