Calls
2
Torgrim Reitan
CFO, Equinor
Win Rate
100.0%
return
+2.3%
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Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Long
Jul 22
$38.83
+3.3%
Equinor produces gas to Europe at a cost of $2/MMBtu while market price is above $15, delivering strong profitability; combined with record operations and a commitment to high production levels through 2035, the company is a low-cost beneficiary of structurally high European gas prices.
Oil & Gas
Long
Jul 22
$41.52
+1.2%
European natural gas storage is at 53%, 15% below normal; 20% of global LNG passes through Hormuz, limiting flows; Europe needs to compete with Asia for LNG and will not reach target storage before winter, making the gas market very vulnerable and supporting elevated prices.
Commodities
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Torgrim Reitan has 2 trade ideas tracked on Buzzberg across 2 tickers since July 2026. Most covered: TTF, EQNR.
