EQ EQNR Equinor ASA American Depositary Shares (Each Representing One Ordinary Share, nominal value NOK 2.50 per share) Loading... : Bullish and Bearish Analyst Opinions

Germany's Uniper will import over 30 terawatt hours of natural gas per year from Equinor under.

Equinor reports that its subsidiary Wento is expanding its onshore renewables operations.

Equinor announces that its deal permits potential supply of other crude grades from Norwegian.

Equinor and Orlen agree to a three-year crude oil supply pact beginning in early September.

Equinor announces annual deliveries under a supply pact will range from 5 million to more than.

Equinor and Orlen deepen their energy collaboration through a new crude oil supply agreement.

Equinor announces a partnership with Chevron in Namibia as part of a broader push by major.

Uruguay's OFF6 block is viewed as a frontier with untested deeper Cretaceous play, attracting top-tier partner E&I for a large-scale exploration well. — Success could open a new deepwater basin, benefiting regional exploration and long-cycle service chains; failure would reinforce the high-risk nature of frontier drilling.

Equinor's long-term offshore commitments in Norway continue to provide a stable revenue base for BKR's services.

UBS raises its target price for Equinor ASA to NOK 380 from NOK 340.

US pre-market movers show mixed results with SMCI surging on strong gross margins.

Low-cost gas producer profits from high prices.

Morgan Stanley lowers Equinor's price target to NOK 323 from NOK 376.

Equinor's chief crude trader David Barratt left the company this week following a string.

TD Cowen lowers its price target on Equinor to NOK 360 from NOK 392.

Equinor's increased buyback and fossil fuel growth plan is reported as a factual development.

Earnings report for Equinor; no named investor position disclosed. Skip per rules.

Norwegian oil safe from Iran disruption

SLB is deepening its subsea lifecycle services relationship with Equinor, indicating sustained long-cycle investment in the Norwegian Continental Shelf.

Sell-side firm HSBC is signaling a bullish outlook on Equinor by increasing its price target.

"We are losing about 1/5 of global daily oil exports and daily oil consumption that usually passes through Hormuz... The UAE's main oil hub outside of the Strait of Hormuz has been shut off." The physical disruption of oil flows through both the Strait of Hormuz and the Fujairah port creates a massive supply shock. This bottleneck drives global crude prices higher, directly expanding the profit margins of oil producers and energy sector ETFs. LONG. A sudden diplomatic resolution, successful US/NATO intervention to reopen shipping lanes, or demand destruction caused by sustained high prices.

Daoud explicitly states that to win from this oil spike, a country must be an oil exporter *outside* the Middle East. He names Norway and Canada as prime beneficiaries. Middle East producers (Saudi, UAE) face physical infrastructure risk (refinery attacks mentioned) and shipping blockades in Hormuz. Canadian (CNQ, SU) and Norwegian (EQNR) producers capture the "War Premium" ($19/barrel estimated) with zero physical risk to their assets. LONG Non-MENA Energy Producers. A sudden diplomatic off-ramp or rapid de-escalation causing the war premium to evaporate.

Brent and WTI are spiking (opened +13%, settled +8%). European Gas Futures are up ~20%. Vonnie Quinn notes the Strait of Hormuz is "practically closed." Oliver Crook highlights Equinor (EQNR) is up 6% as Norway is the alternative gas supplier to Europe. With the Strait of Hormuz choked off, supply is physically constrained. RBC's Amy Wu Silverman notes that energy call skews are inverted, suggesting extreme upside panic. Equinor is the logical non-OPEC beneficiary for European gas needs. LONG. Use Call Spreads (per RBC) to capture upside while managing volatility cost. A quick diplomatic resolution reopening the Strait would crash the risk premium immediately.