Equinor ASA提名委员会建议 - 公司董事会选举Mikael Karlsson为新董事会成员[1] - Karlsson是Actis Capital的合伙人兼副主席，是可持续基础设施领域的全球领先投资者[2] - Karlsson拥有美国马萨诸塞大学的工商管理硕士学位和瑞典林雪平工学院的工业工程与管理硕士学位[4]

Equinor ASA (EQNR) announced the commencement of power production at its Mendubim solar plant in Brazil.The new facility, with a capacity of 531 megawatts (MW), represents a significant expansion in the company’s renewable energy operations, boosting its production in the South American nation by 30%.Mendubim is set to produce 1.2 terawatt hours (TWh) of electricity annually. A notable portion of this production, about 60%, is secured through a power purchase agreement with Norsk Hydro’s Alunorte, which ran ...

Igors AleksejevsInvestment thesis Equinor ASA (NYSE:EQNR) continues to impress with its capital returns, supported by this European major's sizable cash pile. The stock is also down 20% from my prior article, so I think my caution was justified: Seeking AlphaAs oil (CL1:COM) appears to be strengthening and EQNR got quite oversold, I am now betting on a small bounce to the $28-$30 area. However, unlike Equinor's management, I remain bearish on European natural gas, which in fact was one of the risk fact ...

Equinor ASA（EQNR）与Polenergia与RockWave合作 - Equinor与Polenergia和RockWave合作，优化波兰1,560兆瓦Baltyk 1海上风电场的地下数据[1] - Baltyk 1海上风电场位于波兰专属经济区边界附近，具有巨大的清洁能源生产潜力[4] RockWave的合作与重要性 - RockWave的联合创始人兼董事总经理Matt Swan强调了合同的重要性，强调他们在为可再生能源行业提供定制先进地震解决方案方面的熟练程度[3] Baltyk 1项目和波罗的海地区可再生能源目标 - Baltyk 1项目是Polenergia和Equinor在波罗的海共同进行的三个开发项目之一，其他两个分别是Baltyk II和Baltyk III[5] - 预计Baltyk II和Baltyk III将在2027年开始生产，一年后达到商业使用阶段，展示了对波罗的海地区可再生能源目标的快速进展和承诺[6] 股票排名和能源领域股票 - Equinor目前的Zacks排名为4（卖出）[7] - 在能源领域一些排名较好的股票包括Sunoco LP（SUN）、Murphy USA Inc.（MUSA）和Energy Transfer LP（ET），目前均为Zacks排名1（强烈买入）[8] 优秀股票公司介绍 - Sunoco是美国最大的汽油分销商之一，通过长期分销合同在1万家便利店分销10多个燃油品牌，合作将继续产生稳定的现金流[9] - MUSA是美国领先的独立零售商，Zacks对其2024年EPS的共识估计为25.58美元，公司在过去30天内的盈利预期有所上调[11] - ET是一家在美国专注于多样化能源资产的上市有限合伙企业，公司的核心业务涉及天然气中游服务、运输、储存、原油设施和营销资产[12]

Equinor ASA项目 - 挪威国有能源巨头Equinor ASA正在推动Hammerfest LNG的电气化，这是Snøhvit Future项目的重要组成部分[1][2] - Multiconsult获得了与Hammerfest LNG的电网连接工程相关的详细工程合同，价值约为1.9亿挪威克朗（1800万美元），项目将于2028年结束[3] - Snøhvit Future项目包括陆地压缩和HLNG设施的电气化，Leonhard Nilsen & Sønner（LNS）获得了1.428亿美元的合同，将减少850,000吨二氧化碳排放[5]

纽约州海上风电项目 - 纽约州选择Equinor ASA的Empire Wind 1和Orsted与Eversource Energy合资的Sunrise Wind作为第四次海上风电招标的条件赢家[1] - Empire Wind 1和Sunrise Wind预计将为100万户家庭提供电力，是纽约近40年来最大的发电项目[3] - 纽约州的海上风电项目是过渡到零排放电网的基础，体现了该州在清洁能源发展方面的领导地位[5] Equinor和Orsted的计划 - Equinor计划将布鲁克林海港改造为海上风电开发的装配和港口设施，Orsted计划收购Eversource在Sunrise Wind的50%股权[6] Sunrise Wind项目 - Sunrise Wind将成为全国最大的海上风电项目，预计每年将减少300多万公吨温室气体排放，相当于从道路上撤下超过74万辆汽车[7] - 纽约州的海上风电项目代表了该州在清洁能源道路上迈出的重要一步，通过战略投资和合作伙伴关系，为可再生能源领域的国家领导地位树立了先例[8]

公司业务规划 - 公司计划在2035年前实现超过260亿美元的税后经营现金流量，增长约30%，主要来自石油和天然气收入的稳定性和可再生能源收入的增长[3] - 公司计划2030年国际业务现金流量增长50%，同时专注于去碳化和提高利润率，预计产量增长15%将带来50%的经营现金流量增长[9] - 公司计划2030年达到2百万桶/日的产量，其中大约11%的产量将通过碳捕获与封存技术处理[15] - 公司计划2030年拥有14吉瓦的可再生能源装机容量，预计2035年发电量将超过65太瓦，并期望实现超过6%的实际项目基础回报率[13] - 公司在2023年第四季度实现近90亿美元的调整后盈利，全年经营现金流量接近200亿美元，预计2035年现金流量在每桶油价75美元的情况下将大幅增加[18] - 公司计划2035年将每股季度普通现金股息提高16.7%，并希望将基本股息翻倍，同时通过股票回购计划控制成本[21] 风险挑战 - 公司面临的主要风险包括原油和天然气价格波动以及可再生能源竞争，这可能影响公司未来的股东回报[23][24][25]

Anton Petrus/Moment via Getty Images Much lower Natural Gas prices (NG1:COM) affected the top and bottom lines of integrated oil majors in 2023. Among those firms affected, Equinor ASA (NYSE:EQNR) of Norway had a major decline in earnings. I last wrote about EQNR here with a Hold rating. fnvz The Russian invasion of Ukraine caused a major realignment in Natural Gas sourcing in Europe in 2022, which resulted in a record year for EQNR. However, as detailed below, EQNR's 2023 earnings weren't exactly paltr ...

The shares in Equinor ASA ((OSE: EQNR, NYSE:EQNR) will as from today be traded excluding the third quarter 2023 cash dividend as detailed below. Ex-date: 14 February 2024 Ordinary cash dividend amount: 0.30 Extraordinary cash dividend amount: 0.60 Announced currency: USD This information is published in accordance with the requirements of the Continuing Obligations and is subject to the disclosure requirements pursuant to Section 5-12 of the Norwegian Securities Trading Act. ...

Equinor ASA (EQNR) reported fourth-quarter 2023 adjusted earnings per share of 64 cents, which missed the Zacks Consensus Estimate of $1.08. The bottom line also declined from the year-ago quarter’s $1.84.Total quarterly revenues declined to $29,054 million from $34,321 million in the prior-year quarter. However, the top line beat the Zacks Consensus Estimate of $27,351 million.Weak quarterly earnings can be attributed to lower prices of liquids and gas in Norway.Segmental AnalysisExploration & Production N ...