EQUINOR ASA NK 2_50
Commented by Jens Castner on July 24th, 2026 | 08:50 CEST
IMPRESSIVE NUMBERS AT EQUINOR, NERVOUSNESS AT MUNICH RE, A SENSE OF OPTIMISM AT ZEFIRO METHANE
Hardly any other greenhouse gas warms the atmosphere as quickly as methane. That is why a new, still-emerging market for climate credits is developing around the elimination of methane leaks. Investors can profit even in this early phase. Shares of three companies in particular are well-suited for this. Canadian remediation specialist Zefiro Methane provides the service, the long-established German conglomerate Munich Re insures the associated risks, and the Norwegian oil and gas producer Equinor represents the buyer side. While Equinor is benefiting from high oil and gas prices and reporting stellar quarterly results, nervousness is spreading at Munich Re because the executive board intends to review the annual forecast once again. At Zefiro Methane, on the other hand, there is a genuine sense of optimism, driven by a fully loaded order book.
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Commented by Nico Popp on June 23rd, 2026 | 07:20 CEST
Emissions as a Profit Booster: The Business Models of Equinor and Linde—and How Zefiro Methane Excels In a Niche Market
Rising costs for renewable energy projects, shifting geopolitical conditions, and increasingly stringent emissions regulations are forcing energy companies to adapt. While utility companies' business models were once relatively conservative, success today depends on optimizing every aspect of operational performance—down to the smallest decimal point. In this context, emissions-related costs are becoming a key area of focus. Companies can not only reduce expenses but also generate financial benefits through effective emissions management. Greenhouse gas mitigation and carbon capture technologies have long since evolved into standalone, highly profitable business segments. We examine the market and highlight promising companies.
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Commented by Stefan Feulner on March 5th, 2026 | 07:35 CET
Equinor, Lahontan Gold, Venture Global – Oil and precious metals poised for a new boom
The geopolitical escalation in the Middle East is sending shock waves through the markets. As the conflict surrounding Iran widens, concerns are growing about massive disruptions in the global energy market. The Strait of Hormuz, through which around 20% of global oil trade passes, is increasingly in the spotlight. While stock markets are reacting nervously, traditional crisis beneficiaries such as oil and the safe-haven metals gold and silver are profiting. Investors are seeking protection from geopolitical risks, inflation, and potential supply bottlenecks. Should the conflict continue to escalate, energy and precious metal stocks could be among the biggest winners in the new geopolitical reality.
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Commented by Nico Popp on November 5th, 2020 | 10:54 CET
Vestas Wind Systems, Newlox Gold, Equinor: Where are sustainable returns?
As the experts of the US investment house Western Asset Management recently reported, sustainable investments have a future regardless of the outcome of the US presidential election. "Many international investors have long since declared ESG to be standard. Also, ESG criteria are an effective tool in a holistic investment process and can be used to the benefit of investors," the investment Company said. Companies, too, are increasingly orienting themselves towards ESG criteria and have long been thinking further ahead than until the next quarterly figures. The wind turbine manufacturer Vestas Wind Systems is a pioneer in the sector. The Danes started back in 1979, and today the Company is the market leader. But is the share also a notable investment?
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