-- 挪威石油公司Equinor(EQNR)週一表示,已延長總價值約170億挪威克朗(約18.4億美元)的鑽井和油井服務供應商協議。該公司稱,這些合約將有助於維持挪威大陸架的石油產量。 Equinor表示,此次續約的三份合約包含一年期選擇權,同時也續約了18份與這些合約相關的專業服務框架協議,這些協議包含兩年期選擇權。 後者的專業服務價值約43億挪威克朗(兩年),鑽井和油井服務協議價值約83億挪威克朗。 這些合約授予了貝克休斯挪威公司(Baker Hughes Norge)、哈里伯頓公司(Halliburton)和SLB挪威公司。此外,這三家公司以及另外15家供應商也獲得了專業服務協議。 Equinor表示,鑑於大陸棚的成熟度,這些公司提供的服務日益重要,這意味著需要更多工作來維持目前的產量水準。 該公司表示,其目標是到 2035 年實現日產量約 120 萬桶,並預計屆時其中約 70% 將來自新井。
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Research Alert: CFRA Maintains Sell Opinion On Shares Of Imperial Oil Limited
CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:We lift our target price to CAD145 (from CAD128), implying 9.0x EV to projected 2027 EBITDA, above the historical average. Shares are up ~55% year to date in 2026 and continue to trade at a significant premium relative to peers and its own historical multiple. As a result, while we like IMO's cost improvements and growth potential, we continue to think the upside is largely priced in at this point, and we recommend investors take profits. Valuation is at decade highs relative to peers and 1.7 standard deviations above its 10-year upper band. Share reduction has been aggressive and beneficial to shareholders; however, no shares were repurchased in Q1 2026. Q1 was a particularly weak quarter for IMO, with net income down 27% on a combination of flat production, weaker pricing realizations, a wider differential, and negative foreign exchange impacts. Operational execution of this quality will likely dent the aforementioned premium. We lift our 2026 EPS to CAD9.66 from CAD6.33 and 2027 EPS to CAD8.22 from CAD6.99.