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Energy Morning - 10 November 2025

Companies: NOR SBX OKEA OTL VWS ENH PLSV BORR BNOR OKEA

Q4 production in line, but higher opex

Companies: BlueNord ASA

Energy Morning - 3 November 2025

Companies: NOR AKSO ORSTED OKEA IPCO ODL SDLPF SDRL RIG SUBC NOL HEX AKSO ORSTED DNO VWS DOFG BORR RIG SUBC BNOR DNO OKEA HEX SDRL

Lower capex and higher opex – overall neutral

Companies: BlueNord ASA

Timing of Tyra plateau still in focus

Companies: NORWEGIAN ENERGY CO (NOR:STO)BlueNord ASA (BNOR:OSL)

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