Q4 EBITDA: USD 50m (vs. cons. USD 58m & ARCe (pre-trading update) USD 30m)2026 guidance (prod+capex): Unchanged2027 production guidance: 37-41 kboepd (vs. ARCe 31 kboepd & cons. 32 kboepd)2027 capex guidance: USD 230-290m (vs. ARCe USD 190m and cons. USD 203m)Deviation on 2027 capex likely relates to Talisker, with production start in 2028We expect OKEA to outperform peers today
03 Feb 2026
Arctic FLASH: OKEA - Strong 2027 production guidance creates a two-year growth story
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Arctic FLASH: OKEA - Strong 2027 production guidance creates a two-year growth story
- Published:
03 Feb 2026 -
Author:
Daniel Stenslet | Øyvind Hagen -
Pages:
11 -
Q4 EBITDA: USD 50m (vs. cons. USD 58m & ARCe (pre-trading update) USD 30m)2026 guidance (prod+capex): Unchanged2027 production guidance: 37-41 kboepd (vs. ARCe 31 kboepd & cons. 32 kboepd)2027 capex guidance: USD 230-290m (vs. ARCe USD 190m and cons. USD 203m)Deviation on 2027 capex likely relates to Talisker, with production start in 2028We expect OKEA to outperform peers today