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So E will have to settle for USD 90/b for the rest of the year. I can live with that and I just added another 100,000 shares.

If Ed and Rachel are planning a joint announcement, it needs to include something meaningful. “Tie-backs,” in my view, aren’t substantial enough. I therefore think they may also address replacing the EPL, since that’s seen as a long-term measure and is likely to be well received by the market—potentially even increasing government revenue. I also expect they might approve Jackdaw (gas) and possibly Rosebank (oil). With a move like that, they could argue they’re taking responsibility, creating jobs, and addressing many of the points currently being raised by the opposition. Let’s see how it plays out.

So, we know there is a difference on the Brent price USD 95/b and the physical price USD 140/b. But does anyone have a clue what E is selling its oil for?

Its time for GB to get ready for a lot of Nothing arriving from the Gulf. Lets see if Norway will sell its oil and gas to Asia or Europe.

So, it looks like Iran will stop shipping oil not to disturb the negotiations with the US. In practice this is worse for the would since no oil is coming out. Not even Iranian oil. The oil price should go up but instead its going down. The long term effect can only mean that high process will stay up for longer. I will invest more.

Krak, are you sure E is selling its oil at Brent Level ? I would hope they are selling at USD 140.

Its our dividend! I thought they were champions in this field.

You should share this info with the Media.

It takes 39 days to transport LNG/Oil from Qatar around the Cape and up to Rotterdam. The last boat will arrive in a couple of days and then there will be NOTHING for at least 39 days. I guess this will be a wake-up call to GB and put some pressure on Labour to take some obvious decisions.

So Jackdaw will get its overdue permission according to Energy Voice. In my vieww it will not change anything as long as EPL is untouched! It will however be interesting to hear what ED will say apart from the obvious political lingo, "It is an "extreme situation and it shows that the Government takes responsibility". I look forward to Tuesday and surprised that E didn't move higher yesterday.

https://www.energyvoice.com/

With Easten holliday in front of us. Nobody would like to stay long with a crasy President like Trump in charge. However, I think it is an opportunity so I will add some more shares if there the price goes down a bit more.

I think we talk about days or maximum two weeks and the key factor will be when the ships from Quatar stops arriving and the full force of the war in Middle East will hit GB with high gas prices and rationing of petrol. Trumps speech yesterday was the last nail in the coffin for Ed.

1. Oil is still around USD 100 and every day is therefore a good day

2. The additional windfall discussion held today by the government received some relevant info when the price fell 10%

3. Transactional investment still pending

4. Dividend info om Wednesday

5. The fall from 21 to 19 is temporary

Listen to this and then you will not sell your E-shares

https://www.youtube.com/watch?v=q64cOs7GN_4

What about the EPL? She does not mention it and that is the only and obvious reason no-one believes in the NS.

There are many who suffered for years but they are not the ones you should focus on instead you should focus on the ones who is buying now. I added another 100,000 shares if you are LTH you should do the same.

I think it will be very difficult for Labour to maintain a position that is clearly inconsistent—praising countries like Canada and Norway for increasing their oil and gas production while simultaneously banning new licences in Britain.

The obvious solution, of course, would be to abolish the EPL and issue new licences. That could help repair what now feels like a “non-existent” special relationship with the US, while also doing its part for the broader team.

I think it is the Swedish shareholders that are exiting now. They have been waiting for years and after a 70% increase in share price in such a short time it is tempting to exit.

Thanks Hunbah, I can live with the additional USD 3,0m/ week. I invested in E before the war and that investment decision was based on the facts available then.

I guess that we will know next week what Manangement/owners (in both cases AB) would like to do with the additional cash.

Thanks Hunbah, this is exactly what I asked for, since it brings in some sanitycheck on the effects of what is going on now. Would I dare you to give an estimate on the increase profitablity in USD per week for E, given the fact that the oil price has increased from USD 60 to USD 100?