Innovation and sustainability involve investing in companies with highly skilled management that has identified new technologies that reduce costs through more energy-efficient assets, and a clear strategy that provide long-term superior returns to shareholders

📯🇳🇦Namibia could soon become a major African oil producer, developing offshore reserves. 🇵🇹Portugal's Galp announced one of the largest oil discoveries of the last decade. It is now welcoming others to join. A bid which could reverse Namibia's energy partnership with the🇪🇺EU. 🧵

Norwegian Oil services companies might face some trouble down the road when operating in Brazil. Corruption seems to be allowed again

Sintana Energy $SEI.V and Cessatech $CESSA are the most interesting shares for me going into 2024. Both significantly de-risked recent month, with a significant upside. Currently very attractive risk / reward. Used some of the 2023 dividends from the eco shipping stocks to buy

Cessatech $cessa is one of my most interesting shares for 2024. First pain medicin developed for children, priced reasonable as many as possible children should have the benefit. Its a perfect share for an ESG portfolio as well

Det virker ikke som Danske politikere (eller investorer) har fått med seg at Vedum er ved å gravlegge hele den danske satsning på havvind. Behovet for balansekraft til strømnettet, samt sikre økonomien til vind prosjekter forutsetter markant økning av importert strøm fra Norge…

Danish producers of bioenergy seems to be heavily exposed towards Enviva, which as it looks at best will file for chapter 11 in 2024. Enviva will likely also need to renegotiate all the longterm contracts with European buyers of wood pellets, in addition to a debt restructuring

The energy industry doubles down on US LNG exports 🇺🇸💰 🚢 Conoco will buy a whopping 5 million tons/year from Sempra's Port Arthur plant, which aims to start in 2024, and will take a 30% stake 🇪🇺 US LNG seen as essential to easing Europe's energy crisis https://t.co/6DlmyEV1VD