* We raise our '26e oil price forecast to USD 93/bbl (prev. 84). Our '27e price forecast is raised to USD 79/bbl (75), and we reiterate our long-term oil price forecast of USD 75/bbl for '28e-'30e.
* We raise our '26e gas price forecast to USD 18.8/MMBtu (prev. 14.4). We raise our '27e gas price forecast to USD 14.9/MMBtu and reiterate our long-term gas price forecast of USD 9.0/MMBtu for '28e-'30e.
* We lower our USD/NOK assumption to 9.5 (10.0) from Q4'26e onwards.
* Please see the table below for a summary of the estimate changes and refer to our Crude Quarterly report for further details.
LÄS MER
