Wednesday, January 22, 2025
Astrup Fearnley Shipping and Energy Conference
Wednesday, January 22, 2025 - 14:00 - 16:35 CEST.
Dronning Eufemias gate 8, 0191 Oslo
Shipping and offshore markets have been through a volatile 2024, with a positive multi-year trend taking a breather in the second half of the year. The global outlook is uncertain, with China lagging its growth targets and the upcoming Trump administration creating scenarios that could go either way for our prospective markets. The geopolitical stage will also impact 2025 to a similar extent as in 2024, with the situation in Ukraine and the Middle East being wildcards as we head into a new year.
On the 22 January, our in-house experts will share our view and perspectives on the fundamentals, outlook for the year ahead and estimated timing for the sectors we follow. We hope you will participate live and join us for an informal networking session with drinks and finger food after the program.
| CET | Company | Subject | |
|---|---|---|---|
| Energy & Energy Service | |||
| 14:00 | Astrup Fearnley Group |
Welcome Marius Hermansen, CEO |
|
| 14:05 | Fearnleys |
Energy Markets Dag Kilen, Director- Global Head of Research |
|
| Shipping | |||
| 14:20 | Fearnleys |
Shipyards Dag Kilen, Director- Global Head of Research |
|
| 14:30 | Fearnleys |
Tanker Market Jonathan Staubo, Advisor – Oil Tankers |
|
| 14:40 | Fearnleys |
Dry Bulk Bernhard Andrés Baardson, Advisor |
|
| 14:50 | Fearnleys |
LPG Mia Willoch, Advisor |
|
| 15:00 | Fearnleys |
LNG Ina Bjørkum Arneson, Advisor |
|
| Investment Perspectives Shipping | |||
| 15:10 | Fearnley Securities |
Shipping Nils Olav Furre Thommesen & Fredrik Dybwad, Analysts |
|
| Energy & Energy Services | |||
| 15:30 | Fearnley Offshore |
Offshore Drilling Niklas Hartvigsen, Analyst |
|
| 15:40 | Fearnley Offshore Supply |
Offshore Supply Jesper Skjong, Analyst |
|
| Investment Perspectives Energy | |||
| 15:50 | Fearnley Securities |
E&P Sander Solheim Nilsen, Analyst |
|
| 16:00 | Fearnley Securities |
Offshore Drilling & Oil Services Truls Olsen, Head of Research & Magnus Øye Andersen, Analyst |
|
| 16:15 | Fearnley Securities |
Credits in Focus Erik Borthen & Børge Bakke, Analysts |
|
| Investment Perspectives Other Sectors | |||
| 16:25 | Fearnley Securities |
Renewables Magnus Øye Andersen, Lars August Christensen & Nicolai Tørnfeldt, Analysts |
|
| 16:35 | Fearnley Securities |
Aquaculture Theodor Rosenberg, Analyst |
|
| 16:45 | Fearnley Securities |
Closing remarks Peter Wessel, CEO |
|