Oil markets: Rally extends as ceasefire process stalls, tensions riseVår Energi: Exceptional Q2 ahead, but stretched valuation in a normalisation scenarioSeadrill: Secured important visibility in the US GoMADES: Secured 3-year contract at USD 84kpd offshore ThailandTelford Offshore: Soft Q1, ME impact less than fearedBonheur: Assumes 100% ownership of the 1GW Muir Mhor floating wind projectNatural gas: TTF pricing reflects optimistic supply assumptions
