We use cookies to understand how you use our site and to improve your experience.
This includes personalizing content and advertising.
By pressing "Accept All" or closing out of this banner, you consent to the use of all cookies and similar technologies and the sharing of information they collect with third parties.
You can reject marketing cookies by pressing "Deny Optional," but we still use essential, performance, and functional cookies.
In addition, whether you "Accept All," Deny Optional," click the X or otherwise continue to use the site, you accept our Privacy Policy and Terms of Service, revised from time to time.
You are being directed to ZacksTrade, a division of LBMZ Securities and licensed broker-dealer. ZacksTrade and Zacks.com are separate companies. The web link between the two companies is not a solicitation or offer to invest in a particular security or type of security. ZacksTrade does not endorse or adopt any particular investment strategy, any analyst opinion/rating/report or any approach to evaluating individual securities.
If you wish to go to ZacksTrade, click OK. If you do not, click Cancel.
Equinor's 2025 Energy Outlook Warns of Fragmented Energy Transition
Read MoreHide Full Article
Key Takeaways
The 2025 report from Equinor presents four scenarios shaped by cooperation, policy shifts and tech progress.
Rising emissions and shifting political priorities signal that the world is off track from the climate target.
The EQNR "Bridges" scenario is the only one that meets Paris goals, demanding rapid global action.
Equinor ASA (EQNR - Free Report) , the Norwegian energy giant, has released its Energy Perspectives 2025 report, presenting four divergent scenarios for the world economy, energy markets, and greenhouse gas emissions against a backdrop of rising geopolitical friction, shifting policy priorities and a delayed energy transition.
According to Equinor’s chief economist Eirik Waerness, the current geopolitical landscape and trade conflicts highlight the lack of global cooperation needed for a Paris-aligned energy transition. The company noted that instead of climate ambitions, the global energy agenda is increasingly defined by short-term political priorities, particularly energy affordability and security of supply.
This policy pivot, combined with rising global greenhouse gas emissions in 2024, suggests the world is veering off the 1.5°C climate target set by the Paris Agreement. Equinor has emphasized that the fragmentation of the global response to climate change is now a key risk, exacerbated by protectionism, eroded trust and a lack of burden-sharing among nations.
EQNR Unveils Four Scenarios to Navigate a Complex Energy Future
In Energy Perspectives 2025, Equinor presented four possible future pathways — Walls, Silos, Plazas, and Bridges — each constructed to reflect varying degrees of cooperation, technological progress and policy direction. These scenarios are not forecasts but designed to facilitate strategic thinking, scenario planning and informed decision-making in a highly uncertain environment. They explore how the balance between energy security, affordability, and decarbonization — the so-called energy trilemma — could shape long-term developments.
The "Walls" and "Silos" scenarios describe a world of fragmentation and limited cooperation, resulting in slow and uneven progress on climate goals. "Plazas" presents a moderately collaborative future but still falls short of the pace needed to meet the 1.5°C ambition. Only the "Bridges" scenario, a normative backcast, maps out a pathway consistent with the Paris Agreement, but achieving it would require rapid, cooperative and transformative changes that seem increasingly elusive.
While the Bridges scenario shows that the path to a sustainable, Paris-aligned future still exists, Equinor warns that realizing it demands rapid global cooperation, something that’s currently missing. Without a course correction, the world risks entrenching a slower, costlier and more uneven energy transition.
With global emissions rising and geopolitical fragmentation worsening, Equinor’s 2025 outlook offers a realistic yet strategic perspective on the long road ahead.
Subsea 7 helps build underwater oil and gas fields. It is a top player in the Oil and Gas Equipment and Services market, which is expected to grow as oil and gas production moves further offshore.
The Zacks Consensus Estimate for SUBCY’s 2025 EPS is pegged at $1.31. The company has a Value Score of A.
Oceaneering International delivers integrated technology solutions across all stages of the offshore oilfield lifecycle. With a geographically diverse asset portfolio and a balanced revenue mix between domestic and international operations, the company effectively mitigates risk. As a leading provider of offshore equipment and technology solutions to the energy sector, OII benefits from strong relationships with top-tier customers, ensuring revenue visibility and business stability.
The Zacks Consensus Estimate for OII’s 2025 EPS is pegged at $1.79. The company has a Value Score of B.
RPC generates strong and stable revenues through a diverse range of oilfield services, including pressure pumping, coiled tubing and rental tools. The company is strongly committed to returning value to shareholders through consistent dividends and share buybacks. RPC’s current dividend yield is higher than that of the composite stocks in the industry. Its new Tier IV dual-fuel fleet has boosted profits, with plans to further expand high-efficiency equipment to enhance operational capabilities.
The Zacks Consensus Estimate for RES’ 2025 EPS is pegged at 38 cents. The company has a Value Score of A.
See More Zacks Research for These Tickers
Normally $25 each - click below to receive one report FREE:
Image: Bigstock
Equinor's 2025 Energy Outlook Warns of Fragmented Energy Transition
Key Takeaways
Equinor ASA (EQNR - Free Report) , the Norwegian energy giant, has released its Energy Perspectives 2025 report, presenting four divergent scenarios for the world economy, energy markets, and greenhouse gas emissions against a backdrop of rising geopolitical friction, shifting policy priorities and a delayed energy transition.
EQNR Notes Rising Emissions Amid Delayed Climate Action
According to Equinor’s chief economist Eirik Waerness, the current geopolitical landscape and trade conflicts highlight the lack of global cooperation needed for a Paris-aligned energy transition. The company noted that instead of climate ambitions, the global energy agenda is increasingly defined by short-term political priorities, particularly energy affordability and security of supply.
This policy pivot, combined with rising global greenhouse gas emissions in 2024, suggests the world is veering off the 1.5°C climate target set by the Paris Agreement. Equinor has emphasized that the fragmentation of the global response to climate change is now a key risk, exacerbated by protectionism, eroded trust and a lack of burden-sharing among nations.
EQNR Unveils Four Scenarios to Navigate a Complex Energy Future
In Energy Perspectives 2025, Equinor presented four possible future pathways — Walls, Silos, Plazas, and Bridges — each constructed to reflect varying degrees of cooperation, technological progress and policy direction. These scenarios are not forecasts but designed to facilitate strategic thinking, scenario planning and informed decision-making in a highly uncertain environment. They explore how the balance between energy security, affordability, and decarbonization — the so-called energy trilemma — could shape long-term developments.
The "Walls" and "Silos" scenarios describe a world of fragmentation and limited cooperation, resulting in slow and uneven progress on climate goals. "Plazas" presents a moderately collaborative future but still falls short of the pace needed to meet the 1.5°C ambition. Only the "Bridges" scenario, a normative backcast, maps out a pathway consistent with the Paris Agreement, but achieving it would require rapid, cooperative and transformative changes that seem increasingly elusive.
EQNR Emphasizes Long-Term Vision Despite Short-Term Instability
While the Bridges scenario shows that the path to a sustainable, Paris-aligned future still exists, Equinor warns that realizing it demands rapid global cooperation, something that’s currently missing. Without a course correction, the world risks entrenching a slower, costlier and more uneven energy transition.
With global emissions rising and geopolitical fragmentation worsening, Equinor’s 2025 outlook offers a realistic yet strategic perspective on the long road ahead.
EQNR’s Zacks Rank & Key Picks
EQNR currently carries a Zack Rank #3 (Hold).
Investors interested in the energy sector may look at some better-ranked stocks like Subsea 7 S.A. (SUBCY - Free Report) , Oceaneering International, Inc. (OII - Free Report) and RPC Inc. (RES - Free Report) . Subsea 7 presently sports a Zacks Rank #1 (Strong Buy), while Oceaneering International and RPC carry a Zacks Rank #2 (Buy) each. You can see the complete list of today’s Zacks #1 Rank stocks here.
Subsea 7 helps build underwater oil and gas fields. It is a top player in the Oil and Gas Equipment and Services market, which is expected to grow as oil and gas production moves further offshore.
The Zacks Consensus Estimate for SUBCY’s 2025 EPS is pegged at $1.31. The company has a Value Score of A.
Oceaneering International delivers integrated technology solutions across all stages of the offshore oilfield lifecycle. With a geographically diverse asset portfolio and a balanced revenue mix between domestic and international operations, the company effectively mitigates risk. As a leading provider of offshore equipment and technology solutions to the energy sector, OII benefits from strong relationships with top-tier customers, ensuring revenue visibility and business stability.
The Zacks Consensus Estimate for OII’s 2025 EPS is pegged at $1.79. The company has a Value Score of B.
RPC generates strong and stable revenues through a diverse range of oilfield services, including pressure pumping, coiled tubing and rental tools. The company is strongly committed to returning value to shareholders through consistent dividends and share buybacks. RPC’s current dividend yield is higher than that of the composite stocks in the industry. Its new Tier IV dual-fuel fleet has boosted profits, with plans to further expand high-efficiency equipment to enhance operational capabilities.
The Zacks Consensus Estimate for RES’ 2025 EPS is pegged at 38 cents. The company has a Value Score of A.