Equinor will supply ORLEN with Norwegian crude under a three-year agreement covering refineries across Central Europe.

Energy stocks were rising pre-bell Thursday, with the State Street Energy Select Sector SPDR ETF (XL

Orlen SA (PSKOF) delivers robust Q2 2026 results with PLN13.9 billion EBITDA LIFO, driven by resilient downstream performance and major project milestones.

The project will combine an 180MW solar PV farm and a 36MW wind farm.

Baltic Power is underpinned by a 25-year CfD awarded by Poland’s Energy Regulatory Office in 2021.

The agreement covers all subsea assets including foundations and cables at the Baltic Power site.

'The first agreement provides for assessing opportunities to increase gas supply volumes and jointly use regasification terminals and gas transmission infrastructure across the Baltic region, Central and Eastern Europe'.

Orlen SA reports a 200% increase in value and record-breaking EBITDA LIFO, while navigating challenges in environmental permits and downstream margins.

Orlen’s updated analyst narrative now anchors around a higher fair value estimate of PLN 127.33, up from PLN 119.22, a change of about 6.8% in the model’s price target. Bullish and bearish analysts are using this shift to debate whether the new fair value better reflects the latest assumptions or sets a bar that could be harder to justify if those assumptions are not met. As you read on, you will see how to track these evolving views and what they might mean for your own research on...

The Eirin field is operated by Equinor with a 58.7% interest, with ORLEN holding the remaining 41.3% stake.

The installation milestone marks a key phase for Poland’s planned offshore wind power development.

Orlen’s updated analyst narrative now centers on a refreshed fair value estimate of PLN 119.22, compared with the prior PLN 114.33, indicating a modest uplift of about 4.3% in the price target. Bullish and bearish voices interpret this change differently. Some see room for the share price to move closer to that level, while others argue that recent trading already reflects much of this reassessment. As you read on, you will see how to track these shifting views and what to watch as the story...