| Account | Shares | Price | Value | % of acct | Cost/sh | Gain $ | Gain % | Target |
|---|---|---|---|---|---|---|---|---|
| 401K | 1,231 | $42.58 | $52,416 | 2.14% | $23.14 | $23,933 | +84.0% | — |
| RLT | 829 | $42.58 | $35,299 | 2.10% | $22.98 | $16,250 | +85.3% | — |
| ROTH | 206 | $42.58 | $8,771 | 3.42% | $22.90 | $4,054 | +85.9% | — |
| Total | 2,266 | $96,486 | 2.15% | $44,237 | +84.7% | — |
In short: The other non-U.S. name in the standfirst's list of companies the price surge is "creating opportunities" for. Like Shell, it does not appear in the bullet summary, so the body's argument was not captured. (Row uses the NYSE ADR symbol; the primary listing is Oslo.)
Equinor is Norway's state-controlled energy company and, since Russian pipeline gas was cut off, Europe's single largest pipeline gas supplier. Barron's standfirst names it as a beneficiary of the price surge.
Its position is the simplest of the five: it sells large volumes of gas into the European market at European prices, from fields already producing, delivered through pipelines already built. There is no new plant to finance, no cargo to divert and no spread to arbitrage — a higher European price is close to straight-through profit. That directness is what makes it the least conditional name in the article, and also the one with the least upside if the disruption reverses, since it works purely off the price and has no growth story attached to it.
The body was not captured. The row uses the New York-listed EQNR shares; the primary listing is Oslo.
In short: Cited (with Exxon) as an oil company drilling for lithium in oil-field brines — a potential low-cost, high-volume lithium source that "should scare lithium investors."
Equinor, the Norwegian oil company, comes up in his discussion of lithium — the metal used in EV batteries. He notes that oil companies like Equinor (and Exxon) can drill wells to pump up underground salty water (brine) and extract lithium from it.
His point is a warning, not a buy: this could become a cheap, high-volume new source of lithium that "should scare lithium investors" by flooding what is today a tiny, very volatile market.
50:39So, for a while we've had the mines and the brines. Exxon, Equinor, some of the oil companies are like, "Well, I can drill for these lithium brines. I'll drill an oil well, pump out this brine, extract the lithium and compete with the lakes up in the Atacama." And so, then you get to Appalachia. And suddenly we might have a low cost high volume source of lithium that should scare lithium investors.
In short: North Sea producer cited as a non-Middle-East crude winner as global trade flows reroute toward the Americas, Africa and Europe.
Equinor is Norway's big oil company, producing from the North Sea — another region far from the Middle East conflict. As energy trade permanently reroutes toward Europe, the Americas and Africa, Equinor is positioned to sell into that higher-priced, more secure market.
In short: Performance recap — up "about 13%" in the month since recommendation ("now at 26.90, up from $22.90 when we first recommended it"). The Norwegian energy major, a recent Haymaker winner. A winner update, not a fresh entry.
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Verbatim excerpts from the public transcripts (auto-pulled at each mention's timestamp, lightly cleaned). Timestamps link into the video; "source page" opens that commentator's full analysis at this row. Click a mention's header line to expand it (one open at a time). For personal study — not investment advice.