Arctic Securities Podcaster

I dag snakker vi om den prekære energisituasjonen i Europa. Hva betyr dette for etterspørselen etter fosil og fornybar energi i et norsk perspektiv? I studio har Runar Meland, Aksjesjef i Arctic og Harald von Heyden leder for fornybar i Arctic, fått staslig besøk av tidligere Statsminister Erna Solberg og CEO i Fred Olsen Wind Carrier Alexandra Koe…

Offshore servicebransjen har vært gjennom en fryktelig nedtur. Da oljeprisen i flere år lå over hundre dollar, ble det bestilt for mange nye båter, og da nedturen kom i 2014 hadde næringen alt for mye gjeld. Aksjekursen til samtlige supplyselskapene kollapset og investorinteressen har i mange år vært lik null. Men med stigende oljepris har aktivite…

Geopolitikk er stikkord for begge. For den ene blir transportrutene lengre, for den andre kortere. For den første blir summen mer positiv, fordi tilbudet av tonnasje henger etter. For den andre er flåte-veksten sterk. Derfor er vi bull tank, men litt lunkne på LNG. I studio idag: Sjeføkonom i Arctic, Stein Bruun, og shippinganalytikere Lars Bastian…

Etter fisjonen er Odfjell Drilling og Odfjell Technology blitt et spennende to-spann. Nye Technology skal inn på fornybar og benytte teknologi fra sin petroleumsdel til å utvikle flytende havvind-møller. Med ett ben i brun og ett i grønn energi, er selskapene posisjonert for det grønne skiftet og det faktum at olje og gass forblir en viktig energib…

EU kommisjonen har sagt at karbon er EUs viktigste virkemiddel for å redusere utslipp. Tema i dag er derfor det europeiske karbonmarkedet. I studio i dag har vi med oss Harald von Heyden, leder for Fornybar i Arctic, Hans Gunnar Nåvik, Analytiker i Arctic, Marcus Ferdinand, Sjefanalytiker i Greenfact og Kristian Spetalen, Analytiker i Arctic.…

ArcticPodden i dag handler om forbruk, om detaljhandel og om flyreiser. Vi har med oss: Stein Bruun, Sjeføkonom i Arctic, Erik G. Braathen,Styreleder i Flyr og Carl Frederick Bjerke, Analytiker i Arctic.

Amerikansk BNP falt i første kvartal. Kina kan oppleve det samme i andre kvartal. Inflasjonen er fortsatt skyhøy. Det er ingen avklaring i Ukraina. Amerikansk 10 års statsrente er på det høyeste nivå siden 2018. Og globalaksjer er i bear market. Nå er det frykt for resesjon. Det tror vi er overdrevent. Med oss i studio: Sjeføkonom i Arctic Stein Br…

Krigen i Ukraina har tatt bort noe av fokus i Europa på å løse klimakrisen. Samtidig gir økt krav til forsyningssikkerhet behov for raskt å bygge ut mer kapasitet på fornybar energi. ArcticPodden er på Energy Transition Summit 2022 i Kristiansand. Vi snakker om solenergi, batteri og har en lengre samtale med Reynir Indahl – Managing Partner i Summa…

Krig, nedstengninger i Kina, høyeste inflasjon på ti-år og rentehopp gir bekymring for global vekst. Utsiktene for tørrlastmarkedet er likevel relativt gode. Det er mest tilbudet av varer som skal fraktes, enn etterspørselen som er begrensende. Og rekordlav ordrebok av nybygg vil holde rater og verdier oppe. Podcast om tørrlastmarkedet med sjeføkon…

Riggbransjen har vært gjennom en brutal nedtur siden oljepriskollapsen i 2014. Det grønne skiftet skal gjøre verden mindre avhengig av hydrokarboner. Men etterspørselen etter olje og gass er rekordhøy, prisen har gått i taket og forsyningssikkerhet er red hot. Og rigg er på vei opp. I studio: meglersjef Runar Meland, analytiker Sebastian Grindheim,…

Sentralbankene mener alvor: Norges Bank har hevet renten tre ganger, og ser syv til de neste par årene. Amerikanske Fed melder syv hikes bare i år. Kanskje ikke så bra for deg og meg, men bra for bankaksjer: ett prosentpoeng høyere rente øker i snitt norske bankers EPS med 9%. Arctics sjeføkonom Stein Bruun er i studio med våre bankanalytikere Joak…

EU står fast på satsingen av fornybar energi. Vindkraft, og særlig havvind, blir en vesentlig del av dette og det haster å komme i gang. Norge kan ta en betydelig andel av den forventede utbyggingen av vindkraft i Europa i et nytt industrieventyr. Hvor stort blir det, og hvordan skal industrien løse behovet? Med seg i studio har meglersjef Runar Me…

Oljeprisen er nesten doblet siden i fjor sommer og igjen har vi hatt et kappløp om hvem som er mest bull. EU vil kvitte seg med russisk olje og gass og kjører på med sin satsing på fornybar.

Kan Putin endre kurs? Våre gjester Julie Wilhelmsen (NUPI), Sverre Diesen (FFI) og Ingvill Moe Elgsaas (Forsvarets Høgskole) diskuterer med sjeføkonom Stein Bruun. Russlands invasjon av Ukraina er en tragedie med enorme menneskelige lidelser. Usikkerheten er stor om hva som er Vladimir Putins mål med invasjonen, om ytterligere militær opptrapping e…

Lerøy is feeding the planet with 5 million fish meals in an eco-friendly way, every day! CFO Sjur Malm has many hidden talent – he is a former analyst.. as well as a banjo player!

The Cube Storage Pioneer Karl Johan Lier, the Robo- CEO in Europe, is helping clients automate storage systems - as well as helping workers with their ergonomics!

What's your diet's carbon footprint? We are just at the beginning of a massive shift towards alternative protein sources. Hear how Orkla Alternative Proteins (OAP) CEO Elin Tveito Lidman is growing ORKLA's plant-based protein business....... to be bigger than Pizza Grandiosa.

SIKRI is digitalizing the public sector.. AND preventing illicit work via digital transparency! Hear how CEO Nicolay Moulin started Sikri as a spin-off and is on track for the first billion of revenues!

Contactless cards will dominate payment ecosystem for next decade. Hear why former fund manager Marianne Bøe believes IDEX BIOMETRICS (where she is EVP IR) is really going to have its break-through NOW!

Erik Solheim, former UN Environment Director and RED socialist party leader goes GREEN in the Arctic Podcast! Hear how Solheim believes business will help solve the climate crisis, and why he chose to work with MORROW Batteries and Aker Horizons.

Magnus Halvorsen explaines why 2020 Bulkers is not buying any new ships, paying all profits out in dividends, and why «Gaute Bulkers» ain't never gonna happen?

Vaccibody CEO Michael Engsig runs a biotech PLATFORM company. What does that mean, and does the world really need a new covid vaccine?

Shafi Adan is the founder of solgt.no aiming to digitalize the last analog market: real estate!

TEKNA provides tiny powder to large customers and have even BIGGER ambitions. Tekna Chairman Morten Henriksen on why when it comes to microelectronics, there is no such thing as "too small".

Western Bulk CEO Hans Aasnes runs a super-profitable shipping company without ships! He labels himself as a shipping CEO, but NOT a "shipping man". But in his heart he is a combination of a farmer and risk manager!

Crayon helps companies cut their IT costs. CEO Melissa Mulholland is inspiring others to use technology to help improve lives. And she explains how moving from USA to Norway changed her perspective.

INTRUM CEO Anders Engdahl aims to support economic stability and contribute to a sustainable, sound economy.... by helping clients that struggle with their debt!

Agilyx CEO Tim Stedman left the large companies in the chemicals industry for a larger purpose: recycling plastic waste! And what exactly is pyrolysis? - and why is it so hard for Gaute to pronounce?

ECIT COO Christine Lundberg Larsen is passionate about sustainability accounting! Christine is helping ECIT's 31 500 customers develop, improve and run their businesses with accounting and IT!

Visma CEO Merete Hverven runs a multi-national €11bn SaaS giant. Her first day in her new job she had to run the company from her kitchen-table! Hear how VISMA is reducing risk of cyber-attacks, processing ~10m payslips and ~20m electronic invoices per month from the cloud!

MULTICONSULT CEO Grethe Bergly has been called "the most impressive turn-around-artist on the Oslo Stock Exchange in the last 30 years!" Hear all about how she did it, and why her company's corporate slogan is "to meet customer expectations".

GiG CEO Rich Brown is enthusiastic about digitalization of the entertainment industry… and wants MORE regulation!

SATS wants to make people healthier and happier! CEO Sondre Gravir believes the pandemic has made people more aware of a healthy lifestyle. He is NOT afraid of the competition from Peloton – but he does worry Gaute is not using his SATS gym membership enough!

Now ranked #12 in the world he is the best tennis player in the world of all time from Norway. Arctic Ambassador Casper Ruud gives us an insight in how he prepares for a match, his favourite players to meet on the court and what his superstitions are!

Mats Zuccarello is one of eight players from Norway to play in the NHL, and the most successful. And he is also an Arctic Ambassador. He is living the NHL dream, but hockey was never Zucca's dream profession…. Neither is hockey manager, nor hedge fund manager. Zucca tells all in this episode of ArcticPodden!…

Lytix Biopharma CEO Øystein Rekdal has a black belt and world championship title in martial arts. Exactly what is needed in his company’s vision to cure cancer? Patience, determination and international ambitions - as well as support from Nobel Prize winner and harmonica player Jim Allison!

Sanity makes sense of content! You will never lose your head with Sanity’s Headless content management system. CEO Magnus K. Hillestad learned a lot when he used to work for Arctic. Now he is running a tech start-up from Silicon Valley and just completed a series-B financing round, bigger than many Euronext Growth IPOs. But what is Magnus planning …

GOLAR LNG CEO Karl Fredrik Staubo is among the youngest CEOs on Nasdaq, but Golar has been transporting cleaner, cheaper, natural gas for decades! Hear about the future of LNG transportation, and how Karl Fredrik teaches Gaute the difference between heating and cooling gas!

Bulk Founder and COB Peder Nærbø tells us how to get Amazon, Google and Facebook as partners.. from the small town of VENNESLA! It all started with a mission to reduce logistics-related pollution in Oslo! Norway proves data centers don't have to cost the Earth.

Jens Rugseth is the Chairman and/or lead investor in a number of Oslo-listed tech companies including Crayon, Link Mobility, Sikri, Cyviz and Techstep. Is it his “two wives” that is the secret to his success? How can he find time to roll out Oche the darts bar chain and PetXL the pet store .. and why did neither Rugseth nor enough other Norwegian i…

Flyr CEO Tonje Wikstrøm Frislid talks about why you launch an airline during a global pandemic. Flyr's team is ready to capitalize on a gap in the market as the world is slowly reopening. Tonje believes founding an airline afresh will allow them to recalibrate the idea of what an airline should offer. Flyr is ready for take-off!…

Gyrid Skalleberg Ingerø has been the CFO of Kongsberg Gruppen since 2017 and taken the company through a transformational acquisition, from rights issue to extraordinary dividends! Next up? The landmark spin-out IPO of Kongsberg DIGITAL?

Zwipe CEO André Løvestam is benefitting from changed payment and HYGIENE habits. There is a revolution about to happen for card payments and Andre first heard about this... guess where, it was from a firm starting with an A...

Hear how many AirTAGS the Chairman of Nordic Semiconductor has bought... what he learned from the spectacular Scandinavian Online journey 20+ years ago.. and which financial firm he would rather be on the Board of...? It starts with an A...

XXL CEO Pål Wibe is the KING of retail and has been through a roller-coaster first year in his job at XXL! Will owning several pairs of skis and bikes make you more sustainable? Or are you just contributing to consumerism and waste? Pål Wibe dives into his vision for XXL and explains why his background as a footballer formed his expertise on workin…

Norske Skog, a company with a colorful past, is on a transformational journey. The future step in this journey is replacing oil components with wood components, making the world less reliant on fossil fuels. So how does wood from a Norwegian forest contribute to a greener world? And why can we compare CEO Sven Ombudstvedt to Elon Musk or Frank Sina…

Clean energy has a dirty secret – you can make money on it! Cognite CEO thinks the green shift is presented as a false dilemma: climate or jobs, saving the planet or making money. You don’t go green with red numbers. Cognite is proof you can do both. Cognite is still planning "an Aker style" IPO.. but the initial growth capital came from Accel in S…

AIRTHINGS CMO Lauren Pedersen is passionate about the air that we breathe! Arctic's offices may need her indoor air quality monitor! But who is Stanley Watras? This is the story of "The Radon Raiders" and how they are turning peril into profit.

Mr Sivertsen is the CEO of the greenest company that ever visited the podcast / that Gaute ever came across / that will make the desert green again! ... But what does that have to do with Stavanger sand and surfing?

Ørjan Svanevik is the CEO of Arendals Fossekompani, a 125 year old company that has done two spin-offs, Tekna and Volue, in the last 6 months! Arendal is well and truly BACK IN BUSINESS... but there is a place in northern England Ørjan would rather be...?