BlueNord ASA (0HTF) Q1 2026 Earnings Call

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WEBVTT NOTE Transcription provided by Deepgram Request Id: 01a0425b-676c-7342-83dd-36fe9957c31e Created: 2026-08-27T08:34:48.354Z Duration: 2766.3936 Channels: 1 00:00:00.640 -- 00:00:02.879 Good morning, everyone, and thanks for joining us 00:00:02.879 -- 00:00:04.240 for our q one results. 00:00:05.759 -- 00:00:07.839 It's been a volatile couple of months, so 00:00:07.839 -- 00:00:10.000 before going into how BlueNord has performed over 00:00:10.000 -- 00:00:10.959 the last quarter, 00:00:11.120 -- 00:00:13.440 I wanna start by giving some color upfront 00:00:13.440 -- 00:00:14.960 on what we think that means for us. 00:00:15.915 -- 00:00:17.195 If I look back to the turn of 00:00:17.195 -- 00:00:19.115 the year, we felt like we were well 00:00:19.115 -- 00:00:19.755 set. 00:00:20.075 -- 00:00:21.835 We were fully prepared to deliver on our 00:00:21.835 -- 00:00:24.474 return commitments based on $60 oil. 00:00:25.115 -- 00:00:27.115 That was ultimately the benefit of the design 00:00:27.115 -- 00:00:28.474 of our distribution policy. 00:00:29.000 -- 00:00:30.840 We'd be in good shape regardless of the 00:00:30.840 -- 00:00:33.480 commodity price environment. The whole point was to 00:00:33.480 -- 00:00:35.960 have something flexible and therefore resilient. 00:00:37.080 -- 00:00:38.600 I think it's fair to say that everybody 00:00:38.600 -- 00:00:40.280 who's going to be listening today is familiar 00:00:40.280 -- 00:00:41.400 with what's happened since. 00:00:42.225 -- 00:00:44.545 The conflict in Iran has put energy security 00:00:44.545 -- 00:00:46.464 back at the top of the agenda and 00:00:46.464 -- 00:00:48.065 has pushed prices higher. 00:00:48.625 -- 00:00:50.864 And the same structure that was set up 00:00:50.864 -- 00:00:52.464 to protect on the downside...