Will Equinor’s (OB:EQNR) LNG Deal With Deutsche ReGas Reshape Its European Energy Security Story?

Equinor recently announced it has signed a long-term agreement with Deutsche ReGas for liquefied natural gas regasification capacity at the Mukran terminal in Germany, strengthening LNG supply to Europe. This deal underscores Equinor’s commitment to addressing European energy security needs by expanding its LNG infrastructure and long-term access capabilities in the region. We’ll explore how this expanded LNG presence in Germany may shape Equinor’s investment narrative and outlook on European energy security.

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Equinor Investment Narrative Recap

To be an Equinor shareholder, you need to believe in Europe’s ongoing need for secure energy supplies and the company’s ability to deliver consistent cash flows from long-term gas contracts and diversified assets. The newly announced LNG regasification deal with Deutsche ReGas supports the short term catalyst of cash flow stability in the gas segment, but is unlikely to materially impact the biggest risk to Equinor right now: pressure on revenues and margins from maturing legacy oil and gas fields facing declining production and operating cost headwinds.

Among recent announcements, the July 2025 long-term agreement with BASF to supply 23 terawatt hours of natural gas is especially relevant. Like the Deutsche ReGas deal, it reinforces momentum around gas contract visibility, a key catalyst for reducing volatility as Equinor’s renewables transition progresses.

However, investors should also be aware that despite these new contracts, the risk from declining production in established fields remains unresolved if project ramp-ups or cost controls falter…

Read the full narrative on Equinor (it’s free!)

Equinor’s narrative projects $90.2 billion in revenue and $7.6 billion in earnings by 2028. This requires a 5.4% yearly revenue decline and a $0.6 billion decrease in earnings from $8.2 billion today.

Uncover how Equinor’s forecasts yield a NOK258.16 fair value, a 7% upside to its current price.

Exploring Other PerspectivesOB:EQNR Community Fair Values as at Sep 2025

Twelve independent fair value estimates from the Simply Wall St Community span from NOK195 to NOK846.98 per share, highlighting a broad spread of opinion. With expectations high for new gas contracts to underpin future cash flows, your outlook may hinge on how you weigh potential risks from maturing legacy fields against these contract wins.

Explore 12 other fair value estimates on Equinor – why the stock might be worth 19% less than the current price!

Build Your Own Equinor Narrative

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This article by Simply Wall St is general in nature. We provide commentary based on historical data
and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your
financial situation. We aim to bring you long-term focused analysis driven by fundamental data.
Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material.
Simply Wall St has no position in any stocks mentioned.

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