KNOT Offshore Partners LP (KNOP) Stock Research Report

A high-utilization “floating pipeline” trading at an asset discount—where equity upside hinges on orderly deleveraging and a successful 2026 refinancing in a tightening Brazil shuttle-tanker market.

Executive Summary

KNOT Offshore Partners LP (KNOP) is a NYSE-listed master limited partnership formed in 2013 to own and operate a fleet of modern, high-spec DP2 shuttle tankers that transport crude from offshore production units (notably FPSOs) to onshore terminals. The partnership’s model is closer to infrastructure than commodity shipping: revenue is primarily generated under long-term fixed-rate time charters (and select bareboat charters), producing high cash-flow visibility and limited direct sensitivity to oil price swings. As of early 2026, KNOP operates 19 shuttle tankers (average age ~10 years) serving blue-chip counterparties such as Petrobras, Equinor, Shell, and TotalEnergies, supported by a strong reliability record (near-99.5% scheduled utilization in 2025). Strategically, KNOP is in a transition phase after cutting distributions in 2023 to prioritize deleveraging; a sponsor take-private proposal at $10/unit was terminated in March 2026, keeping the equity public but highlighting governance/valuation tension. The near-term focus is securing late-2026 refinancing while benefiting from a tightening Brazilian shuttle tanker market and a heavily contracted forward schedule (majority of 2026 already secured).

Full Research Report

KNOT Offshore Partners LP (KNOP) Investment Analysis:

1. Executive Summary:

KNOT Offshore Partners LP (KNOP) is a master limited partnership (MLP) formed in 2013 to own and operate a fleet of modern, high-specification shuttle tankers.[1, 2] Headquartered in Aberdeen, Scotland, and listed on the New York Stock Exchange, the Partnership occupies a critical niche within the global energy supply chain, specifically providing maritime transportation for crude oil from offshore production units to onshore terminals and refineries.[1] Unlike the broader, highly volatile conventional tanker market, KNOT Offshore Partners operates as a quasi-infrastructure entity, utilizing its specialized fleet to serve as a "floating pipeline" for major energy producers in regions where subsea pipelines are geographically or economically impractical, such as the North Sea and the pre-salt basins of Brazil.[2, 3]

The Partnership generates revenue through two primary contracting structures: time charters and bareboat charters.[4] In a time charter, which represents the majority of the current fleet's employment, KNOP provides the vessel, the crew, and all technical management services, while the charterer pays a daily hire rate and covers voyage-specific costs like fuel and port fees.[2, 4] In a bareboat charter—exemplified by the recent transition of the Vigdis Knutsen to a long-term agreement with Shell—the charterer assumes full operational control and cost responsibility, providing the Partnership with a stable, financing-style return on the asset.[5, 6] This business model is designed to provide high visibility into future cash flows, as the Partnership's contracts are typically fixed-rate and long-term, insulating the entity from direct fluctuations in crude oil prices.[4]

As of early 2026, KNOP owns a fleet of 19 shuttle tankers with an average age of approximately 10.2 years.[7, 8] These vessels are equipped with sophisticated Dynamic Positioning (DP2) technology and bow loading systems, allowing them to maintain precise proximity to offshore installations in extreme weather conditions.[9, 10] The primary customer base consists of global energy majors and national oil companies, including Petrobras, Equinor, Shell, and TotalEnergies.[4, 11] These counterparties choose KNOP over alternatives due to its status as part of the world's largest shuttle tanker fleet (in coordination with its sponsor, Knutsen NYK Offshore Tankers AS), its exceptional operational reliability—evidenced by a historic 99.6% utilization rate since its IPO—and the high technical barriers that prevent standard tanker operators from entering the segment.[4, 12]

The Partnership is currently navigating a period of strategic transition. Following a significant reduction in distributions in 2023 to prioritize balance sheet deleveraging, KNOP has stabilized its financial position.[11, 13] In March 2026, a non-binding take-private proposal from the sponsor at $10 per unit was terminated after the Partnership’s Conflicts Committee and the sponsor failed to reach an agreement on terms.[8, 14] Despite this, the operational outlook remains constructive, with 93% of vessel time for 2026 already secured under contract, rising to 98% if all charterer options are exercised.[1, 7] The focus for the next 18 months remains on addressing major debt refinancings due in late 2026 while capturing the benefits of a tightening shuttle tanker market in Brazil.[1, 8]

2. Business Drivers & Strategic Overview:

Product and Service Detail: The Mechanics of the "Floating Pipeline"

The core product sold by KNOT Offshore Partners is not merely cargo capacity, but a sophisticated technological service required for offshore oil extraction. Shuttle tankers are the primary alternative to subsea pipelines. In deepwater environments like Brazil’s pre-salt layer or the harsh conditions of the North Sea, laying thousands of miles of pipe is often cost-prohibitive or technically impossible. Shuttle tankers bridge this gap by docking directly with Floating Production Storage and Offloading (FPSO) units.[2, 3]

A standard tanker is incapable of performing this task. To maintain safety during the transfer of volatile crude oil in the open ocean, KNOP's vessels utilize Dynamic Positioning (DP2) systems.[9, 10] These systems integrate satellite data with computer-controlled thrusters—including tunnel thrusters and retractable azimuth thrusters—to keep the vessel within a 1-to-2-meter radius of the FPSO regardless of wind and wave intensity.[3, 9] Furthermore, the vessels feature specialized bow loading systems (BLS), which include telemetry links to the platform and emergency shutdown protocols to prevent environmental spills.[10] This technical complexity elevates the shuttle tanker from a commodity transport vehicle to a mission-critical piece of energy infrastructure.

Moat Analysis: Barriers to Competition

The Partnership's competitive advantage is anchored in several structural and operational moats:

Moat Component Description Economic Impact
Capital Intensity Newbuild DP2 Suezmax shuttle tankers cost between $130M and $150M. [15, 16] Discourages speculative entry by non-specialized shipping firms. [9]
Technical Expertise Crewing requires specialized DP training and certification. [3, 10] Limits the pool of viable operators oil majors will "vet" for charters. [4]
Operational Track Record KNOP has maintained 99.6% utilization since 2013. [12] Critical for majors where a one-day delay in offloading can halt production. [4]
Regulatory Barriers Requirements like NOROG 140 in the North Sea and Petrobras' specific specs. [10] Prevents the repurposing of standard tankers into these niche markets. [10]
Scale and Synergy Part of the world's largest fleet with sponsor KNOT. [4, 10] Provides backup vessel capacity and procurement cost advantages. [4]

The most significant barrier is the "sticky" nature of the customer relationship. Because the shuttle tanker is the final link in an offshore project that may have cost $5 billion to develop, oil majors prioritize operational certainty over the lowest possible day rate.[4] KNOP’s long-standing relationships with Shell and Petrobras, some spanning decades, create high switching costs for charterers who would otherwise have to re-vett and re-integrate new providers into their complex logistics chains.[4]

TAM / Market Opportunity Analysis: The Brazil Growth Engine

The Total Addressable Market (TAM) for shuttle tankers is undergoing a period of robust expansion. The global market, valued at $3.66 billion in 2024, is projected to reach $5.72 billion by 2031, a CAGR of 6.6%.[9] This growth is almost entirely decoupling from the onshore oil market, as energy majors shift exploration toward ultra-deepwater offshore basins.

The primary growth driver is Brazil. Petrobras has released a 2026-2030 strategic plan involving $46.1 billion in capital expenditures, focusing heavily on the pre-salt basins.[11] As of early 2026, there are nine major Petrobras projects in the execution phase, each requiring dedicated shuttle tanker support.[11] This has created a supply-demand imbalance; while approximately 20-21 new shuttle tankers are on order globally, nearly all are already pre-contracted for Brazilian operations.[10]

Furthermore, "frontier TAM" is emerging in regions like Namibia’s Orange Basin and Brazil's Equatorial Margin. These regions are projected to require up to 30 additional vessels by 2030 to support new deepwater discoveries.[9] For KNOP, this provides a dual opportunity: capturing higher rates on its existing vessels as they come off charter and potentially acquiring newbuild "dropdowns" from its sponsor as the market tightens.[5, 8]

Competitive Landscape: Consolidation and Market Positioning

The shuttle tanker industry is one of the most consolidated segments in maritime shipping. Three players control 76% of the global fleet: KNOT (including KNOP), Maran Shuttle Tankers (formerly Altera), and AET Tankers.[10]

  • KNOT/KNOP: Maintains the leading market share and the largest fleet.[4, 10] The Partnership is currently in a "holding ground" phase, focusing on debt reduction rather than aggressive growth.[8, 17]
  • AET Tankers: Actively expanding in Brazil, competing directly with KNOP for pre-salt developments.[9]
  • Tsakos Energy Navigation (TEN): A rising competitor that recently secured a landmark $2 billion contract for nine newbuilds with Petrobras.[6, 16]

While TEN and AET are currently capturing more of the "newbuild growth," KNOP’s position is secured by its existing fleet of 19 operating vessels that are already integrated into major oil fields.[7, 8] The strategic termination of the sponsor's buyout offer in March 2026 suggests that the independent directors believe the Partnership’s existing assets and market position are worth more than the $10 per share offered, reflecting confidence in the tightening market.[8, 18]

3. Financial Performance & Valuation:

2025 Historical Performance and Metric Summary

The fiscal year 2025 served as a validation of KNOP's core operational resilience despite non-cash accounting volatility. Total revenue for the year ending December 31, 2025, reached $364.44 million, representing a 14.39% increase over the $318.6 million reported in 2024.[19] This growth was driven by the full-year contribution of recent fleet additions and high utilization rates, which hovered near 99.5% for scheduled operations.[8, 17]

In the fourth quarter of 2025, the Partnership reported a net loss of $6.2 million.[7] However, this figure was heavily distorted by a $20.2 million non-cash impairment charge related to the Bodil Knutsen.[7, 11] Excluding this impairment, the Partnership would have reported a net income of approximately $14.0 million.[7] This impairment was a direct consequence of management’s decision to adjust the estimated useful life of the fleet from 23 years to 20 years, a conservative move intended to align with modern charterer preferences for younger, lower-emission vessels.[5, 20]

Key Financial Metric (FY 2025) Value YoY Change / Context
Total Revenue $364.44M +14.39% [19]
Adjusted EBITDA $215.91M Reflects stable 59% margins [21]
Net Income (GAAP) $23.26M Impacted by $20.2M impairment [7, 21]
Total Debt (Year-End) $959.6M $90M+ annual repayment target [8, 17]
Available Liquidity $137M $89M Cash + $48M Undrawn Credit [8, 17]
Utilization Rate 99.5% Scheduled ops (96.4% overall) [8, 17]

Financial Drivers and Valuation Inputs

Valuing KNOP requires looking beyond traditional earnings and focusing on "Cash Available for Distribution" (CAFD) and the "Enterprise Value (EV) Shift." The most important financial drivers for the next five years include:

  1. Debt Repayment Trajectory: KNOP is repaying debt at a rate of approximately $90 million per year.[1, 8] In a fixed-revenue environment, every dollar of debt paid down is a dollar of equity value created. With total interest-bearing obligations at $959.6 million, the "equity portion" of the Enterprise Value is currently compressed.[17, 21]
  2. The "2026 Refinancing Wall": In September and October 2026, KNOP faces $285 million in maturities ($220M 5-ship facility and $65M Lena Knutsen facility).[1, 7] The terms of these refinancings will dictate the Partnership's free cash flow through 2030. Currently, KNOP pays a margin of 2.2% over SOFR.[7]
  3. Useful Life Adjustments: The shift to a 20-year useful life increases non-cash depreciation by approximately $4 million per quarter starting in 2026.[5] While this lowers GAAP earnings, it does not impact the cash flow used for debt service or distributions.
  4. Sales Growth Assumptions: While analysts project a modest 3-year revenue CAGR of 3%, the "firming" market in Brazil could lead to significant upside if expiring contracts are renewed at current market leading rates.[8, 22]

Valuation Multiples and Market Perception

KNOP currently trades at a significant discount to its intrinsic asset value, reflecting the market’s caution regarding its high leverage and the recent failed buyout.

Valuation Metric KNOP Value Industry Average
Forward P/E 6.95x 10.4x [21]
Price / Book (P/B) 0.64x 1.1x [21]
EV / EBITDA 5.92x 7.5x [23]
Dividend Yield (FWD) 1.04% 4.2% [21]

The P/B ratio of 0.64x is particularly telling; it suggests that the market is valuing the Partnership's steel at a 36% discount to its depreciated book value. This is a common phenomenon for "distressed" MLPs, but for a Partnership with 99.5% utilization and near-guaranteed cash flows for the next 24 months, it suggests a significant valuation gap that could close if the 2026 refinancing is completed successfully.[8, 21]

4. Risk Assessment & Macroeconomic Considerations:

Company-Specific Execution Risks: The 2026 Refinancing

The single most critical risk to the KNOP investment thesis is the concentration of debt maturities in late 2026. The Partnership must refinance $285 million across two facilities.[1, 7] While management has successfully addressed $1.1 billion in refinancings since 2018, often on consistent terms, any volatility in the global banking sector or a specific pullback from maritime lenders could force the Partnership to accept higher margins or more restrictive covenants.[8]

  • Early Warning Sign: A widening of credit spreads for maritime debt or a failure to announce a lead arranger by Q2 2026.
  • Thesis Damage: If the refinancing fails or is prohibitively expensive, it could force a total suspension of the already minimal distribution or a dilutive equity issuance to pay down principal.[7]

Competitive and Industry Structure Risks: Technological Obsolescence

The shuttle tanker market is moving toward a "two-tier" fleet structure. Major charterers like Equinor and Petrobras are increasingly emphasizing ESG metrics, favoring LNG-fueled or methanol-ready vessels for new long-term projects.[9, 24] KNOP’s fleet is predominantly conventional-propulsion.[7] As these vessels age, they become more costly to maintain and potentially less attractive to the "highest tier" of charterers.[25]

  • Early Warning Sign: Competitors like TEN winning more than 80% of new Brazilian tenders or KNOP vessels being idle for more than 30 days between contracts.
  • Thesis Damage: A failure to secure long-term re-employment for mid-age vessels (12-15 years) would break the "infrastructure play" narrative and turn the fleet into a collection of depreciating commodity tankers.

Customer Concentration and Demand Risks: The "Petrobras Pivot"

KNOP's growth and stability are inextricably linked to Brazil. Petrobras is not only a major charterer but also the primary architect of the market's demand.[9, 11] While Petrobras' current 5-year plan is aggressive ($46.1B CapEx), any political shift in Brazil that forces Petrobras to prioritize onshore projects or domestic refining over deepwater exports would decimate the demand for shuttle tankers.[11]

  • Early Warning Sign: Announcements of significant investments in subsea pipeline infrastructure for pre-salt fields.
  • Thesis Damage: A structural move toward pipelines in Brazil would permanently shrink the global TAM for shuttle tankers, leading to a surplus of specialized vessels and a collapse in day rates.

Macroeconomic Sensitivities: SOFR and Oil Prices

As a floating-rate debtor, KNOP is highly sensitive to interest rates. The average margin of 2.2% over SOFR means that a "higher for longer" interest rate environment directly subtracts from the cash available for distribution.[7] While the business has no direct exposure to oil prices, a sustained drop below $50/bbl would lead oil majors to defer the very FPSO projects that generate shuttle tanker demand.[7, 26]

  • Early Warning Sign: Federal Reserve signaling of further rate hikes or a 20% drop in Brent crude futures.
  • Thesis Damage: A combination of 6% interest rates and $40 oil would likely render the current debt-repayment strategy unsustainable, requiring a radical restructuring of the Partnership's capital stack.

5. 5-Year Scenario Analysis:

The following scenarios analyze the potential total return for KNOP through April 2031. Assumptions include a current unit price of $10.09 and a stable share count of 34.94 million units.[13, 21]

High Case: The Brazil Renaissance & Buyout Re-Emergence

In this scenario, Petrobras' pre-salt production continues to exceed targets, leading to a shortage of shuttle tankers by 2028. KNOP secures re-charters for its North Sea vessels at rates 20% above historical norms. The sponsor, KNOT, returns with a revised buyout offer at a significant premium once the 2026 debt is cleared.

  • Key Fundamentals:
    • 5-Year Sales CAGR: 6.5% (driven by rate hikes and 100% utilization).
    • Adjusted EBITDA Margin: Expands to 63% due to operating leverage.
    • Debt Status: Aggressive repayment brings debt below $400M by 2031.
  • Valuation Assumptions:
    • Exit Multiple: 9.0x EV/EBITDA (reflecting scarcity of assets).
    • Distribution: Restored to $1.20/unit annually by 2030.
  • Price Trajectory:
    • Year 1: $12.50
    • Year 3: $18.20
    • Year 5: $24.50
  • Subjective Probability: 20%

Base Case: The Orderly Deleveraging

KNOP successfully refinances its 2026 debt at current SOFR margins. The Partnership continues to repay $90M in principal annually. Market rates remain firm, and the Partnership begins to slowly increase the distribution in 2028 as the debt-to-equity ratio improves.

  • Key Fundamentals:
    • 5-Year Sales CAGR: 3.0% (consistent with analyst forecasts).[22]
    • Adjusted EBITDA Margin: Stable at 59%.[21]
    • Debt Status: Total debt reaches ~$500M by 2031.
  • Valuation Assumptions:
    • Exit Multiple: 7.5x EV/EBITDA (reversion to long-term mean).
    • Distribution: Grows to $0.40/unit annually.
  • Price Trajectory:
    • Year 1: $11.00
    • Year 3: $13.50
    • Year 5: $16.10
  • Subjective Probability: 55%

Low Case: The Refinancing Trap and Impairment Cycle

The 2026 refinancing is completed but at significantly higher costs (SOFR + 4%). Older vessels face difficulty re-chartering against newer, "Eco" competition, leading to 85% utilization and further non-cash impairments.

  • Key Fundamentals:
    • 5-Year Sales CAGR: -1.5% (due to idle time).
    • Adjusted EBITDA Margin: Contracts to 52% on higher maintenance costs.
    • Debt Status: Repayment slows to $40M/year to cover interest.
  • Valuation Assumptions:
    • Exit Multiple: 5.0x EV/EBITDA (reflecting "melting ice cube" concerns).
    • Distribution: Remains at $0.10/unit or is suspended.
  • Price Trajectory:
    • Year 1: $8.50
    • Year 3: $6.20
    • Year 5: $4.30
  • Subjective Probability: 25%

5-Year Scenario Summary

Scenario Year 5 Revenue EBITDA Assumption Exit Multiple Implied Share Price 5-Year Total Return Probability
High Case $498M 63% 9.0x $24.50 +168% 20%
Base Case $422M 59% 7.5x $16.10 +66% 55%
Low Case $338M 52% 5.0x $4.30 -54% 25%

Expected Probability-Weighted Outcome: $14.83

DELEVERAGING CREATES VALUE

6. Qualitative Scorecard:

Each metric is scored on a scale of 1–10, where 10 is superior and 1 is critically weak.

  • Management Alignment: 4/10
    The MLP structure inherently favors the general partner. The sponsor's recent $10 buyout offer was viewed by some as an attempt to capture the upside of the tightening market at a discount to book value.[8, 18] However, the 29.3% ownership by the sponsor ensures they are incentivized to keep the Partnership viable.[27]
  • Revenue Quality: 9/10
    KNOP possesses some of the highest-quality revenue in the maritime sector. With 93% of 2026 and 69% of 2027 contracted to global oil majors, the cash flow is essentially "locked in" barring a counterparty default, which is highly unlikely given the NOC/Major status of customers.[1, 4]
  • Market Position: 9/10
    As part of the world's largest shuttle tanker fleet, KNOP is an essential partner for deepwater projects. They occupy a "choke point" in offshore logistics where there are very few alternative providers.[4, 10]
  • Growth Outlook: 5/10
    Near-term growth is intentionally constrained by the deleveraging mandate. While a robust "dropdown" pipeline exists at the sponsor level (e.g., eight newbuilds delivering 2026-2028), KNOP lacks the cost of capital to acquire them currently.[5]
  • Financial Health: 4/10
    High debt-to-equity (153.8%) and a low current ratio (0.26) are the primary detractors. The upcoming 2026 debt maturities create an "overhang" that prevents a higher score despite strong operational cash flow.[21, 28]
  • Business Viability: 8/10
    The shuttle tanker is a durable asset in the transition to "energy security." Even as renewables grow, the low-cost, high-margin pre-salt oil from Brazil remains a priority for the global market.[3, 11]
  • Capital Allocation: 6/10
    The decision to cut the distribution and prioritize debt was painful but necessary for long-term survival. The recent $10M unit buyback program also shows a willingness to return capital to holders when the unit price is significantly below book value.[29]
  • Analyst Sentiment: 6/10
    Analysts are generally constructive on the operations but remain in a "wait and see" mode regarding the late 2026 refinancing. Average price targets of $12.00 suggest a 20% upside from current levels.[22, 30]
  • Profitability: 6/10
    Operating margins (EBITDA) are exceptional, but GAAP profitability is inconsistent due to non-cash impairments and the high interest expense related to the $959M debt load.[7, 17]
  • Track Record: 7/10
    KNOP has a stellar operational history (99.6% utilization), though its track record for unitholder value was marred by the 2023 distribution cut. Since then, management has been transparent and focused on the balance sheet.[12, 13]

OVERALL BLENDED SCORE: 6.4 / 10

STABLE OPERATIONAL CORE

7. Conclusion & Investment Thesis:

KNOT Offshore Partners LP presents a compelling case of "infrastructure at a discount." The Partnership operates in a niche, high-barrier-to-entry market that is currently benefiting from a massive capital expenditure cycle in Brazil’s offshore oil sector.[9, 11] The primary investment thesis rests on the EV Migration Theory: as KNOP continues to pay down $90 million in debt annually, the Enterprise Value of the firm is increasingly shifting from the lenders to the equity holders.[8]

The recent failure of the sponsor's buyout attempt at $10.00 acts as a "valuation floor," signaling that the independent directors and financial advisors believe the fair value of the assets—driven by the $930M contract backlog—is significantly higher than current market prices.[8, 11] While the late 2026 refinancing wall is a valid risk, the Partnership's 99.5% utilization and long-standing banking relationships provide a high probability of success.[8]

For investors, the key catalysts will be the successful announcement of the 2026 debt facility and any re-chartering of expiring vessels at the "firm" rates currently seen in the Brazilian pre-salt market.[1, 8] While the distribution yield is currently low at 1.04%, the potential for a significant distribution hike in 2027 or 2028 provides a clear path to total return.[11, 21]

VALUE THROUGH DELEVERAGING

8. Technical Analysis, Price Action & Short-Term Outlook:

KNOP's price action is currently consolidating following the termination of the KNOT buyout offer. The stock is trading at $10.09, which is approximately 1.5% below its 200-day moving average of $10.24, suggesting a neutral-to-bearish medium-term trend.[13, 31] However, the stock is holding above its 50-day moving average of $10.04, which provides immediate support.[31, 32] The short-term outlook is for the stock to remain range-bound between $9.80 and $10.50 as the market digests the lack of a take-private transaction and awaits Q1 2026 earnings.[32, 33]

RANGE-BOUND CONSOLIDATION PHASE


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  29. 2Q 2025, https://s29.q4cdn.com/181776704/files/doc_financials/2025/q2/2Q25-KNOP-Earnings-Presentation.pdf
  30. KNOT Offshore Partners LP (KNOP) Stock Forecast & Price Target - Investing.com, https://www.investing.com/equities/knot-offshore-partners-lp-consensus-estimates
  31. KNOP Technical Analysis, RSI and Moving Averages - Investing.com, https://www.investing.com/equities/knot-offshore-partners-lp-technical
  32. Knot Offshore Partners Lp Stock Price Forecast. Should You Buy KNOP? - StockInvest.us, https://stockinvest.us/stock/KNOP
  33. KNOP / KNOT Offshore Partners LP - Limited Partnership (NYSE) - Forecast, Price Target, Estimates, Predictions - Fintel, https://fintel.io/sfo/us/knop

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