今日JEDI -欧佩克+、美国页岩油、航运、油井管、生物燃料、英国税收、EOG、英国石油公司

Jefferies Global Energy Team * | EquityResearch Team(212) 284-2300 | jefferiesglobalenergy@jefferies.comLloyd Byrne ^ | Equity Analyst(212) 323-7528 | lloyd.byrne@jefferies.comMark Wilson, CEng ‡ | Equity Analyst44 (0) 20 7029 8691 | mark.wilson@jefferies.comGiacomo Romeo ‡ | Equity Analyst44 (0) 20 7548 4727 | giacomo.romeo@jefferies.comAlejandro Anibal Demichelis § | Equity Analyst+34 919498377 | ademichelis@jefferies.comOmar Nokta ^ | Equity Analyst1 (212) 778-8405 | onokta@jefferies.comRuben Dewa, CFA ‡ | Equity Analyst+44 (0)20 7029 8262 | rdewa@jefferies.comJamie Franklin, CFA ‡ | Equity Analyst44 (0) 20 7548 4029 | jfranklin@jefferies.comEmma Schwartz ^ | Equity Analyst1 (212) 336-7254 | emma.schwartz@jefferies.comJohn Edelman ^ | Equity Analyst(212) 336-7412 | jedelman@jefferies.comKai Ye Loh, ACA, CFA ‡ | Equity Associate+44 (0)20 7029 8278 (office) | kloh@jefferies.comRoger Agarwal || | Equity Associate+1 (647) 588-5370 | ragarwal4@jefferies.com •Transferring Coverage•While Market Watches OPEC+, US Shale Struggles At Current Prices•Refining Spot Margins Mixed; Futures Lower on the Week•Need Ideas in Current Markets? Here's What's Outperforming/Underperforming•[REPLAY]—Window into Washington: How is the O&G Industry Reacting to Trump 2.0?•BP/LN - First View: Castrol Divestment Progressing•ADNOCDRI UH - First View: Further Colour on Growth Outside the UAE•ADNOCDRI UH - Acquires 70% Stake in SLB Kuwait & Oman Land Drilling Rig Business•ADNOCDRI UH - Eyes on Dividend and Unconventional Oil & Gas Opportunity•PSX - Not What Elliott Wanted, But Change Will Likely Still Follow...•SOC - 1st Production; Financing & Approvals Still Needed; PT $38•NAT - 1Q results miss on lower revenues•FLOC - Market Share Story Intact•BKV - Takeaways From Barnett Zero and Power Assets Site Tour•GPRK - Pampa Builds 10% stake in GPRK – What’s Next?Please see important disclosure information on pages 3 - 10 of this report.This report is intended for Jefferies clients only. Unauthorized distribution is prohibited. Company Valuation/RisksFor Important Disclosure information on companies recommended in this report, please visit our website at https://javatar.bluematrix.com/sellside/Disclosures.action or call 212.284.2300.Analyst Certification:I, Jefferies Global Energy Team, certify that all of the views expressed in this research report accurately reflect my personal views about the subjectsecurity(ies) and subject company(ies). I also certify that no part of my compensation was, is, or will be, directly or indirectly, related to the specificrecommendations or views expressed in this research report.I, Lloyd Byrne, certify that all of the views expressed in this research report accurately reflect my personal views about the subject security(ies) and subjectcompany(ies). I also certify that no part of my compensation was, is, or will be, directly or indirectly, related to the specific recommendations or viewsexpressed in this research report.I, Mark Wilson, CEng, certify that all of the views expressed in this research report accurately reflect my personal views about the subject security(ies) andsubject company(ies). I also certify that no part of my compensation was, is, or will be, directly or indirectly, related to the specific recommendations orviews expressed in this research report.I, Giacomo Romeo, certify that all of the views expressed in this research report accurately reflect my personal views about the subject security(ies) andsubject company(ies). I also certify that no part of my compensation was, is, or will be, directly or indirectly, related to the specific recommendations orviews expressed in this research report.I, Alejandro Anibal Demichelis, certify that all of the views expressed in this research report accurately reflect my personal views about the subjectsecurity(ies) and subject company(ies). I also certify that no part of my compensation was, is, or will be, directly or indirectly, related to the specificrecommendations or views expressed in this research report.I, Omar Nokta, certify that all of the views expressed in this research report accurately reflect my personal views about the subject security(ies) and subjectcompany(ies). I also certify that no part of my compensation was, is, or will be, directly or indirectly, related to the specific recommendations or viewsexpressed in this research report.I, Ruben Dewa, CFA, certify that all of the views expressed in this research report accurately reflect my personal views about the subject security(ies) andsubject company(ies). I also certify that no part of my compensation was, is, or will be, directly or indirectly, related to the specific recommendations orviews expressed in this research report.I, Jamie Franklin, CFA, certify that all of the views expressed in this research report accurately reflect my personal views about the subject security(ies)and subject company(ies). I also certify that no part of my compensation was, is, or will be, directly