播客JEDI -中东 石油宏观、基洼会议、美国页岩、航运、交易

Global | Energy [Podcast] JEDI – Middle East/Oil Macro,Kiawah Conf, US Shale, Shipping, Trades Discussed topics:Middle East/Oil Macro, Kiawah Conf, US Shale, Shipping,Trades Relevant stocks:AR, BP, BP/ LN, CEG, COP, CVX, DHT, EXC, EXE, FRO, FTI,INSW, LNG, PPL CN, RRC, RUN, SEDG, SOC, SPM IM, SUBC NO, TOU CN,VST, ZIM. Next call:Monday, 23 June 2025, 10am EDT / 3pm BST / 4pm CEST —Register Click link to watch replay— LINK Jefferies Global Energy Team * | EquityResearch Team (212) 284-2300 | jefferiesglobalenergy@jefferies.com Relevant research discussed on the call Lloyd Byrne ^ | Equity Analyst(212) 323-7528 | lloyd.byrne@jefferies.com •Kiawah Clues: Investors & Corporates Debate Energy Uncertainty & Path Forward•Energy Outperforms Into Middle East Upset; Leverage Leads; Sub Sectors Within•Refining Margins Mostly Down on the Week•Shipping Daily:Mid-East chokepoint may be tested; no sign of scramble for ships•EOG - Kiawah Energy Commentary - Takeaways & Encino Update•PPL CN - Kiawah Commentary - Alliance Timing, WCSB Infra Needs, Cedar LNG Offtake•TOU CN - Kiawah Commentary - Reasons to be Bullish on Western Canadian Gas Demand•SOC - Kiawah Commentary - Regulatory Risks & Asset Performance•RRC - Kiawah Commentary - NGLs Market Update; Macro Setup Constructive•EXE - Kiawah Energy Conference - Cont'd Discipline; Well Positioned for Macro•LNG - Kiawah Commentary - Growth in Focus with Plans to Reach ~100mtpa•CVX - Kiawah Commentary - FCF Growth Derisked; Resource Depth Undervalued?•AR - Kiawah Energy Conference - NGL Positioning; NatGas Macro; FCF Allocation Mark Wilson, CEng ‡ | Equity Analyst44 (0) 20 7029 8691 | mark.wilson@jefferies.com Giacomo Romeo ‡ | Equity Analyst44 (0) 20 7548 4727 | giacomo.romeo@jefferies.com Alejandro Anibal Demichelis § | Equity Analyst+34 919498377 | ademichelis@jefferies.com Omar Nokta ^ | Equity Analyst1 (212) 778-8405 | onokta@jefferies.com Ruben Dewa, CFA ‡ | Equity Analyst+44 (0)20 7029 8262 | rdewa@jefferies.com Jamie Franklin, CFA ‡ | Equity Analyst44 (0) 20 7548 4029 | jfranklin@jefferies.com Emma Schwartz ^ | Equity Analyst1 (212) 336-7254 | emma.schwartz@jefferies.com John Edelman ^ | Equity Analyst(212) 336-7412 | jedelman@jefferies.com Kai Ye Loh, ACA, CFA ‡ | Equity Associate+44 (0)20 7029 8278 (office) | kloh@jefferies.com Roger Agarwal || | Equity Associate+1 (647) 588-5370 | ragarwal4@jefferies.com Company Valuation/Risks For 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 compens