2025-05-26-Jefferies-与阿姆丽塔·森博士的能源专家电话会议_石油市场展望_7页_185kb

Energy Expert Call Summary: Oil Market Outlook with Dr. Amrita Sen

Event Overview:
This conference call is hosted by Jefferies on June 26, 2025, featuring Dr. Amrita Sen, a leading expert from Energy Aspects. The event aims to discuss the oil market outlook in the context of OPEC+ production cuts and uncertain economic conditions. Registration is required via a provided link, and no replay will be available.

Key Discussion Topics:

• Oil demand trends influenced by US tariffs and low oil prices.
• OPEC+ policy decisions and key drivers shaping future actions.
• Expectations for US and other non-OPEC production growth under lower oil prices.
• Geopolitical risks, including impacts from Iran and Russia-Ukraine negotiations.
• General industry investment trends and global refining margin prospects.

Hosts and Speakers:
Dr. Amrita Sen is joined by Jefferies analysts:

• Giacomo Romeo (European Integrated Oil & Gas equity analyst).
• Lloyd Byrne (US Energy equity analyst).
• Mark Wilson (European Oil Services and E&P equity analyst).

Event Details:

• Duration: Thursday, June 26, 2025, starting at 3:00 PM BST / 4:00 PM CEST / 11:00 AM EDT.
• Registration: Enter details to receive dial-in details and a personal PIN.
• Target Audience: Institutional investors only, as this is an equity research-based event.

The call provides insights into both fundamental and paper oil markets, with a focus on current challenges and opportunities in the global energy sector.