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The global oil market has had a volatile year, with macroeconomic uncertainty (China, US, and European interest rates) competing with geopolitics (Russia/Ukraine, Iran/Israel) for investor attention. Meanwhile, natural gas continues to be a seasonally influenced commodity, with summertime heatwaves very much in the headlines. As it relates to the energy transition, we will discuss China’s role in the electric vehicle market, how the electric power industry is adapting to demand from the AI/data center boom, and how the US elections may affect the outlook for renewables.
Pavel Molchanov
Raymond James & Associates,
Managing Director
Pavel Molchanov joined Raymond James & Associates in 2003 and began work as part of the exploration & production research team, becoming an analyst in 2006. He initiated coverage on the alternative energy/clean technology sector in 2006, followed by the integrated oil and gas sector in 2009. Mr. Molchanov has been recognized in the StarMine Top Analyst survey, the Forbes Blue Chip Analyst survey, and the Wall Street Journal Best on the Street survey. He graduated cum laude from Duke University in 2003 with a Bachelor of Science degree in economics, with high distinction, writing his senior honors thesis about OPEC's oil output policies.
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