Outlook for Kiawah, Coupled with LNG, SOC & KGS

Research evidence excerpt

Outlook for Kiawah, Coupled with LNG, SOC & KGS

Global | Energy EquityJuneResearch7, 2026

Outlook for Kiawah, Coupled with LNG, SOC & June 8 at 10:00am EST:JEDI – Register

KGS June 9-11: Jefferies Energy Conference

– Kiawah Island, South Carolina –

We preview the key themes for the upcoming Kiawah conference, including Clients Registration Link – Participating

oil macro, the shift toward an integrated “wellhead-to-water” gas strategy, Companies Registration Link

persistent global supply chain bottlenecks, and the U.S. power market outlook,

where we expect a summer inflection in U.S. gas-fired demand; we also recap

takeaways from Jefferies’ recent LNG Virtual Day, SOC developments, and our

initiation of KGS.

Commodity price action continues to confound investors and is increasingly a source of concern.

Despite ongoing conflict, few signs of a satisfactory path forward, and visible inventory draws

along with repeated warnings from industry executives about approaching “tank bottoms,” prices

remain muted, raising the question of what the market is missing. We maintain a products-led view,

arguing that sustained high utilization rates through 2029 will be required to rebuild inventories

and strategic stocks, with diesel a focal point ("Is Diesel the Next Gold?"). At our upcoming Kiawah

Energy ’26 conference, we will explore these themes alongside broader macro discussions with Dr.

Amrita Sen, as well as key 2H26 (and beyond) investment themes including the move towards an

integrated gas model across the sector (Ben Dell, Kimmeridge; Tim Wyatt, Caturus Energy), global

supply chain dislocations and future bottlenecks (Dwight Anderson, Ospraie), the continued focus

on electrification and power markets (Julien Dumoulin-Smith, Jefferies; Mac McFarland, Talen