REMINDER - Energy Transition Beneficiaries: Eni

Research evidence excerpt

REMINDER - Energy Transition Beneficiaries: Eni

EUROPE | Sustainability & Transition

Strategy June 24, 2026

REMINDER - Energy Transition Beneficiaries:

Eni

To maintain JEF’s leadership in the debate on EU’s accelerating energy

transition, we are launching a new series highlighting the companies

positioned to benefit. In this session, we focus on Eni, a differentiated

energy major combining upstream growth with a capital-light transition

strategy. We will discuss with JEF analyst Mark Wilson how this model

supports both cash flow growth and decarbonisation. Join usThurs 25th

June, 3PM UKT. REGISTER

.

Energy Transition Winners Series:

EDPR with Arturo Murua | 2PM UKT, 3rd June 2026•

Alfen with David Kerstens | 2PM UKT, 4th June 2026•

Nordex & SMA Solar with Constantin Hesse | 3PM UKT, 12th June 2026•

Eni with Mark Wilson | 3PM UKT, 25th June 2026 | REGISTER•

NKT with Lucas Ferhani | 2PM UKT, 26th June 2026 | REGISTER•

Schaeffler with Vanessa Jeffriess | 2PM UKT, 30th June 2026 | REGISTER•

Speaker names & titles:

Luke Sussams, Head of Sustainability and Transition Strategy, EMEA• Luke Sussams * | Sust. & Transition Strategist Mark Wilson, Head of European Energy Research, EMEA• 44 (0)20 7548 4404 | lsussams@jefferies.com

Talking Points: Aniket Shah, PhD ^ | Head of Sust. &

Transition Strategy

How differentiated is Eni’s growth outlook versus European IOC peers? +1 (212) 323-3976 | ashah14@jefferies.com•

Does the satellite model unlock value or add complexity to the story? Mark Wilson, CEng * | Equity Analyst•

Can technology meaningfully sustain a structural advantage in upstream delivery? 44 (0) 20 7029 8691 | mark.wilson@jefferies.com•

Is Eni’s transition strategy credible in balancing growth, returns, and decarbonisation? Amani Mahmood * | Sust. & Transition•