EUROPE | Sustainability & Transition Strategy

Research evidence excerpt

EUROPE | Sustainability & Transition Strategy

EUROPE | Sustainability & Transition

Strategy June 30, 2026

INVITE — Energy Transition Beneficiaries:

Vulcan Energy

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

transition, we are hosting a session with Vulcan Energy, a company at

the intersection of critical raw materials and clean energy. We are joined

by Cris Moreno, Managing Director, who will discuss how its integrated

lithium and geothermal model supports energy security, electrification, and

decarbonisation. Join us Tuesday 7th July, 2PM UKT. REGISTER

.

Energy Transition Beneficiaries Series

Analyst Calls:

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•

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

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

Corporate Calls:

ArcelorMittal | 2PM UKT, 29th June 2026•

Vulcan Energy | 2PM UKT, 7th July 2026 | REGISTER•

Luke Sussams * | Sust. & Transition Strategist

Background 44 (0)20 7548 4404 | lsussams@jefferies.com

Securing domestic supply of critical raw materials is becoming a central pillar of Europe’s Aniket Shah, PhD ^ | Head of Sust. &

Transition Strategyenergy transition, particularly in building out battery value chains and enabling electrification.

+1 (212) 323-3976 | ashah14@jefferies.com

Vulcan Energy sits squarely within this theme through its development of carbon neutral

lithium production, combining geothermal energy with extraction to localise supply chains Amani Mahmood * | Sust. & Transition

Strategy Associate

within Europe. +44 (0)20 7548 5332 | amahmood@jefferies.com