*MONDAY* JEDI – Trades, Macro, Hormuz, Pre-earnings, BP, COP, SHEL, BKR, GTT

Research evidence excerpt

*MONDAY* JEDI – Trades, Macro, Hormuz, Pre-earnings, BP, COP, SHEL, BKR, GTT

Global | Energy EquityJulyResearch10, 2026

*MONDAY* JEDI – Trades, Macro, Hormuz,

Pre-earnings, BP, COP, SHEL, BKR, GTT

Please join our weekly Global Energy Team for a discussion on the latest

developments in the energy sector, published research, expert events,

marketing, roadshows, and a poll question - Register.

Monday, 13 July 2026, 10am EDT / 3pm BST / 4pm CEST (30 minutes)

Monday, 13 July 2026

10am EDT | 3pm BST | 4pm CEST

REGISTER

Discussion topics:

Latest developments in the energy macro environment and in the sector•

Feedback on recently published research and expert events•

Feedback from investor marketing and company roadshows•

Poll Question•

Q&A•

Jefferies Speakers:

Marc Kofler – Resource Specialist [HOST]•

James Snyder - US Energy Sales•

Andrew Hooker – Trading•

Lloyd Byrne – US Energy Research•

Mark Wilson – European Energy Research•

Alejandro Anibal Demichelis – Latin America Energy Research•

Sam Burwell - Canadian Energy Research•

Sasikanth Chilukuru – European Energy Research•

Jamie Franklin - European Oil Services Research Jefferies Global Energy Team * | Equity•

Research Team

Relevant research published by the team this week: +1 (212) 284-2300 | jefferiesglobalenergy@jefferies.com

Jefferies MidCap Top Picks Lloyd Byrne ^ | Equity Analyst• +1 (212) 323-7528 | lloyd.byrne@jefferies.com

Expert Call: Strait of Hormuz & Implications for LNG Carrier Demand• Mark Wilson, CEng ‡ | Equity Analyst Expert Call: Heather Exner-Pirot on Canadian Energy Infrastructure Policy• 44 (0) 20 7029 8691 | mark.wilson@jefferies.com

European Gas Watch (w/e 5th July): Storage Low, Price High, Demand Modest• Alejandro Anibal Demichelis § | Equity Analyst