[Podcast] JEDI – Refining, Macro, Canada, Infrastructure, LNG, IOC‘s, PAM, OFS

Research evidence excerpt

[Podcast] JEDI – Refining, Macro, Canada, Infrastructure, LNG, IOC‘s, PAM, OFS

Global | Energy EquityJulyResearch20, 2026

[Podcast] JEDI – Refining, Macro, Canada,

Infrastructure, LNG, IOC's, PAM, OFS

Discussed topics: Refining, Geopolitics, Canada, Infrastructure, LNG, IOC's,

PAM

Relevant stocks: AKRBP NO, BKR, BP, BP/ LN, CVE CN, EE, ENI IM, EQNR

NO, GALP PL, GTLS, ITH LN, LNG, NESTE FH, OVV, PAM, REP SM, SHEL,

SHEL LN, SU CN, TEN IM, TOU CN, TTE FP.

Next call: Monday, 27 July 2026, 10am EDT / 3pm BST / 4pm CEST —

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Click link to watch replay - LINK

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Relevant research discussed on the call

There Are Differences This Time? Interesting Pivot Jefferies Global Energy Team * | Equity•

The Subsea Boys – Robust Awards Continue Research Team• +1 (212) 284-2300 | jefferiesglobalenergy@jefferies.com

Iran War: Is a Durable End Still Possible? w/ ExUS Intelligence | REPLAY•

Spot Margins & Fwd Curves Up WoW Lloyd Byrne ^ | Equity Analyst• +1 (212) 323-7528 | lloyd.byrne@jefferies.com

Weekly Performance: Energy Tops SPX on Hormuz Tension; Refining Leads• Mark Wilson, CEng ‡ | Equity Analyst Monthly Energy Demand Summary• 44 (0) 20 7029 8691 | mark.wilson@jefferies.com

Weekly Natural Gas Inventory Build Marginally Above Expectations• Alejandro Anibal Demichelis § | Equity Analyst

*INVITE* — Global LNG Regasification & FSRU Trends• +34 919498377 | ademichelis@jefferies.com

EU Methane Regulation - What Does it Mean for US LNG?• Sasikanth Chilukuru, CFA ‡ | Equity Analyst

Heather Exner-Pirot Expert Call Takeaways + Replay +44 (0)20 7548 4261 | schilukuru@jefferies.com•

Crude & Gasoline Inventory Draws Below BBG Est; Unexpected Distillate Build• Sam Burwell, CFA ^ | Equity Analyst

TTE FP - TTE into 2Q - Testing Trading Times +1 (212) 284-2114 | sburwell@jefferies.com•