ReportGem ReportGem EN

实时全球研报

EU Energy Sector Specialist Commentary: BP, AKSO, GALP, SHEL, GLOBAL LNG

发布日期: 2026-07-14研究机构: JPMorgan报告页数: 11原文语言: English证据页码: 2

研报英文原文证据摘录

EU Energy Sector Specialist Commentary: BP, AKSO, GALP, SHEL, GLOBAL LNG

Ian Mitchell - Specialist Sales - European Energy AC (44-20) 7134-1356 Europe Specialist Sales J P M O R G A N

ian.e.mitchell@jpmorgan.com JPM | EU Oil & Gas Early Riser: BP,

J.P. Morgan Securities plc AKSO, GALP, SHEL, GLOBAL LNG

14 July 2026

2026). Following the strikes, the US first revoked the oil sanctions waiver and then resumed military action, which has since

developed into a two-way military escalation and raised questions about the durability of the MOU.

JPM Global Energy Spec Sales Content

• ASIA, Anmol Mehta (today) - JPM | APAC Commodities: Commods & Rate hike cycles, US reinstates Hormuz Blockade,

Nanya plastics Raise PT, Chalco first glance, Copper Cochilco data

below. Available to High Touch clients only

• EXTEL – Please support NATASHA KANEVA and the JPM Commodities Research team in the Global Fixed Income

Research Survey.If you think we have been helpful for you this year, we would really appreciate your vote in the Extel

survey. To Vote -https://www.extelinsights.com/voting. How to vote - https://jpmm.com/research/content/

publication/9002653. Within the Global Fixed Income Research Survey, please search for ”Natasha Kaneva” / "Lyuba

Savinova" / ”Artem Fakhretdinov” within the Voting Area search bar. Please vote 5 Stars for J.P. Morgan and our team where

we are listed in the following: Global" Voting Area, under "Commodities".

• TOMORROW - JPM LNG Speaker Series: US outlook, July 15th & July 20th Virtual. To discuss the key issues shaping

global LNG markets, J.P. Morgan Commodities Research is pleased to invite you to a series of LNG speaker events. July 15th

at 1400 UKT/0900 EDT - Global LNG Outlook with Massimo Di Odoardo and team (Wood Mackenzie) Register here. July

本摘录由系统从所标注的 PDF 证据页直接提取并保留英文原文,不做批量翻译;登录后在阅读器切换中文时才按需翻译。

打开研报阅读器