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March 24 Webinar: Global Energy Transition

Posted: Wed Mar 23, 2022 11:03 am
by dan_s
Please send me any questions you have for Pavel Molchanov, Raymond James Director and Energy Sector Research Analyst.

The topic he will discuss with us on the live webinar tomorrow is "A Broad-Based Perspective on the U.S., Europe, and Emerging Markets progress on the Energy Transition away from fossil fuels"

Re: March 24 Webinar: Global Energy Transition

Posted: Thu Mar 24, 2022 11:21 am
by dan_s
For those of you on the call that want to see where commodity prices are compared to last year, go here:
https://tradingeconomics.com/commodities

Keep in mind that the Raymond James oil and gas price forecasts we discussed DO NOT INCLUDE the much higher political risk premium we see today. Even if the war in Ukraine ends tomorrow, the global energy crisis is not going away anytime soon.

Re: March 24 Webinar: Global Energy Transition

Posted: Thu Mar 24, 2022 11:54 am
by dan_s
From Pavel:

Thanks for reaching out… here is the report on lithium:

http://raymondjames.bluematrix.com/sell ... ibraryView

And some background on European energy security:

http://raymondjames.bluematrix.com/sell ... ibraryView