Kai Ye Loh

Consistency, Stability & Commerciality. Senior members of the Jefferies Oil & Gas E&P research team have a working relationship going back over 15yrs which, combined with industry experience, provides cyclical insight from both a sales & research perspective with commercial stock calls the fundamental deliverable. Mark Wilson has assumed Integrated Oil Company coverage. Mark brings his extensive European Independent E&P and Oil field service experience on top of a 10-year international engineering career with Baker Hughes which allows for a unique, and many-times anti-consensual, bottom-up stock perspective. Bringing the research message together via spec sales is Marc Kofler, with an IOC-research background of his own that allows for both qualification & engagement with research views. Jefferies’ commitment to stability & consistency in research is also visible via the addition to the team of Sasi Chilukuru who has joined the team working alongside Mark and Kai Ye Loh which increases experienced research support on the Integrated IOC names and Niraj Bhosale who joined in the past year as associate support on the independent E&P names.

What We Are Known For

• Broadest Euro E&P sector coverage. From Shell to Galp in Integrated IOC names and Aker BP to NewMed Energy in Independent E&P, Jefferies has the broadest active Euro E&P research coverage at twenty-six stocks. This, combined with our US E&P coverage led by Lloyd Byrne and weekly JEDI video webinar, brings a broad and global perspective to our research.
• Energy macro analysis performed by the team rather than additional commodity-specific analysts and has seen leadership on natural gas & LNG markets via detailed bottom-up modelling.
• ESG and Energy Transition. In-depth and unique analysis regarding ESG issues in the sector combined expert events on key energy transition topics / issues.
• Anti-Consensual. We are comfortable taking anti-consensus views where we have high conviction in research-led insights.