提醒：与阿姆丽塔·森博士的能源专家电话会议：2025年石油展望

Giacomo Romeo * | Equity Analyst44 (0) 20 7548 4727 | giacomo.romeo@jefferies.comLloyd Byrne ^ | Equity Analyst(212) 323-7528 | lloyd.byrne@jefferies.comMark Wilson, CEng * | Equity Analyst44 (0) 20 7029 8691 | mark.wilson@jefferies.comKai Ye Loh, ACA, CFA * | Equity Associate+44 (0)20 7029 8278 (office) | kloh@jefferies.com Speaker BiographySPEAKER BIOGRAPHYDr. Amrita Senis the Founder and Director of Market Intelligence at Energy Aspects, a globalresearch house that advises over 500 companies globally on energy markets and geopolitics.Amrita leads development of Energy Aspect’s views on crude, oil products, natural gas andcarbon markets, as well as wider energy transition, policy, politics and macroeconomicslandscape.Amrita’s deep understanding of the complex relationships within the global energy sector,her wealth of industry contacts, and over 15 years of market experience enable her to havea unique perspective on international energy markets. She advises central bankers, OPEC+energy ministers with close relations to the GCC, and CEOs of energy companies around theworld.She holds a PhD from the University of London, an MPhil in Economics from CambridgeUniversity, and a BSc in Economics from the University of Warwick. She was formerly Chief OilAnalyst for Barclays Capital and is frequently featured in leading media outlets. She has servedas a research fellow at both the Oxford Institute of Energy Studies and the Atlantic Council andis currently a fellow at the Canadian Global Affairs Institute. Amrita is regarded as a leadingauthority on energy markets and is a sought-after speaker for company board meetings andtop industry conferences.Please see important disclosure information on pages 3 - 7 of this report.This report is intended for Jefferies clients only. Unauthorized distribution is prohibited. Analyst Certification:I, Giacomo Romeo, certify that all of the views expressed in this research report accurately reflect my personal views about the subject security(ies) andsubject company(ies). I also certify that no part of my compensation was, is, or will be, directly or indirectly, related to the specific recommendations orviews expressed in this research report.I, Lloyd Byrne, certify that all of the views expressed in this research report accurately reflect my personal views about the subject security(ies) and subjectcompany(ies). I also certify that no part of my compensation was, is, or will be, directly or indirectly, related to the specific recommendations or viewsexpressed in this research report.I, Mark Wilson, CEng, certify that all of the views expressed in this research report accurately reflect my personal views about the subject security(ies) andsubject company(ies). I also certify that no part of my compensation was, is, or will be, directly or indirectly, related to the specific recommendations orviews expressed in this research report.I, Kai Ye Loh, ACA, CFA, certify that all of the views expressed in this research report accurately reflect my personal views about the subject security(ies)and subject company(ies). I also certify that no part of my compensation was, is, or will be, directly or indirectly, related to the specific recommendationsor views expressed in this research report.Registration of non-US analysts:Giacomo Romeo is employed by Jefferies International Limited, a non-US affiliate of Jefferies LLC and is not registered/qualified as a research analyst with FINRA. This analyst(s) may not be an associated person of Jefferies LLC, a FINRA member firm, and therefore maynot be subject to the FINRA Rule 2241 and restrictions on communications with a subject company, public appearances and trading securities held bya research analyst.Registration of non-US analysts:Mark Wilson, CEng is employed by Jefferies International Limited, a non-US affiliate of Jefferies LLC and is not registered/qualified as a research analyst with FINRA. This analyst(s) may not be an associated person of Jefferies LLC, a FINRA member firm, and therefore maynot be subject to the FINRA Rule 2241 and restrictions on communications with a subject company, public appearances and trading securities held bya research analyst.Registration of non-US analysts:Kai Ye Loh, ACA, CFA is employed by Jefferies International Limited, a non-US affiliate of Jefferies LLC and is notregistered/qualified as a research analyst with FINRA. This analyst(s) may not be an associated person of Jefferies LLC, a FINRA member firm, and thereforemay not be subject to the FINRA Rule 2241 and restrictions on communications with a subject company, public appearances and trading securities heldby a research analyst.As is the case with all Jefferies employees, the analyst(s) responsible for the coverage of the financial instruments discussed in this report receivescompensation based in part on the overall performance of the firm, including investment banking income. We seek to update our research as appropriate,but various regulations may