2019年摩根大通能源会议问题库

《2019年摩根大通能源会议问题库》由会员上传分享，免费在线阅读，更多相关内容在行业资料-天天文库。

1、J.P.Morgan2019EnergyEquityConferenceTheQuestionBankNorthAmericaEquityResearch10June2019TheJ.P.MorganEnergyResearchteamishostingourfourthannualenergyconferencenextweek(June18-19)attheGrandHyattNewYorkhotel.Intotal,wehave142companiesconfirmedtoparticipate,withamixofE&Ps,OilfieldServicesandEquipm

2、ent,IntegratedOilsandRefiners,EnergyInfrastructureandMLPs,andElectricUtilities.Inordertofacilitatemeetingpreparation,wehavecompiledalistofkeyquestionsforcompanies(coveredandnon-covered)thatareparticipatinginourconference,includingpresentingcompaniesaswellasselectcorporatesthataredoing1x1meeting

3、sonly.Questionsarelistedinalphabeticalorderbysub-sector.1·E&PPresentations(ArunJayaramandMichaelGlick):Tuesday,June18–BSM,COG,CPE,CXO,DNR,DVN,ECA,EOG,FANG,FLMN,MUR,NBL,PE,SBOW,SWN,VNOM,WPXandXEC.Wednesday,June19–BCEI,GPOR,HPR,JAG,KRP,LONE,MRO,PDCE,PXD,ROSE,RRC,SM,TALO,VETandWLL.Inaddition,HES,M

4、GY,MTDR,MR,andPVACareparticipatingin1x1s.Monday,June17,investordinnerswithCXOandFANG.Tuesday,June18,investordinnerswithCOG,DVNandPE.·OilServicesandEquipmentPresentations(SeanMeakim):Tuesday,June18–CLB,FET,HAL,NBR,NINE,NOV,NR,OII,OIS,PD,SLB.Wednesday,June19–BHGE(KeynoteLunch),CGG,DNOW,DRQ,FTI,LB

5、RT,MRC,NCSM,NESR,PUMP,SHLF,TCW,TTI,WTTR.Inaddition,APY,FI,FRAC,HCR,LAM,NE,SOI,andWHDareparticipatingin1x1s.OnMonday,June17,wearehostinganinvestordinnerwithSLB;Tuesday,June18,wearehostinginvestordinnerswithHALandNOV.·IntegratedOilandRefinerPresentations(PhilGresh):Tuesday,June18–COP,CVX,MEG.CN,M

6、PC,PBF,PSXandXOM.Inaddition,CNQ.CN,CVE.CN,CVI,DKandIMO.CNareparticipatingin1x1s.Monday,June17,investordinnerwithXOM.·EnergyInfrastructureandMLPsPresentations(JeremyTonet):Tuesday,June18–EPD,ALTM,USAC,PSXP,TRP,GEI,ENB,PPL,IPL,andEVA.Wednesday,June19–LNG,PAA/PAGP,MMP,AROC,andTELL.Inaddition,CEQP,

7、ET,EQM,IENOVA,GLOP(coveredbyJPMShippinganalystNoahParquette),MIC,OKE,TRGP,WESandWMBareparticipatingin1x1’s.OnMonday,June17,wearehostinginvestordinnerswithEPDandWMB.OnTuesday,June18,wearehostinginvestordinnerswithLNGandOKE.·Utility