Jamie Franklin
Vice President
Oil SERVICES
About Jamie
Jamie Franklin joined the team in September 2018 following 6 years at Chevron and ConocoPhillips. Mark Wilson has covered both the Oil Services sector and the E&P sector for over 10 years following a 10-year international career with Oil Service company Baker Hughes including field operational experience in Saudi Arabia (5yrs), Holland (3yrs) and Norway, UK & USA.
What We Are Known For
- Bottom-up, Stock-specific analysis, Industry background. Jefferies Oil field Services research is known for its bottom-up approach to sector data (Global Subsea/Offshore Capex Tracker, Offshore Wind Turbine Tracker) as well as to individual stock drivers which has led to numerous non-consensual or early stock calls because of a sharp focus on the key drivers and risks in Oil Service specific investment cases. The foundation for this approach is Mark Wilson’s 10-year international career with Baker Hughes (Saudi, Holland, Norway, USA, UK), prior to what is now a 15-year equity research career covering both Oilfield Services and International E&P.
- Team resource, Sector commitment, Expanding coverage. While many Energy research teams have contracted in size or even exited the sector in recent years, Jefferies has consolidated its commitment & maintained industry experience in the analyst coverage. Jamie Franklin joined the team in 2018 following 6 years at Chevron & ConocoPhillips and has expanded sector coverage into OCTG (Vallourec, Tenaris), Technip Energies, Maire and Offshore wind installers. Ruben Dewa has now expanded our OFS coverage into the Drilling sector with his initiation on ADNOC Drilling.
- Energy Transition – Jefferies is the research team for Offshore Wind Jefferies “Do You Wanna Build a Windfarm…” series of notes and annual Wind Contractor Summit leads the market for offshore wind value chain research insight. Jamie’s monthly Offshore Wind – Tracking Turbines is a unique & innovative publication which uses publicly available location data to track activity of Offshore Wind Turbine Installation Vessels (WTIVs). His coverage of turbine installation specialists Cadeler, Eneti & Seaway 7 before them has broadened sector coverage beyond conventional Oilfield Services to those with a key role in the Energy Transition.