Ruben Dewa
Senior Associate
Oil & Gas Exploration & Production, Oil SERVICES
About Ruben
Jefferies’commitment to stability & consistency in research is also visible via the growing E&P coverage of Ruben Dewa who joined the team in February 2021 focused on mid-cap producers. Kai Ye Loh who joined in September 2023 as dedicated associate support on the Integrated IOC names and Niraj Bhosale who joined in the past year as associate support on the independent E&P names.
Consistency, Stability & Commerciality. Senior members of the Jefferies Oil & Gas E&P research team have a working relationship going back over 15 years which, combined with industry experience, provides cyclical insight from both a sales & research perspective with commercial stock calls the fundamental deliverable. Giacomo Romeo leads Jefferies European Integrated oil & gas stock coverage bringing over 10 years of sell-side equities and macro research experience in oil & gas on top of a career started in Shell’s supply & trading business. Mark Wilson has covered an extensive European Independent E&P and Oil field service list of companies for over 15 years following a 10-year international engineering career with Baker Hughes which allows for specific, and many-times anti-consensual, bottom-up stock insights. Bringing the research message together via spec sales is Marc Kofler, with an IOC-research background of his own that allows for both qualification & challenge of research views.
What We Are Known For
- Broadest Euro E&P sector coverage at 26 stocks 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 26 stocks. This, combined with our US E&P coverage led by Lloyd Bryne 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 with 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.