Tag: Raymond James

Forget GND and NOPEC – 3 key policy issues to watch instead

Forget GND and NOPEC – 3 key policy issues to watch instead

May 12, 2019 |

In Florida, research published by Raymond James & Associates highlights three key policy issues at the federal level that energy investors should be watching over the next 12 to 18 months. This comes after they visited Washington to meet with high-level staff members at the House Energy and Commerce Committee and the Senate Energy and […]

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The Clean Tech Primer 2017

The Clean Tech Primer 2017

January 5, 2017 |

In New York, Raymond James released its Clean Tech Primer 2017, arguably the most cogent and concise summary of activity and prospects across the gamut from solar power through to water technology, including all biofuels, biopower and bioindustrials. The report’s lead author, Pavel Molchanov, will be on stage at ABLC 2017 this March for an in-person […]

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“The only obvious energy shift with Trump: Clean Power Plan will not take effect,” writes energy analyst

“The only obvious energy shift with Trump: Clean Power Plan will not take effect,” writes energy analyst

November 13, 2016 |

In New York, noted Raymond James energy analyst Pavel Molchanov noted in an industry brief, “initial thoughts on how investors should think about clean tech and renewables in the wake of Donald Trump’s surprising victory.” Molchanov wrote: “Here we ought to distinguish between the knee-jerk reaction in many of the stocks (which is very harsh […]

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Roiling the markets: The Digest’s 2016 Multi-Slide Guide to Oil Price Volatility and Prospects

Roiling the markets: The Digest’s 2016 Multi-Slide Guide to Oil Price Volatility and Prospects

May 3, 2016 |

With oil prices continued to roil markets, this deck on the oil price environment for 2016, presented by Raymond James senior vice-president Pavel Molchanov at the 2016 ABLC meeting, is both instructive and timely.

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Despite $50 oil, cleantech capital markets on track for a record year: Raymond James

Despite $50 oil, cleantech capital markets on track for a record year: Raymond James

July 26, 2015 |

From New York, Raymond James energy analyst Pavel Molchanov writes, “Despite the headwinds of low energy prices, clean tech capital markets activity will likely set a record in 2015. In our clean tech update from January, we pointed out that the U.S.-listed clean tech universe’s oil price exposure can be broadly segmented into three “buckets.” […]

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Agronomists and Admirals: Looking back at ABLC 2013

Agronomists and Admirals: Looking back at ABLC 2013

April 22, 2013 |

Takeaways from the Advanced Biofuels Leadership Conference By Pavel Molchanov Senior Vice President, Raymond James & Associates Earlier this week, we attended the Advanced Biofuels Leadership Conference, a major gathering of public and private companies in an industry that should, over time, become a mainstream component of U.S. and global fuel markets – next-generation (Gen2) […]

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Solazyme stock is hot, claims Raymond James Investment Advisors

Solazyme stock is hot, claims Raymond James Investment Advisors

October 29, 2012 |

In New York, Raymond James investment advisors have sent a message on Solazyme: buy, buy, buy. Their analysis claims that the company’s low stock values should be incentive for investors to buy, asserting that the decline in stock is a result of multiple compressions comprising the lack of stories, the delays and troubles by other […]

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Is the Renewable Fuels Standard Withering on a Vine?: a special report on next-gen biofuels

Is the Renewable Fuels Standard Withering on a Vine?: a special report on next-gen biofuels

August 3, 2012 |

In North Carolina, Raymond James analyst Pavel Molchanov published his most extensive analysis on next-gen biofuels in the past year. Titled “Is the Renewable Fuels Standard Withering on a Vine?,” the report looks at declining U.S. oil demand, surging liquids production from onshore shale plays, and a thesis that the is moving towards oil independence […]

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Four-Star Biofuels: How the Pentagon Is Outpacing Civilians in Gen2 Adoption

Four-Star Biofuels: How the Pentagon Is Outpacing Civilians in Gen2 Adoption

March 23, 2012 |

In “Four Star Biofuels: How the Pentagon Is Outpacing Civilians in Gen2 Adoption” a special Raymond James look at the military and biofuels demand, Pavel Molchanov writes: “A key differentiator of the next-generation (Gen2) biofuel industry compared to many other areas of clean tech is that the economics of most Gen2 biofuels do not depend […]

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The quick lowdown on energy crops and low-cost sugars

The quick lowdown on energy crops and low-cost sugars

January 12, 2012 |

In Texas, Raymond James analyst Pavel Molchanov issued a new report, “Gen2 Biofuel Feedstocks: The Coming Surge in Energy Crops and Cellulosic Sugars.” Molchanov writes:  As energy investors know well, it is much better to own the oil than to refine it. In other words, the bulk of the value is in the upstream of […]

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