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How are tariffs, Russia/Ukraine, and the Middle East influencing the global oil market? What is the latest on US and European natural gas prices? What is the role of AI in stimulating US electricity demand? How is the new tax law affecting the outlook for US wind, solar, and nuclear? Pavel Molchanov will go over all of these questions and more during this in-depth session.
Pavel Molchanov joined Raymond James’ Investment Strategy team in 2025, following 21 years (2003-2024) in equity research. His work in investment strategy focuses on the thematic areas of energy, climate, mining, and agriculture. During most of his time in Equity Research, he covered companies in renewable energy and clean technology. He has been recognized in the StarMine Top Analyst survey, the Forbes Blue Chip Analyst survey, and the Wall Street Journal Best on the Street survey. He graduated cum laude from Duke University in 2003 with a Bachelor of Science degree in economics, with high distinction. In the broader community, he is involved with the University of North Carolina, the Royal Institute of International Affairs in London, and the American Geophysical Union.
