Natural Resources >> Analyst Interviews >> December 29, 2014

In Expected Oil Market Recovery, Value in Companies with More Operating Leverage

Molchanov, Pavel
Pavel Molchanov is Senior Vice President and Energy Analyst for Raymond James & Associates, Inc. He joined the firm in 2003 and has been part of the energy research team ever since. He became an analyst in 2006, the year he initiated coverage on the renewable energy/clean technology sector. In this role, he covers all aspects of sustainability-themed technologies, including solar, wind, biofuels, electric vehicles, hydrogen, power storage, grid modernization, water technology, and more. Within the energy research team, he also writes about the broader topics of geopolitical and regulatory issues, climate change, and ESG investing. 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. Profile
TWST: In late November, you wrote that you think the oil market and energy stocks are close to bottom. Why is that? Have we hit bottom now, and what do you think 2015 will bring for the oil