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

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

Molchanov, Pavel
Pavel Molchanov is a Director and Equity Research Analyst at Raymond James & Associates, Inc. He joined the firm in 2003 and began work as part of the energy research team, becoming an analyst in 2006. He initiated coverage on the integrated/multinational oil and gas sector in 2009. Mr. Molchanov 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 B.S. in economics, with high distinction, writing his senior honors thesis about OPEC’s oil output policies. 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