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Search resuls for: "Pavel Molchanov"


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There is no risk of gas supply scarcity in Europe, says analyst
  + stars: | 2022-11-24 | by ( ) www.cnbc.com   time to read: 1 min
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailThere is no risk of gas supply scarcity in Europe, says analystPavel Molchanov of Raymond James explains why the Kremlin's strategy of 'weaponizing' gas to Europe is a 'total debacle.'
The electric-vehicle startups Rivian, Lucid, and Canoo released third-quarter results this week. Rivian and Lucid each made progress toward their production goals for the year and steadily increased customer deliveries. Canoo has yet to make any production vehicles. After it closed the gap in the second quarter, Rivian's pace of deliveries again fell behind production by 779 vehicles. Lucid underwent some changes in the third quarter following a rough second quarter.
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailThere is a "zero percent" chance that Congress will approve windfall tax on oil firms, says analystPavel Molchanov of Raymond James says that there is "never" the vote in Congress to "single out a particular industry for a special tax" based on its track record.
Wood pellet producer Enviva' s environmental attributes are being misunderstood – and that's unfairly harming its share value, Raymond James said. The company makes wood pellets that can be burned for energy instead of coal. That has made the entry point even more attractive as it stands to gain value with the value of wood pellets becoming increasingly understood. He also clarified wood pellets are cleaner-burning than coal, thus making their use better for air quality compared to coal. Molchanov pointed to wood pellets' role in Europe's clean energy transition, while calling Enviva "the world's largest player in this space."
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailOil supply risks of Ukraine war have overshadowed by demand concerns, says Raymond James' MolchanovPavel Molchanov, Raymond James energy analyst, joins 'Power Lunch' to discuss the recent moves in the crude oil market, if there will be a supply response to a potential demand decrease and what types of stocks in the space are now well positioned.
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