Jonathan Mogil, Portfolio Manager and Senior Analyst
Jonathan Mogil is a portfolio manager and senior equity analyst for fundamental research covering stocks in the energy sector at Columbia Management Investment Advisers, LLC. Jonathan joined the firm in 2012 and has been a member of the investment community since 1994.
Prior to joining the firm, Jonathan was a principal and portfolio manager at 360 Global Capital, LLC. Previously, he was a portfolio manager in the proprietary equities group at JP Morgan Securities, a senior vice president at Brencourt Advisors, LLC and an executive director and senior sell-side equity analyst at CIBC World Markets. Jonathan began his career at RBC Dominion Securities, which included various roles within the equity research department in both Toronto and Calgary.
Jonathan earned a B.Com. from McGill University and holds the Chartered Financial Analyst designation. He is a member of the New York Society of Security Analysts and the CFA Institute.
Lower oil prices should translate into higher demand as a result of cheaper petroleum prices and through higher global GDP growth, which in turn drives oil demand. While there are several factors that could serve to offset this higher demand, we should see some additional demand as a result of lower prices. The entrance of
As Europe looks to diversify away from its dependence on Russian gas, the U.S. is on track to start exporting liquefied natural gas by as early as next year. Russia remains the largest exporter of natural gas in the world and accounts for approximately 30% of Europe’s gas demand, half of which is transported through
The impact of Iraq’s turmoil on oil prices has been fairly muted, but any escalation of violence could pose a serious threat to the stability of global oil markets. With Iraq accounting for the majority of OPEC’s production growth, the market has started to rethink long term supply-demand dynamics and adjust commodity forecasts. Longer term
Industry participants and elected officials have made recent calls to reconsider the 40-year-old ban exporting U.S. oil. Lifting the crude export ban would strengthen the U.S. oil industry as well as the overall economy. Oil producers would naturally benefit from either a full repeal of the ban or any relaxation of U.S. oil export policies;
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