Darja Lema, CFA

Pronounced "Daria". Senior Equity Research Associate @BBGIntelligence. All opinions (and errors) are my own.

[Darja Lema, CFA @DarjaEnergy]

It was my absolute pleasure to meet with our clients in Tallinn, Estonia🇪🇪 and present at the Bloomberg Workshop in #Estonian (a rare treat indeed!), showcasing our recent #BloombergIntelligence research: from #AI to the oil output in #Venezuela and its impact on #OPEC+.

#oott

[Darja Lema, CFA @DarjaEnergy]

Who said #oil is the world's most valuable resource?

Pretty interesting moves can be tracked in the #consumer #commodity market, with the true golden liquid - coffee☕️ - to increase in $$$

[Javier Blas @JavierBlas]

VIDEO COLUMN: Coffee inflation.

I cannot live without my caffeine fix, particularly since my efforts to clone the looks of George Clooney hooked me into the world of capsules.

Sadly, my espresso is going to get expensive in 2025. Very, very expensive.

[Darja Lema, CFA @DarjaEnergy]

@JavierBlas That's just me, inflation :/

[Darja Lema, CFA @DarjaEnergy]

☎️🔥Replay of the last energy call for those who missed it please click on the link below

#oott #OPEC #LatAm $FEC $CNE $PXT

[Rob Barnett @barnettenergy]

1) What is the future of jet fuel demand? Make sure to ask our oil team: @WillHares @salihenergy @mikemcglone11 @DarjaEnergy & @OilandGibbs. They may all have some point of view; generally check out some of their recent commentary here:
https://t.co/LyWIt8TH8r

[Darja Lema, CFA @DarjaEnergy]

Here is the replay as promised: https://t.co/cpae3vQSkZ

[Darja Lema, CFA @DarjaEnergy]

🥐🌎What a treat for anyone following #LatAm markets, as I had the pleasure speak about #Venezuela and $FEC $CNE and $GPRK earnings on BI Energy Call today.

Replay available.

[Rob Barnett @barnettenergy]

Join our @BBGIntelligence weekly energy research call tomorrow.

Guests will include @mikemcglone11 @salihenergy @PatAlvarezB & @DarjaEnergy

https://t.co/Pj0UrBBnJu

[Darja Lema, CFA @DarjaEnergy]

@Jesper_M_Olsen @barnettenergy @BBGIntelligence @mikemcglone11 @salihenergy @PatAlvarezB It should be available in the coming days - I will share it once we have it up.

[Darja Lema, CFA @DarjaEnergy]

#OOTT #oilsupply

[Darja Lema, CFA @DarjaEnergy]

Our latest @BBGIntelligence note on Latin America's oil boom and its impact on #OPEC+ tapering has been getting a lot of traction among clients. Read below how much #Brazil, #Guyana and #Venezuela may contribute to #LatAm's supply growth in 2024-25.
Link: https://t.co/uacUwpKvAE

[Darja Lema, CFA @DarjaEnergy]

🌍✈️ It was my pleasure to attend Africa Oil’s town hall meeting in Stockholm, Sweden. Plenty of interesting conversations with the shareholders and a pleasure to meet the management team.

#oott $AOI #orangebasin #AOI

[Darja Lema, CFA @DarjaEnergy]

💡🚀I am proud to announce that I have passed CFA Level III exam.

After years of sweat, blood and tears, and with well over 4,000+ hours of professional work experience under my belt I will proceed with obtaining the CFA charter.

#CFA #oott

[Rob Barnett @barnettenergy]

Great to participate in @BBGIntelligence's Farm, Food & Fuels Summit in Kansas City.

@OilandGibbs & I did our weekly #energy research call live from the event. Make sure to check it out!
#OOTT #ONGT #EnergyTransition #EFT #Bioefuels #Ethanol #RFS

[Darja Lema, CFA @DarjaEnergy]

For all my Tallinn🇪🇪 contacts, our Bloomberg friends at #BNEF are hosting the following energy event next Thursday in Tallinn, Radisson Collection Hotel.

Please sign up via the link below.
https://t.co/V3Wun34L1a

#oott #Eesti #Estonia #Baltics

[Darja Lema, CFA @DarjaEnergy]

@joshyoung BNEF forecast*

That’s fair enough, though past performance does not guarantee future performance.

Early last year there was a lot of talk about “big recovery in China” and it took months to (partly) materialise.

[Darja Lema, CFA @DarjaEnergy]

💡One of the takeaways is the overall consensus for maintained #OPEC+ cuts beyond the April #JMMC meeting.

As per the poll conducted during the event by the oil market participants.

#oott #energyweek #oildemand #SaudiArabia #RedSea

[Darja Lema, CFA @DarjaEnergy]

Pleasure to attend “Oil Matket Outlook” organised by @Bloomberg and our friends at @BNEF during the International Energy Week here in London.

An oversubscribed event with plenty of insights and takeaways.

#oott #energyweek

[Darja Lema, CFA @DarjaEnergy]

#Colombian E&Ps $PXT $GTE $CNE $GPRK $FEC ’s lackluster #production performance this year underlines the extent of structural issues in the region limiting volume growth.

More detail in @BBGIntelligence Earnings Wrap on @theterminal: https://t.co/lqCiws06kR

#oott #oil #gas

[Darja Lema, CFA @DarjaEnergy]

https://t.co/fB7ilUzYFW

[Darja Lema, CFA @DarjaEnergy]

Please join us for the @BBGIntelligence #Energy Weekly Call today at 10amET, 3pmGMT where BI analysts discuss the latest trends in the energy markets🌍

The call is free, in listen-in mode and open to all. Please sign up here or DM me: https://t.co/UOce0ABbA5

#oott #oil #solar

[Darja Lema, CFA @DarjaEnergy]

$AOI @AfricaOil_Corp Africa Oil reported solid 3Q results, outlined by stable prod in Nigeria and $62.5m in dividends from Prime JV (50% stake) and we expect more to come in 4Q.

Earnings Call Scheduled for Thursday 16th of Nov at 2pmGMT, 9amET.

#OOTT #Africa #Oil #Venus