UK & European Research At A Glance

This report provides a weekly valuation overview across financials, energy, and automotive sectors, alongside commodity market insights. It highlights valuation disparities in energy and shifting trends in US vehicle demand.

Key Takeaways

• 1.North American senior E&Ps trade at a 5.9x debt-adjusted cash flow multiple for 2026E, while European majors trade at a discount to North American peers.
• 2.June 2026 US light vehicle SAAR is forecasted at 16.4M, with BEV penetration expected to rise to approximately 7%.

Table of Contents

• Industry Comments
• Global Financials Research Group – Weekly Valuation Overview
• Global Majors & E&P Comparative Valuation
• US Autos: Forecast June 2026 SAAR at 16.4M
• Global Commodity Strategy and MENA
• Quick Takes

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