Analyst
Jefferies
Equibles does not estimate personal net worth.
Kevin S. is recorded as Analyst at Jefferies. Kevin S. has spoken on 3 earnings calls across 3 companies, most recently for Orion S.A. on May 7, 2026. Those appearances were for Orion S.A. (OEC), Lsb Industries, Inc. (LXU) and Cibus, Inc. (CBUS). The companies whose calls Kevin S. spoke on are classified in the Basic Materials and Healthcare sectors.
“So you saw that meaningful pickup in orders in March that lasted through May. And I guess, to what extent do you think that that recent order strength is being driven by customers that are securing supply versus true underlying demand growth?”
“I'm just curious to get your thoughts on basically how much of a potential tailwind in demand you could expect to receive from rising U.S. coal production. I guess more simply whether you expect U.S. coal production to basically drive a growing share of demand for the company.”
“So just on the EU regulatory discussions, I mean, I guess how long do you think it could be until companies are either selling into the EU or selling to third-party customers that then sell into the EU via trade?”
Jefferies
Analyst
Transcript header (unverified)
OEC
Specialty Chemicals · Basic Materials
CBUS
Biotechnology · Healthcare
