Global Energy, Power & Utilities

Chevron's Growth, Managing Commodity Volatility and The Role of AI

Oct. 15, 2026

Guest: Jeanine Wai, Director of Investor Relations, Chevron

Host: Jason Gabelman, Director, Sustainability & Energy Transition – Next Generation Fuels and Energy – Integrated Oil, Refining & Marketing, Liquefied Natural Gas (LNG) Research Analyst, TD Cowen

TD Cowen analyst Jason Gabelman speaks with Jeanine Wai, director of investor relations for Chevron, an integrated oil company. They discuss Chevron's Upstream growth portfolio both in the US and internationally, how Chevron manages commodity volatility both day to day and in the long-term planning of the business, and the role that AI is playing in improving internal performance and providing external investment opportunities.

This podcast was recorded on September 24, 2026.

Full transcription

Full transcript to come.

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Jason Gabelman
Jason Gabelman
Director, Sustainability & Energy Transition – Next Generation Fuels and Energy – Integrated Oil, Refining & Marketing, Liquefied Natural Gas (LNG) Research Analyst, TD Cowen

Biography

Jason Gabelman is a Director at TD Cowen, covering Sustainability & Energy Transition – Next Generation Fuels and Energy – Integrated Oil, Refining & Marketing, Liquefied Natural Gas (LNG) sectors. Mr. Gabelman joined TD Cowen in 2013 as a research associate for the refining & marketing team. He supported team growth into new coverage verticals such as integrated oil and LNG. Mr. Gabelman also spearheaded expansion of TD Cowen’s Energy & Materials Strategy product, marrying TD Cowen’s data science initiative with energy market analysis. He previously worked for BP’s U.S. Refining and Marketing segment, where he held a variety of commercial roles in finance, strategy, and refinery operations.

Mr. Gabelman earned a bachelor’s degree in business administration from the University of Michigan in 2010.