ERTH - As Global Economy Reopens Green Policy Creates Pricing Power For Traditional Energy

• As power demand continues to increase from the onset of COVID-19, power generation disruptions and a lack of infrastructure investment also have played a role in the recent surge.
• The Chinese government has recently ordered top state-owned energy companies - including coal, electricity, and oil - to secure supplies at all costs ahead of the upcoming winter heating season.
• Policy decisions globally are leading to distortions in energy markets, and the shift to renewables isn’t without costs.

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