QVMS - The Russia-Ukraine Crisis And The Shifting Environment For Global Upstream Investment

• The Russian invasion of Ukraine and the subsequent imposition of sanctions by a range of governments have served to reset the global geopolitical compass, with an immediate impact on oil and gas markets and investments.
• Elevated prices and new sources of demand will create opportunities for producer states where resource availability, project economics, investor support, and infrastructure availability coalesce with government backing.
• The Ukraine invasion will also have implications for energy transition, primarily in Europe, where a renewed focus on energy security highlights the need to secure additional fossil fuel supplies in short order.

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