- Slow pace of vaccination rollout and cases weigh on demand, with mobility signals still dampened.
- After oil market demand plummeted in the spring of 2020, by early 2022 supply and demand are expected to be better balanced.
- Commodity markets, including minerals connected to the energy transition, are becoming increasingly part and parcel of the transition's opportunities and sustainability plays.
- There's a deep bench and wide stadium of investments that connect to the "energy transition."
For further details see:
Energy Demand And Transition Creating Interconnected Opportunities