- 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.
For further details see:
The Russia-Ukraine Crisis And The Shifting Environment For Global Upstream Investment