With pandemic related economic headwinds fading, energy demand is once again on the rise. In contrast, though, supplies of key energy commodities including coal, oil and natural gas have been depleted as productive capacity has atrophied over the last 18 months amidst an environment of industry underinvestment.
In our view, supply/demand imbalances and corresponding energy price spikes seen over the last few weeks are a harbinger of favorable opportunity to come, as much needed capital and labor will be required to meet global energy demands in a post-pandemic world. We invite you to listen to our recent webinar, as we shed light on these important issues.
