Weekend Reading /
Global

Expensive endgame: Oil prices will rise in energy transition, good for oil EMs

  • International oil companies’ green shift will constrain supply, potentially boosting prices, helping oil-producing EMs

  • New owners will reduce costs and extend production, but unlikely to invest in new projects, although demand may rise

  • With new projects off the cards, oil-rich EMs can hike oil production taxes without fear of losing future investment

Expensive endgame: Oil prices will rise in energy transition, good for oil EMs
Paul Domjan
Paul Domjan

Senior Contributing Analyst

Tellimer Research
24 July 2021
Published byTellimer Research

Watchlist

Tellimer | Start Following

Start following your markets today

Follow your key analysts, markets and more so they appear here in your Watchlist - allowing you to keep an eye on the latest updates.