Equity Strategy
Energy Sector: Stronger for Longer
Wed 25th May, 2022

Already tight oil and gas markets are getting tighter post-Ukraine.

Energy markets were tight before the invasion of Ukraine, with limited capital expenditure in global oil and gas. Post-Ukraine, the market has become even tighter, and some of this lost production now looks irreversible. We think this adds another significant tailwind to the energy outlook over the next few years.

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Written by

David Cassidy, Head of Investment Strategy

David is one of Australia’s leading investment strategists.

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