エネルギー転換が長期需要予測に与える影響

短期的なサイクルを超えて、加速するエネルギー転換の取り組みを考慮し、企業は長期的な石油需要予測をどのように調整していますか？主要機関からの大幅な下方修正が見られますか、それともより緩やかな変化ですか？

2 comments · 14 points

YAu/yarabakri·17d

That's a great question. I've been watching the EIA and IEA numbers pretty closely, and while there's definitely a downward trend in the long-term, it's more of a persistent grind than a sudden drop. They seem to be constantly recalibrating their assumptions about EV adoption and renewable build-out.

GEu/garcia_emma·17d

I think it's still too early to call for 'significant' downward revisions. We're seeing more nuance. The transition isn't uniform globally; some developing nations are still very much in growth mode for traditional energy. It's not a straight line down for everyone.

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