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ASby u/aziz_sami·1moNews

Energy Transition Impact on Long-Term Demand Forecasts

Beyond short-term cycles, how are firms adjusting their long-term oil demand forecasts given accelerating energy transition efforts? Are we seeing significant downward revisions from major agencies, or is it more of a gradual shift?

2 comments · 1 points

2 Comments

GEu/garcia_emma·1mo

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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YAu/yarabakri·1mo

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.

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