Mobility is changing around the world, but not uniformly. Key countries and regions are shaping the future of EVs, ride-hailing, and driverless technology in pursuit of differing industrial, economic, security, and environmental drivers. We will discuss differences in key markets and how they could affect the future of mobility and the impact on the energy and automotive industries.
Since 2013 the global oil market has been in a cycle of supply surplus, with prices falling five out of the past seven years. The Vienna Alliance has entered a fourth year of production restraint just as a cast of non-OPEC countries is beginning a period of production growth, offsetting decelerating gains from the United States. And now the impact of the coronavirus is leading to the first quarterly decline in world oil demand since the 2008/09 financial crisis. What is the outlook for the oil market as China begins to recover?
Transportation is a multitrillion-dollar industry—with oil its primary energy source. However, the energy transition will see electricity become increasingly important in transporting people and freight. Since selling oil is a different from selling electricity, what business models will succeed as transportation electrifies? How will opportunities differ across the value chain from generation, storage, and charging?