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2024-06-18 23:03:42

Seeking Alpha on Nostr: Consolidation, energy transition and geopolitics among energy drivers: Jennifer ...

Consolidation, energy transition and geopolitics among energy drivers: Jennifer Warren
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Jennifer Warren, founder of Concept Elemental, spoke at the Seeking Alpha Investing Summit and highlighted the major energy drivers in the current market. She mentioned that energy transition, reshuffling of supply chains, geopolitics, and consolidation are critical themes that will drive investment. Warren stated that the oil market will see stickiness in both demand and supply, and there will be significant demand for natural gas with regional volatility. Geopolitical tensions could also impact energy markets. She emphasized that markets will have more influence on the trajectory of green energy transition than government policy. Warren stressed the importance of all energy sources and innovations to meet expanding demand.



https://seekingalpha.com/news/4117143-consolidation-energy-transition-and-geopolitics-among-energy-drivers-jennifer-warren-at-sa-investing-summit
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