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Four Supply and Demand Imbalances That Foreshadow Energy Risk
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Business risks and opportunities surface whenever supply and demand go wildly out of balance.
Energy transition is creating supply and demand imbalances in many ways. For example, the supply of clean energy infrastructure is lagging demand because of slow permitting processes.
Sellers gain because the price point for green energy will rise to meet the demand. Buyers risk being unable to purchase green energy after they have committed to do so, or paying a much higher price.
In this solo narration podcast I describe four looming supply and demand imbalances, why they are happening, the impacts they'll have, and what you can do to either manage the risk or take advantage and profit.
The four are:
- Slow pace of permitting delays the supply of transmission infrastructure.
- Supply of oil tankers lags demand, causes prices to rise for shipping oil
- Mergers in oil and gas create a surplus of oil and gas professionals looking for work.
- Demand for commodities for clean energy outstrip supply, making clean energy projects uneconomic.
If you work in energy this episode is for you.
You can find the transcript on my weekly substack, 'Digital Oil and Gas'.
Please hit the share button or leave a comment if you find this episode helpful.
Contact me at geoff@geoffreycann.com
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