There is a global energy crisis playing out because of...

There is a global energy crisis playing out because of ESG-driven under-investment in new energy supply, and governments willing to subsidise households against rising energy prices, therefore maintaining strong demand at even higher prices.

When it comes to investing, I'm always wary of saying, "This time is different." But this time, it really is different.




[source: https://www.iea.org/reports/oil-2021]