With the current crisis unfolding between Russia and Ukraine, energy markets globally have had to pivot where they source their energy supply thereby providing some new implications to the sector as a result. While pricing has been increasing along with the ongoing ESG and geopolitical factors at work, what might investors want to be wary of going forward? And what opportunities could be presented within this volatile environment? In this episode of Disruptive Forces, Robert Gephardt, CFA, Senior Energy Research Analyst, shares his thoughts with Anu Rajakumar on how the energy sector is managing amid the crisis in Europe, what other risks might be at play and how energy can keep “going and going” for the long-term.

 

 

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