War has catapulted energy security to the very top of the political agenda. Russia’s invasion of Ukraine was a geopolitical quake, the shockwaves of which will be felt for decades.

What are the consequences of the war for commodities? How can governments, companies and investors respond to the changing energy landscape? How will they react to investment opportunities opening up even as costs rise at unprecedented rates?

On the podcast: we discuss how the war has reshaped the commodities world. Energy trade flows are being transformed, investment in new LNG supply looks more compelling and the pace and, crucially, cost of the energy transition is changing. 

Joining regular host Liz Dennett are Derek Brower, US Energy Editor at the Financial Times, Massimo Di-Odoardo, Vice President, Gas and LNG Research at Wood Mackenzie, and Ann-Louise Hittle, Vice President, Oils Research at Wood Mackenzie.

Read the report here: https://www.woodmac.com/horizons/

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