‘Peak Oil’ to ‘Peak Demand’: Implications for global investors
Although it's tempting to join the ‘peak demand’ bandwagon and banish the oil markets to the ‘cathode ray bin’, it's important to understand the impact that different technologies (and their timing) have on energy prices. As investors, we must ask ourselves when fossil fuels and in particularly oil demand will peak? And if you are a holder of significant long-dated, expensive resources, what should you do? (VIEW LINK)
Nikko Asset Management is one of Asia’s largest asset managers, providing high-conviction, active fund management across a range of Equity, Fixed Income, Multi-Asset and Alternative strategies. In April 2021, Yarra Capital Management acquired...