Distress in the energy and natural resources sector
Helping investors evaluate opportunities in energy and natural resources during the Covid-19 crisis
Investors asked; we answered
Has the Lower 48 got the financial strength to ride out the storm?
What does sub-US$30/bbl mean for tight oil operators? Demand destruction, combined with increasing supply, has left the oil market in turmoil. Ever nimble, US independents have moved quickly in response. But Lower 48 operators were already under pressure before the oil price crashed. The situation appears dire for many and the market is changing fast. Read more.
How is coronavirus hitting demand for electric vehicles and battery raw materials?
With a global recession now looming, electric vehicle sales will take a major hit. Consumers may be more averse to the risk of adopting new technologies. Many will postpone car purchases altogether. Global EV sales could see a 43% drop, while battery raw materials markets face major disruption. Read more.
What does a stalling auto sector mean for polymer markets?
The automotive sector is a significant source of polymer demand, and a key source of growth for the next 20 years. So, it is a serious concern for the chemicals industry when the automotive sector goes into a downturn. And coronavirus has hit the sector fast and hard, driven by hits to both production and demand. Learn more.
Do you have a question about the impact of Covid-19 on the energy and natural resources sector?
Solutions for credit investors
Martin Kelly, Global Head of Wood Mackenzie's Institutional Investor Service
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