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Everyone Take a Deep Breath: A Mild Recession Doesn't Doom the Energy Sector
July 8, 2022
The current high energy price environment is primarily a function of supply constraints from persistent underinvestment, which should create a much higher floor in crude prices than the ~$60/bbl WTI we estimate the stocks are currently pricing in. A recession would be far from ideal for the Energy sector (or any other for that matter), but the likely outcome seems far better than what the stocks imply today.Subscribe
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New and traditional energy meet at TE&MFest. Join us in Austin, TX, on September 15-16 for innovative speakers, engaging sessions, and unique access.Subscribe
Our PEP Insights team examines the past, current, and future landscapes of technology, energy, & mobility (TE&M) to create strategic reports and models. Get inside our heads and gain access to our learnings and data. Contact us today to subscribe to PEPAccess.