Energy macro: our top ten charts?

Is the global energy system on the precipice of persistent shortages, and record prices, in the mid-late 2020s? We worry that cumulative under-investment in the global energy system has now surpassed $1trn since 2015, relative to our energy transition roadmap. Our top ten slides into global energy โ€˜macroโ€™ are set out in this presentation.

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