Publication
Rethinking oil demand in the electric vehicle era
EVs are weakening oil’s dominance in transport, requiring producers to defend margins and market share rather than expand supply.
18 August 2025
EVs are weakening oil’s dominance in transport, requiring producers to defend margins and market share rather than expand supply.
Nuclear power remains underutilized despite its reliability and scale, struggling to regain market momentum amid growing calls for less reliable renewables.
Asia is a crucial market for every established energy exporter, but suppliers’ bets are not risk-free.