Geopolitical fragmentation and the energy transition are increasing the interconnectivity of commodity markets, putting commodity trading at center stage.
Investments in the energy sector are projected to grow from $1.5 trillion today to between $2.0 and $3.2 trillion by 2040, representing growth of between 35 and 120 percent.
Low-carbon energy technologies are growing, but bottlenecks could slow the energy transition at a time when the rollout of clean technologies needs to accelerate.