William Blair IM: Wie attraktiv ist der Energie-Sektor?

We currently have a favorable view of the energy sector, which is largely driven by attractive fundamentals. However, there are many considerations beyond fundamental valuation that should be taken into account, including stranded assets and an increasing focus on environmental, social, and governance (ESG) factors.

Stranded Assets Should Drive Write-Downs

Oil companies draw on reserves in the ground to produce the raw material that is sold to refiners and then sold again as gasoline, jet fuel, and such.

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