Leigh R. Goehring & Adam A. Rozencwajg
Despite consensus beliefs that global energy consumption is slowing, a few weeks ago the International Energy Agency (IEA) released its 2018 world energy consumption figures showing the largest increase in 10 years. Our research suggests this trend will continue, and most forms of energy consumption should experience robust demand growth far exceeding consensus estimates.
This is just one of many critical aspects discussed our newest in-depth market commentary, The Bell Has Been Rung.
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