The long-term effects of the shift in energy demand

At the beginning of 2022, market volatility increased dramatically due to concerns of rising inflation and the energy supply shock, which was caused by the pandemic and exacerbated by Russia’s invasion of Ukraine. As a result, the energy sector and potential implications for the transition to net zero have been put in the spotlight. In this paper, BlackRock prepares investors for the longer-term effects of the shifts in energy demand.