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Insights · Energy Strategy & Supply Chain

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  1. ESG-driven divestment and premature fossil fuel phase-outs reduced global exploration investment, inadvertently concentrating oil and gas supply in geopolitically volatile regions like the Persian Gulf.

    Impact: Companies relying on stable energy inputs face heightened geopolitical risk; diversifying supply sources and securing long-term contracts are now critical operational priorities.

    — from Navigating Energy Shocks, Monetary Policy, and Industrial Resilience · Mikroökonomen a.k.a. Mikrooekonomen· Mar 25, 2026