Commodities in the Transition Economy
Metals for electrification, gas as transition fuel, stranded asset risk, and commodity winners and losers in decarbonisation
Commodities in the Transition Economy
Executive Summary
The energy transition reshapes commodity demand and supply: metals for electrification and renewables rise; fossil fuels face demand and stranding risk; gas is debated as a transition fuel. This module synthesises energy market principles into a long-term view: demand and supply trajectories, trading implications, strategic positioning, and how to navigate careers in a transforming industry. For practitioners and consultants, mastery supports strategy and advisory workâand supports book and consulting value.
Learning Objectives
By the end of this module you will be able to synthesise energy market principles into actionable professional guidance, understand the energy transition's long-term impact on commodities, develop a 25-year perspective on oil, gas, and power markets, and identify commodity winners and losers in a decarbonising economy.