An electric age: Oil, EVs and the cobalt conundrum

How will it affect the oil price?

I recently attended a talk by journalist Matthew D'Ancona on 'post-truths' - beliefs of the heart rather than grounded in fact.

In my mind, the electric vehicle (EV) came to assume such a status this summer, prompting some of the market's bears to call time on the future of oil demand.   In the hunt for long-term value it is important to derive logical conclusions from reasoned analysis - rather than get caught up in the commotion of the market's latest musing. I have spent a lot of time thinking about supply and demand (S&D) dynamics and what the rapid adoption of EVs could mean for long-term value in Big Oils.   Supply dynamics When investing in oil & gas companies it is important to have a view on the ...