Owning the Energy Transition: 2020 COVID-19 Update

July 06, 2020 | State of the Market Report

2020 has been an unprecedented time, with COVID-19 having an immediate and significant impact on all aspects of the energy sector – oil and gas, electricity, emissions, and mobility. While the sudden effects may be a flash in the pan as the world returns to normalcy, COVID-19 will undoubtedly catalyze the energy transition, as it provided stakeholders a snapshot into the future of demand. In this report, the Lux Energy Team highlights the near-term impacts of COVID-19, evaluates the ramifications it has on our 2020 predictions, and anticipates disruptive changes to the global energy transition going forward.

Coverage Area

  • Owning the Energy Transition

Table of Contents

  • Title page
  • Executive Summary
  • Four Key Storylines: Owning the Energy Transition
  • Initial Shock from COVID-19
  • 2020 COVID-19 Update
  • COVID-19 Consequences
  • White Swan Event

Lead Analysts

Senior Analyst
Tim Grejtak
Director, Research
Managing Consultant, Energy