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.


  • Oil and Gas
  • Utilities

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

Principal Analyst
Tim Grejtak
Director, Research
Managing Director, Consulting


About Lux Research

Lux Research is a leading provider of tech-enabled research and advisory solutions, helping clients drive growth through technology innovation. A pioneer in the research industry, Lux uniquely combines technical expertise and business insights with a proprietary intelligence platform, using advanced analytics and data science to surface true leading indicators. With quality data derived from primary research, fact-based analysis, and opinions that challenge traditional thinking, Lux clients are empowered to make more informed decisions today to ensure future success.

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