Views & Insights

Why we're not so sure of a forever climbing oil price

For many years, analysts have been predicting a dramatic rise in oil prices dictated by a combination of rise in demand, driven partly by the Chinese and Indian burgeoning middle classes, and limits to production. Times are changing, and although commodity investors will still try to track oil prices and make a return, it is far more likely that significant returns will come out of disruption. We will follow the impact of fracking with some interest. However, we will follow electric vehicles, renewables and nuclear with a lot more.