Market commentary

The global energy supply crunch could portend future energy market volatility.

Green hydrogen may be a long way off, but could be the wild card in decarbonization.

Capital discipline today could set up energy producers for solid cash flow in the future.

Strong performance has led to inflows into energy funds, both for traditional energy and renewables.

The energy sector showed strong performance as inflation and oil prices rose.

The composition of oil supply and demand has shifted significantly over the past year.