Unrealistic expectations for the energy transition could undermine the bullish demand scenarios currently accepted as the norm as the energy transition unfolds, Capitalight Research MD Tom Brady says.
For example, global automotive market sales are expected to more than double to nearly 125 million by 2030, with 'base case' scenarios pointing to 35% PEVs in the mix. By 2050, most scenarios have the figure at 60%.
Watch Brady explain here.