Energy
Time to step-up some investments
Last update – November 2021
Sector rating

MEDIUM RISK FOR ENTERPRISES
Fragmentation
Internationalization
Capital Intensity
Profitability
Strengths & weaknesses

- Increased capital discipline
- Structural growth from new energy
- Reduced break even cost points

- Secular substitution of fossil fuels
- Important political risk exposure
- High degree of competitive intensity
Sector overview
Subsectors
Key players
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Country | Role |
Sector risk |
|
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Saudi Arabia |
#1 Producer |
![]() Medium risk |
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Russia |
#2 Producer |
![]() Medium risk |
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United States |
#3 Producer |
![]() Medium risk |
Contact
Ano Kuhanathan
Allianz Trade
Allianz Trade