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Energy Transition: Whose Revenues are at Risk and When?

Date: September 30, 2021
Presenters: Andy DeVries, Charles Johnston, Jake Leiby, and Nick Moglia

Summary

CreditSights’ Utility/Power and Energy teams host a webinar on energy transitions – they walk through the fixed income implications of the energy transition across the Oil & Gas, Refining, Power and Utilities sectors. Timing is obviously key and varies by sector, so the team points out datapoints they are tracking and where we could see risk in long bonds. New technologies have significant disruption potential so they provide their views on emerging battery, carbon capture and hydrogen technologies and who the big players are in each.

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