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By Guy WAGNER, Chief Investment Officer, BLI - Banque de Luxembourg Investments
The global energy and commodities sector is entering a new phase—one defined not by excess capacity and aggressive expansion, but by scarcity, discipline, and strategic importance. After more than a decade of ESG-driven pressure, investor scepticism, and capital restraint, the industry now faces structural underinvestment in new supply. This has created the foundation for a potentially sustained period of tighter markets and higher commodity prices.
Why Now: A Confluence of Structural Tailwinds
The timing of this opportunity reflects a powerful alignment...
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