2025 Energy Outlook_ 10 Questions, 40 Charts

更多资料加入知识星球：水木调研纪要 关注公众号：水木纪要 USA | Energy 2025 Energy Outlook: 10 Questions, 40 Charts 2024 was a rollercoaster year for energy, with significant dispersion being the group's defining characteristic. We believe 2025 will be similar, with US deregulation and global demand growth being primary drivers of sub-sector performance. We summarize key themes and sub-sectors within, focusing particularly on equities with exposure to demand pull and/or self-help initiatives 更多一手调研纪要和研报数据加V：shuinu9870 更多一手调研纪要和研报数据加V：s ...