Playing the oil endgame: Oil producers and the geopolitics of declining demand

Oil demand is nearing a turning point, but governments are not prepared for the global impacts of declining revenues for producing countries. Energy markets are already being reshaped by changing demand, geopolitical conflict and supply disruptions. The major risks arise from the disorder in the transition, rather than the rate at which demand declines. The choices importers and financial institutions make now will shape how producers respond – and whether the oil endgame is orderly or destabilising.

• Peak oil demand is a risk to producer economies
• Producer vulnerability becomes importer insecurity
• Governments and other international actors can shape a more orderly oil endgame
• E3G’s Oil EndGame simulation
• Explore the key findings from the report
• Explore the report recommendations

Our report Playing the Oil Endgame analyses the dynamics that are likely to shape the oil endgame.