油價高漲，凱西·伍德堅持油價崩盤論
自2020年新冠疫情期間石油(USO)相關價格觸底以來，方舟投資公司(ARKK)的凱西·伍德曾大膽預測，另一次崩盤即將到來。在一條現在很有名的推文中稱油價將跌至12美元/桶:
但如今油價卻創下2008年以來新高，在週一早間達到她所預測的10倍，這位著名的科技投資者承認短期看錯，俄羅斯入侵烏克蘭後的相關政策促使油價在需求下降的重壓下崩潰。她表明需求已經見頂，重申了油價最終將跌至十幾美元的觀點，即從當前水平下跌90%。:
關於能源板塊(XLE)的三個問題可能是1)哪些原料將被用來產生電動汽車電池充電所需的電力2)這些原料的成本3)向電動汽車的過渡需要多長時間。
烏克蘭戰爭表明，德國的低碳能源轉型在某種程度上依賴於弗拉基米爾•普京(Vladimir Putin)的“仁慈”；即使沒有對俄羅斯能源出口的限制，德國大部分電力都是來自煤炭(BTU):
即使嚴重依賴化石燃料，歐洲的能源價格也已經失控;今天，歐洲天然氣交易價格爲62美元/百萬英熱單位(SHEL)，按能源當量計算，油價約爲360美元。
經過10年可再生能源投資的加速，公用事業規模的風能和太陽能發電在2021年佔美國電力生產的10%左右，低於煤炭發電，約爲天然氣產量的1/3。
俄羅斯的戰爭暴露了全球能源體系的許多弱點；然而，從中期來看，對減少石油和天然氣的需求並不是其中之一，正如埃隆·馬斯克（Elon Musk）週末的一條推文所證明的那樣：“我們需要立即增加石油/天然氣的出口”
埃隆的觀點得到了全球許多政策制定者的認同，因爲高能源價格類似於對世界窮人徵收累退稅；然而，這條推文也指出了一個事實，即如果以能源當量計算，煤炭發電的價格比石油高300%，那麼願意爲特斯拉(TSLA)充電的消費者就會減少。
如果政策制定者和投資者將烏克蘭戰爭視爲需要增加可再生能源投資的證據，同時狹隘地關注電動汽車對石油需求的影響，那麼很有可能，西方在未來許多年裏仍然會依賴於能源價格或普京等領導人的能源政策。
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