Key Predictions for Energy and Industrials in 2024

This report is focused on predictions for the energy and industrials sector in 2024, utilizing insights from industry experts gathered through AlphaSense Expert Insights. The report outlines key trends affecting construction, renewables, and agricultural equipment segments. In construction, experts foresee a mixed performance, with strong results in entry-level and luxury markets but weaker outcomes in the mid-market. The report indicates that commercial construction will see performance coatings outperforming the overall market. In the renewables sector, the report discusses how financial discipline among oil majors may hinder the adoption of hydrogen and carbon capture technologies, while renewable diesel could see increased success due to lower transport costs. Additionally, the report highlights the challenges faced by smaller private builders in the housing market and the anticipated decline in new multi-family construction. Overall, the report provides a comprehensive view of the expected dynamics within these sectors for the coming year.