2026 Drivers E&P 
Oil and Gas Investments
FEBRUARY 15, 2025
One big end-market for this is to power advanced driver assist systems (ADAS) that we have today. Mobileye is beginning to win next-gen deals for SuperVision, for Chauffeur (eyes-off) and for Drive (no driver) Source: Mobileye Investor Day Presentation Why is Mobileye winning? Thats a hefty P/E.
Oil & Gas 360º
MARCH 13, 2025
million bpd in 2026. In a panel on Chinas energy future, speakers agreed that oil demand in the country, which has been the dominant driver of energy demand growth over the past two decades, will likely peak by 2027, as electric vehicle sales increase and economic activity shifts to less energy-intensive sectors.
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