COVID-19の業界横断的な影響：テーマ別調査 （2020年8月）

COVID-19による不況は需要ショックによって引き起こされたのではなく、人々の命を救うために設計された政策主導の供給ショックです。その結果、景気回復に利用される政府や企業の戦略は、以前の不況とは異なる可能性があります。景気後退に関するかなりの不確実性にもかかわらず、これは持続可能性に焦点を当てた最初の回復である可能性が高いと思われます。COVID-19の人的コストは感染を超えて、より広い経済にまで及んでいます。社会、環境、ガバナンスの問題を無視する企業は、顧客の大きな反発に直面する可能性があります。各国政府はすでに、持続可能性、特にグリーンエネルギーが刺激プログラムで強く機能するという兆候を示しています。

当レポートは、業界全体にわたるCOVID-19の影響について調査し、COVID-19の影響に関する独自の定量分析と業界による違い、各業界の定性分析と主要企業へのCOVID-19の影響の分析などを提供しています。

目次

• イントロダクション
• セクターの要約
• セクター間の指数
• 勝者と敗者
• セクター分析

This report analyzes the impact of COVID-19 across industry sectors. It provides side-by-side analysis of alternative datasets to present you with unique quantitative analysis of the effects of COVID-19 and how these differ across sectors. We also provide qualitative analysis of each sector and analyse COVID-19's impact on leading companies.

Key Highlights

• According to Johns Hopkins University data, by 25 August 2020, COVID-19 had infected more than 23 million people and claimed 811,000 lives. The pandemic forced governments to impose rigid lockdowns that essentially shut down the worldwide economy for many months. With the exception of India and China, all major economies are expected to shrink this year. Unemployment levels have increased at jaw-dropping rates.
• The COVID-19 recession has not been caused by a demand shock, rather, it is a policy-driven supply shock designed to save people's lives. Consequently, the strategies-of governments and companies-that will be used in the economic recovery could be different from previous recessions.
• Despite the substantial uncertainty regarding the economic downturn, this could well be the first recovery with a focus on sustainability. The human cost of COVID-19 extends beyond infection and into the broader economy. Companies that ignore social, environmental and governance issues could face significant customer backlash. Governments are already showing signs that sustainability-particularly green energy-will feature strongly in stimulus programs.
• The way we live our lives has been changed permanently. However, the extent to which human life will change will be affected by two competing factors: the longevity of COVID-19's presence and the speed with which a vaccine is developed. Most enterprises successfully transitioned to work from home; few will revert back to pre-COVID-19 practices. Many staff will opt to work from home at least part of the week. There will be ramifications for the way we plan our future cities and future transportation networks, as well as for the commercial property sector.

Scope

• Up to date major trunk or transmission oil and gas pipelines length data by major regions globally, outlook of the planned and announced pipeline length up to 2023
• Annual breakdown of new-build capex on planned and announced pipelines by major regions globally for the period 2019 to 2023
• New-build pipeline length and capital expenditure by key countries and companies globally
• Regional new-build capex outlook for planned and announced pipelines by key countries and companies
• Details of major new-build pipelines expected to start operations over the next four years by commodity (crude oil, natural gas, NGL and petroleum product pipelines)

Reasons to Buy

• Analyze the impact of COVID-19 across industry sectors
• Side-by-side analysis of alternative datasets to present you with unique quantitative analysis of the effects of COVID-19 and how these differ across sectors.
• We also provide qualitative analysis of each sector and analyse COVID-19's impact on leading companies.

Table of Contents

Table of Contents

• Introduction
• Sector summaries
• Cross-sector indices
• Winners and losers
• Sector analysis
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