Table of Content



1 Oil & Gas
1.1 Short-term: Oil demand and prices plummet
1.2 Exits and consolidation will be long-term trends
1.3 Rebuilding will accelerate green transitions in the long-term

2 Automotive
2.1 Short-term: Mobility restrictions hit every stage of the auto value chain, from parts to purchase
2.2 Complex post-COVID factors will prevent demand from rebounding

3 Healthcare Providers
3.1 Short-term: Healthcare provision is only sector where higher demand has spelled disaster
3.2 MedTech growth will tighten public health’s ties with private suppliers
3.3 COVID-19 could be a watershed for private healthcare reform in the US

4 Foodservice
4.1 Short-term: Foodservice is seeing widespread closures despite delivery lifeline
4.2 Delivery services are part of a long-term shift in consumer behavior
4.3 Closures will bring consolidation in the long-term

5 Travel & Tourism
5.1 Short-term: travel bans have brought travel and tourism to a standstill
5.2 The airline segment will continue to contract
5.3 Construction and jobs growth in the lodging segment will remain subdued
5.4 Cruise lines are at the greatest risk of folding

6 Appendix



List of Figures



List of Tables