The IEA has projections out that show significant decline in demand for oil and gas. The NGFS, the group of central banks, has scenarios that show declining demand. None of these are certain, but prudent managers in either the public sector or the private sector should be taking those risks seriously and should be considering the returns and what those possibilities mean for the returns on public investment, absolutely.
On February 14th, 2022. See this statement in context.