The worst of the pandemic’s impacts on public health may have passed, but its long shadow still hangs over the economy and the energy industry in the form of supply chain bottlenecks, labor shortages and steep inflation. Setbacks such as manufacturing disruptions in Asia and congestion at U.S. ports infuse indefinite uncertainty, energy company executives and analysts say.

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“Supply chain snarls are likely to persist well into 2022,” said CoBank’s Dan Kowalski, vice president of the Denver-based energy lender’s Knowledge Exchange division.

Manufacturers and retailers in the United States, as well as in countries across Europe, he noted, are open and hungry for components and products. However, lingering coronavirus-related restrictions in Asia continue to cripple...