Reframing the Growth Versus Returns Trade-Off Debate
“Growth” versus “returns” is a long-running debate among management teams, investors, and other industry observers. It is a question that is again starting to percolate in discussions with a broad range of participants, including policy makers, academics, industry executives, and investors.
VideoPods (EP32): Energy M&A Q&A
We follow-up on last week’s post that dove into our takeaways from recent Super Major M&A activity.
Beautiful Big Oil: Takeaways From Super Major M&A
Energy merger mania is back in force, with ExxonMobil announcing a merger with Pioneer Natural Resources, Chevron the acquisition of Hess, and speculation around various other combinations of traditional energy companies making the rounds in the media and among Street analysts.
The Mega Risks and Traditional Energy As A Hedge
The emergence of three mega risks—War, Inflation/Stagflation, and Rich Country Government Debt Burdens—is shaping up to add new dimensions of uncertainty to an already messy energy transition era.
Geopolitics and Transition Turmoil
We focus on the long-term implications to the energy sector of the sharp rise in geopolitical turmoil.
Policy Risk In A Future Super-Spike 2 Environment
Last week we addressed three of the Five Big Calls To Get Right Over The Next Ten Years. This week we turn to the fourth one listed: policy risk, in particular if a future “Super Spike 2” energy crisis environment were to materialize.
Five Big Calls To Get Right Over The Next Ten Years
This week we turn to the topic of big calls and strategic decisions we think corporates and investors need to get right over the coming decade.
Profits Over Preaching
We have titled this week’s issue “Profits Over Preaching” as we look to bring together a number of recent themes and address three interesting questions we have received while attending recent macro/industry events in Italy, Calgary, and New York.
Ding DONG: New Energy Growing Pains Rewards Transition Patience
Despite significant volume growth and policy support, a trio of new energy indices—ICLN, NEX, and TAN—have now effectively gone nowhere since 2010.
The 1.4 Billion People Club Will Dominate The Outlook For Energy
We continue our series on re-focusing energy discussion and debate to how to best meet the substantial energy needs of the other 7 billion people on Earth that are not among the lucky 1 billion of us that live in the USA, Canada, Western Europe, Japan, Australia, or New Zealand.