Oil Majors in a Post-Covid World

Oil Majors in a Post-Covid World

The oil majors are slowly recognizing that in a decarbonized world their fundamental business is going to have to change.

So what are they thinking? Where are they deploying resources -- and not deploying resources?

Ed Crooks is the right person to ask. He’s our oil major whisperer. He Vice Chair for the Americas at Wood Mackenzie.

Last time we had him on the show was in May of 2020 when the pandemic-driven collapse of oil demand sent key oil prices negative.

Ed talks with our host Shayle Kann about the rebound since then and how oil and gas companies are using this new influx of cash.

They discuss the longstanding differences between American and European oil majors: The Europeans are more aggressive on new energy investments; the Americans are more conservative. Does this distinction still hold, even under the rising pressure of shareholders, employees and governments on these companies to take climate action?

And if they’re not going to invest directly in renewables and power, how will their business models change in a decarbonized world? Shayle and Ed talk about what it would mean to become a “carbon management company.”

They also talk about the differences between 1.5- and 2.0-degrees-celsius worlds and what each would mean for oil and gas companies.

Finally, they read the tea leaves on carbon pricing. Does the Biden administration’s aggressive stance on climate change the political chances of legislation in the U.S.?

See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Avsnitt(342)

Climate Risk, Part 1: How Do We Measure It?

Climate Risk, Part 1: How Do We Measure It?

This week, we present the first episode in our 3-part interview series on climate risk. How do we measure and quantify both the physical and economic risk of a warming planet?This question has very re...

30 Okt 201949min

The Internet-of-Things Promise in Buildings [Special Content From Centrica]

The Internet-of-Things Promise in Buildings [Special Content From Centrica]

This week, we present a special episode in collaboration with Centrica Business Solutions and GTM Creative Strategies.For the last decade and a half, we’ve been hearing about how the internet-of-thing...

30 Okt 201928min

3 Barometers of the Energy Transition

3 Barometers of the Energy Transition

This week: three barometers of the energy transition. There are a lot of numbers flying at us every day — and it is our job to figure what they indicate about change. In this episode, we’ll choose thr...

24 Okt 201924min

Can Venture Capital Make America Do Tough Things Again?

Can Venture Capital Make America Do Tough Things Again?

Could you do us a favor? Take our listener survey so we can give you more relevant content: bit.ly/gtmpodcastVenture capital is an effective source of money for scaling companies quickly. But what if ...

18 Okt 201939min

What’s Driving the Residential Battery Surge?

What’s Driving the Residential Battery Surge?

The market for home batteries is picking up.Residential storage capacity installations outpaced utility-scale installations in the second quarter of this year. There were more residential batteries in...

7 Okt 201948min

The Stranded Asset Threat to Natural Gas

The Stranded Asset Threat to Natural Gas

There are $70 billion worth of natural gas-fired power plants planned in the U.S. through the mid 2020s. But a combination of wind, solar, batteries and demand-side management could threaten 90 percen...

27 Sep 201941min

The Age of 100%

The Age of 100%

We are now in a new age for clean energy: the age of 100%.Every week, we get some new declaration from a corporation, a city, a state or a utility that they are going 100%.But not all targets are crea...

20 Sep 201946min

Tesla’s Solar Gigafactory Struggles

Tesla’s Solar Gigafactory Struggles

New York State offered Tesla $750 million to turn Buffalo into a solar manufacturing hub — why hasn’t Tesla delivered on the vision it promised?It’s been five years since SolarCity first declared plan...

10 Sep 201953min

Populärt inom Business & ekonomi

framgangspodden
rss-jossan-nina
badfluence
varvet
svd-tech-brief
rss-borsens-finest
rss-svart-marknad
uppgang-och-fall
avanzapodden
bathina-en-podcast
fill-or-kill
lastbilspodden
rss-inga-dumma-fragor-om-pengar
rss-dagen-med-di
tabberaset
borsmorgon
rss-kort-lang-analyspodden-fran-di
rikatillsammans-om-privatekonomi-rikedom-i-livet
24fragor
montrosepodden