Energy Transition

The Empire Strikes Back: Return of Oil and Gas Dominance for U.S. Integrated Energy

The Empire Strikes Back: Return of Oil and Gas Dominance for U.S. Integrated Energy

5 min readIntroduction Earlier this year, European oil majors BP and Shell announced that they would roll back their energy transition plans and keep oil and gas as relatively large parts of their portfolio. In October 2023, their American counterparts Exxon Mobil and Chevron doubled down on a collective $115 billion bet on fossil fuels. Exxon Mobil…

ESG: Auto Manufacturers Focus on Carbon Transition

ESG: Auto Manufacturers Focus on Carbon Transition

4 min readHow auto manufacturers are developing strategies for improved ESG ratings Over the past several years, auto manufacturers have been increasingly focused on reducing carbon emissions via improving vehicle fuel efficiency and transitioning their product lines to fully electric vehicles. This increasing focus isn’t unfounded: according to the International Energy Agency (IEA), the transportation sector accounted…

Integrated Oil & Gas Majors Position for Peak Demand

Integrated Oil & Gas Majors Position for Peak Demand

6 min readWhile most major integrated oil and gas companies have expressed alignment with the Paris Agreement, efforts made by U.S. players to address climate change with a transition to more renewable energy sources have fallen short in comparison to their European counterparts. As some drag their feet on sustainability efforts, governments, world organizations and financial institutions…

Integrated Oil & Gas Majors and the Transition to Renewables

Integrated Oil & Gas Majors and the Transition to Renewables

5 min readWhile most major integrated oil and gas companies have expressed alignment with the Paris Agreement, efforts made by U.S. players have fallen short in comparison to their European counterparts. Despite some players still dragging their feet in their sustainability efforts, governments, world organizations and financial institutions continue to pressure companies to align with climate-focused goals….