The Pressure on Operators

Richard and John discuss the pressure being placed on oil & gas companies by some shareholders to reinvent themselves as “no carbon” energy suppliers. Topics addressed include:

  • Do oilcos have the skillset necessary to make the change being asked?

  • Will oilco shareholders accept a new business model and a different risk-return profile?

  • One area of agreement between oilcos and activists: technology as a solution to energy needs