Sustainability & Energy Transition
1st Topic of the Week: As the European oil companies lament the multiple discounts that they see versus the US, they are just one of
April 12, 2024
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1st Topic of the Week: As the European oil companies lament the multiple discounts that they see versus the US, they are just one of
General Thoughts: Overly optimistic demand views, with many being tied to energy transition, have led to increasingly poor capital deployment decisions, and especially in areas
North American chemical producers have a sizable cost advantage relative to Europe and Asia – the benefits of those competing more with ex-US natural gas
While COP27 has been characterized by platitudes and agreements in principle, there is a lot more focus on how much money needs to be spent
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