Exxon and Chevron held their most consequential AGMs in recent memory where each were taken to task by both activist and institutional investors dissatisfied with how the US majors have approached the energy transition. Members of Energy Intelligence’s corporate team discuss how the shareholder revolts will impact the strategies of the two oil giants individually and how the rapidly shifting tides will affect the broader sector.
Hosted by: Casey Merriman, Editorial Director, Western Hemisphere and Luke Johnson, Deputy Editor, Oil Daily
Oil Markets: Iran and Inventory Focus Heating Up
Competitive Intelligence: How To Operate Shale Efficiently
Carbon Pricing Special: Navigating Through the Fog
Global LNG: The Drivers and Obstacles to new LNG capacity
Oil Market Simmering in Summer
Energy Transition: Low-Carbon Investment Tracker
Oil Markets: Focusing on Iran and the US
Global LNG: Qatar - Strategic Approach and Long-Term Risks
Competitive Intelligence: Exxon Mobil, Chevon and the ‘Big Oil’ Strategy Shift
Oil Markets: Set to Seize the $70s
Energy Transition: Lessons from the Texas Power Outages
Global LNG: Key Trends to Watch in 2021
Competitive Intelligence: The 2021 Outlook
Oil Markets: Early Start to Our Optimistic 2021 Oil Outlook
Energy Transition: Covid, Climate, Politics - Key Trends to Watch in 2021
Competitive Intelligence: Looking Ahead to 2021
Energy Transition: Insights from the 2020 Green Utilities Report.
Competitive Intelligence: Consolidation and Portfolio Management
Energy Transition: Post-Covid Acceleration
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