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
Energy Transition: Tumultuous Transition: Key Trends to Watch in 2020
Competitive Intelligence: Growing Pains - An Outlook to 2020
Energy Transition: Lessons from the Energy Intelligence Green Utilities Report
Competitive Intelligence: What the IPO Means For Aramco
Energy Transition: Oil & Money Recap
Energy Transition: Thoughts for the US Industry
Oil Markets: Oil Industry Hit in Saudi Heartland
Oil Markets: What's Behind the Big Saudi Energy Changes
Global LNG: Up in Smoke: Why Flaring in Texas is Out of Control
Oil Markets: US Supply Slowdown by a Thousand Cuts
Energy Transition: Renewable Energy: Always Clean – But Competing Handily Against Fossil Fuels
Risk: Attack or Talk - What is Trump’s Real Plan for Iran?
Risk: Escalation in the Gulf - Will Iran crumble under the US maximum pressure campaign?
Competitive Intelligence: Energy Companies of the Future – Debriefing CERAWeek 2019
Oil Markets: Oil Production Outlook 2019
Competitive Intelligence: Navigating Post - Downturn Strategic Challenges
Oil Markets: What does the future hold for the US Energy Renaissance?
Gas Markets in 2018 - Grounds for Optimism?
Opec, Geopolitics, Shale - What's worrying Oil Markets?
M&A Outlook – Who’s Selling? Who’s Buying?
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