AI-powered
podcast player
Listen to all your favourite podcasts with AI-powered features
Are Energy Companies Going to Be Honest With the Market?
Investor proposition to an investor of the energy industrmet has changed. Ten years ago, the thesis was, peqell know if we have enough. We then pivoted into this pequed demand narrative and it's about okno returns. The industry has had that dose reality that investors arent rewarding you. They don't believe that growing thasibatis is needed,. That's the e s g theme. And they're also looking at it like, i have other places that i can investigate a nice, stable return.