Redefining Energy - Minutes / Archives 2022-23 cover image

74. Hot July, Desulphurisation of Maritime Fuel, Shell is moving backwards, Tesla and BYD rule while VW is struggling.

Redefining Energy - Minutes / Archives 2022-23

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The Future of Shell

Shell had built trust over the past 20 years. And in a matter of few months, he has managed to destroy that trust for one generation - nobody will trust what Shell says. They should be saying, okay, if we're not good in electricity and renewables, where are we good? Well, go into bloody battery metals. Go into copper mining again. That's a hedge. But at least if you were doing both, I could understand, but they're not. There's going to be a mass clear out across that business. And that's what you're going to see of top-class people.

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