Alex Grant, Equinor, on the Energy Trilemma
A Sustainable Future
Energy Capitalism
Sustainability investors worry a lot during the energy transition, many of these very dirty, carbon intensive assets are being divested. The fact that they're falling into private hands means that they effectively can no longer be securatized. It's probably made b h p more robust and delivered on what their shareholders have wanted in the short term. But also, argubly, it's made the planet a worse place, because the new steward of those assets perhaps has a larger growth of gender than they do.
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