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Perspectives on a Mega Investment Theme: Energy Transition

Evercore Edge

CHAPTER

The Challenges of Traditional Energy Companies

The challenge for traditional energy companies is that they have to make an adequate return. The pipeline companies are the guys that I think will be able to move the hydrogen, which is a huge theme. So from my perspective, I'm looking at those companies that are investing in the energy transition but are doing it in a very measured way.

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