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Perspectives on a Mega Investment Theme: Energy Transition

Evercore Edge

CHAPTER

The Future of M&A

I think you need a pragmatic approach to both clean energy and traditional energy. The companies that we're looking at are exactly in line with what Mike saying, which is looking at carbon capture and sequestration. So I think keeping your eyes on at least those two technologies will ultimately be the winners longer term. And also, we haven't spoken about natural gas, but I'd also use the quote that I think the rumors of the death of natural gas are greatly exaggerated.

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