Exxon's Response to Engine Number One's Proxy Battle and Potential Direction

This week, we are returning to five stories we have already covered to see what progress has been made (if any!): The Adani Group and its attempt to address a short seller report that questioned the group’s governance that led to a massive loss in market share; the United Auto Workers strikes and the continued struggle in the auto industry; the Inflation Reduction Act and the trillions of dollars of capital is supports; what the EPA’s methane rule has done for the gas industry in the US; and how Exxon has changed after having three seats of its 12 member board taken by over by Engine No. 1, an activist investor worried about carbon emissions.

Host: Mike Disabato, MSCI ESG Research

Guest: Harlan Tufford, Yu Ishihara, Mathew Lee, Chris Cote, Antonios Panagiotopoulos; MSCI ESG Research