The Geopolitics of Commodities
Arjun Murti - ”We’re in the midst of a MESSY energy transition”
Jan 14, 2024
Arjun Murti discusses the complexities of the energy transition, critiquing oversimplified views and emphasizing the need for balanced and sustainable evolution. The conversation covers government initiatives, challenges of EV mandates, geopolitical stability in oil markets, and profitable growth strategies in the energy sector.
54:39
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Quick takeaways
- Traditional and new energy companies must articulate visions for future profitability and sustainability.
- Peak oil demand by 2028 is unlikely due to untapped growth potential in developing countries.
Deep dives
Phasing in profitable growth for traditional and new energy companies
The core theme for 2024 is phasing in profitable growth for both traditional energy companies and new energy companies. Traditional energy companies have improved their profitability and balance sheets, and now need to articulate their vision for the future and how they are meeting the world's energy needs. New energy companies need to focus on scaling their businesses profitably and demonstrating how their products can solve global energy challenges. Both sectors need to address the key question of how to meet energy needs in a sustainable and profitable way.
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