The Value Perspective The Value Perspective with Bob Brackett
This week we have another entry in our Value Perspective ESG miniseries. We sat down with Bob Brackett, a Managing Director and Senior Research Analyst at Alliance Bernstein, based in New York and covering the North American oil and gas sector. He started his career working for Exxon Mobile and before joining equity research he worked for McKinsey. In 2018, he also wrote a short novella of sorts entitled How Tech Will End The Oil Age: A Tale of Whales, Wheels, Sails, Fails, Faeces, Fortunes, Madness, Crashes, Travails, Retreats, Charge and Charging, a fascinating tale that explores the history and destruction of commodity and extractive industries. We cover off: what has changed since he published his book in 2018; historical analogies between the fur trade, tobacco and the oil and gas industries; the past, present and future of coal; and lesser known materials that are key to human survival. Enjoy!
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