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Energy transition

The Big Picture Place
TUK020
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Energy transition

#434312

Postby TUK020 » August 12th, 2021, 12:03 pm

cross post to Oil & Gas board.
Schroders view on BP & Shell positioned for energy transition
viewtopic.php?p=434310#p434310

odysseus2000
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Re: Energy transition

#434346

Postby odysseus2000 » August 12th, 2021, 1:30 pm

Reads to me more like a PR release, hand hold letter for challenged investors who are fretful of the oil and gas sector rather than a brokers note for serious investors.

It would be more interesting and useful if the note went into the size of the transitions, the timescale and the costs and impact on earnings etc.

Regards,

TUK020
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Re: Energy transition

#434420

Postby TUK020 » August 12th, 2021, 6:47 pm

odysseus2000 wrote:Reads to me more like a PR release, hand hold letter for challenged investors who are fretful of the oil and gas sector rather than a brokers note for serious investors.

It would be more interesting and useful if the note went into the size of the transitions, the timescale and the costs and impact on earnings etc.

Regards,

fair point


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