Energy transition
Posted: August 12th, 2021, 12:03 pm
by TUK020
cross post to Oil & Gas board.
Schroders view on BP & Shell positioned for energy transition
viewtopic.php?p=434310#p434310
Re: Energy transition
Posted: August 12th, 2021, 1:30 pm
by odysseus2000
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,
Re: Energy transition
Posted: August 12th, 2021, 6:47 pm
by TUK020
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