Oil, gas and the competition
This event is for professional investors only
About this event
This session looked at the change in the path to net zero in the light of rapidly falling costs of renewables, and the falling demand for coal and failures of coal mining companies.
Talking points:
- Is there such a thing as a net zero investment?
- Coal first, will gas be next given the problems with methane?
- What’s the need for Carbon Capture and Storage in the power sector given the escalating closure of coal fired power plants?
- Are the accounting issues now about firm provisioning for losses, not merely disclosure of already known ‘risks’?
- How do investors handle being invested in future (zero carbon) and legacy energy holdings?
- What investors have achieved so far in getting carbon assets to be written down?
- What’s the role of hydrogen?
- Can we expect delaying tactics and misinformation to prolong the life of fossil fuels?