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Re: DewDiligence post# 28152

Friday, 06/09/2023 2:44:21 PM

Friday, June 09, 2023 2:44:21 PM

Post# of 29349
I suggest looking at each company's sustainability presentations for who is best ready to handle the shift to renewables. IMO CEO musical chair at cvx/shel/xom has minor influence on trajectory. The only serious pilot plant scale proofing ground currently is Shell Energy Australia. Everybody else is hoping for political interference and fakery like Gorgon carbon capture. Disappointingly, CVX moved CCS up their PR ladder this year while XOM continues to obfuscate their reduction in producing natural CO2 reservoirs for EOR operations as something worth crediting. I do like cvx belated increased focus on geothermal. Years after offloading all their Imperial Valley geothermal operations and properties to small operators who will now rake in the lithium revenues.

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