Replies to post #22895 on The Rising Influence of Rising Affluence

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TOT - peak demand forecast. IMO transition is happening faster given the accelerated decline implied in latest tesla battery d&r presentation.

All remote LNG prices are tied to some oil benchmark price based upon the assumption of energy equivalence. If oil demand drops faster than gas demand, then it will be big trouble. Seems at the moment that all majors and including national oil companies are shuffling deck chairs on the Titanic. Smaller players are falling off the ship.

https://www.bloomberg.com/news/articles/2020-09-29/total-sees-oil-demand-peaking-around-2030-as-world-goes-green

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NEE/XOM/CVX - NEE reaches milestone of being more valuable than XOM with lots more growth in energy production ahead.

https://www.bloomberg.com/news/articles/2020-10-07/nextera-now-more-valuable-than-exxon-as-clean-energy-unseats-oil