What If Both Sides Of The ESG Debate Are Right About US Majors’ Oil And Gas Investments, But For The Wrong Reasons?
My hypothesis is that US majors underinvest both in renewables and in oil and gas needed for energy transition. Perhaps, the right question, addressed to both the anti and pro ESG wings, should be: how to get more investment in both oil and gas (if needed) and in renewables, which is clearly needed?