Decarbonization Dilemma
The conversation dives into the challenges facing the fossil fuel sector, highlighting the abysmal returns that have deterred investors. While some attribute the struggles to ESG constraints, the reality is that the traditional energy sector has long been plagued by poor performance. With fossil fuels now representing a mere fraction of the S&P 500, the reluctance of investors to re-enter the space is palpable, driven by past painful experiences.In this clip
From this podcast
Odd Lots
Goldman’s Jeff Currie: It’s a Commodities Supercycle, and We Still Haven’t Hit Max Pain
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