Although the energy transition is the focus of every energy company, emissions continue to increase and demand for hydrocarbons is at an all-time high. The direction of travel appears to be clear—increasing focus on climate and sustainability—but the pace is less certain and uneven globally. For investors, the correlation between sustainability and market performance is unclear, raising concerns over how to generate returns while meeting demands for sustainable portfolios. What is the vision for the energy company of the future? How do companies generate returns while accelerating energy transition? Will the energy transition need higher energy prices? How do emerging and developing countries attract capital and talent from international companies?
S&P Global Commodity Insights
Senior Vice President & Chief Energy Strategist
Pertamina
President Director & Chief Executive Officer
Linde
Chief Executive Officer & Member of the Board of Directors
Equinor
President & Chief Executive Officer
Enbridge
President & Chief Executive Officer