A movement, not a moment
Consumers will demand that the energy transition progresses even if it is temporarily knocked off course by Covid-19
It is difficult to reconcile the conversations that we are having today about oil and gas with the ones that we were having just a few short months ago. As the new decade unfolded, the focal point was how oil and gas companies were going to survive in the face of relentless pressure from citizens, governments and investors to decarbonise the energy complex. Today, we are talking about how oil and gas companies are going to survive in the face of the most profound disconnect in history between the amount of oil that is available and the amount of oil that consumers and businesses will buy. $7tn Estimated cost of the energy transition Notwithstanding current circumstances, the trend to
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