Big Oil’s green spin-offs, NOCs’ net zero opportunity + MORE

💥Energy Flux💥| Friday 21st May 2021

Damned if you do, damned if you don’t. Oil companies don’t get much slack these days, and lacklustre stock valuations reveal investors have not forgiven those that cut their dividends during last year’s epic oil crash. The energy transition is not all bad news though, and green spin-offs could offer a way to unlock value, according to analysts.

And, national oil companies will be squeezed in the quest for ‘net zero’ emissions but could derive strategic benefits from a diminishing market. That’s one implication from the IEA’s landmark Net Zero Emissions roadmap.

Here’s how today’s issue shapes up:

💥Investors punish Big Oil for cutting dividends

💥National oil companies could be early winners on the road to ‘net zero’

⚡Transition lines – Decarbonisation stories you might’ve missed

🧠Energised minds – Critical thinking on crucial energy issues

Photo by John Cameron on Unsplash

💥Investors punish Big Oil for cutting dividends

Try as they might to reinvent themselves, the oil majors are still view…