Exxon Is Losing the Energy Transition

What does it mean when the world’s largest generator of wind
and solar outpaces the most iconic oil company in market value?
We’re talking about NextEra Energy and ExxonMobil. What does the
flip tell us about the energy transition?

Plus, reporters at Bloomberg got their hands on documents that
show ExxonMobil plans to pretty significantly ramp up emissions in
the coming years. Is this the planet’s most recalcitrant
company?

Then, the flattening of hydrocarbon growth will change global
political power. But do we really know how yet? We’ll discuss a
new piece from Jason Bordoff about the surprising geopolitics of
energy.

Lastly, a lot of manufacturing relies on very high heat. Are
there ways to reach those temperatures cleanly? We’ll look at
some new developments in the steel industry.

Recommended reading:


  • Bloomberg
    : Exxon’s Plan for Surging Carbon Emissions Revealed
    in Leaked Documents�

  • Barrons
    : Green-Oriented NextEra Nears ExxonMobil in Market
    cap

  • Wall Street Journal
    : NextEra Energy Made Takeover Approach to
    Duke Energy
  • Foreign Policy:
    Everything You Think About the Geopolitics of Climate Change is
    Wrong 

  • IRENA
    : A New World, The Geopolitics of the Energy
    Transformation

  • Mighty Earth
    : ArcelorMittal’s New Carbon-Neutral Commitment
    Could Catalyze Steel

  • SSAB
    : “First in fossil-free steel using ‘Hybrit’
    technologyâ€

  • Greentech Media
    : How to Slash the Industrial Emissions that are
    Heating the Planet

  • Greentech Media
    : The Building Industry Gets Serious About
    Embodied Carbon

  • Columbia Center on Energy Policy
     : Low-carbon heat solutions
    for heavy industry

  • A Matter of Degrees podcast
     with Leah Stokes and Katharine
    Wilkinson

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Source: FS – GreenTech Media
Exxon Is Losing the Energy Transition