Crystal Ball Series: The Coming Capital Crunch
July 15, 2020
You might be tired of hearing about how clean energy stocks are weathering the pandemic better than oil and gas stocks. Here is what is
Insights: Investors and Shareholders
Much Ado About BlackRock
July 1, 2020
In January, BlackRock CEO Larry Fink’s annual letter to company investors took on an unambiguous climate twist. At the time, that letter looked to us at Adamantine
Both True — Racial Equity and Justice in Your Leadership Strategy
June 18, 2020
In my last post, I dusted off the Crystal Ball to look at what external signposts are telling us about the return of social risk and
Both True — One Eye to the Future: Transcendent Oil and Gas
June 1, 2020
We might as well reinvent our companies and the oil and gas industry while we are reinventing everything else — which includes defining how we
One Eye Here, One to the Future
March 18, 2020
It is taking an extra measure of concentration this week to get anything done. We are all in a collective state of fight or flight,
The Crystal Ball Series: Issue 1 – Investor Sentiments
October 31, 2019
You will soon be facing… insistent investors. These investors will ask you how you’re getting ahead of a general public increasingly alarmed about climate change.
Changing the Purpose of a Corporation?
October 3, 2019
A whole bunch of CEOs felt compelled to purchase a two-page spread in the Wall Street Journal to articulate the purpose of a corporation. It’s not
What To Watch: Issue #4
June 12, 2019
With so many operational priorities, it’s understandable why publicly-held oil and gas companies aren’t tracking climate-focused shareholder resolutions. Commodity prices, drive for operational efficiencies, and
What To Watch: Issue #3
June 5, 2019
Even Denver, Colorado announced in March 2019 that it would divest from fossil fuels in its $6 billion general fund portfolio. Don’t shrug this news off as
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