This week on Zero: How Ethiopia sparked an electric-vehicle revolution by banning the import of fossil fuel cars and cutting tariffs on EVs https://t.co/y9EFg0373p ...

Core Insights - Energy stocks have been volatile for investors due to a disconnect between consumer spending and investor capital allocation, with consumers experiencing the energy transition through tangible products while investment focuses on upstream markets [2] - The ongoing energy transition is often misunderstood as a binary choice between fossil fuels and renewable energy, but institutional investors recognize the need for a comprehensive approach that includes both [3] - Investors face a decision between prioritizing stable income from existing hydrocarbon systems or pursuing long-term growth associated with carbon-free energy generation and data center demand [4] Company Analysis - **Energy Transfer**: In Q4 2025, Energy Transfer generated approximately $4.2 billion of adjusted EBITDA, reflecting a year-over-year increase of about 7.7%. The company provides stable, fee-based cash flows tied to natural gas and NGL infrastructure, which are essential for global energy demand [5][6] - **Constellation Energy**: This company is leveraging its nuclear fleet to secure long-term contracts with AI data centers, positioning itself as a key supplier of 24/7 clean energy. It represents a growth opportunity in the carbon-free generation space [5]

Under the process just completed by the EPA, we are officially terminating the so-called endangerment, finding a disastrous Obama era policy that severely damaged the American auto industry and massively drove up prices for American consumers. Prices went up incredibly for a worse product. This action will eliminate over $1.3% trillion of regulatory costs and help bring car prices tumbling down dramatically.You're going to get a better car, you're going to get a car that starts easier. A car that works bett ...

CLIMATE RULES, ROLLING BACK AN OBAMA HAPPEN AARON I'LL SEE REGULATING FOSSIL FUELS. -- OBAMA-ERA POLICY REGULAR IN FOSSIL FUELS. DOUG BURGUM, YOU HAVE BEEN THE MAN.I WANT TO GET TO WHAT HAS HAPPENED WITH REGULATIONS. MR. SECRETARY, WHAT IS PROJECT VAULT AND HOW SHOULD I BE THINKING ABOUT THIS IN COMPARISON TO THE SPR.SEC. BURGUM: THE STRATEGIC PETROLEUM RESERVE HAS CREATED A GREAT BUFFER ON PRICE SHOCKS FOR AMERICAN CONSUMERS FOR DECADES AND DECADES. HAVE NO EQUIVALENT ON CRITICAL MINERALS. THERE ARE 60 MIN ...

As humans continue to burn planet-heating fossil fuels, winter is changing: Snowfall is declining, snowpack is shrinking and temperatures are rising in many places.For those who rely on snow for their livelihoods, every ski season is a nail-biter. For the Winter Olympics, it’s a high-cost, high-stress disaster. https://t.co/k3WD6nlSbD ...

Core Viewpoint - Shell's shift away from green energy towards more profitable oil and gas operations is reflected in the proposed significant pay increase for its CEO, Wael Sawan, potentially making him one of the highest-paid executives in the UK [1][3]. Executive Compensation - Wael Sawan's total pay could increase by £4.5 million to a maximum of £19 million annually, making him one of the highest-paid executives on the London Stock Exchange [1][2]. - His base salary is just over £1.5 million, with potential long-term performance pay increasing from a maximum of six times to nine times his base salary [2][3]. - Proposed stock awards for Sawan could rise to £13.8 million from £9 million, alongside a maximum annual bonus of £3.8 million [3]. Strategic Shift - Shell has decided to abandon its only two UK wind farm projects, focusing instead on gas-fired power plants and grid-scale batteries, while reducing the share of wind and solar in its power generation portfolio from 50% to 20% by 2030 [4][5]. - The company aims to maintain oil and gas output at current levels through the end of the decade, which has been positively received by investors [5]. Market Performance - Since Wael Sawan took over in January 2023, Shell's shares have increased by 22%, contrasting with minimal increases at BP (0.1%) and modest gains at ExxonMobil (33%) and Chevron (1.2%) during the same period [6]. - Despite the proposed pay increase, Sawan's compensation would still be lower than that of his US counterparts, such as Exxon’s Darren Woods, who earned $44.1 million last year [6]. Shareholder Approval Process - Shell seeks shareholder approval for its executive director remuneration policy every three years, with the last vote occurring in 2023; final proposals will be published in the 2025 annual report [7].

Did you know that the Arctic Ocean didn't always look like this. During my PhD and my early posttock, I went every year to the Arctic Ocean to study how the tiny algae growing in the sea ice and in the water below it were changing due to climate change. And I was thinking that maybe when the ice was going to melt, the entire Arctic will turn green because this algae would flourish.Turns out the Arctic had already done that 49 million years ago when the dinosaurs were extinct. Our planet looked very differen ...

A journey through Jharkhand reveals why coal remains embedded in India's economy, politics and daily life — and what it would take to break free. Read more: https://t.co/knjbnVg77o📷️: Clara Ferreira Marques/Bloomberg https://t.co/kKeISAiIoK ...

Core Viewpoint - BP has appointed Meg O'Neill as its new CEO, marking the fourth leadership change in six years, as the company aims to enhance performance and shareholder growth while reestablishing itself as a market leader in the oil and gas sector [1][2]. Leadership Changes - Meg O'Neill, previously the leader of Woodside Energy, will be the first woman to serve as CEO of a major oil company [2]. - O'Neill will officially take over in April 2024, succeeding Murray Auchincloss, who served as interim CEO and was appointed permanently in January 2024 [3]. - Auchincloss expressed confidence in BP's future growth under O'Neill's leadership after over three decades with the company [4]. Board Restructuring - Albert Manifold was appointed as the new chairman of BP's board, coming from a background in the building materials industry [5]. - The board changes are part of a broader strategy to enhance BP's competitiveness in the oil and gas market, especially after activist investor Elliott Investment Management acquired a 5% stake in the company [5]. Historical Context - BP's share price has struggled compared to competitors like Shell and ExxonMobil, partly due to ongoing financial liabilities from the 2010 Deepwater Horizon disaster, which costs the company around $1 billion annually [6]. - The company has faced significant losses, including a $25 billion write-off related to its investment in Russian oil company Rosneft following the invasion of Ukraine [7]. Strategic Shifts - Under former CEO Bernard Looney, BP attempted a significant pivot towards renewable energy but faced backlash and leadership changes due to internal issues [8]. - The company has since scaled back its green energy commitments and returned to fossil fuels, acknowledging that it may have moved "too far, too fast" in its transition to clean energy [9].

Core Insights - Meg O'Neill is a prominent figure in the fossil fuel industry, particularly known in Asia and Australia, and has been the CEO of Woodside since 2021 [2][3] - Under her leadership, Woodside has achieved operational excellence and made significant moves, including a billion-dollar acquisition of oil and gas assets from BHP [2][3] - O'Neill has shown ambition by attempting to acquire Australia's largest rival, although she ultimately decided against the deal due to value concerns [3] Company Strategy - O'Neill is recognized for her strong defense of fossil fuels, emphasizing the continued need for oil and natural gas for decades to come [3][5] - BP's recent strategic shift back towards fossil fuels aligns with O'Neill's expertise, making her an appealing choice for leadership as the company aims to reset its strategy [5][6] - Her track record at Woodside demonstrates her ability to enhance existing assets and strategically consider new acquisitions, which may address investor concerns about BP's pace of strategic movement [5][6]