Created by the Value Team at Schroders, the Value Perspective podcast takes a look at decision making in complex and uncertain environments.
Episodes
Thursday Nov 04, 2021
Thursday Nov 04, 2021
Welcome back to the second episode in our ESG mini series. We’re joined this week by Arjun Murti. Arjun is a member of the ConocoPhillips board, a senior adviser to the energy sector, and a former partner at Goldman Sachs.
Alex Monk and Juan Torres discuss with Arjun the history of energy transitions, the role oil and gas has within the climate change debate and his outlook for oil companies of the future.
Episode notes:
1:13 Episode intro
1:52 Arjun’s background
4:02 Cyclical energy- from a major influence in the S&P to a minority
7:07 Are traditional energy majors becoming irrelevant in this energy transition?
14:37 Strict positions - is there a parallel between nuclear in the past and gas in the present
18:47 Traditional energy companies are currently vilified - what role should they play in the climate change debate?
23:43 European energy majors are investing in renewable projects - are oil companies obligated to invest in these technologies for their longevity?
28:39 Why are cash-rich oil majors seemingly slow in investing in future technologies?
32:39 Should oil should transition to renewables?
34:39 Hydrogen’s role in the energy transition
36:46 Will a transition make cost of capital rise for fossil fuel companies?
41:47 Supply disruption - will we see more energy price spikes and volatility in the future?
46:24 If you could persuade every investor into their process, what would it be? If you were the CEO of an oil major, what you do to secure the business?
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