Follow us on Twitter: https://bit.ly/36yOW5F Follow us on LinkedIn: https://bit.ly/3yUcmP5 Subscribe to our Publications: http://eepurl.com/giu18rAbout This Interview:This interview was conducted in July of 2021 with Mr Tom Ellacott, an SVP on Wood Mackenzie's Corporate Research team. Within this 20 min session, Mr Ellacott provides his insights into recent 'upsets' with major IOCs, from ExxonMobil and Chevron's landmark board meetings to a recent court ruling calling for Shell to cut its absolute carbon emissions. In the second half of the interview, Mr Ellacott shares his thoughts on US shale oil and gas, the future role of NOCs, and the potential for Blue Hydrogen. Chapters:0:00 Introduction0:59 The Net-zero Asset Managers Initiative2:09 Hague Emissions Court Ruling3:09 EU vs USA IOCs New Energy Approach4:37 Shareholder Power & Climate Change5:53 Lack of Investment in Oil & Gas7:12 Will Oil & Gas Producers Realign Thier Businesses?8:05 US Shale Oil & Gas Producers & Financing10:15 Is This The End For Profitable IOCs?11:37 Are Cross Border Carbon Taxes Inevitable? 12:37 Blue Hydrogen, CCS, & Stranded Assets16:15 IOCs & National Rentier Economies

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