George Hay
@gfhay
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Reuters Breakingviews Associate Editor looking at the energy transition, commodities and the Middle East. Views = mine.
Joined October 2010
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IEA says net income from oil and gas production in 2022 could be nearly $2 trillion more than 2021. What it wants: massive investment in hydrogen and biofuels. What will actually happen: massive buybacks.
Russia's invasion of Ukraine has fuelled a global energy crisis, underscoring the importance of energy security in decision-making. But the world doesn’t need to choose between solving the energy crisis & the climate crisis
Some of my thoughts on this ⬇️
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BlackRock getting heat for being too "woke". Unlikely to be the perspective of green activists: Larry Fink's outfit is busy snubbing their AGM proposals for companies to commit to the
@IEA
's net zero pathway
BlackRock and Vanguard own about 15% of every US company. But are they voting their shares the way their investors want?
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George Hay Retweeted
"While people all over Europe face their highest rates of inflation in decades and consumers are turning gloomy across developed economies, an outright collapse of confidence is an acutely British problem." by
@BruceReuters
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Switch is not to its fullness extent btw – as otherwise Sudzha would be at 77mcm. And that would still have meant a 11mcm DoD overall drop in Ukraine transit.
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George Hay Retweeted
11-May-22: With FM at Sokhranovka, Sudzha
#natgas
noms rise to 72mcm meaning net Ukraine transit down just 16mcm DoD (rather than a poss 24mcm).
#Gazprom
said switching vols from Sok to Sud wasnt possible but clearly somethings been done. Nowt westward noms at Mallnow.
#TTF
#ONGT
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George Hay Retweeted
Activist shareholder fund Third Point increased its stake in
@Shell
and says investors it has spoken to agree that in the long run splitting the company makes sense. It continues to question the effectiveness of the current management.
@sveaherbst
#oott
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George Hay Retweeted
For the EU to hit its climate targets, suppliers of fuels for cars and to heat homes need to come under the carbon permit market - but it's not looking good.
@KateAbnett
#oott
#climate
#emissions
#Carbon
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George Hay Retweeted
From
@Breakingviews
: Here’s how the UK can cut power bills and go green, writes
@Hugodixon
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