oil and gas industry
2 statements across 2 episodes · 0 bullish · 1 bearish · 2 people on the record · first statement Dec 2, 2019 by Anne Martin · across every show →
Everything said about oil and gas industry, oldest first
Dec 2, 2019 bearish
Martin: The Oil and Gas Industry is Structurally Ugly for Investors
“And yet, if you look at the industry as a whole, it's pretty structurally ugly, right? Because it's a commodity business. There's all sorts of ways to destroy capital. Capital allocation decisions are hugely important. There's so much volatility around the com…”
Jun 8, 2020 neutral
Mainstream asset owners are increasingly willing to divest from oil and gas
“I've just noticed, and I would say maybe in the last three or four months, more of a willingness for mainstream asset owners to consider the case of divestment over some period of time from the oil and gas industry in particular, and that's the change too, and…”