Released July 7th, 2021
Arjun Murti - Exxon Mobil: An Aging Energy Empire
Arjun Murti is a long-time energy analyst and investor. We cover Exxon's rich history dating back to John D. Rockefeller, the Supermajor supply chain, and what the future of the energy market might look like.
Business Building
Public Equity
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Jonathan Goldberg - Capturing Carbon
Jonathan Goldberg is the founder and CEO of Carbon Direct, a company focused on advising and investing in carbon removal at scale. We cover the state of the carbon problem today, the importance of global carbon standards and carbon taxes, and the future of carbon capture.
Exxon's Stunning Decline
Learn how Exxon missed the shale boom, overspent on projects, and saw its debt rise to $50 billion as its stock plummeted in the 2010s.
‘Is Exxon a Survivor?’ The Oil Giant is at a Crossroads
Explore Exxon's struggles as it tries to find its place amidst declining demand for oil & gas as the fight for climate change intensifies.
Oil 2021: Analysis And Forecast To 2026
An International Energy Agency report on why global oil markets may never return to 'normal' following the COVID 19 crisis.
Exxon Lost a Climate Proxy Fight
Matt Levine discusses the important role activists and passive shareholders play today in the future of oil companies.
Financing the world’s energy transition: The full picture in 5 charts
A look into the role financial institutions are playing in the clean energy transition.
Bits, Bytes And Barrels: The Digital Transformation of Oil And Gas
This book explains why digital adoption is slow, outlines the size and scale of its opportunities and threats, and recommends next steps.
The Prize: The Epic Quest for Oil, Money & Power
A Pulitzer Prize winning look at the history of the oil industry, the struggle for power and wealth, and how oil has shaped the world.
Titan: The Life of John D. Rockefeller, Sr.
John. D Rockefeller's biography. How he rose from humble beginnings to create Standard Oil and become history's first recorded billionaire.
Private Empire: ExxonMobil and American Power
Steve Coll examines ExxonMobil’s history, its role in the world, and the true extent of its power.