I love your work and have been following you for years, but this is somewhat naive. That absolute Scope 3 target is a hard cap on all future earnings in the core business... If one doesn't believe in near-term peak oil demand or rapid gov action, lower share price is the only logical consequence.
January 17, 2025 at 1:40 PM
I love your work and have been following you for years, but this is somewhat naive. That absolute Scope 3 target is a hard cap on all future earnings in the core business... If one doesn't believe in near-term peak oil demand or rapid gov action, lower share price is the only logical consequence.
Well, if we were to increase the costs of every ton of bunker fuel by $1500 by stapling 3 tons of DAC CDR to it, I honestly wouldn’t care if they are supplied by the same owner.
January 16, 2025 at 10:07 AM
Well, if we were to increase the costs of every ton of bunker fuel by $1500 by stapling 3 tons of DAC CDR to it, I honestly wouldn’t care if they are supplied by the same owner.