Outlook 2025: IOC investment myths need debunking
With a raft of scare stories around peak demand and climate change, 2025 should be the year smart investors leave the Big Oil bogeyman to the stuff of child’s play
IOCs are great assets. But rather than being a statement of the obvious, this is a contested claim due to cynicism over other more potentially lucrative options, questionable risks over stranded assets and slippery arguments over oil ethics. Investors should look again at the world’s best-kept secret. The problem is that IOCs are shrouded in spurious anti-oil hokum, with climate evangelism dressed up as sound energy investment advice. First up: the risk of stranded assets. With the global average timeline from discovery to production averaging around a decade, the line goes that, when institutional investors bankroll hydrocarbons, they are betting that demand for oil will stay high well into
Also in this section
3 January 2025
Supporters of the LNG industry need to concentrate on the areas with the most potential before the sector runs out of time to make its mark
2 January 2025
A renewed push for oil and gas production in the US combined with a continued focus on decarbonisation are just two of the trends to look out for in the coming year
2 January 2025
The climate narrative has centred on phasing out fossil fuels in favour of renewables and novel solutions, but increasingly, policymakers are realising the importance of hydrocarbons as an enabler of the transition
2 January 2025
Global population growth is leading to ever-rising demand for reliable and affordable energy, a need gas is perfectly placed to meet
