# sources

title: cnbc.com: Bp to ramp up fossil fuel spending to 10 billion in strategy reset
node_name: BP Great Green Retreat
created_at: 2026-04-16 18:51:17
url:
https://www.cnbc.com/2025/02/26/bp-to-ramp-up-fossil-fuel-spending-to-10-billion-in-strategy-reset.html


node_name: BP Great Green Retreat
created_at: 2026-04-16 18:51:17
url:
https://carboncredits.com/bp-rolls-back-on-climate-goals-renewable-energy-and-bets-10b-on-fossil-fuels-a-smart-move-or-a-climate-setback/

title:
carboncredits.com: Bp rolls back on climate goals renewable energy and bets 10b on fossil fuels a smart move or a climate setback


title: about.bnef.com: Big oil pivots away from renewable power on low returns
node_name: Oil Major Returns Gap
created_at: 2026-04-16 18:51:17
url:
https://about.bnef.com/insights/commodities/big-oil-pivots-away-from-renewable-power-on-low-returns/


title: zerocarbon-analytics.org: Exxons spending surge bp and shells valley of death
node_name: Oil Major Returns Gap
created_at: 2026-04-16 18:51:17
url:
https://zerocarbon-analytics.org/energy/oil-and-gas/exxons-spending-surge-bp-and-shells-valley-of-death/


title: Bloomberg: Bp faces pivotal moment as activist investor elliott enters fray
node_name: Activist Investor Fossil Lock-in
created_at: 2026-04-16 18:51:17
url:
https://www.bloomberg.com/news/articles/2025-02-09/bp-faces-pivotal-moment-as-activist-investor-elliott-enters-fray


node_name: Shell LNG-as-Transition Pivot
created_at: 2026-04-16 18:51:17
url:
https://www.offshore-energy.biz/shell-presents-gas-lng-as-safe-bets-but-keeps-low-carbon-and-renewable-tools-in-play/

title:
offshore-energy.biz: Shell presents gas lng as safe bets but keeps low carbon and renewable tools in play


title: oilprice.com: TotalEnergies Beats 2025 Emissions Targets in Transition Push
node_name: TotalEnergies Dual-Pillar Strategy
created_at: 2026-04-16 18:51:17
url:
https://oilprice.com/Company-News/TotalEnergies-Beats-2025-Emissions-Targets-in-Transition-Push.html


title: corporate.exxonmobil.com: 2025 taking carbon capture and storage from momentum to impact
node_name: Exxon CCS Industrial Hub Strategy
created_at: 2026-04-16 18:51:17
url:
https://corporate.exxonmobil.com/news/viewpoints/2025-taking-carbon-capture-and-storage-from-momentum-to-impact


node_name: Exxon CCS Industrial Hub Strategy
created_at: 2026-04-16 18:51:17
url:
https://carboncredits.com/exxonmobils-20b-low-carbon-bet-in-2030-plan-big-emissions-cuts-bigger-oil-production/

title:
carboncredits.com: Exxonmobils 20b low carbon bet in 2030 plan big emissions cuts bigger oil production


title: corporate.exxonmobil.com: 1209 exxonmobil raises 2030 plan transformation
node_name: Exxon CCS Industrial Hub Strategy
created_at: 2026-04-16 18:51:17
url:
https://corporate.exxonmobil.com/news/news-releases/2025/1209-exxonmobil-raises-2030-plan-transformation


title: enkiai.com: Saudi aramco hydrogen initiatives for 2025 key projects strategies and partnerships
node_name: Saudi Aramco Liquids-to-Chemicals Strategy
created_at: 2026-04-16 18:51:17
url:
https://enkiai.com/saudi-aramco-hydrogen-initiatives-for-2025-key-projects-strategies-and-partnerships


node_name: Saudi Aramco Liquids-to-Chemicals Strategy
created_at: 2026-04-16 18:51:17
url:
https://www.aramco.com/en/news-media/news/2025/aramco-completes-acquisition-of-50-percent-stake-in-blue-hydrogen-industrial-gases-company

title:
aramco.com: Aramco completes acquisition of 50 percent stake in blue hydrogen industrial gases company


node_name: Oil Major Strategy Divergence
created_at: 2026-04-16 18:51:17
url:
https://energynow.com/2025/11/commentary-totalenergies-power-play-teaches-big-oil-how-energy-transition-can-work-ron-bousso/

title:
energynow.com: Commentary totalenergies power play teaches big oil how energy transition can work ron bousso


title: lse.ac.uk: Emissions targets in the oil and gas sector how do they stack up
node_name: Scope 3 Accounting Shell Game
created_at: 2026-04-16 18:51:17
url:
https://www.lse.ac.uk/granthaminstitute/news/emissions-targets-in-the-oil-and-gas-sector-how-do-they-stack-up/


node_name: Scope 3 Accounting Shell Game
created_at: 2026-04-16 18:51:17
url:
https://www.woodmac.com/press-releases/few-oil-and-gas-companies-commit-to-scope-3-net-zero-emissions-as-significant-challenges-remain/

title:
woodmac.com: Few oil and gas companies commit to scope 3 net zero emissions as significant challenges remain


title: newclimate.org: Why scope 3 emissions accounting matters and why carbon measures distracts from it
node_name: Scope 3 Accounting Shell Game
created_at: 2026-04-16 18:51:17
url:
https://newclimate.org/news/why-scope-3-emissions-accounting-matters-and-why-carbon-measures-distracts-from-it


title: theenergymix.com: Ccs can safely store 10x less carbon than fossil industry claims scientists
node_name: CCS Scaling Physics Impossibility
created_at: 2026-04-16 18:51:17
url:
https://www.theenergymix.com/ccs-can-safely-store-10x-less-carbon-than-fossil-industry-claims-scientists/


title: cen.acs.org
node_name: CCS Scaling Physics Impossibility
created_at: 2026-04-16 18:51:17
url:
https://cen.acs.org/environment/atmospheric-chemistry/Carbon-capture-struggling-just-big/103/web/2025/06


node_name: Chevron Energy Addition Strategy
created_at: 2026-04-16 18:51:17
url:
https://markets.financialcontent.com/stocks/article/finterra-2026-4-13-chevron-cvx-in-2026-the-new-era-of-energy-addition-and-the-guyana-catalyst

title:
markets.financialcontent.com: Finterra 2026 4 13 chevron cvx in 2026 the new era of energy addition and the guyana catalyst


node_name: US vs European Oil Major Valuation Divergence
created_at: 2026-04-16 18:51:17
url:
https://markets.financialcontent.com/stocks/article/marketminute-2026-3-31-energys-new-era-why-exxon-and-chevron-have-reclaimed-the-safe-haven-crown-in-2026

title:
markets.financialcontent.com: Marketminute 2026 3 31 energys new era why exxon and chevron have reclaimed the safe haven crown in 2026


title: greencentralbanking.com: Iea reaffirms that there is no room for new oil gas or coal
node_name: IEA Carbon Budget Alignment Gap
created_at: 2026-04-16 18:51:17
url:
https://greencentralbanking.com/2023/09/29/iea-reaffirms-that-there-is-no-room-for-new-oil-gas-or-coal/


node_name: Oil Major Fossil Consolidation Wave
created_at: 2026-04-16 18:51:17
url:
https://markets.financialcontent.com/stocks/article/finterra-2026-3-30-the-energy-safe-haven-a-deep-dive-into-exxon-mobil-xom-in-2026

title:
markets.financialcontent.com: Finterra 2026 3 30 the energy safe haven a deep dive into exxon mobil xom in 2026


title: ogj.com: A surplus is anticipated in 2025 global oil market
node_name: Oil Demand Plateau Surplus Trap
created_at: 2026-04-16 18:51:17
url:
https://www.ogj.com/general-interest/economics-markets/article/55269352/a-surplus-is-anticipated-in-2025-global-oil-market


title: totalenergies.com: Totalenergies accelerates its gas power integration strategy europe acquiring
node_name: TotalEnergies Gas-to-Power Integration Moat
created_at: 2026-04-16 18:51:17
url:
https://totalenergies.com/news/press-releases/totalenergies-accelerates-its-gas-power-integration-strategy-europe-acquiring


title: lewissilkin.com: Dutch court of appeal overturns emission reduction order against shell
node_name: Climate Attribution Litigation Wave
created_at: 2026-04-16 18:51:17
url:
https://www.lewissilkin.com/insights/2025/02/18/dutch-court-of-appeal-overturns-emission-reduction-order-against-shell/


node_name: Oil Major Regulatory Capture Machine
created_at: 2026-04-16 18:51:17
url:
https://influencemap.org/report/How-Big-Oil-Continues-to-Oppose-the-Paris-Agreement-38212275958aa21196dae3b76220bddc

title:
influencemap.org: How Big Oil Continues to Oppose the Paris Agreement 38212275958aa21196dae3b76220bddc


title: propublica.org: Climate change alec leonard leo lawsuits fossil fuel oil gas immunity
node_name: Oil Major Regulatory Capture Machine
created_at: 2026-04-16 18:51:17
url:
https://www.propublica.org/article/climate-change-alec-leonard-leo-lawsuits-fossil-fuel-oil-gas-immunity


title: spglobal.com: 111225 iea sees global oil demand rising until 2050 under current policies
node_name: IEA WEO 2025 Policy Surrender
created_at: 2026-04-16 18:51:17
url:
https://www.spglobal.com/energy/en/news-research/latest-news/refined-products/111225-iea-sees-global-oil-demand-rising-until-2050-under-current-policies


title: thenationalnews.com: Adnoc approves capital investments of 150 billion for 2026 2030 period
node_name: ADNOC XRG International Energy Giant
created_at: 2026-04-16 18:51:17
url:
https://www.thenationalnews.com/business/energy/2025/11/24/adnoc-approves-capital-investments-of-150-billion-for-2026-2030-period/


title: oilprice.com: ADNOC Moves US Gas and Green Energy Assets to its 80 Billion Investment Firm
node_name: ADNOC XRG International Energy Giant
created_at: 2026-04-16 18:51:17
url:
https://oilprice.com/Latest-Energy-News/World-News/ADNOC-Moves-US-Gas-and-Green-Energy-Assets-to-its-80-Billion-Investment-Firm.html


title: oilprice.com: Why the IEA Now Thinks Oil Demand Will Keep Rising Until 2050
node_name: Peak Oil Demand Forecast Wars
created_at: 2026-04-16 18:51:17
url:
https://oilprice.com/Energy/Energy-General/Why-the-IEA-Now-Thinks-Oil-Demand-Will-Keep-Rising-Until-2050.html


title: semafor.com: Exxon ceo pessimistic about trump breakthrough on europes esg rules
node_name: EU CSDDD Corporate Climate Duty
created_at: 2026-04-16 18:51:17
url:
https://www.semafor.com/article/09/18/2025/exxon-ceo-pessimistic-about-trump-breakthrough-on-europes-esg-rules


title: Bloomberg: Exxon says eu business retreating trump approach balanced
node_name: EU CSDDD Corporate Climate Duty
created_at: 2026-04-16 18:51:17
url:
https://www.bloomberg.com/news/articles/2025-10-13/exxon-says-eu-business-retreating-trump-approach-balanced


title: 247wallst.com: Does bps 5 4 billion write down signal the end of the green transition
node_name: BP Green Portfolio Impairment Event
created_at: 2026-04-16 18:51:17
url:
https://247wallst.com/investing/2026/02/12/does-bps-5-4-billion-write-down-signal-the-end-of-the-green-transition/


title: rigzone.com: Bp sees up to 5b impairments tied to low carbon assets 15 jan 2026 182768 article
node_name: BP Green Portfolio Impairment Event
created_at: 2026-04-16 18:51:17
url:
https://www.rigzone.com/news/bp_sees_up_to_5b_impairments_tied_to_low_carbon_assets-15-jan-2026-182768-article/


title: aramco.com: Crude oil to chemicals
node_name: Aramco Liquids-to-Chemicals Molecule Defense
created_at: 2026-04-16 18:51:17
url:
https://www.aramco.com/en/what-we-do/energy-innovation/advancing-energy-solutions/crude-oil-to-chemicals


title: mees.com: Aramco pushes back 2030 liquids to chemicals target
node_name: Aramco Liquids-to-Chemicals Molecule Defense
created_at: 2026-04-16 18:51:17
url:
https://www.mees.com/2026/3/13/refining-petrochemicals/aramco-pushes-back-2030-liquids-to-chemicals-target/


title: medium.com: How aramcos 2024 strategy signals the future shape of energy supermajors 57e5569deb20
node_name: Aramco Liquids-to-Chemicals Molecule Defense
created_at: 2026-04-16 18:51:17
url:
https://medium.com/@deokjin.choi/how-aramcos-2024-strategy-signals-the-future-shape-of-energy-supermajors-57e5569deb20


title: climatechangenews.com: Shell greenwashed gas junk chinese carbon credits offsets phantom
node_name: LNG 25-Year Infrastructure Carbon Lock-in
created_at: 2026-04-16 18:51:17
url:
https://www.climatechangenews.com/2024/12/19/shell-greenwashed-gas-junk-chinese-carbon-credits-offsets-phantom/


title: netzeroinvestor.net: Shell agm significant minority of investors raise concern about lng push
node_name: LNG 25-Year Infrastructure Carbon Lock-in
created_at: 2026-04-16 18:51:17
url:
https://www.netzeroinvestor.net/news-and-views/shell-agm-significant-minority-of-investors-raise-concern-about-lng-push


title: enerdata.net: Totalenergies reports 2025 financial and production figures
node_name: TotalEnergies Absolute Emissions Paradox
created_at: 2026-04-16 18:51:17
url:
https://www.enerdata.net/publications/daily-energy-news/totalenergies-reports-2025-financial-and-production-figures.html


title: totalenergies.com: United states totalenergies provide 1 gw solar capacity power googles data
node_name: TotalEnergies Absolute Emissions Paradox
created_at: 2026-04-16 18:51:17
url:
https://totalenergies.com/news/press-releases/united-states-totalenergies-provide-1-gw-solar-capacity-power-googles-data


node_name: Aramco Fiscal Squeeze Strategy Contraction
created_at: 2026-04-16 18:51:17
url:
https://greentechlead.com/uncategorized/saudi-aramco-sustainability-report-2025-emissions-targets-carbon-intensity-and-energy-transition-strategy-52766

title:
greentechlead.com: Saudi aramco sustainability report 2025 emissions targets carbon intensity and energy transition strategy 52766


node_name: BP Green Retreat Mechanism
created_at: 2026-04-16 18:51:17
url:
https://fortune.com/europe/2025/02/26/bp-energy-giant-unveils-strategy-shakeup-amid-global-energy-transition-murray-auchincloss/

title:
fortune.com: Bp energy giant unveils strategy shakeup amid global energy transition murray auchincloss


node_name: BP Green Retreat Mechanism
created_at: 2026-04-16 18:51:17
url:
https://europeanbusinessmagazine.com/business/bp-slashes-5bn-in-green-energy-assets-as-oil-major-retreats-from-renewables-push/

title:
europeanbusinessmagazine.com: Bp slashes 5bn in green energy assets as oil major retreats from renewables push


title: cnbc.com: Woodside energys meg oneill to replace murray auchincloss as bp ceo
node_name: BP Green Retreat Mechanism
created_at: 2026-04-16 18:51:17
url:
https://www.cnbc.com/2025/12/18/woodside-energys-meg-oneill-to-replace-murray-auchincloss-as-bp-ceo.html


node_name: ExxonMobil CCS Fossil Extension Strategy
created_at: 2026-04-16 18:51:17
url:
https://www.desmog.com/2024/05/21/despite-advertising-carbon-capture-exxonmobil-saw-marginal-role-for-it-in-fighting-climate-change-shell/

title:
desmog.com: Despite advertising carbon capture exxonmobil saw marginal role for it in fighting climate change shell


title: shell.com: Lng outlook 2025
node_name: Shell LNG Bridge Strategy
created_at: 2026-04-16 18:51:17
url:
https://www.shell.com/what-we-do/oil-and-natural-gas/liquefied-natural-gas-lng/lng-outlook-2025.html


node_name: Shell LNG Bridge Strategy
created_at: 2026-04-16 18:51:17
url:
https://naturalgasintel.com/news/shells-near-term-growth-strategy-centered-on-natural-gas-especially-lng-ceo-says/

title:
naturalgasintel.com: Shells near term growth strategy centered on natural gas especially lng ceo says


title: oilprice.com: BPs Massive Impairment Signals Bad Times for Net Zero Spending
node_name: Green Asset Write-Down Trap
created_at: 2026-04-16 18:51:17
url:
https://oilprice.com/Alternative-Energy/Renewable-Energy/BPs-Massive-Impairment-Signals-Bad-Times-for-Net-Zero-Spending.html


title: Bloomberg: As elliott moves in bp investment case splits esg fund market
node_name: Activist Investor ESG Contradiction
created_at: 2026-04-16 18:51:17
url:
https://www.bloomberg.com/news/articles/2025-04-24/as-elliott-moves-in-bp-investment-case-splits-esg-fund-market


title: cnbc.com: Bp shares jump as activist investor elliott discloses 5percent stake build
node_name: Activist Investor ESG Contradiction
created_at: 2026-04-16 18:51:17
url:
https://www.cnbc.com/2025/04/23/bp-shares-jump-as-activist-investor-elliott-discloses-5percent-stake-build.html


title: businesswire.com: TotalEnergies SE 2025 Strategy and Outlook Presentation
node_name: TotalEnergies Integrated Power Value Chain
created_at: 2026-04-16 18:51:17
url:
https://www.businesswire.com/news/home/20250928342995/en/TotalEnergies-SE-2025-Strategy-and-Outlook-Presentation


node_name: TotalEnergies Integrated Power Value Chain
created_at: 2026-04-16 18:51:17
url:
https://www.offshore-energy.biz/totalenergies-empowering-oil-gas-and-renewables-arsenal-with-up-to-90-billion-by-2030-as-lng-remains-crown-jewel-of-its-multi-energy-mission/

title:
offshore-energy.biz: Totalenergies empowering oil gas and renewables arsenal with up to 90 billion by 2030 as lng remains crown jewel of its multi energy mission


title: totalenergies.com: Totalenergies publishes its sustainability climate 2026 progress report
node_name: TotalEnergies Integrated Power Value Chain
created_at: 2026-04-16 18:51:17
url:
https://totalenergies.com/news/press-releases/totalenergies-publishes-its-sustainability-climate-2026-progress-report


title: Bloomberg: Elliott takes short position in shell amid bp activist campaign
node_name: Elliott Energy Sector Pair Trade
created_at: 2026-04-16 18:51:17
url:
https://www.bloomberg.com/news/articles/2025-03-28/elliott-takes-short-position-in-shell-amid-bp-activist-campaign


title: invezz.com: Why did activist investor elliott build a short position in shell stock
node_name: Elliott Energy Sector Pair Trade
created_at: 2026-04-16 18:51:17
url:
https://invezz.com/news/2025/03/28/why-did-activist-investor-elliott-build-a-short-position-in-shell-stock/


title: ieefa.org: Shells rationale rapid lng demand growth looks increasingly fragile despite higher
node_name: Shell LNG Asia Demand Miscalculation
created_at: 2026-04-16 18:51:17
url:
https://ieefa.org/resources/shells-rationale-rapid-lng-demand-growth-looks-increasingly-fragile-despite-higher


title: energynewsbeat.co: Exxonmobil working with nextera to develop gigawatt data center for hyperscaler
node_name: Exxon AI Hyperscaler Gas-CCS Lock-in
created_at: 2026-04-16 18:51:17
url:
https://energynewsbeat.co/exxonmobil-working-with-nextera-to-develop-gigawatt-data-center-for-hyperscaler/


node_name: Exxon AI Hyperscaler Gas-CCS Lock-in
created_at: 2026-04-16 18:51:17
url:
https://naturalgasintel.com/news/exxonmobil-tapping-data-center-ai-technology-to-drive-low-carbon-natural-gas-demand/

title:
naturalgasintel.com: Exxonmobil tapping data center ai technology to drive low carbon natural gas demand


title: corporate.exxonmobil.com: Powering the ai revolution with reliable energy
node_name: Exxon AI Hyperscaler Gas-CCS Lock-in
created_at: 2026-04-16 18:51:17
url:
https://corporate.exxonmobil.com/news/corporate-news/powering-the-ai-revolution-with-reliable-energy


title: cruxinvestor.com: Shells commercial realism approach redefines energy transition strategy
node_name: Oil Major Commercial Realism Euphemism
created_at: 2026-04-16 18:51:17
url:
https://www.cruxinvestor.com/posts/shells-commercial-realism-approach-redefines-energy-transition-strategy


title: nrdc.org: Transition fuel illusion how 2025 exposed limits global natural gas expansion
node_name: LNG Bridge Fuel Methane Leakage Trap
created_at: 2026-04-16 18:51:17
url:
https://www.nrdc.org/bio/shruti-shukla/transition-fuel-illusion-how-2025-exposed-limits-global-natural-gas-expansion


node_name: ADNOC XRG Dual-Track Capital Vehicle
created_at: 2026-04-16 18:51:17
url:
https://decarbonfuse.com/posts/uae-s-440-billion-bet-what-xrg-s-u-s-expansion-means-for-the-future-of-lng-and-low-carbon-energy

title:
decarbonfuse.com: Uae s 440 billion bet what xrg s u s expansion means for the future of lng and low carbon energy


title: worldoil.com: Adnoc launches xrg lower carbon energy and chemicals investment company
node_name: ADNOC XRG Dual-Track Capital Vehicle
created_at: 2026-04-16 18:51:17
url:
https://worldoil.com/news/2024/11/27/adnoc-launches-xrg-lower-carbon-energy-and-chemicals-investment-company/


title: pemedianetwork.com: Adnoc diversifies its decarb strategy
node_name: ADNOC Maximum Energy Minimum Emissions Strategy
created_at: 2026-04-16 18:51:17
url:
https://www.pemedianetwork.com/carbon-economist/articles/net-zero-strategies/2025/adnoc-diversifies-its-decarb-strategy/


node_name: Exxon CCS-as-a-Service Empire
created_at: 2026-04-16 18:51:17
url:
https://energy-analytics-institute.org/2025/09/28/exxonmobils-us-gulf-coast-ccs-field-of-dreams-will-the-emitters-come/

title:
energy-analytics-institute.org: Exxonmobils us gulf coast ccs field of dreams will the emitters come


node_name: Crude-to-Chemicals Demand Durability Strategy
created_at: 2026-04-16 18:51:17
url:
https://www.ainvest.com/news/aramco-strategic-shift-chemical-expansion-navigating-energy-transition-regional-market-rebalancing-2510/

title:
ainvest.com: Aramco strategic shift chemical expansion navigating energy transition regional market rebalancing 2510


title: cnbc.com: Bp agm oil giant faces shareholder revolt over green strategy u turn
node_name: Activist Capital IOC Green Retreat Enforcement
created_at: 2026-04-16 18:51:17
url:
https://www.cnbc.com/2025/04/17/bp-agm-oil-giant-faces-shareholder-revolt-over-green-strategy-u-turn.html


title: worldoil.com: Shell ceo seen focusing on lng as key part of growth strategy
node_name: Shell LNG Kingpin Strategy
created_at: 2026-04-16 18:51:17
url:
https://www.worldoil.com/news/2025/3/24/shell-ceo-seen-focusing-on-lng-as-key-part-of-growth-strategy/


node_name: Shell LNG Kingpin Strategy
created_at: 2026-04-16 18:51:17
url:
https://markets.financialcontent.com/stocks/article/finterra-2026-3-19-shell-plc-shel-the-strategic-pivot-of-a-global-energy-titan

title:
markets.financialcontent.com: Finterra 2026 3 19 shell plc shel the strategic pivot of a global energy titan


title: tikr.com: Shells 2025 results reinforce analyst consensus resilient not revolutionary
node_name: Shell LNG Kingpin Strategy
created_at: 2026-04-16 18:51:17
url:
https://www.tikr.com/blog/shells-2025-results-reinforce-analyst-consensus-resilient-not-revolutionary


title: africaoilgasreport.com: Re ranking the oil majors what will 2026 bring
node_name: IOC vs NOC Transition Structure Divergence
created_at: 2026-04-16 18:51:17
url:
https://africaoilgasreport.com/2025/12/energy-transition/re-ranking-the-oil-majors-what-will-2026-bring/


title: rystadenergy.com: Middle east oil and gas six strategic themes from 2025 and what to watch in 2026
node_name: IOC vs NOC Transition Structure Divergence
created_at: 2026-04-16 18:51:17
url:
https://www.rystadenergy.com/insights/middle-east-oil-and-gas-six-strategic-themes-from-2025-and-what-to-watch-in-2026


node_name: CCS-EOR Political Survival Mechanism
created_at: 2026-04-16 18:51:17
url:
https://carboncapturecoalition.org/blog/treasury-releases-interim-guidance-to-allow-taxpayers-to-continue-electing-45q-tax-credit-in-2025/

title:
carboncapturecoalition.org: Treasury releases interim guidance to allow taxpayers to continue electing 45q tax credit in 2025


title: bakerbotts.com: Treasury establishes 45q carbon capture tax credit safe harbor
node_name: CCS-EOR Political Survival Mechanism
created_at: 2026-04-16 18:51:17
url:
https://www.bakerbotts.com/thought-leadership/publications/2025/december/treasury-establishes-45q-carbon-capture-tax-credit-safe-harbor


title: xrg.com: XRG Board Endorses Five Year Plan to Accelerate Global Growth and Deliver Long Term Value
node_name: ADNOC XRG Global Energy Empire
created_at: 2026-04-16 18:51:17
url:
https://xrg.com/en/news/XRG-Board-Endorses-Five-Year-Plan-to-Accelerate-Global-Growth-and-Deliver-Long-Term-Value


title: worldoil.com: Chevron beats estimates as hess acquisition drives oil production growth
node_name: Chevron Guyana Production Maximization
created_at: 2026-04-16 18:51:17
url:
https://worldoil.com/news/2025/10/31/chevron-beats-estimates-as-hess-acquisition-drives-oil-production-growth


title: 247wallst.com: Chevron vs exxonmobil which energy stock will win in the new oil landscape
node_name: Chevron Guyana Production Maximization
created_at: 2026-04-16 18:51:17
url:
https://247wallst.com/investing/2026/04/02/chevron-vs-exxonmobil-which-energy-stock-will-win-in-the-new-oil-landscape/


node_name: Shell Climate Case Litigation Reversal
created_at: 2026-04-16 18:51:17
url:
https://www.loc.gov/item/global-legal-monitor/2024-12-09/netherlands-appeals-court-overturns-landmark-climate-change-decision-that-ordered-royal-dutch-shell-to-reduce-co2-emissions/

title:
loc.gov: Netherlands appeals court overturns landmark climate change decision that ordered royal dutch shell to reduce co2 emissions


node_name: Shell Climate Case Litigation Reversal
created_at: 2026-04-16 18:51:17
url:
https://www.lewissilkin.com/insights/2025/02/18/dutch-court-of-appeal-overturns-emission-reduction-order-against-shell-but-holds-102k0bu

title:
lewissilkin.com: Dutch court of appeal overturns emission reduction order against shell but holds 102k0bu


node_name: CEO ESG Pay Decoupling
created_at: 2026-04-16 18:51:17
url:
https://boardmember.com/security-dei-and-tariffs-executive-compensation-insights-from-late-2025-and-early-2026-proxy-filers/

title:
boardmember.com: Security dei and tariffs executive compensation insights from late 2025 and early 2026 proxy filers


title: paygovernance.com: Executive compensation trends in the oil and gas industry for 2025
node_name: CEO ESG Pay Decoupling
created_at: 2026-04-16 18:51:17
url:
https://www.paygovernance.com/resource/executive-compensation-trends-in-the-oil-and-gas-industry-for-2025/


node_name: China US-LNG Decoupling Shock
created_at: 2026-04-16 18:51:17
url:
https://energynewsbeat.co/chinas-lng-imports-continue-eight-month-decline-implications-for-global-energy-markets/

title:
energynewsbeat.co: Chinas lng imports continue eight month decline implications for global energy markets


title: lngindustry.com: Chinas 2025 lng imports shift down what comes next
node_name: China US-LNG Decoupling Shock
created_at: 2026-04-16 18:51:17
url:
https://www.lngindustry.com/special-reports/26122025/chinas-2025-lng-imports-shift-down-what-comes-next/


title: corporate.exxonmobil.com: A breakout year for our carbon capture and storage business
node_name: Exxon CCS Infrastructure Monopoly Play
created_at: 2026-04-16 18:51:17
url:
https://corporate.exxonmobil.com/news/viewpoints/a-breakout-year-for-our-carbon-capture-and-storage-business


title: pgjonline.com: Aramco jv to develop blue hydrogen network support ccs in saudi arabia
node_name: Saudi Aramco Blue Export Rebrand
created_at: 2026-04-16 18:51:17
url:
https://pgjonline.com/news/2025/march/aramco-jv-to-develop-blue-hydrogen-network-support-ccs-in-saudi-arabia


node_name: CCS Fossil Fuel Legitimacy Subsidy Loop
created_at: 2026-04-16 18:51:17
url:
https://oilchange.org/news/big-polluters-have-captured-e17-billion-in-public-subsidies-for-failed-carbon-capture-technology/

title:
oilchange.org: Big polluters have captured e17 billion in public subsidies for failed carbon capture technology


title: bain.com: Energy and natural resources leaders divided on transition investments and peak oil
node_name: Oil Major Transition Authenticity Spectrum
created_at: 2026-04-16 18:51:17
url:
https://www.bain.com/about/media-center/press-releases/2026/energy-and-natural-resources-leaders-divided-on-transition-investments-and-peak-oil/


title: netzeroinvestor.net: What does elliotts stake in bp mean for the oil giants renewables business
node_name: Activist Investor Oil Major Paradox
created_at: 2026-04-16 18:51:17
url:
https://www.netzeroinvestor.net/news-and-views/what-does-elliotts-stake-in-bp-mean-for-the-oil-giants-renewables-business


title: zerocarbon-analytics.org: Unpacking the energy transition strategies of oil and gas majors
node_name: Oil Major IOC Transition Impossibility
created_at: 2026-04-16 18:51:17
url:
https://zerocarbon-analytics.org/archives/energy/unpacking-the-energy-transition-strategies-of-oil-and-gas-majors


title: corporate.exxonmobil.com: 1120 exxonmobil and lg chem sign mou for lithium offtake
node_name: Exxon Direct Lithium Extraction Play
created_at: 2026-04-16 18:51:17
url:
https://corporate.exxonmobil.com/news/news-releases/2024/1120_exxonmobil-and-lg-chem-sign-mou-for-lithium-offtake


title: tennesseedaily.com: Exxon mobil aims to start lithium production in arkansas by 2026
node_name: Exxon Direct Lithium Extraction Play
created_at: 2026-04-16 18:51:17
url:
https://www.tennesseedaily.com/news/274034017/exxon-mobil-aims-to-start-lithium-production-in-arkansas-by-2026


title: medium.com: How aramcos 2024 strategy signals the future shape of energy supermajors
node_name: Aramco Crude-to-Chemicals Demand Hedge
created_at: 2026-04-16 18:51:17
url:
https://medium.com/@deokjin.choi/how-aramcos-2024-strategy-signals-the-future-shape-of-energy-supermajors


title: energyvoice.com: Shells lng drive bridging the energy transition promise
node_name: Shell LNG Dominant Strategy Bet
created_at: 2026-04-16 18:51:17
url:
https://www.energyvoice.com/oilandgas/liquid-natural-gas-lng/580506/shells-lng-drive-bridging-the-energy-transition-promise/


title: totalenergies.com: Totalenergies strategy and outlook presentation 2025
node_name: TotalEnergies Integrated Power Model
created_at: 2026-04-16 18:51:17
url:
https://totalenergies.com/sites/g/files/nytnzq121/files/documents/totalenergies_strategy-and-outlook-presentation_2025.pdf


node_name: CCS Fossil Fuel Lock-In Mechanism
created_at: 2026-04-16 18:51:17
url:
https://oilchange.org/news/big-polluters-have-captured-e17-billion-in-public-subsidies-for-failed-carbon-capture-technology-because-fossil-fuel-lobbyists-are-setting-the-agenda/

title:
oilchange.org: Big polluters have captured e17 billion in public subsidies for failed carbon capture technology because fossil fuel lobbyists are setting the agenda


title: businesswire.com: TotalEnergies SE Fourth Quarter and Full Year 2025 Results
node_name: TotalEnergies Integrated Power Contrarian
created_at: 2026-04-16 18:51:17
url:
https://www.businesswire.com/news/home/20260210719011/en/TotalEnergies-SE-Fourth-Quarter-and-Full-Year-2025-Results


node_name: Exxon Decarbonization-as-a-Service
created_at: 2026-04-16 18:51:17
url:
https://markets.financialcontent.com/stocks/article/marketminute-2026-4-8-exxonmobil-strikes-white-gold-first-battery-grade-lithium-produced-in-arkansas-reshaping-the-ev-supply-chain

title:
markets.financialcontent.com: Marketminute 2026 4 8 exxonmobil strikes white gold first battery grade lithium produced in arkansas reshaping the ev supply chain


title: Bloomberg: Elliott ramps up pressure on bp as turnaround plan falls short
node_name: Elliott Activist Fossil Fuel Pressure
created_at: 2026-04-16 18:51:17
url:
https://www.bloomberg.com/news/articles/2025-02-27/elliott-ramps-up-pressure-on-bp-as-turnaround-plan-falls-short


title: ogj.com: Shell ceo wael sawan reaffirms strong commitment to lng at ceraweek
node_name: Shell LNG Global Dominance Lock-In
created_at: 2026-04-16 18:51:17
url:
https://www.ogj.com/general-interest/economics-markets/article/55273498/shell-ceo-wael-sawan-reaffirms-strong-commitment-to-lng-at-ceraweek


title: rystadenergy.com: National oil companies hold the key to global energy stability if they work toget
node_name: NOC vs IOC Transition Divergence
created_at: 2026-04-16 18:51:17
url:
https://www.rystadenergy.com/insights/national-oil-companies-hold-the-key-to-global-energy-stability-if-they-work-toget


node_name: IRA 45Q Credit — Exxon CCS Foundation
created_at: 2026-04-16 18:51:17
url:
https://www.gibsondunn.com/the-inflation-reduction-act-includes-significant-benefits-for-the-carbon-capture-industry/

title:
gibsondunn.com: The inflation reduction act includes significant benefits for the carbon capture industry


title: arnoldporter.com: From ira to obbba a new era for clean energy tax credits
node_name: IRA 45Q Credit — Exxon CCS Foundation
created_at: 2026-04-16 18:51:17
url:
https://www.arnoldporter.com/en/perspectives/advisories/2025/07/from-ira-to-obbba-a-new-era-for-clean-energy-tax-credits


title: library.hbs.edu: Esg activists met the moment at exxon mobil but did they succeed
node_name: Activist Investor Oil Transition Paradox
created_at: 2026-04-16 18:51:17
url:
https://www.library.hbs.edu/working-knowledge/esg-activists-met-the-moment-at-exxon-mobil-but-did-they-succeed


title: aramco.com: Study shows record low carbon intensity of saudi crude oil
node_name: Aramco Last-Barrel Carbon Intensity Weapon
created_at: 2026-04-16 18:51:17
url:
https://www.aramco.com/en/news-media/news/2018/study-shows-record-low-carbon-intensity-of-saudi-crude-oil


node_name: European-US Oil Major Strategic Divergence
created_at: 2026-04-16 18:51:17
url:
https://theconversation.com/why-the-us-oil-majors-may-end-up-doing-more-for-the-green-transition-than-their-slightly-more-progressive-european-rivals-230704

title:
theconversation.com: Why the us oil majors may end up doing more for the green transition than their slightly more progressive european rivals 230704


title: institutmontaigne.org: Explainer european competitiveness lessons ira
node_name: European-US Oil Major Strategic Divergence
created_at: 2026-04-16 18:51:17
url:
https://www.institutmontaigne.org/ressources/pdfs/publications/explainer-european-competitiveness-lessons-ira.pdf


title: pemedianetwork.com: How bp and shell are charting new energy trajectories part 2
node_name: European-US Oil Major Strategic Divergence
created_at: 2026-04-16 18:51:17
url:
https://pemedianetwork.com/petroleum-economist/articles/corporate-finance/2025/how-bp-and-shell-are-charting-new-energy-trajectories-part-2/


node_name: Exxon CCS-AI Power Bundle Strategy
created_at: 2026-04-16 18:51:17
url:
https://www.datacenterdynamics.com/en/news/exxonmobil-in-talks-to-supply-data-centers-with-natural-gas-power-combined-with-carbon-capture-systems/

title:
datacenterdynamics.com: Exxonmobil in talks to supply data centers with natural gas power combined with carbon capture systems


title: shell.com: The 2025 energy security scenarios
node_name: Shell LNG Decades Lock-In Bet
created_at: 2026-04-16 18:51:17
url:
https://www.shell.com/news-and-insights/scenarios/what-are-the-previous-shell-scenarios/the-2025-energy-security-scenarios.html


title: pemedianetwork.com: Letter from saudi arabia aramco s bold blue hydrogen ambitions
node_name: Saudi Aramco Blue Ammonia Export Trap
created_at: 2026-04-16 18:51:17
url:
https://pemedianetwork.com/hydrogen-economist/articles/strategies-trends/2024/letter-from-saudi-arabia-aramco-s-bold-blue-hydrogen-ambitions/


node_name: Exxon Molecules-Not-Electrons Doctrine
created_at: 2026-04-16 18:51:17
url:
https://www.financialcontent.com/article/finterra-2026-3-9-exxonmobil-xom-in-2026-the-strategic-masterclass-of-the-molecule-and-electron-giant

title:
financialcontent.com: Finterra 2026 3 9 exxonmobil xom in 2026 the strategic masterclass of the molecule and electron giant


node_name: Shell Commercial Realism Retreat
created_at: 2026-04-16 18:51:17
url:
https://follow-this.org/shell-lowers-investments-in-clean-energy-to-8-endangering-the-companys-future-by-ignoring-the-energy-transition/

title:
follow-this.org: Shell lowers investments in clean energy to 8 endangering the companys future by ignoring the energy transition


node_name: Shell Commercial Realism Retreat
created_at: 2026-04-16 18:51:17
url:
https://royaldutchshellplc.com/2025/08/08/shells-energy-transition-hits-a-20-year-low-in-oil-output-and-wall-street-still-claps/

title:
royaldutchshellplc.com: Shells energy transition hits a 20 year low in oil output and wall street still claps


title: ainvest.com: Saudi aramco jafurah gas project secure bet on the energy transition 2505
node_name: Aramco Jafurah Blue Hydrogen Bet
created_at: 2026-04-16 18:51:17
url:
https://www.ainvest.com/news/saudi-aramco-jafurah-gas-project-secure-bet-on-the-energy-transition-2505/


node_name: Aramco Jafurah Blue Hydrogen Bet
created_at: 2026-04-16 18:51:17
url:
https://jpt.spe.org/aramco-awards-25-billion-in-contracts-as-jafurah-shale-and-master-gas-system-expansion-enters-next-phase

title:
jpt.spe.org: Aramco awards 25 billion in contracts as jafurah shale and master gas system expansion enters next phase


title: shell.gcs-web.com: Shell accelerates strategy deliver more value less emissions
node_name: Shell LNG Trading Supremacy Strategy
created_at: 2026-04-16 18:51:17
url:
https://shell.gcs-web.com/news-releases/news-release-details/shell-accelerates-strategy-deliver-more-value-less-emissions


title: royaldutchshellplc.com: Shell bets the planet on lng ten more years of lower carbon storytelling
node_name: Shell LNG Trading Supremacy Strategy
created_at: 2026-04-16 18:51:17
url:
https://royaldutchshellplc.com/2025/10/02/shell-bets-the-planet-on-lng-ten-more-years-of-lower-carbon-storytelling/


title: cnbc.com: Saudi oil giant aramco posts drop in full year profit slashes dividend
node_name: Aramco Dividend-Vision 2030 Fiscal Cascade
created_at: 2026-04-16 18:51:17
url:
https://www.cnbc.com/2025/03/04/saudi-oil-giant-aramco-posts-drop-in-full-year-profit-slashes-dividend.html


title: agsi.org: Aramcos latest financial results suggest that its dividend policy is unsustainable
node_name: Aramco Dividend-Vision 2030 Fiscal Cascade
created_at: 2026-04-16 18:51:17
url:
https://agsi.org/analysis/aramcos-latest-financial-results-suggest-that-its-dividend-policy-is-unsustainable/


title: aljazeera.com: Qatarenergy worlds largest lng firm halts production after iran attacks
node_name: Qatar LNG Geopolitical Chokepoint Shock
created_at: 2026-04-16 18:51:17
url:
https://www.aljazeera.com/news/2026/3/2/qatarenergy-worlds-largest-lng-firm-halts-production-after-iran-attacks


title: cnbc.com: Qatars state owned energy company halts lng production after iran drone attacks
node_name: Qatar LNG Geopolitical Chokepoint Shock
created_at: 2026-04-16 18:51:17
url:
https://www.cnbc.com/2026/03/02/qatars-state-owned-energy-company-halts-lng-production-after-iran-drone-attacks.html


title: Bloomberg: Qatar lng outage erases 2026 supply surplus morgan stanley says
node_name: Qatar LNG Geopolitical Chokepoint Shock
created_at: 2026-04-16 18:51:17
url:
https://www.bloomberg.com/news/articles/2026-03-09/qatar-lng-outage-erases-2026-supply-surplus-morgan-stanley-says


node_name: Chevron Pure-Play Upstream Extraction Strategy
created_at: 2026-04-16 18:51:17
url:
https://enkiai.com/hess-corporation-offshore-wind-initiatives-for-2025-key-projects-strategies-and-partnerships

title:
enkiai.com: Hess corporation offshore wind initiatives for 2025 key projects strategies and partnerships


title: energypolicy.columbia.edu: How qatars lng decisions will impact an oversupplied global market
node_name: LNG Oversupply-Geopolitical Shock Paradox
created_at: 2026-04-16 18:51:17
url:
https://www.energypolicy.columbia.edu/publications/how-qatars-lng-decisions-will-impact-an-oversupplied-global-market/


node_name: LNG Oversupply-Geopolitical Shock Paradox
created_at: 2026-04-16 18:51:17
url:
https://www.gasprocessingnews.com/news/2026/02/rising-ai-power-needs-could-turn-lng-supply-glut-into-a-2030-shortage-says-qatarenergy-ceo/

title:
gasprocessingnews.com: Rising ai power needs could turn lng supply glut into a 2030 shortage says qatarenergy ceo


title: datacenterdynamics.com: Exxonmobil plots natural gas power plant to exclusively power data centers
node_name: ExxonMobil CCS-AI Data Center Power Play
created_at: 2026-04-16 18:51:17
url:
https://www.datacenterdynamics.com/en/news/exxonmobil-plots-natural-gas-power-plant-to-exclusively-power-data-centers/


node_name: BP Meg O'Neill Ultra-Simplification Phase
created_at: 2026-04-16 18:51:17
url:
https://markets.financialcontent.com/stocks/article/marketminute-2026-4-15-bps-new-guard-ceo-meg-oneill-pivots-to-return-to-basics-after-massive-trading-windfall

title:
markets.financialcontent.com: Marketminute 2026 4 15 bps new guard ceo meg oneill pivots to return to basics after massive trading windfall


title: worldoil.com: Bp ceo meg o neill moves to simplify structure refocus on upstream downstream model
node_name: BP Meg O'Neill Ultra-Simplification Phase
created_at: 2026-04-16 18:51:17
url:
https://worldoil.com/news/2026/4/14/bp-ceo-meg-o-neill-moves-to-simplify-structure-refocus-on-upstream-downstream-model/


title: aljazeera.com: Bp taps woodsides meg oneill as ceo as it pivots back to fossil fuels
node_name: BP Meg O'Neill Ultra-Simplification Phase
created_at: 2026-04-16 18:51:17
url:
https://www.aljazeera.com/economy/2025/12/18/bp-taps-woodsides-meg-oneill-as-ceo-as-it-pivots-back-to-fossil-fuels


node_name: BP Meg O'Neill Ultra-Simplification Phase
created_at: 2026-04-16 18:51:17
url:
https://www.business-standard.com/world-news/bp-appoints-meg-o-neill-as-first-woman-ceo-of-big-oil-in-bid-for-revival-125121800089_1.html

title:
business-standard.com: Bp appoints meg o neill as first woman ceo of big oil in bid for revival 125121800089 1


title: spglobal.com: Private equity shifts focus to fossil fuels from renewables 88078421
node_name: Private Equity Fossil Dark Capital Backstop
created_at: 2026-04-16 18:51:17
url:
https://www.spglobal.com/market-intelligence/en/news-insights/articles/2025/3/private-equity-shifts-focus-to-fossil-fuels-from-renewables-88078421


node_name: Chinese NOC Dual-Track State Mandate
created_at: 2026-04-16 18:51:17
url:
https://www.offshore-energy.biz/cnooc-earmarks-up-to-19-billion-for-oil-gas-offshore-wind-solar-and-ai-integrated-plays/

title:
offshore-energy.biz: Cnooc earmarks up to 19 billion for oil gas offshore wind solar and ai integrated plays


title: rystadenergy.com: Fueling a nation china s big three nocs drive energy security and innovation
node_name: Chinese NOC Dual-Track State Mandate
created_at: 2026-04-16 18:51:17
url:
https://www.rystadenergy.com/insights/fueling-a-nation-china-s-big-three-nocs-drive-energy-security-and-innovation


node_name: Oil Industry Quiet Upstream Retreat
created_at: 2026-04-16 18:51:17
url:
https://carbontracker.org/the-quiet-retreat-why-the-oil-and-gas-industry-is-implementing-its-own-decline-even-as-the-iea-resurrects-an-old-growth-scenario

title:
carbontracker.org: The quiet retreat why the oil and gas industry is implementing its own decline even as the iea resurrects an old growth scenario


title: offshore-energy.biz: Investment shift from low carbon toward upstream to continue in 2026
node_name: Oil Industry Quiet Upstream Retreat
created_at: 2026-04-16 18:51:17
url:
https://www.offshore-energy.biz/investment-shift-from-low-carbon-toward-upstream-to-continue-in-2026/


title: kingdomexploration.com
node_name: OPEC+ Spare Capacity Illusion
created_at: 2026-04-16 18:51:17
url:
https://www.kingdomexploration.com/?page=news&article=opec-spare-capacity-myth-why-5-million-bpd-headlines-hide-a-fragile-reality-dec-09


node_name: IOC-NOC Transition Structural Asymmetry
created_at: 2026-04-16 18:51:17
url:
https://www.energypolicy.columbia.edu/publications/green-giants-china-s-national-oil-companies-prepare-for-energy-transition/

title:
energypolicy.columbia.edu: Green giants china s national oil companies prepare for energy transition


