XOM - Man-Made Climate Change: The Investment Case For Decarbonization

• Man-made climate change is real, and CO2 emissions are a big problem. In this article, I will explain the basics of it, using some high school-level science.
• Decarbonization has a plethora of challenges, and I will briefly discuss the main ones.
• The world is slowly waking up to the realization that problems caused by continuing large greenhouse gas emissions could be larger than the challenges arising from decarbonization.
• As a result, I expect that the degree to which (energy) companies will be successful with decarbonization efforts to be linked to future valuations, with lower P/E ratios for more risky, carbon-intensive stocks.

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