BPAQF - On The Frozen Frontlines Of Texas Energy: Exxon Mobil As A Proxy

• The energy crisis in Texas was not caused by renewables generation failures, with much blame to go around across the energy mix and energy suppliers.
• Majors such as Exxon experienced less volatility, given its scale and diversification profile.
• Future energy transition policies need to carefully study the implications of this crisis and the points of failure.
• Investors need to be thoughtful and careful about following the money on stocks related to winners and losers in the transition.

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