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
4 February 2025
This premier event is poised to address the evolving technology and investment demands of North America’s thriving chemical and pharmaceutical sectors
4 February 2025
The threat of Trump tariffs and the departure of Trudeau have sharpened the domestic political focus on boosting the oil and gas industry
3 February 2025
Alaska has been engulfed by a lack of consistent policymaking and highlights the challenges financing energy projects in the US
31 January 2025
Several projects are expected to boost production this year as strategically important region looks to environmental rules, fiscal policies, oil prices and demand trends longer term