Oil Musings: Pipelines, Stranded Assets and Pivots

North American pipelines are being canceled, delayed and threatened to shut down. Producers are announcing tens of billions of dollars in asset write-downs, and supermajor BP has declared they will reduce oil and gas production and become an integrated low carbon energy company. This week’s episode we discuss: Does the recent news bolster the oil and gas divestment movement’s stranded asset argument? What are the implications of these changes on North American energy supply and GHG emis...