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How the Shell Board Navigated the Energy Transition
Episode 101 of Boardroom Conversations explores how Royal Dutch Shell's board has managed the tension between fossil fuel profits and the push for renewable energy. Hosts Lucas and Luna unpack Shell's 2021 court-ordered emissions ruling, the board's decision to keep oil and gas alongside wind and solar investments, and the delicate balance of satisfying activist shareholders while maintaining investor returns. Specific numbers: Shell's 2030 emissions target, its $2-3 billion annual renewable spend versus $8 billion on oil and gas, and the 2023 AGM climate vote split. A…
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