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How the Shell Board Navigated the Energy Transition
Episode 70 of Boardroom Conversations examines how the Royal Dutch Shell board managed the tension between fossil fuel profits and renewable energy mandates from 2020 to 2026. Lucas and Luna break down the specific board-level decisions: the 2021 court ruling on emissions targets, the 2023 restructuring that split the company into legacy and transition divisions, and the 2025 shareholder revolt over net-zero timelines. They discuss how Shell's board balanced activist investor pressure, government regulation, and operational reality — and why a petroleum engineer's mindset may be the…
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