Innovatiemantra Shell klinkt zachter als het over duurzame energie gaat

Shell wil het concurrerendste en innovatiefste energiebedrijf ter wereld zijn. Op het terrein van duurzame energie, waar innovaties de energiewereld misschien op zijn kop kunnen zetten, is Shell echter een stuk bescheidener. ‘De vraag die ik altijd stel is: hoe fout kunnen we zitten?’ zegt Chief...

Dramatic possibilities

Shell New Lens Scenario’s (2013, page 74): Urbanisation In the 2020s, a series of unusually violent storms leads to sea level surges in Asia, wreaking massive flood damage on major coastal cities. Governments respond by hurriedly building dykes, new storm deflection barriers, and new energy...

Global Warming’s Terrifying New Math

Three simple numbers that add up to global catastrophe: The First Number: 2° Celsius The Copenhagen (2009) accord did contain one important number, it formally recognized "the scientific view that the increase in global temperature should be below two degrees Celsius." And in the very next...

Wat kan de olie-industrie leren van de elektriciteitssector?

Iedereen die iets van bedrijfskunde weet, kent de BCG-matrix die producten of diensten simpelweg in vier categorieën verdeelt: Cashcows, Stars, Question Marks en Dogs. De belangrijkste adviezen van de Boston Consultancy Group (BCG), die deze matrix lang geleden bedacht: maak zoveel mogelijk winst...

Innovatie

Het zijn vaak de experts en de insiders die ontwrichtende innovatie (disruptive innovation) ontkennen. Hier zijn een paar voorbeelden: “Airplanes are interesting toys but of no military value.” Marshall Ferdinand Foch, Professor of Strategy, Ecole Superieure de Guerre (1904) “I do not believe the...

Gevestigde orde laat zich vaak verrassen door innovatie

Nokia werd verrast door de smartphone. De meeste paardenkoetsiers zagen de T-Ford niet aankomen. Kodak zag de digitale fotografie wel aankomen, maar besloot het te negeren. Het zijn voorbeelden van bedrijven en bedrijfstakken die een nieuwe technologie misten of negeerden. Zij moesten iets anders...

De business case van energieopslag

Een eiland in de Noordzee of een stuwmeer in Limburg, de tekeningen liggen klaar. Er is geld te verdienen met de opslag van energie. De elektriciteitsprijs is ’s nachts lager dan overdag. De gasprijs is in de zomer lager dan in de winter. Welke oplossingen zijn er om energie op een handige manier...

De pensioenfondsen: duurzaam is het credo, maar fossiel blijft in het pakket

Pensioenfondsen hebben de mond vol van duurzaam en voor de lange termijn beleggen. FD Energie Pro vroeg de grote pensioenfondsen wat dat betekent voor hun beleggingen in olie, kolen en gas. Maar over hun beleggingen in fossiele energie zwijgen de pensioenfondsen liever. ‘Als je duurzaamheid...

‘Shell moet leiderschap tonen in energietransitie'

(FD Energie Pro, Mark van Baal) - De energietransitie ontbeert visie en leiderschap. Dat zegt energieconsultant en voormalig Shell-manager Adriaan Kamp. In zijn ogen verliest bijna iedereen, van groene ondernemer tot fossiele multinational, het grote geheel uit het oog: de noodzaak van een nieuwe...

100 % elektrische auto's en 100 % zonne-energie in 2030

Tony Seba voorspelt 100 % elektrische auto's en 100 % zonne-energie in 2030 ("misschien eerder") Seba praat wat monotoon, maar als je door de eerste minuten heen bent, blijft hij 40 minuten boeien tot aan zijn overtuigende conclusie: in 2030 rijden we allemaal op zonne-energie in elektrische...
RI: Oil majors’ promises need a reality check

RI: Oil majors’ promises need a reality check

“Each of them wants to remain a fossil fuel giant, only not look like one,” said Van Baal. “Apparently far more pressure from society and responsible investors is needed to make oil executives see the writing on the wall.” According to a report from Oil Change...

Equinor aims for net zero emissions by 2050

Equinor aims for net zero emissions by 2050

Reuters: Mark van Baal, head of Dutch activist group Follow This, said Equinor’s targets seem the most ambitious in the industry, but its plans to produce more oil and gas this decade contradict the goals of the Paris climate agreement. “It’s like reaching for the...

IN THE MEDIA

Keynote tijdens Building Holland – Nederlands

Keynote tijdens Building Holland – Nederlands

Keynote van Mark van Baal tijdens Building Holland congres 2020. We kunnen klimaatverandering alleen stoppen door ervoor te zorgen dat de olie-industrie van koers verandert, te beginnen bij Shell,”...

Keynote at Building Holland

Keynote at Building Holland

We can only stop climate change, when we make sure the oil industry changes course. That’s why we started Follow This, a movement of green shareholders in oil and gas companies. Our mission:...

NEWS

Influential investor group demands ‘net-zero’ targets

Influential investor group demands ‘net-zero’ targets

Climate Action 100+, the influential investor group whose 518 members include BlackRock and Pimco, has written to the world’s largest greenhouse gas-emitting companies to demand they put in place a “net-zero strategy” for 2050 or earlier. The organisation, which...

Reuters: Equinor rejects climate resolution proposals

Reuters: Equinor rejects climate resolution proposals

Equinor’s board has rejected all shareholder climate resolutions, including one asking to set more ambitious emission reduction targets, the company said in a notice to the annual shareholders’ meeting published on Thursday. Follow This, a group representing about...

Reuters: Equinor rejects climate resolution proposals

Reuters: Equinor rejects climate resolution proposals

Equinor’s board has rejected all shareholder climate resolutions, including one asking to set more ambitious emission reduction targets, the company said in a notice to the annual shareholders’ meeting published on Thursday. Follow This, a group representing about...

Total Investors Urge Oil Major to Adopt Tougher C02 Goals

Total Investors Urge Oil Major to Adopt Tougher C02 Goals

Total SA investors called on the oil major to put broader limits on carbon emissions, increasing pressure on the French company to match commitments made by peers ahead of its annual shareholder meeting. Follow This, a separate group of activist shareholders, said...

Santos Climate Vote Is Warning to Oil Majors, Says Follow This

Santos Climate Vote Is Warning to Oil Majors, Says Follow This

The results of a climate-change shareholder resolution calling for Paris Agreement-aligned targets at Australian oil company Santos is a warning to oil-and-gas majors Royal Dutch Shell and Equinor, says Mark van Baal, founder of Follow This, a group of oil company...

Climate vote at Santos sets new Australian record

Climate vote at Santos sets new Australian record

“This voting outcome is very promising for the AGM season in Europe, where Shell and Equinor face resolutions with the exact same request for Paris-aligned targets for all emissions (Scope 1, 2, and 3)”, added Mark van Baal, Founder of Follow This, the Dutch...

BP Agrees to Draft Climate Change Shareholder Resolution

BP Agrees to Draft Climate Change Shareholder Resolution

BP said it would work on the shareholder proposal with Follow This, a group of investors in oil-and-gas companies that push major oil companies to fall in line with the Paris Agreement. In response, Follow This said it has withdrawn its climate change resolution that...

BP to Join Forces With Activist Investor on Climate Resolution

BP to Join Forces With Activist Investor on Climate Resolution

BP is teaming up with Dutch activist investor Follow This to draft a climate resolution for its annual general meeting next year, in what will be a test of shareholders’ faith in the oil major’s new green ambitions. The resolution will ask shareholders if they are...

BP, activist shareholder to jointly draft climate resolution

BP, activist shareholder to jointly draft climate resolution

BP and climate-focused Follow This have agreed to jointly draft a shareholder resolution on BP’s climate goals for its 2021 annual general meeting (AGM), they said in a statement on Friday. The move comes after BP Chief Executive Officer Bernard Looney outlined...

Less Oil, No Carbon, Few Answers: BP CEO’s Hazy Vision of Future

Less Oil, No Carbon, Few Answers: BP CEO’s Hazy Vision of Future

“Looney made an outstanding decision,” said Mark van Baal of Follow This, an activist investor that’s been pressing oil companies to set carbon targets. “We, the shareholders, have to support him through thick and thin now.” Read more and watch the interview on...

Equinor Pledges New Climate Goals

Equinor Pledges New Climate Goals

Norwegian energy major Equinor ASA (EQNR.OS) said Thursday that it would reach carbon neutrality from its operations by 2030, boost renewable energy tenfold by 2026 and cut its carbon intensity by at least half by 2050. Follow This, the environmental investor group...

BP looks to charismatic oil man to lead response to climate crisis

BP looks to charismatic oil man to lead response to climate crisis

The Guardian: Mark van Baal, from the Dutch shareholder activist group Follow This, warns that a career steeped in oil reserves may make it difficult for Looney to “imagine a future beyond oil and gas” or see renewables “as a business opportunity not a chore”. Bernard...

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