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Giulia Chierchia

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  1. Goldman Sachs33 min

    How Companies are Navigating the Energy Transition

    Giulia Chierchia, Michele Della Vigna, Alison Nathan

    Amidst a historic energy investment shortfall and geopolitical disruption from Russia's invasion of Ukraine, major integrated oil companies like BP are pivoting to balance decarbonization targets with energy security. BP aims to reduce its hydrocarbon portfolio by 40% by 2030 while investing billions in green hydrogen and renewable assets to reach net-zero emissions, viewing natural gas as a critical transition fuel. Simultaneously, the broader industry leverages these strategic shifts and aggressive capital allocation to attract valuation re-ratings as renewable technologies become more economically viable despite near-term supply chain inflation.

Giulia Chierchia: Interviews, Talks and Panel Discussions