Which segment performed better in 1Q this year: The global #wind industry or global integrated #oil majors? 1/5
You can load this chart on @TheTerminal by running {G #BI 108158}. #OOTT #EnergyTransition #ESG
You can load this chart on @TheTerminal by running {G #BI 108158}. #OOTT #EnergyTransition #ESG
2/ Follow-up: Which segment performed better over the last 12 months? #wind vs. big #oil
(Hint: different answer.)
(Hint: different answer.)
4/ Here are the top 10 constituents of the ISE Clean Edge Global Wind Energy Total Return Index (GWETR) and the MSCI World Oil & Gas Net Total Return USD Index (M1CXTXC). $VWS $SGRE $XOM $CVX $FP $BP $RDSA
5/ Visit {BI WINDG<GO>} and {BI INTOG<GO>} on @TheTerminal to read our research. Let me know what you think:
-->What will the rest of 2021 look like?
-->Will the #oil and #wind industries become more correlated as the integrateds allocate more capex toward clean energy?
-->What will the rest of 2021 look like?
-->Will the #oil and #wind industries become more correlated as the integrateds allocate more capex toward clean energy?
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