The first few months of 2022 have seen plenty of headlines about investor-led engagements trying to push for climate-related change with fossil fuel and energy companies such as BP, Shell and the other oil majors. Applying pressure on the energy suppliers is important, but the reality is that nothing is going to accelerate the transition to net zero faster than the key users of energy - namely the 'demand' sectors such as transport - radically reducing the amount of fossil fuels, they plan to consume and how they align to net zero will radically shape the supply. Investors need to appro...
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