energy sector
The Weight of Risk: How a Helicopter Winch Problem Exposes a Multi-Billion Dollar Blind Spot for Investors
An offshore helicopter winch problem reveals a critical blind spot in financial analysis: the immense, unquantified risk of neglecting human capital.
The $30 Billion Silence: Why Exxon’s Canceled Briefing in Mozambique Spells Trouble for Global Energy Investing
Exxon’s canceled briefing on its $30B Mozambique project signals deep trouble. We unpack the financial risks, geopolitical stakes, and what it means for investors.
A Green Giant Stumbles: Why Vestas’ Polish Pause Signals a Storm for European Wind Energy
Vestas’ halt of a Polish turbine plant reveals a crisis in Europe’s wind sector, hit by inflation, high rates, and flawed policy.