Овај инвеститор активиста гура Цхеврон да 'појача' производњу нафте

Vivek Ramaswamy – an activist investor who’s exposed to Chevron Corporation (НИСЕ: ЦВКС) through his recently launched берзански фонд wants the energy giant to produce more oil over the next decade.

Ramaswamy wants Chevron to focus on shareholder returns

In a letter to Mike Wirth – the Chief Executive of Chevron Corporation, he said the multinational should cut spending on energy transition to boost shareholder returns.

Да ли тражите брзе вести, најновије савете и анализу тржишта?

Данас се пријавите за билтен Инвезз.

Committing to lowering Scope 3 emissions that Chevron did last year, he added, is not in the best interest of the shareholders. On CNBC’s „Скуавк Бок”, Ramaswamy said:

The basic question I ask is why a Scope 3 emissions reduction proposal in the best interests of Chevron as a business. I don’t believe there’s a good answer to that question because this makes no business sense for Chevron.

Волстрит тренутно има консензусну оцену „прекомерне тежине“. акције that’s down more than 2.0% on the енергетске вести јутрос.

Activist investor expects support from Warren Buffett

In 2021, Warren Buffett супротстављен proposals that Berkshire Hathaway should detail what it’s doing to address the climate issues in annual reports.

Ramaswamy, therefore, expects the legendary investor to join him on this call. Being the largest individual shareholder, Buffett has a meaningful impact on Chevron Corporation.

I hope a new post-ESG voice can drive behaviour in the other direction to go back to creating value for shareholders. There’s no clarity about whether or not the ESG measures are in the best interests of the company and its shareholders.

Over a month ago, Chevron пријавио another blockbuster quarter on elevated oil prices. The energy stock is up more than 25% versus the start of 2022.