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Not just Oil & Gas companies - but oil and gas nations. There's quite a few geopolitically important countries that either derive a large proportion of their GDP / foreign exchange from hydrocarbons, or rely on them so heavily there's no practical path for transition by 2050.

Compared to the difficulty in getting these nations to play a full and productive part in any transition (requiring essentially restructuring a large chunk of their economies), settling up with extractor companies will be a walk in the park.



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