We return from the 28th United Nations Climate Change Conference (COP28) with a mixture of optimism and concern, quite natural when trying to mobilize an entire planet to a common cause despite competing interests. While a lot of work lies ahead to realize many of the goals, the commitment to increasing renewables, nuclear generation and efficiency targets, as well as reducing methane from the oil and gas supply chain, could be material in terms of both short- and long-term implications for the hydrocarbon marketsFootnote1. The juxtaposition of the COP28 conference (dedicated to reducing greenhouse gas emissions, and ... (full story)