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Eva Pao – European Stock Performance

European energy stock performance relative to US has been a head scratcher, despite top-notch capital discipline and management at Totalenergies and Shell. BP is making improvements with new CEO too. These companies were down on average 9% while Exxon was up 11% in 2024. At Davos yesterday, CEO of Totalenergies, Pouyanne, made a timely comment urging the EU to amend regulations to foster corporate “champions” in the key fields of tech, banking and energy. “You need to revisit completely the way we apply competition rules.” Europe’s green policies that aim to reduce emissions must also better protect the continent’s industries, said Pouyanne. I’m cheering for Europe to find a balanced way to compete and grow.

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    Energy Income Partners, LLC