Decoding Chevron’s 2023 Investor Day
As part of our Decoding Investor Day series, we turn to Chevron’s 2023 Investor Day. We unpack the bold promises on growth, capital discipline, and shareholder returns — and test whether the pivot to acquisition-driven scale has strengthened the story, or simply raised the execution bar.
Decoding Shell’s 2025 Capital Markets Day
As part of our Decoding Investor Day series, we examine Shell’s 2025 Capital Markets Day. We break down the promises, test the numbers, and evaluate whether the company’s strategy is built to last or at risk of overpromising.