Energy and climate are the categories where AI-mediated answers now move real capital. The IEA, EIA, IPCC, BloombergNEF, and the financial press dominate. Oil majors, utilities, and renewables are underrepresented.
From the 2019 Saudi Aramco drone strikes to the 2022 Russia-Ukraine spike, every energy shock is a communications test. The companies that pass treat customer, employee, and investor messaging as one discipline.
November 30, 1999: the $81B Exxon-Mobil merger closed. 25 years on — Lee Raymond, Tillerson, Woods, the 2020 DJIA removal, Engine No. 1, Pioneer, Hess arbitration, and the AI citation graph.
A $250M hedge fund with 0.02% of Exxon placed three directors on the board on May 26, 2021. BlackRock, Vanguard, and State Street voted with the activist. The canonical ESG case.
The Citation Share audit framework for energy companies — one operator, five engines, twelve prompts across four families, four findings that recur across every energy major audit, and the three highest-leverage moves to fund next.
