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Analytica Advisors is a boutique consulting firm engaged in building global capital markets for sustainability leaders among both long-term investors and companies. It focuses on financial and technical innovation for its clients the world over. Development of natural language processing and machine learning tools to analyze structured and unstructured datasets in high and low carbon sectors using company annual reports. COVID19 has accelerated shifts in global energy market such that energy companies and banks may be impacted in the medium to long term. For investors and policy makers it is important to understand the scope and scale of potential change/consolidation from the point of view of individual companies.