$Occidental(OXY)$ OXY needs to

$Occidental(OXY)$ OXY needs to sell a good hunk of CR and hit a major project milestone such as lithium production revenue to get things rolling. I just don't see DAC as being socially acceptable by progressives, nor productive enough for investors to get behind in a big way. NPWR maybe. Lithium maybe. More Permian production maybe. A JV (need more than exploratory LOIs) with ADNOC maybe. I hope I'm wrong about DAC ... they certainly have had success with pre-production commitments. But if the world wants to solve all the energy demand projected and do it fast while meeting green hurdles, it's likely the small reactor nuclear route. JMO.

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