That would only be rational (profit maximising) behaviour on the company's part if they had an expectation that the negative externalities associated with clima

That would only be rational (profit maximising) behaviour on the company's part if they had an expectation that the negative externalities associated with climate change would eventually be priced in. The speed they decide to transition would then be in line with that expectation. Funnily enough those externalities have generally still not been priced in, and it looks like these companies correctly believed that would be the case.