The combination of the coronavirus pandemic and oil price crash sparked a rapid acceleration in the energy transition. This in turn has created a massive seismic change in the outlook for the upstream industry, company strategies and future investment opportunities. Hydrocarbon demand across Asia remains strong, and will do so for some time, but that certainly doesn’t allow us time for complacency. Business as usual is no longer an option, as the industry’s carbon footprint and social license to operate come under increasing pressure. This webinar will consider the future options available to the upstream industry that will allow it to function – and potentially thrive – in the decades to come.
Join this live webinar to hear Angus Rodger, Research Director, Asia-Pacific Upstream and industry leaders discuss and debate:
- Macro perspective on global/Asian energy needs and how that compares to the goals of the Paris Agreement
- Is the upstream industry ‘underinvesting’ – what does this mean and where are the remaining hotspots?
- What does the Majors’ different energy transition strategies tell us about the future for the rest of the upstream industry, and will NOCs follow the same path?
- Where does upstream and the LNG industry need to do more: CCUS, hydrogen, batteries, solar, wind…?
- The money is moving – what does changing banking/financing behaviour tell us about upstream, gas and the energy transition
- The growing threat of ‘stranded’ upstream value across Asia-Pacific – for companies and governments.