Positioning for the future

Benchmarking Upstream corporate carbon emissions and value at risk

Carbon emissions targets set by the Paris Agreement, together with potential policy changes, may have a material impact on companies’ asset valuations and long-term corporate strategy. With the risk of carbon costs emerging in a range of countries, understanding the potential value at risk in company portfolios is becoming increasingly important.

Wood Mackenzie’s multi-client study “Positioning for the future “ will provide an apples-to-apples basis for comparing companies’ carbon emissions from their Upstream assets and the associated risk to current valuations.

Subscribers will find answers to key questions on corporate carbon risk:

  • Which companies have the greatest exposure to Upstream carbon risk?
  • Where does a company’s exposure to carbon risk lie, whether by asset type, location or emissions source?
  • Which types of Upstream assets are most / least carbon intensive?
  • What is the potential likelihood and rigour of climate regulation in a company’s countries of operation?
  • Which companies are best positioned for a low-carbon world?
  • How does a company’s emissions intensity (CO2e/boe) rank amongst peers?
  • How could companies reposition their portfolio to reduce their carbon exposure?
  • What is the potential impact of carbon pricing on the relative economics of future supply projects?
  • What is the risk from carbon-related policy changes to the value of an investment portfolio that contains companies with Upstream assets?

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