Akif Chaudhry
Research Director, Corporate Strategy and Analytics
Akif Chaudhry
Research Director, Corporate Strategy and Analytics
Akif focuses on strategy, benchmarking and valuation analysis related to power and renewables within company portfolios.
Latest articles by Akif
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Featured
Mixed signals for power and renewables in 2023
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Featured
Why the Majors need to consider margins in weighing up offshore wind
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Opinion
Big Oil set to cash in on the trillion-dollar offshore wind prize
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Featured
Power and renewables companies face merging headwinds in 2022 | 2022 Outlook
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Opinion
Natural gas: friend or foe in Europe’s 2030 emissions target?
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Opinion
Could the Majors take a fast-track route to lower emissions intensity?
Tom Ellacott
Senior Vice President, Corporate Research
Tom Ellacott
Senior Vice President, Corporate Research
Tom leads our corporate thought leadership, drawing on more than 20 years' industry knowledge.
Latest articles by Tom
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Featured
Oil and gas companies will recalibrate strategies | 2023 outlook
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Opinion
How will oil and gas companies get to Scope 3 net zero?
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Featured
Why the Majors need to consider margins in weighing up offshore wind
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Featured
Will 2022 be a year of radical change for oil and gas companies?
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Opinion
Could oil Majors and Independents generate record free cash flow this year?
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Featured
What will oil and gas companies focus on in 2021? | 2021 Outlook
Erik Mielke
Senior Vice President, Corporate Research
Erik Mielke
Senior Vice President, Corporate Research
Erik manages our corporate service, leading data-driven analysis and insight into strategies, performance and outlook.
Latest articles by Erik
View Erik Mielke's full profileAnalysis of renewables versus oil and gas investment conventionally focuses on relative risk and returns. But as electrons are set to replace hydrocarbon molecules in Big Energy production portfolios, which will offer the higher unit cash margin?
We compare offshore wind, a core renewables diversification strategy, with upstream oil and gas. Our benchmarking of the Majors’ new field upstream development portfolios with a group of renewable leaders’ offshore wind portfolios, concludes that offshore wind will deliver 25% higher unit operating cash margins than upstream oil and gas.
In our latest insight we cover:
- The Majors are good at the volume game
- Returns matter
- Competition has driven down baseline returns from offshore wind
- The Majors have a playbook to boost returns
- Sacrificing stability of returns for higher average returns is the trade-of
Fill in the form at the top of the page for your complimentary insight which includes a full range of charts and data coving the above points.