Insight
Are the Majors transitioning out of Sub-Saharan Africa?
*Please note that this report only includes an Excel data file if this is indicated in "What's included" below
Report summary
The Majors are positioning themselves for the energy transition. This means cutting back on oil investments and slimming down upstream portfolios to meet bold emissions targets. Traditional deepwater oil projects have given way to gas and Sub-Saharan Big Oil looks ripe for portfolio rationalisation. Mature low-value assets are obvious divestment candidates but emissions and costs will influence bigger sales. But who might be the buyers and can they step into the Major's shoes?
Table of contents
- Executive Summary
- A Major transition for Sub-Saharan Africa?
- Which assets are at risk?
- Emissions: time to walk the walk
- SSA: a high-cost region in a low-price world
- The multi-billion dollar question: who's going to buy?
- Should governments be worried?
Tables and charts
This report includes the following images and tables:
- Majors' production change 2020 - 2030
- NPV10 by super-region
- The Majors in Africa
- Country maturity and NPV10
- Majors' emissions intensity by country 2020-2030
- The Majors' SSA cash flows
- Unit operating costs in SSA by company
- Other key players in Sub-Saharan Africa by NPV10
- Sub-Saharan Africa's potential buyers
What's included
This report contains:
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