Insight
Corporate: 5 things to look for in 2022
This report is currently unavailable
Report summary
Oil and gas companies will get bold in 2022. The combination of formidable cash flow generation, increasing new energy opportunities and the development of a carbon market will create a powerful force for change. Sitting on the decarbonisation side-lines will not be an option as stakeholder pressure intensifies. Big choices in 2022 will set strategic trajectories for the energy transition ahead. We assess the outlook for the Majors, Independents and NOCs, focusing on five themes.
Table of contents
- Executive Summary
- 1. The stakeholder snowball effect
- 2. How to spend the cash windfall
- 3. Going beyond wind and solar
- 4. Shifting legacy priorities: harvest, decarbonise, re-imagine
-
5. M&A – expect the unexpected
- The US Lower 48 will again be at the epicentre of corporate consolidation
- Cash-based asset deals make a comeback
- Radical transformations
Tables and charts
This report includes 2 images and tables including:
- Financial stretch: Q3 2020 gearing versus 2022 corporate cash flow breakeven*
- Deal pipeline disposal value by region, split by resource type
What's included
This report contains:
Other reports you may be interested in
Insight
China's commodity markets: 5 things to look for in 2017
We look ahead to what 2017 could have in store for China's commodity markets and discuss five factors that could surprise the markets.
$950
Insight
Lens Carbon landing page
We are pleased to share a landing page of Wood Mackenzie’s analysis of the carbon industry.
$950
Insight
Russia and Caspian upstream: 2022 in review
Russia’s invasion of Ukraine upended the state of play across the region. How did the upstream sector respond to heightened risks?
$1,350