Insight
Corporate oil & gas: 5 things to look for in 2023
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Report summary
The Russia-Ukraine war has thrown the energy trilemma into sharp focus. Oil and gas are part of the solution to finding a balance between security, affordability and sustainability. The immediate call on industry is for more of both, as fast as possible. Yet the longer-term desire remains for an accelerated shift away from hydrocarbons. It is within this context that oil and gas companies are recalibrating their strategies. We assess the implications for the Majors, Independents and NOCs, focusing on five themes.
Table of contents
- Executive Summary
- 1. Capital allocation dynamics will shift as deleveraging slows
- 2. The repositioning of oil and gas portfolios will continue
- 3. The Majors: building momentum in renewable energy
- 4. The Independents: diversification and inventory depth back in focus
- 5. The NOCs: high prices boost investment appetite
Tables and charts
This report includes 3 images and tables including:
- US operators: deleveraging down, distributions up
- The evolution of the Majors’ net renewables capacity – growth likely to accelerate in 2023
- Evolution of Wood Mackenzie's upstream capex for select NOCs and IOCs (Indexed to 2019)
What's included
This report contains:
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