Insight
Corporate themes: 5 things to look for in 2019
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Report summary
Oil and gas companies can cope with whatever's thrown at them in 2019. All the hard work of the last few years has made the corporate sector resilient to low oil prices. The commitment to capital discipline will not budge entering the new year. But the cash windfall generated at our Brent forecast of US$74/bbl is huge. This will inevitably drive a shift in sentiment back in favour of growth. In this insight, we look at what this means for corporate strategies in 2019, focusing on five themes: capital allocation priorities, business development, US tight oil, exploration and decarbonisation.
Table of contents
- 1. Capital allocation priorities – shareholder distributions or invest?
- 2. Business development – opportunities to build for the long term
- 3. Unstoppable momentum in US tight oil
- 4. Another year of improving exploration returns?
- 5. Decarbonisation – a lot more talk, a little more action
Tables and charts
This report includes the following images and tables:
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The majority of Independents are trading at big discounts to Wood Mackenzie's NPV10Prediction scorecard for our 2018 corporate: 5 things to look out for
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