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Corporate themes: 5 things to look for in 2019

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28 November 2018

Corporate themes: 5 things to look for in 2019

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 2 images and tables including:

  • The majority of Independents are trading at big discounts to Wood Mackenzie's NPV10
  • Prediction scorecard for our 2018 corporate: 5 things to look out for

What's included

This report contains:

  • Document

    Corporate themes: 5 things to look for in 2019

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