Insight
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:
Other reports you may be interested in
06 December 2017
Corporate themes: 5 things to look for in 2018
Insight
Corporate themes: 5 things to look for in 2018
We assess the 2018 prospects for the Majors, Independents and NOCs, focusing on five themes.
$1,35016 January 2023
Bulk steel alloys: 5 things to look for in 2023
Insight
Bulk steel alloys: 5 things to look for in 2023
As we move into 2023, Wood Mackenzie looks at 5 topics that could affect the bulk alloys markets in the year ahead.
$1,05019 January 2023
Metals and mining: 5 things to look for in 2023
Insight
Metals and mining: 5 things to look for in 2023
Our analysts lay out the key trends in metals and mined commodities in 2023
$950
