Insight
Corporate themes: 5 things to look for in 2020
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*Please note that this report only includes an Excel data file if this is indicated in "What's included" below
Report summary
What does 2020 have in store for the corporate sector? We assess the top themes to look our for as the oil and gas industry enters the new decade: 1. Building resilience in the face of energy transition 2. M&A: dead cat bounce? 3. Another pivotal year for US tight oil players - can they surprise on the upside? 4. Refining - a bright spot for the corporate sector? 5. Expansion into zero-carbon energy - will we see radical change?
Table of contents
- 1. Building resilience in the face of energy transition
- 2. M&A: dead cat bounce?
- 3.Another pivotal year for US tight oil players – can they surprise on the upside?
- 4.Refining will be a bright spot for the corporate sector
- 5.Expansion into zero-carbon energy will continue – but radical change is unlikely
Tables and charts
This report includes the following images and tables:
- Market premium / (discount) to Wood Mackenzie Upstream NPV
- Weighted average refinery Net Cash Margin (US$/bbl)
- How did we do last year?
What's included
This report contains:
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