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Corporate themes: 5 things to look for in 2020

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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 3 images and tables including:

  • 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:

  • Document

    Corporate themes: 5 things to look for in 2020

    PDF 1.17 MB