Could clean energy be the winner in the oil price war?
*Please note that this report only includes an Excel data file if this is indicated in "What's included" below
Report summary
Table of contents
-
Executive summary
- The oil price collapse throws O&G sector’s carbon commitments into doubt
- ...but what does it mean for investment in renewables?
- Sustained low oil prices will decimate returns from new oil and gas projects
- At US$35/bbl renewable investments easily compete with O&G projects
- Is there a silver lining to the oil price collapse?
Tables and charts
This report includes 6 images and tables including:
- O&G sector’s response to the energy transition pressures
- Operational solar and wind renewable capacity
- Global wind and solar cumulative installations
- Pre-FID IRRs at $35/bbl and $60/bbl scenarios
- Delta in produced reserves at $35/bbl and $60/bbl
- Typical energy project IRRs
What's included
This report contains:
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