Insight
Decarbonisation dominoes: what it means for oil and gas companies
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Report summary
Shell, Chevron and ExxonMobil are still calibrating their responses to the events of 26 May. But the successful stakeholder initiatives are a wake-up call for the entire oil and gas corporate sector (and beyond). Board rooms across the global industry will already be reviewing strategy and targets. What’s needed to trigger a decarbonisation domino effect? Government policy, stakeholder pressure, technological breakthroughs and shifting market sentiment are the principal drivers that could speed up change. Corporate behaviour will be a key indicator of the pace of travel. We take a look at the catalysts for change and implications for oil and gas companies.
Table of contents
- Executive Summary
- A wake-up call for the corporate sector
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Decarbonisation domino effect – the catalysts for change
- 1. Will governments start to walk the talk?
- 2. Stakeholder pressure is ratcheting up
- 3. Technological breakthroughs
- 4 . Shifting market sentiment
- 5. Capital allocation
- 6 . Decarbonisation targets and enhanced disclosure
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Implications for oil and gas companies
- 1. Re-evaluating the Big Oil business model
- 2. The ripple effect
- 3. Divestment dilemma
- 4. More soft disposals
- 5. NOCs grab market share
Tables and charts
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Premium/discount to Wood Mackenzie’s base-case valuation
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