Insight
Decarbonisation dominoes: what it means for oil and gas companies
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
-
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
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- Premium/discount to Wood Mackenzie’s base-case valuation
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