Insight
E&Ps through the transition: why should they care, what should they do?
Report summary
Energy transition means risk for all oil and gas companies. The Independents may be less visible than the Majors, but they are no less exposed. On the contrary, because they have a higher degree of portfolio concentration and fewer options to mitigate the risks, the Independents are more vulnerable. These are the companies that will be at the sharp end of the energy transition: most exposed to a “Darwinian outcome”.
Table of contents
- Executive summary
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Why should they care?
- The ESG lens: judge, jury, executioner
- Exposure: portfolio concentration will be a blessing for some, a curse for others
- Risk Outcomes: the Independents will be at the sharp end
- What should they do?
- What will they do?
- The clock is ticking
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Appendix
- The ESG lens: elements explained
Tables and charts
This report includes 5 images and tables including:
- Responses: options and do-ability for the ‘average’ Independent
- Where are you?
- The ESG lens in context: mapping drivers of transformation for oil and gas companies
- Carbon intensity (upstream and downstream) and carbon intensity vs. portfolio concentration
- The ESG lens in context: mapping drivers of transformation for oil and gas companies
What's included
This report contains:
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