Table of contents
1. Executive summary
2. The 4 key charts which sum up global supply:
- The global cost curve
- OPEC vs Non-OPEC breakeven bands
- The importance of pre-FID projects
- The pre-FID cost curve
3. Granular analysis of the cost curves:
- Individual cost curves of each resource theme
- Key pre-FID projects split out
- How and why has the pre-FID cost curve changed over time?
- How have offshore breakevens changed at a country level?
- How have deepwater specific breakevens changed over time at a country level?
- Key deepwater projects
- Key ultra-deepwater projects
4. Methodology and assumptions