Insight

How will traditional upstream strategies respond to change?

Get this report

$1,350

You can pay by card or invoice

Contact us

Submit your details to receive further information about this report.

For details on how your data is used and stored, see our Privacy Notice.
 

- FAQs about online orders
- Find out more about subscriptions

25 November 2019

How will traditional upstream strategies respond to change?

Report summary

The strategies of the biggest players in the global upstream industry are being challenged and changed by the energy transition. It is adding layers of complexity to long-term investment decisions and portfolio planning, and undermining the role of traditional forms of resource capture. What does a switch to gas mean for portfolio value, given a boe of gas trades at a far smaller value than oil? What future role for large-scale M&A, given the current state of the market and dismal shareholder reactions in 2019 to big deals? And will rising dividend ratios be enough to keep the sector 'investable'? This is a version of a presentation made at the 2019 Wood Mackenzie Energy & Commodities Summit, held on Tuesday 12 November in Singapore.

Table of contents

  • Summary

Tables and charts

This report includes 1 images and tables including:

  • Presentation slide

What's included

This report contains:

  • Document

    How upstream strategies respond to change.pdf

    PDF 2.15 MB