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How will traditional upstream strategies respond to change?
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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.
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