Insight

Key corporate themes: a look ahead at 2014

This report is currently unavailable

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.
 

- Available as part of a subscription
- FAQ's about online orders

14 January 2014

Key corporate themes: a look ahead at 2014

Report summary

We assess the challenges facing the IOCs and NOCs in 2014, focusing on eight themes: 1) pressure to improve investor returns, 2) capital discipline, 3) shifting exploration dynamics, 4) a potential buyers' market in M&A, 5) Mexico and Iran – great new resource opportunities, 6) unconventionals in and outside North America, 7) big project delivery, and 8) downstream pressures.

Table of contents

  • 1. Increasing pressure to improve returns
  • 2. Tightening capital discipline
  • 3. Majors to step up exploration - but keeping a tight rein on the purse strings
  • 4. M&A – a buyers' market?
  • 5. Giant resource capture opportunities could re-open
  • 6. More targeted unconventional investment
  • 7. A big year for project delivery
  • 8. Downstream: difficult markets persist, but US Gulf Coast refining well placed

Tables and charts

This report includes 1 images and tables including:

  • Over half the IOCs in our coverage trade at a discount to our base-case valuation

What's included

This report contains:

  • Document

    Key corporate themes: a look ahead at 2014

    PDF 430.16 KB

Other reports you may be interested in

Browse reports by Industry Sector