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10 Pages

Shell/BG New Co: what will be sold?

Shell/BG New Co: what will be sold?

Report summary

The acquisition of BG will be a springboard for Shell to reshape its portfolio, kick-starting a US$30 billion disposal programme in an ambitious phase of portfolio restructuring. We believe that a more focused company will emerge, with a greater geographical concentration, a sharpened set of long-term resource opportunities and a streamlined downstream portfolio.

What's included?

This report includes 2 file(s)

  • Shell/BG New Co: what will be sold? PDF - 2.31 MB 10 Pages, 1 Tables, 10 Figures
  • Shell BG New Co What will be sold.xls XLS - 633.50 KB


This Upstream Oil and Gas Insight report highlights the key issues surrounding this topic, and draws out the key implications for those involved.

This report helps participants, suppliers and advisors understand trends, risks and issues within the upstream oil and gas industry. It gives you an expert point of view to support informed decision making.

Wood Mackenzie's 500 dedicated analysts are located in the markets they cover. They produce forward-looking analysis at both country and asset level across the globe, backed by our robust proprietary database of trusted research.

Proprietary data means a superior level of analysis that is simply not available anywhere else. Wood Mackenzie is the recognised gold standard in upstream commercial data and analysis.

  • Executive summary
  • Shell/BG will be differentiated by its geographical diversity
  • Disposal options
    • Disposal option 1: Country exits - a handful of candidates
    • Disposal option 2: tail-end asset sales - finding buyers may not be easy
    • Disposal option 3: downstream
    • Disposal option 4: resource theme exits and potential wildcards
  • A re-scaled, more focused Supermajor

In this report there are 11 tables or charts, including:

  • Executive summary
  • Shell/BG will be differentiated by its geographical diversity
    • Number of countries vs 2016 production
    • Shell/BG New Co: what will be sold?: Image 2
    • Upstream portfolio: NPV,10 by country
  • Disposal options
    • Wood Mackenzie assessment of disposal candidates
    • Upstream portfolio: strategic fit of regions (bubble size proportional to NPV,10)
    • Peripheral countries: cash flow forecast
    • Peripheral countries: production forecast
    • Tail-end assets (NPV,10 less than US$300 million, excluding non-core regions)
    • Tail-end assets: cash flow
    • Tail-end assets: production
    • Exposure to resource themes: weightings versus Majors' average (% of Majors total NPV)
  • A re-scaled, more focused Supermajor
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