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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.

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  • 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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