Insight
Shell/BG New Co: what will be sold?
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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.
Table of contents
- 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
Tables and charts
This report includes 11 images and tables including:
- Number of countries vs 2016 production
- Shell/BG New Co: what will be sold?: Image 2
- Upstream portfolio: NPV,10 by country
- 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)
What's included
This report contains:
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