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The Majors’ energy transition: New Energy Series

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09 September 2020

The Majors’ energy transition: New Energy Series

Report summary

The global energy markets are changing fast, accelerated by the impact of the coronavirus, weakening outlook for fossil fuel demand and tightening regulatory environment. Understanding the strategies of the energy transition pioneers is essential for those who are trying to position themselves for a low-carbon future. To help our clients navigate the emerging corporate energy transition landscape, we are producing the Corporate New Energy Series. The series leverages our deep understanding, data and analysis of the European Majors’ new energy strategies and portfolios and draws on expertise from the corporate, energy transition practice and carbon research teams. It includes six corporate new energy profiles for Total, Shell, BP, Eni, Equinor and Repsol, four thematic corporate benchmarking reports for solar, offshore wind, CCUS and hydrogen, as well as a carbon benchmarking primer.

Table of contents

  • Executive summary
  • Driven by net-zero carbon commitments, the European Majors’ new energy strategies are evolving rapidly
  • but the transatlantic gap is widening
  • Investment: from a trickle to a roar?
  • New energy portfolios: what will be the winning technologies?
  • What next for the Majors?

Tables and charts

This report includes 8 images and tables including:

  • The European v US Majors: widening gap
  • The Majors’ evolving strategies
  • The Majors’ investment in clean energy (2016-2020)
  • The Majors’ clean energy M&A / VC investment
  • The Majors’ new energy investment targets (annual capex)
  • Offshore wind and solar are emerging as favourites
  • The Majors invested across clean energy spectrum
  • Announced renewable power cumulative capacity targets

What's included

This report contains:

  • Document

    The Majors’ energy transition: New Energy Series

    PDF 1.02 MB