Insight
Volatility and value: the Supermajors’ upstream portfolios at different prices
Report summary
Which Supermajor portfolio retains the most value at low prices, and which has the highest leverage to pricing upside? We ran the five Supermajors under different price decks to assess how they perform. We investigate the key projects that drive total NPV, and why each companies top 10 assets have such a big impact on overall portfolio performance. We also investigate the lowest NPV assets, their role in the portfolio and whether divestment is always the answer.
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