Majors' growth strategies benchmarking

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Corporate Strategy Solution

The energy industry is undergoing a profound transformation, driven by the energy transition, evolving policy frameworks, and shifting capital priorities. Our new Corporate Strategy Solution provides a comprehensive suite of data, analytics, and insights to help energy companies understand how industry leaders are positioning themselves for the future.

Built on robust bottom-up data and in-depth corporate research, the solution delivers a clear view of corporate strategies, diversification pathways, and decarbonization ambitions across the global energy landscape. It enables consistent, like-for-like benchmarking of majors and other industry leaders across key strategic, financial, and emissions dimensions, supporting informed, confident decision-making.

Key highlights

Supermajor Corporate Strategy Report

The supermajors set the trend for the rest of the industry. This report series examines in depth each major’s transition strategy, financial performance, corporate targets, emissions performance, reduction plans, value at risk, as well as forward-looking portfolio investments and diversification into CCUS, hydrogen, and renewable energy. Through a comparative lens across upstream resilience, decarbonization, and diversification, the analysis would enable BP to better understand its positioning relative to peers and the range of strategic pathways that could strengthen its competitiveness and market leadership.

Corporate Benchmarking Report

This report series benchmarks peer group transition strategies, enabling comparisons of financial performance, cost and carbon competitiveness, exploration strategies, portfolio investments, M&A, value at risk, and portfolio transformation targets, including expansion within low-carbon sectors. The Supermajor Benchmarking Report provides a comprehensive comparison of the majors’ portfolio strategies, operational performance, sustainability targets and financial outcomes, including analysis of total shareholder return, joint ventures, geographic diversification and renewable M&A activity. The series also includes a comparative review of NOC sustainability strategies, targets and results.

Energy Transition Risk Report

This report provides a long-term outlook for the upstream industry, analyzing energy transition risks under multiple demand scenarios. It benchmarks against common industry scenarios, including the International Energy Agency’s Net Zero Emissions scenarios and Current Policy Scenario, to illustrate the key factors driving change in the upstream oil and gas sector and the challenges ahead. The analysis assesses transition risk for key stakeholders across the petroleum value chain, including governments, service companies and upstream players.

Corporate Strategy Solution is designed to help you:

Analyze corporate strategies

Gain a deep understanding of how major energy players are shaping their portfolios, balancing core oil and gas with low-carbon investments, and positioning for long-term value creation.
Benchmark performance and targets Compare strategy, financial performance, capital allocation, and decarbonization targets against industry peers to identify strengths, gaps, and areas for improvement, both today and over time.

Understand transition risks and opportunities

Quantify energy transition risks and upside across the value chain, including stranded asset exposure, emissions intensity, and resilience under different market and policy scenarios.

Optimize emissions management

Assess Scope 1, 2, and 3 emissions performance, track progress against stated targets, and benchmark emissions pathways against peers and global climate goals.

Support strategic decision-making

Inform portfolio planning, capital allocation, and long-term strategy with integrated insights spanning corporate performance, shareholder value, and competitive positioning.

Stay informed with expert insights

Access ad-hoc insights, analyst commentary, and forward-looking analysis to stay ahead of evolving industry dynamics, policy developments, and strategic shifts.

Your go-to podcast for smart energy insights

Let's Talk Energy

From geopolitics to technology, markets to energy transition, the Let’s Talk Energy podcast explores the forces reshaping the global energy system. Featuring Rystad Energy experts and industry voices, the podcast connects data, context, and real-world implications to help listeners understand what’s happening now and what’s coming next.

Rystad’s Take: In conversation with our CEO

Our monthly Q&A series, January edition