The majors' portfolio investments
Thank you for downloading 'The shifting sands of the majors’ portfolio investments' whitepaper. This whitepaper is powered by O&G Sustainability Analytics, research and insights on the oil and gas industry’s evolution towards a low-carbon future.
O&G Sustainabilty Analytics
The oil and gas industry is undergoing a profound transformation. O&G Sustainability Analytics is a comprehensive suite of reports and analytics on majors’ and other industry leaders' corporate strategies, diversification plans and decarbonization targets. This solution combines our fundamental bottom-up data across relevant industries and in-depth corporate research, enabling peer benchmarking across several key dimensions.
Key highlights
Supermajor Corporate Strategy Report
The supermajors set the trend for the rest of the industry. The report series examines in depth each major’s transition strategy, financial performance, corporate targets, emissions performance, reduction plans and value at risk, as well as their forward-looking portfolio investments and diversification into CCUS, hydrogen and renewable energy. This analysis will help bp to understand better the range of pathways that could put the company at the forefront of the market.
Corporate Benchmarking Report
This report series focuses on benchmarking peer group transition strategies. It allows readers to compare and contrast companies’ performance along the following dimensions: financial performance, cost and carbon competitiveness, exploration strategies, portfolio investments, mergers and acquisitions, value at risk, portfolio transformation targets and expansion plans within low-carbon sectors.
Energy Transition Risk Report
This report offers a long-term outlook for the upstream industry, analyzing energy transition risks for stakeholders through various demand scenarios. It leverages Rystad Energy’s energy transition scenarios and industry benchmarks like the International Energy Agency’s Announced Pledges, Net Zero Emissions and OPEC demand scenarios to highlight key drivers and challenges facing upstream oil and gas.
O&G Sustainability Analytics is designed to help you:
Analyze strategies |
Understand the corporate strategies of major players, their performances and their decarbonization targets. |
Benchmark performances and targets | Benchmark bp against industry peers, identifying strengths, weaknesses and areas for improvement. |
Understand transition risks |
Quantify energy transition risks and opportunities for various stakeholders and KPIs within the oil and gas value chain, ensuring bp is prepared for the road ahead. |
Optimize emissions management |
Analyze emissions comprehensively by monitoring progress and aligning with global sustainability goals. |
Stay informed |
Our ad-hoc insights and commentaries keep you informed of evolving industry dynamics. |
Events and Webinars
Register for our upcoming events and webinars, including:
- Rystad Energy Roundup 2025 | Tuesday, 8 July 2025 | 12:00pm MDT | Calgary, Canada
- Bogota Market Briefing 2025 | Wednesday, 27 August 2025 | 8:30 am - 12:00 pm GMT -05:00 | Bogota, Colombia
- Rystad Energy Americas Annual Summit | 11 September 2025 | 9:00am - 5:00pm CDT | Houston, TX, United States
- Rystad Energy EMEA Annual Summit | 25 September 2025 | 9:00am - 5:00pm GMT | London, United Kingdom
- Rystad Energy APAC Annual Summit | 30 September 2025 | 9:00am - 5:00pm SGT | Singapore
The following on-demand webinar recordings may be of interest to you:
- Rystad Talks Energy | Finding opportunities in market uncertainty: 2025 so far
- Rystad Talks Energy | Full steam ahead: LNG, biofuels and the future of maritime energy
- APAC Regional Webinar | US shale supply outlook & LNG import economics to Asia
- Rystad Talks Energy | Redrawing the lines: Geopolitics, market upheaval and the global gas trade
- Rystad Talks Energy | Energy realism 2025: pragmatic corporate strategies for moving markets
- Industry pulse: top bottlenecks to decarbonization in 2025
- Rystad Talks Energy | Redefining success for oil and gas energy companies
- Rystad Talks Industry | Beyond COP29: Is a green world achievable?
- US Lower 48: Major trends shaping the shale market in 2025
- Rystad Talks Energy | Global Energy Scenarios 2024: The transition is accelerating