O&G Sustainability Analytics
Analysis and insights on the oil and gas industry’s evolution towards a low-carbon future
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Introducing O&G Sustainabilty Analytics
In an era where sustainability is paramount, the oil and gas industry is undergoing a profound transformation. Enter O&G Sustainability Analytics, a comprehensive suite of reports and analytics on E&P companies’ corporate strategies, diversification plans and decarbonization targets. By combining Rystad Energy’s fundamental bottom-up data across relevant industries and in-depth corporate research enables E&P companies, service companies, banks, investors, and other stakeholders in the industry to understand individual companies and benchmark peers across several dimensions.
Deep dive into the strategies of key E&P companies, dissecting their transition plans, diversification focus, and decarbonization efforts. Leverage this unparalleled insight to understand better how the oil and gas industry evolves in the complex landscape of energy transition.
Key highlights
Supermajor Transformation Report
The six supermajors BP, Shell, TotalEnergies, ExxonMobil, Chevron, and Eni 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 and 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 other oil and gas companies to better understand the range of pathways that could put them at the forefront of the market, and will provide financial institutions and regulators with a better understanding of how the majors’ transition strategies affect their performance within a range of key performance indicators.
Corporate Benchmarking Report
This report series focuses on benchmarking peer group transition strategies. These reports allow 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 regular report is delivered to clients twice a year, providing a long-term outlook for the upstream industry based on various demand scenarios. In this report we conceptualize, examine, and quantify the energy transition risk for various stakeholders involved in upstream value creation: oil and gas companies, service companies, investors/banks, and governments. We look at the upstream industry through the lens of Rystad Energy’s various energy transition scenarios, and also use industry benchmark scenarios such as the International Energy Agency’s Announced Pledges scenario (APS) and Net Zero Emissions (NZE) scenario and the OPEC demand scenario to illustrate the key factors propelling change in the upstream oil and gas sector and shed light on the obstacles ahead.
O&G Sustainability Analytics is designed to help you:
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Analyze strategies |
Understand the corporate strategies of major players, their performances, and their decarbonization targets. |
| Benchmark performances and targets | Measure yourself against industry peers, identifying strengths, weaknesses, and areas for improvement. |
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Understand transition risks |
Quantify energy transition risks and opportunities for various stakeholders and KPIs within the oil and gas value chain, ensuring you are prepared for the road ahead. |
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Optimize emissions Management |
Analyze emissions comprehensively by monitoring progress and aligning with global sustainability goals. |
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Stay informed |
Our ad-hoc insights and commentaries keep you informed of evolving industry dynamics. |
Our experts views
The first half of 2023 has been exciting for the upstream industry, Rystad Energy’s recent analysis on the 1Q23 results of global supermajors ExxonMobil, Chevron, Shell, Eni, TotalEnergies, and BP highlighted the conundrum that the six face when it comes to spending their record-high cash reserves which totals close to $150 billion, nearly double historical averages. These, combined with record-low net debt-to-equity ratios, provide a solid financial footing from which to invest. But so far, there is no indication that any of the six plan to spend significant funds in growing organically in the upstream, downstream or renewable energy space this year. Which begs the question: What should companies be doing to remain investable in the new market reality?
Our experts views
The first half of 2023 has been exciting for the upstream industry, Rystad Energy’s recent analysis on the 1Q23 results of global supermajors ExxonMobil, Chevron, Shell, Eni, TotalEnergies, and BP highlighted the conundrum that the six face when it comes to spending their record-high cash reserves which totals close to $150 billion, nearly double historical averages. These, combined with record-low net debt-to-equity ratios, provide a solid financial footing from which to invest. But so far, there is no indication that any of the six plan to spend significant funds in growing organically in the upstream, downstream or renewable energy space this year. Which begs the question: What should companies be doing to remain investable in the new market reality?
Ready to explore further?
Our experts will answer your questions and help you find a solution for your specific needs.