Some of the key questions that are answered in the article are:
1-𝙃𝙤𝙬 𝙬𝙞𝙡𝙡 𝙩𝙖𝙧𝙞𝙛𝙛𝙨 𝙖𝙛𝙛𝙚𝙘𝙩 𝙤𝙞𝙡 𝙖𝙣𝙙 𝙜𝙖𝙨 𝙢𝙖𝙧𝙠𝙚𝙩𝙨?
2-𝘾𝙖𝙣 𝙤𝙞𝙡 𝙖𝙣𝙙 𝙜𝙖𝙨 𝙘𝙤𝙢𝙥𝙖𝙣𝙞𝙚𝙨 𝙘𝙤𝙥𝙚 𝙬𝙞𝙩𝙝 𝙡𝙤𝙬𝙚𝙧 𝙥𝙧𝙞𝙘𝙚𝙨?
3-𝙒𝙞𝙡𝙡 𝙘𝙤𝙢𝙥𝙖𝙣𝙞𝙚𝙨 𝙘𝙪𝙩 𝙘𝙖𝙥𝙚𝙭 𝙤𝙧 𝙙𝙞𝙫𝙞𝙙𝙚𝙣𝙙?
4-𝙒𝙞𝙡𝙡 𝙣𝙚𝙬 𝙪𝙥𝙨𝙩𝙧𝙚𝙖𝙢 𝙥𝙧𝙤𝙟𝙚𝙘𝙩𝙨 𝙗𝙚 𝙙𝙚𝙡𝙖𝙮𝙚𝙙?
5-𝙒𝙞𝙡𝙡 𝙖 𝙙𝙤𝙬𝙣𝙩𝙪𝙧𝙣 𝙨𝙥𝙖𝙧𝙠 𝙈&𝘼?
6-𝙃𝙤𝙬 𝙤𝙞𝙡 & 𝙂𝙖𝙨 𝙘𝙤𝙢𝙥𝙖𝙣𝙞𝙚𝙨 𝙖𝙧𝙚 𝙧𝙖𝙩𝙚𝙙 𝙤𝙣 ‘𝘾𝙤𝙧𝙥𝙤𝙧𝙖𝙩𝙚 𝙍𝙚𝙨𝙞𝙚𝙡𝙞𝙚𝙣𝙘𝙚 𝙞𝙣𝙙𝙚𝙭’
Conclusion
The bigger players will look to make the most out of a downturn. US Majors can use high share price ratings to build portfolios further. NOCs may look to diversify internationally. EuroMajors facing the steepest production declines next decade on our forecasts will also look to seize the opportunity to strengthen portfolios for the 2030s. Modestly rated equity though could prove a constraint on ambition.
