從石油到能源:朝向能源轉換的IOC策略

石油、天然氣的需求，由於COVID-19衝擊受到了大的打擊。封鎖經驗後的長期性的行為改變的可能性，帶來石油的運輸需求不確定性。未來的電力需求成長的大部分，由再生能源被供給。主要的IOC(國際石油企業)，未來的石油、天然氣價格假設向下修正後，確認第2季的大虧損。

本報告提供IOC(國際石油企業)的能源轉換策略的相關調查，能源轉換的IOC的目標及複數的轉變技術的投資，BP的轉變策略，石油、天然氣部門的轉變準備等資訊。

目錄

目錄

• 自COVID19衝擊的石油、天然氣的需求復甦相關課題
• 能源轉換的IOC的目標
• 歐洲主要再生能源價格領先
• 太陽光及海上風力預計最快成長
• 追求複數的轉變技術的投資的IOC
• BP焦點:對整合能源企業的變革主要的目標
• BP焦點:未來的投資預測
• BP焦點:傳統的烴事業的縮小
• BP焦點:低碳M&A
• BP焦點:主要的成長市場區隔預測
• 更寬廣的石油、天然氣的選擇，更寬廣的市場的課題與機會

Oil and gas demand hit hard by COVID-19 shock. Potential for long-term behavioral change after lockdown experiences creates uncertainty over transportation demand for oil. Majority of future power demand growth to be supplied by renewables. Major IOCs recognized large impairments in Q2 after downward revisions to future oil and gas price assumptions.

Scope

• IOC targets for the energy transition
• IOCs investments in multiple transition technologies
• BP Transition Targets
• How wider oil and gas sector preparing for transition

Reasons to Buy

• Understand the factors supporting the energy transition among IOCs
• Identify net zero ambitions of major European IOCs
• Understand key technologies IOCs are investing for for energy transition.
• Analyze BP's energy transition strategy

Table of Contents

Table of Contents

• Questions over recovery of oil and gas demand from COVID 19 shock
• IOC targets for the energy transition
• European majors leading the charge on renewables
• Fastest growth expected in solar and offshore wind
• IOCs pursuing investments in multiple transition technologies
• BP Focus: Key targets for transformation to an Integrated Energy Company
• BP Focus: Future Investment Outlook
• BP Focus: Downsizing of traditional hydrocarbons business
• BP Focus: Low carbon M&A
• BP Focus: Prospects for key growth segments
• Wider oil and gas seChallenges and opportunities for the wider market