EnergyCents- Ep 49: A delicate balance: Oil giants weigh returns profile of greener portfolios


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By IHS Markit | Energy Solutions and IHS Markit. Discovered by Player FM and our community — copyright is owned by the publisher, not Player FM, and audio is streamed directly from their servers. Hit the Subscribe button to track updates in Player FM, or paste the feed URL into other podcast apps.
Low-carbon investment by oil majors has historically generated lower volatility and lower returns relative to capital directed at oil and gas projects. How will further decarbonization pressures influence the portfolio choices and returns expectations of the world’s largest traditional energy companies? EnergyCents welcomes back IHS Markit Research Director Chris DeLucia, an expert in oil and gas portfolio strategy, this week to share results of his recent analysis of oil majors’ sector-specific returns, and what to expect in the future as firms balance climate and financial goals. Book 1-1 time with Chris: Ask our energy experts a question:

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