Could renewables be the Majors' next big thing?
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*Please note that this report only includes an Excel data file if this is indicated in "What's included" below
Report summary
Table of contents
- Executive summary
- The Majors need a piece of the action in renewables
-
Large-scale investment needed to grow a meaningful position
- Renewables value proposition is competitive
- Returns versus upstream options
- Cash flow visibility is a key attraction
- Scale is a challenge – offshore wind is one answer
- Renewables strategies will be polarised but increasingly prominent
- Five key factors that will influence strategies
- Early adopters will have structurally different portfolios by 2035
- Appendix
Tables and charts
This report includes the following images and tables:
- Total primary energy demand growth from 2015 to 2035
- Renewables power market growth, 2015 to 2035
- Evolution of real revenues from renewables and global oil and gas (base case and carbon constrained scenario)
- Production profile for Majors if renewables' market share matches oil and gas by 2035
- Capex needed for renewables' market share to match oil and gas by 2035
- Cash flow from scaled-up offshore wind vs large upstream growth projects
- Cash flow from scaled-up solar PV and onshore wind vs medium-sized upstream growth projects
- Main assumptions by project
- Comparison of wind, solar and upstream IRRs*
- Cash flow from base-case wind and solar projects
What's included
This report contains:
Why buy this report?
The transition to new energy marks the biggest shift in strategic direction in a generation. The growth opportunity in renewables cannot be ignored. Use our analysis to:
- Understand how the Majors are repositioning portfolios as the case for renewables becomes compelling
- Identify the scale of the opportunity for renewables, expected to be the fastest-growing primary energy source globally over the next 20 years
- Make informed capital allocation decisions by comparing renewable energy against upstream returns
We have invested heavily to build a strong competency in alternative power and renewables.
Our report offers an expert view of the factors that will influence the Major's investment decisions as they seek to take advantage of growing renewable energy demand. It includes:
- Data tracking growth in the renewables market over 20 years
- Forecasts for how real revenues will evolve from renewables, and shift away from global oil and gas
- Detailed power project economics, based on market geography and plant type
- Cost comparison of wind and solar against upstream projects, to compare and contrast opportunities
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