Fundamental Research
Why Net Zero Should Be the Standard for the E&P Sector
In this follow-up to our September 2020 paper, Charting a Path to Net Zero, we recommend for the E&P industry to provide ambitious net zero commitments, which are supported by consistent and transparent disclosure with accountability that comes from the alignment of long term incentives.
July 2022
Now or Never: Testing the Resolve of the E&P Industry
This paper argues that the path to higher valuation multiples lies in reducing the cyclicality of the business and prioritizing consistency in strategy over responding to the ever-changing winds of investor sentiment – while establishing credibility takes time, we offer recommendations to help accelerate the process for the US E&P industry.
March 2022