Time to step-up some investments

M

MEDIUM RISK for entreprises

  • Fragmentation

  • Internationalization

  • Capital Intensity

  • Profitability

  • Fragmentation

  • Internationalization

  • Capital Intensity

  • Profitability

Time to step-up some investments

M

MEDIUM RISK for entreprises

  • Fragmentation

  • Internationalization

  • Capital Intensity

  • Profitability

  • Fragmentation

  • Internationalization

  • Capital Intensity

  • Profitability

  • Increased capital discipline
  • Structural growth from new energy
  • Reduced break even cost points
  • Secular substitution of fossil fuels
  • Important political risk exposure
  • High degree of competitive intensity

Key players

Country Role Sector risk
Saudi Arabia

#1 Producer

B

Medium risk

Russia

#2 Producer

B

Medium risk

United States

#3 Producer

B

Medium risk