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The future of oil and gas investing – the million-barrel question Alan Lander, Head of Research

Despite many high-profile speeches and campaigns, and plenty of headline-grabbing data, how much has actually changed within the oil and gas sector? Have we now reached a watershed moment? We think so. Business as usual for oil and gas companies is unsustainable. If change is unavoidable, what is the role of an oil and gas company today, and are these companies still an investable proposition for a long-term, responsible, investor? As ever, the answer is not binary. A number of oil and gas companies around the world could certainly play a critical role in the path to compliance with the Paris agreement. Some will stick to their current business models, others will begin to transition, but success will only rest with a select few. 

Oil Supply Gap in <2C Demand Scenario
Source: Redburn (Europe) Limited
Demonstrating the challenge: an example of a planned transition strategy
Alan Lander
Head of Research

Alan is Head of Research and a member of the Investment Management Committee at Walter Scott. He joined the firm in 2006 and holds a BSc (Hons) in Mathematics from the University of Nottingham and an MSc in Financial Mathematics awarded jointly by the University of Edinburgh and Heriot-Watt University, Edinburgh. Alan is a CFA charterholder.

Important Information

This article is provided for general information purposes only.  The information provided in this article relating to stock examples should not be considered a recommendation to buy or sell any particular security. Any examples discussed are given in the context of the theme being explored.  The opinions expressed in this article accurately reflect the views of Walter Scott at this date, and whilst opinions stated are honestly held, no reliance should be placed on them when making investment decisions.



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