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GS Sustain Energy Counting carbons Sustainable returns in global energy(P109)
Table of contents
The energy industry is changing; GS SUSTAIN provides a roadmap-----------------------------4
BG, Petrobras, Schlumberger, Suncor and Woodside are overall leaders----------------------8
GS SUSTAIN has generated alpha ---------------------------------------------------------------------9
Structural change is underway in the global energy industry------------------------------------- 17
Oil producers: Growth becoming more valuable -----------------------------------------------------26
Oil services: Leveraged to expanding industry capex ----------------------------------------------36
Refiners: Returns have lagged -------------------------------------------------------------------------42
ESG issues becoming increasingly important to the sustainability of performance -----------45
Our ESG framework --------------------------------------------------------------------------------------52
BP, Shell and BG lead on overall ESG rankings ----------------------------------------------------58
RDShell, Canadian Natural Resources and BP lead on corporate governance ---------------60
Exxon Mobil and BP lead on social performance ----------------------------------------------------65
StatoilHydro, Technip, and Woodside lead on the environment ---------------------------------77
Appendix – ESG scoring and methodology; company descriptions and profiles -------------85
Appendix – GS SUSTAIN framework for mature industries & focus list constituents --------103
Disclosures ------------------------------------------------------------------------------------------------106
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