发帖
雷达卡
GS Sustain Energy Counting carbons Sustainable returns in global energy(pages 109)
236976.pdf
(1.64 MB, 需要: 5 个论坛币)
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
京公网安备 11010802022788号
