Start your new year with this list of company engagement topics to support your conversations with the European oil and gas majors.

Santos and Woodside, two major Australian oil and gas producers, confirmed last night they are in discussions regarding a potential merger.

Last week BP announced it will take full ownership of Lightsource BP, a solar developer operational across 19 regions.

Santos’ investor day made it clear that Santos is positioning itself for one future, an environment of growing oil and gas, reinforcing our view of the vulnerability of its strategy.

Woodside held its Investor Briefing Day, providing a perspective into its available decarbonisation levers and reinforcing the company’s strategy to focus on continued growth and expansion of oil and gas assets globally.

Despite the recent resignations of its CEO and Head of US, BP has said it remains committed to its strategy, financial frame and net zero ambition in its 2023 investor update

TotalEnergies’ held its 2023 strategy day this week, updating FY23-FY28 guidance.

BP announced that CEO Bernard Looney has resigned with immediate effect, and CFO Murray Auchincloss will be interim CEO.

The report delves into what was discussed at Shell’s Capital Markets Day 2023 and what changes have been made to their climate transition plans.

The research explores Shell’s targets from its current climate plan (2021) and long-term guidance for fuels and capital expenditure.

The report compares the emissions reduction targets against current performance (FY19-FY22) for the following companies: BP (AGM on April 27), Eni (AGM on May 10), Equinor (AGM on May 10), Shell (AGM on May 23) and TotalEnergies (AGM on May 26). 2023 AGM season