Oil & Gas

Shifting away from hydrocarbons towards decarbonised revenue streams is today’s challenge for oil & gas. In a market that is prioritising high shareholder distributions funded by profits, rather than investing in low carbon.

  • What do companies’ energy volume target indicate for its low-carbon portfolio mix in the future?

  • How can we capture integrated companies’ full exposure to transition by looking at sales?

  • Can the sector be profitable by investing in low carbon projects?

Low Carbon

The low carbon sector is seen as less profitable than fossil fuels in today’s market, but continued innovation, declining costs and acceleration of clean energy infrastructure presents opportunities.

  • How will the demand for green hydrogen, renewables and bioenergy evolve?

  • What do the risk and return profiles of low carbon technologies look like?

  • What are the opportunities in technologies supporting the transition such as EVs, heat-pumps and battery storage?

  • “Accela provides critical research that informs our organisation’s engagement efforts & voting decisions on key companies.”

    Sustainable Investment Advisor | The Netherlands

  • "Accela fills the gap by looking at a company's carbon exposure from the bottom-up, assessing whether the company has fully disclosed carbon emissions and whether any claims they make on net zero alignment are actually valid."

    Portfolio Manager | United Kingdom

Utilities

The utilities sector is at the centre of the energy transition, with business models likely to evolve significantly in the next 10-20 years. 

  • What is the role of gas in heat and electricity generation as economies transition?

  • What are the opportunities to capture value in a growing market for renewables, storage and transmission?

  • What are the opportunities for companies as economies become more electrified and efficient?

Mining

Moving away from coal, the most emissions intensive fuel is the mining sector’s most material issue. There is opportunity for mining to find value in the growing market for the materials needed in transition.

  • What do companies’ assets indicate for future emissions and stranded asset risk?

  • What role does metallurgical coal play in the transitioning steelmaking industry, and are companies properly accounting for downstream emissions?

  • How are companies positioned to capture value from a growing market for transition materials as economies scale up clean energy technologies?

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