Report cover image

Strategic Intelligence: Energy Transition in Oil and Gas

Publisher GlobalData
Published Dec 18, 2025
Length 67 Pages
SKU # GBDT20768576

Description

Strategic Intelligence: Energy Transition in Oil and Gas

Summary

Energy transition expectations collide with harsh realities. Despite recurring climate-related catastrophes and consistent calls for emission reductions, the pace of the global energy transition is faltering. According to the International Energy Agency (IEA), energy-related CO₂ emissions hit a record 37.8 gigatonnes in 2024, marking more than a six-fold increase since 1950 and reflecting the ongoing dominance of fossil fuels in the world’s energy mix. Major oil and gas companies continue to face public and regulatory pressure to embrace lower-carbon business models. Yet, while many firms have pledged net-zero ambitions for 2050, and set interim targets for 2030, plans remain heavily contingent on market and policy conditions that have proven more volatile than anticipated.

Scope
  • This report highlights the Energy transition related developments for oil and gas industry.
  • It discusses the various avenues available for oil and gas industry to adopt energy transition strategies.
  • It analyses the scope for energy transition within the oil and gas value chain and identifies key players across the value chain.
  • The report provides an overview of the competitive positions held by oil and gas companies, and equipment and services companies in the energy transition theme.
Reasons to Buy
  • To understand GlobalData’s Energy Transition Framework.
  • Identify recent industry, technology, and regulatory, trends in the energy transition theme.
  • Identify energy transition opportunities and challenges within oil and gas value chain.
  • Identify and benchmark key oil and gas companies and their role in the energy transition theme.
  • Identify and benchmark key oilfield and services companies participating in the energy transition market.

Table of Contents

67 Pages
Executive Summary
Players
Thematic Briefing
Our energy transition framework
Low-carbon transition fuels
Natural gas
Biofuels
Blue hydrogen
Zero-carbon technologies
Renewable power
Green hydrogen
Nuclear power
Emission mitigation technologies
Carbon capture and storage
Energy storage
Batteries
Electric vehicle charging
Nature-based solutions
Trends
Industry trends
Technology trends
Regulatory trends
Industry Analysis
Global emissions overview
Oil and gas industry commitments towards energy transition
Renewable power
Low carbon hydrogen
Biofuels
Carbon capture storage and utilization
Electric vehicles
Low carbon ammonia and methanol
Competitive landscape
Timeline
Value Chain
Carbon capture and storage
Production
Gas processing
LNG
Refining
Power
Low carbon hydrogen
Pipelines
Refining
Chemicals and fertilizers
Transportation fuels
Electric vehicle charging
Transportation
Renewable power
Power
Energy storage
Power
Biofuels
Transportation
Oilfield equipment and services
Companies
Oil and gas companies
Oilfield equipment and services companies
Sector Scorecards
Integrated oil & gas companies scorecard
Who’s who
Thematic screen
Valuation screen
Risk screen
Glossary
Further Reading
GlobalData reports
Our Thematic Research Methodology
Report Authors
About GlobalData
Contact Us
List of Tables
Table 1: Industry trends
Table 2: Technology trends
Table 3: Regulatory trends
Table 4: Oil and gas industry commitments towards energy transition
Table 5: List of some prominent upcoming low carbon hydrogen projects by oil and gas companies
Table 6: List of some prominent upcoming biofuels/renewable refinery projects by oil and gas companies
Table 7: List of some prominent upcoming CCS projects by oil and gas companies
Table 8: EV activity & EV charge points
Table 9: Oil and gas companies
Table 10: Oilfield equipment and services companies
Table 11: Glossary
Table 12: GlobalData reports
Table 13: Report Authors:
List of Figures
Figure 1: Who are the leading players in the energy transition theme, and where do they sit in the value chain?
Figure 2: GlobalData’s thematic framework for energy transition
Figure 3: Alternative fuels and their diverse feedstocks
Figure 4: Carbon capture is emerging as a critical emission mitigation technology
Figure 5: Solar and wind power will occupy increasingly larger shares in the global power mix
Figure 6: Global energy-related CO2 emissions touched a new high in 2024 at 37.6 GT CO2
Figure 7: TotalEnergies to lead its oil and gas peers in renewable power capacity
Figure 8: Green hydrogen leads the total low-carbon hydrogen announced capacity
Figure 9: BP has significant green hydrogen capacity in the pipeline
Figure 10: Renewable refinery capacity is anticipated to more than double
Figure 11: More IOCs are investing in the renewable refinery capacities
Figure 12: Carbon capture capacity is expected to grow exponentially by the end of this decade
Figure 13: ExxonMobil to lead in cumulative carbon capture and carbon storage capacities by 2030
Figure 14: Active and upcoming blue ammonia and blue methanol capacity, 2021 to 2030
Figure 15: Leading oil and gas companies in energy transition
Figure 16: The energy transition story in oil and gas
Figure 17: The oil and gas value chain
Figure 18: Energy transition framework within the oil and gas value chain
Figure 19: The oil and gas value chain: carbon capture and storage
Figure 20: The oil and gas value chain: low carbon hydrogen
Figure 21: The oil and gas value chain: EV charging
Figure 22: The oil and gas value chain: Renewable power
Figure 23: The oil and gas value chain: Energy storage
Figure 24: The oil and gas value chain: Biofuels
Figure 25: The oil and gas value chain: Oilfield equipment and services
Figure 26: Who does what in the integrated oil & gas companies space?
Figure 27: Thematic screen
Figure 28: Valuation screen
Figure 29: Risk screen
Figure 30: Our approach to identifying the companies most likely to succeed in a sector over the next five years

Search Inside Report

Pricing

Currency Rates
How Do Licenses Work?

How Do Licenses Work?

The primary function of a report license is to define how many people within a company are authorized to use the purchased report. This is separate to how a report might be delivered. Unless specifically identified otherwise, the purchase option is Single User. Below is a helpful description of that license, along with a sampling of others most commonly offered.

  • This license allows only one user to have access to and to use/read the report. It is not one user at a time or one user group; it is an individual who will be reading and utilizing the report.

  • This license allows for the entire purchasing company to read and use the report. This is the license level that would allow for a report to be placed on an internal company shared drive for access by all employees of that direct company. This license does not extend to parent or sister company use.

  • This license is designed to allow an entire department within a company full access to a report. The departmental license is a great option for companies that have more than one location and the department is spread out all over the country/world

  • This license is for companies that have one location where they want the report to be accessible by all employees within that physical location.

  • This is the most flexible of the licensing options. Some publishers will allow you to get a license for a preset number of people (typically 5). These licenses are ideal for small work groups.

License options are at the discretion of each publisher. As such, not all licenses indicated above are available for every product. If you are uncertain of the best license for your needs or would like a license that is not proactively available, please contact us and we will be happy to assist.

Request A Sample
Head shot

Questions or Comments?

Our team has the ability to search within reports to verify it suits your needs. We can also help maximize your budget by finding sections of reports you can purchase.
Chat Now
Contact Us