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Credit: Industry Insights

3 ^rd November 2020

Fuelling the energy transition: how the oil and gas industry is preparing for a changing world.

In the latest instalment of Industry Insights, Audra Delport, CFA, Deputy Head of Credit Research, examines energy transition from an oil and gas perspective.

European oil and gas majors are leading the way in their approach to energy transition strategies, with a number of companies announcing carbon neutrality goals in the past year.

“Many of these companies are shifting their strategies to become integrated energy companies and invest in renewables, electricity generation, biofuels and carbon-capture technologies,” explains Delport.

Conversely, North American oil and gas companies are approaching the energy transition differently to their European counterparts. “Only a small number of North American companies have announced Scope 1 and 2 carbon neutrality targets,” adds Delport.

What is driving these differences? To find out, watch the short video below.

For further information on this topic, read our Q4 2020 edition of Spectrum 'New order: navigating the energy transition'.

Audra Delport

CFA, Head of Corporate Credit Research

Audra joined the international business of Federated Hermes in 2015 as a senior credit analyst. She became Deputy Head of Credit Research in March 2019 and, subsequently, Head of Corporate Credit Research in June 2021. Audra is responsible for analysis and idea generation of the energy and technology sectors. Prior to this, she was an analyst at CDP Capital, a New York-based hedge fund that is a subsidiary of Canada-based La Caisse. Before making the move to the buy side, Audra worked at Barclays Capital in New York, where she was an assistant vice president in credit research. Audra graduated with a BA from the University of Pennsylvania with a double major in Economics and International Relations (honours) and is a CFA charterholder.

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