The Future of Oil and Gas in a Net Zero World: The IEA Strategic Roadmap скачать в хорошем качестве

The Future of Oil and Gas in a Net Zero World: The IEA Strategic Roadmap

The Future of Oil and Gas in a Net Zero World: The IEA Strategic Roadmap The global oil and gas industry is facing a $3.5 trillion strategic crossroads. In this quantitative deep dive, we move past the politics to analyze the cold, hard engineering and financial data provided by the International Energy Agency (IEA). As the world pivots toward Net Zero, what is the actual role of the hydrocarbon sector? We explore the three major pathways for the future—STEPS, APS, and the moonshot NZE scenario—and break down the existential crisis facing traditional business models. From the "low-hanging fruit" of methane abatement to the massive $400 billion risk of stranded assets, this is a comprehensive guide to the transition defining our generation. What you’ll learn in this strategic analysis: • The Three Futures: Understanding STEPS (2.4°C), APS (1.7°C), and NZE (1.5°C) and their impact on demand. • The Demand Collapse: Why the Net Zero scenario sees oil demand crater by 75% and what that means for global supply. • Engineering Scope 1 & 2: How 55% of operational emissions come from methane leaks and why 40% of cuts could be "no-cost" wins. • New Tech Pathways: The brutal engineering reality of hydrogen retrofits (-253°C) and why CCUS is a scalpel, not a panacea. • The Boardroom Calculus: Why private oil company valuations could face a 60% hit and the $400 billion write-off risk. • The Capital Pivot: Why surviving the transition requires shifting 90% of CapEx to clean energy by 2050. 🕒 TIMESTAMPS: 0:00 - Introduction: The $3.5 Trillion Question 1:10 - Three Scenarios: STEPS, APS, and NZE 2:00 - The Demand Cliff: Oil and Gas Collapse Scenarios 3:10 - Refining & Stranded Assets: The Downstream Impact 4:05 - The Engineering Fix: Methane, Venting, and Flaring 5:25 - The $600 Billion Decarbonization Toolkit 6:10 - Hydrogen & CCUS: Reality Check on Infrastructure 7:45 - Bioenergy & Sustainable Aviation Fuel (SAF) 8:15 - Finance: Transition Risk and the 60% Valuation Hit 9:00 - Conclusion: The Total Transformation of the Energy Map Don't forget to SUBSCRIBE to SustainSight for more clear, actionable insights into energy management, ESG standards, and sustainability strategy! #OilAndGas #NetZero #EnergyTransition #IEA #Sustainability #MethaneAbatement #ClimateFinance #ESG #SustainSight #Decarbonization #Hydrogen #CCUS