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Strategic Positioning of the Oil and Gas Majors Amidst a Global Energy Transition  

In this paper, we introduce a methodology for identifying strategic differentiation amongst major international oil and gas companies with regards toa low-carbon energy transition. Our technique scores companies based on the degree of portfolio exposure, R&D, diversification, and observable business development in low-carbon activities. We track stated targets, board-level commitment, and monitoring by senior management. Our multi-dimensional analysis produces a within-sector, relative scoring of the degree of preparedness for the energy transition by the largest publicly-traded oil and gas companies.