Rebecca Fitz
Senior Director | Center for Energy Impact
Washington, DC
Rebecca Fitz is a senior director at the BCG Center for Energy Impact.
She is an expert in upstream strategy and performance topics, including competitive positioning, portfolio and asset analysis, operational performance assessment, market entry, and growth strategies.
With more than a decade of oil and gas industry experience, Rebecca previously worked at IHS and PFC Energy, where she led teams responsible for upstream strategy and competition research.
The key issue in post-COVID-19 market risk assessment in the industry is peak investment—not peak demand.
Despite maintaining a positive outlook on future demand, investors want the O&G industry to meet emissions reduction targets and seek green portfolio alternatives.
By improving the profitability of their upstream businesses, companies will have more cash for a wide range of value creation levers.
An analysis of pandemic stimulus measures finds that Europe is continuing its steady shift toward green energy while major Asian countries are sharply accelerating their transition.
The US gas market is seeing a raft of bullish price forecasts—but appearances can be deceiving.
The agreement to cut production may go some way to restoring the industry’s fortunes—but oil players will have to proceed carefully.
Companies will need to scale back their oil price assumptions for deals to flourish.
Oil producers are feeling the financial pressure created by the collapse in crude oil prices. To compensate for the lost revenue from exports, they will have to depend on budget cuts and foreign reserves.
On top of the demand shock in the oil market, sparked by COVID-19, is a supply shock that could flood the market. Even robust oil companies will face threats to their business.
