Asian Power
BCG’s Arun Rajamani and Asheesh Sastry weighed in on the value of Total Shareholder Return for National Oil Companies (NOCs) in this ever-changing oil and gas industry. They shared a BCG analysis on how NOCs demonstrated the second-best returns of companies analysed, outperforming exploration and production companies, supermajors, and other areas of the industry. While this is a positive realisation for Southeast Asia, what can we learn from it moving forward?