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The Energy Transition – Building a Portfolio for the Future

Thursday, 21 April 2022, 12:15 p.m.–1:25 p.m.  |  Cartagena, Colombia

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Room Assignment:
Cartagena Convention Center, Level 2, Barahona 3
Bob Fryklund, Chief Upstream Strategist, S&P Global Commodity Insights
Juan Manuel Lacayo – Portfolio Manager, Ecopetrol Group
Robert Perez – Vice President, Region Leader South America & Mexico, Baker Hughes
$65 USD

The energy transition and shifting consumer preferences are changing the way traditional oil and gas companies look at their portfolios and the opportunities available to monetize them. Hydrogen and CCUS provide new opportunities for both traditional oil and gas players as well as pure play companies. Some companies are doing this via integration with traditional oil and gas and others are building stand -alone businesses.

One result of the new integration is the way we view basins. Companies now need a deeper understanding of the future market-power fuel and outlooks become critical. Operators also need to understand the decarbonization plans and how those will affect their license to operate. Operators thus must cast a new lens based on understanding the entire basins ecosystem. As a result, companies will focus on basins which provide the best opportunities to integrate the traditional hydrocarbons with the new energies. Latin America so far has been relatively slow on the uptake with few hydrogen projects planned to date and only a few CCS projects.

This panel will discuss some of the criteria for building a new integrated portfolio and where in Latin America they might start to take hold.


The Energy Transition – Building a Portfolio for the Future
Centro de Convenciones de Cartagena de Indias
Getsemaní, Cra 8
Cartagena, Bolívar
+57 5 6544000