贝恩-2024全球能源和自然资源行业高管调研-英文版

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Executives expect a slower energy transition as it gets more diicult to generate

returns and progress diverges across regions.

By Grant Dougans, Neelam Phadke, and Joe Scalise

Reality Check: Energy and Natural

Resource Executive Pulse 2024

Acknowledgment

The authors wish to thank Nick Baker for his contributions to this analysis.

This work is based on secondary market research, analysis of inancial information available or provided to Bain & Company and a range of

interviews with industry participants. Bain & Company has not independently veriied any such information provided or available to Bain

and makes no representation or warranty, express or implied, that such information is accurate or complete. Projected market and inancial

information, analyses and conclusions contained herein are based on the information described above and on Bain & Company’s judgment,

and should not be construed as deinitive forecasts or guarantees of future performance or results. The information and analysis herein does

not constitute advice of any kind, is not intended to be used for investment purposes, and neither Bain & Company nor any of its subsidiaries

or their respective oicers, directors, shareholders, employees or agents accept any responsibility or liability with respect to the use of

or reliance on any information or analysis contained in this document. This work is copyright Bain & Company and may not be published,

transmitted, broadcast, copied, reproduced or reprinted in whole or in part without the explicit written permission of Bain & Company.

Reality Check: Energy and Natural Resource Executive Pulse 2024

At a Glance

About 62% of executives expect the world to reach net-zero emissions by 2060 or later,

up from 54% in last year’s Bain survey.

Most remain committed to investing in their transition-oriented growth businesses,

but ROI challenges are intensifying.

North America is viewed as the most attractive region for investment, despite concerns

about policy stability.

Executives in the Middle East, Asia-Paciic, and Latin America feel increasingly optimistic

about their energy transition–related businesses.

Industry leaders believe generative AI has the potential to improve maintenance, production,

and supply chains, among other areas.

The energy transition looks slower as it becomes even more diﬃcult to ensure adequate investment

returns and progress diverges across a fragmenting world. That’s the main message from Bain’s

annual survey of 600-plus executives in oil and gas, utilities, chemicals, mining, and agribusiness,

taken during COP28 and the weeks after.

As with previous years, our 2024 survey aims to get a better sense of industry leaders’ views on the

energy transition, new technologies, investment opportunities, and where they see the greatest

challenges for decarbonization. This year’s survey found that energy and natural resource (ENR)

companies haven’t dampened ambitions for their transition-oriented growth businesses. However,

customers’ willingness to pay is a growing issue, as is the ability to generate adequate return on

investment in energy transition-oriented projects. As a result, companies are focusing on projects

with a viable ROI path.

Clearly, the longer that executives on the front lines of the energy transition grapple with the

challenges of putting decarbonization plans into action, the more sober they’re getting about

the transition’s practical realities.

Energy transition progress is diverging across regions as the world fractures economically and

geopolitically. Even as increasing government subsidies make some regions, such as North America,

more attractive for investment, executives have growing concerns about policy stability.

Macroeconomic headwinds (notably, high interest rates) have made it that much harder to assemble

suﬃcient capital to scale up transition projects and to attract enough customers to deliver a return.

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摘要：

Executivesexpectaslowerenergytransitionasitgetsmorediiculttogeneratereturnsandprogressdivergesacrossregions.ByGrantDougans,NeelamPhadke,andJoeScaliseRealityCheck:EnergyandNaturalResourceExecutivePulse2024AcknowledgmentTheauthorswishtothankNickBakerforhiscontributionstothisanalysis.Copyright©2024Bai...

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