An Economic Analysis by Sea Change Economics, LLC August, 2020
Table of Contents
Introduction/rationale 2
Part 1: What’s at risk? 3
The value of sectors at risk 3
How much oil is needed to match the risk? 4
Appendix I: Risk value 6
Methodology 8
- Estimated value of potentially affected industries 8
- Oil price minimum value matrix 12
Part 2: Case studies of recent oil market entrants 14
Part 3: Analysis of Sovereign Wealth Fund & BPC Agreements 18
Appendix 2: relevant details from Licence Q&A text, from BPC website (link) 22
References 26