Stranded Assets: What Next?


Authors
Ashim Paun, Zoe Knight & others

Research Organisation
HSBC

Report Date
April 1, 2015

Document summary

Stranded assets are those that lose value or turn into liabilities before the end of their expected economic life. In the context of fossil fuels, this means those that will not be burned – they remain stranded in the ground. We believe the risks of this occurring are growing.

Stranded by climate change regulation: The stranded assets debate stems from the idea that, because burning available fossil fuels would mean breaching the 2°C globally-agreed temperature goal, regulation to tackle CO2 would curb fossil fuel use. Coal assets face the greatest regulatory risks. The EU Plant Combustion Directive and US Clean Air Act, for instance, have targeted coal-fired power.

Stranded by economics: Oil price falls last year reinforced and widened the debate from coal to oil and gas by bringing an economic angle. Oil types such as oil sands and shale oil break even at USD80 per barrel or higher and assets have become loss-making. Globally, the market value of oil and gas companies has dropped by over USD580bn in the last nine months.

Stranded by energy innovation: Going forward, we think the risks of fossil fuel asset stranding could come from energy efficiency and advancements in renewables, battery storage and enhanced oil recovery. These drivers would impact demand for some fossil fuels, but while the timing of such structural events is difficult to predict, the challenge facing investors is to devise a strategy around the stranded assets theme that captures both climate commitment and fiduciary duty.
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