Hugh Ebbutt, Richard Forrest, Vance Scott and Jim Pearce, of A T Kearney, highlight the opportunity offered by lower prices to reset portfolios and get costs down - and to come out leaner and stronger

Hugh Ebbutt, Richard Forrest, Vance Scott and Alvin See, of consultancy AT Kearney, weigh up where the action will be as the price plunge shakes up the sector