UTILITIES 2018 (EU): Energy Transition. The European leaders in action!

RAPPORTO ANNUALE EUROPEO UTILITIES 2018
Energy Transition. The European leaders in action!

Lo Studio esamina le strategie dei 40 maggiori player pan-europei nel Gas&Power nell’attuale dinamico contesto di transizione energetica.

I temi oggetto di benchmark strategico sono:

• Smart grid
• Energy storage
• Demand response
• Mobilità elettrica
• Efficienza energetica
• Banda ultralarga
• Reti locali

Indice

Executive Summary

PART 1: ENERGY TRANSITION AS A NEW BUSINESS DRIVER

Chapter 1. Energy Transition. The frame taking strategic decisions

Energy Transition: A complex challenge
Energy Transition: The 2008 crisis and the surge of RES
Energy Transition: Some key business dynamics
Winter Package: A strong pushing for Energy Transition
Final remarks

Chapter 2. Utilities’ reaction to the Energy Transition challenge

Companies’ response to the new market disorder
Fossil fuel generation
Upstream companies in the “new energy” reality
RES: Modern but “mature” technology
Final remarks

Chapter 3. Energy Transition and new business areas

New business areas triggered by the Energy Transition
Smart Grids and Smart Meters
Batteries and Storage
Demand Side Management (DSM)
E-mobility
Energy Efficiency
Local grids (LGs)
Ultra broadband

Chapter 4. Managerial implications and final remarks

PART 2: FINANCIAL HEALTH OF SAMPLED COMPANIES, COMPANY PROFILES AND DEALS CLOSED IN 2017

Chapter 1. Financial Health of sampled companies

Revenues
Revenues Trend of O&G companies
Revenues Trend of Utility companies
Net income
ROA
ROS (EBITREVENUES) and Profit Margin Ratio (NET INCOMEREVENUES)
Debt situation

Chapter 2. Analysis of the deals closed in 2017

Introduction and methodology
Main findings
Trends in the Utility sector
Trends in the Oil&Gas sector