UTILITIES 2017 (EU): How to Face the New Revolution in the Gas & Power Industry. Lessons from the 40 Pan-European Leaders

RAPPORTO ANNUALE EUROPEO UTILITIES 2017
How to Face the New Revolution in the Gas & Power Industry. Lessons from the 40 Pan-European Leaders

Il Rapporto europeo analizza le strategie delle 40 più grandi aziende Oil&Gas&Power. Tra i temi oggetto di analisi: gli investimenti nelle tecnologie clean, il rapporto con i grandi fondi di investimento, le strategie di innovazione tecnologica, lo stato di salute economico e finanziario.

L’analisi strategica avviene nel quadro di una attenta analisi della legislazione e regolazione a livello comunitario.

ALCUNI TEMI TRATTATI NELLO STUDIO

• COME SI È MOSSO IL MERCATO ENERGETICO GLOBALE
• LE STRATEGIE DI INNOVAZIONE TECNOLOGICA
• COME GESTIRE GLI ASSET TERMOELETTRICI NELLA ATTUALE FASE DI TRANSIZIONE
• LE AGGREGAZIONI DEI GRANDI GRUPPI OIL&GAS&POWER

Indice

PART 1 | MARKET OVERVIEW, STRATEGIES AND 2016 M&A DEALS OF THE 40 EUROPEAN LEADERS

THE TURBULENT EUROPEAN G&P MARKET – WHAT TRENDS ARE EMERGING?

1.1 Energy demand and supply – The perfect unbalance
1.2 G&P price trends – Is the consumer the winner?
1.3 Managerial implications

FINANCIAL HEALTH OF THE LEADING G&P COMPANIES: 2008-2018

2.1 Key financial indicators: Revenues, Net income, Profitability, Debts
2.2 Stock value trends – Still highly volatile market
2.3 Strategic plans targets
2.4 Managerial implications

RES AS A PILLAR OF DEVELOPMENT STRATEGIES

3.1 Charting the route to a cleaner World – Current and future trends
3.2 RES positioning of the sampled companies – Long life for hydropower!
3.3 RES planned investment of the sampled companies – The wind of change
3.4 Insight on the sampled companies – One way, the RES way
3.5 Managerial implications

MANAGING NUCLEAR AND FOSSIL FUEL PLANTS IN THE TRANSITION PHASE

4.1 Role of nuclear and fossil plants in Europe – How long these assets will be relevant?
4.2 Legislative and regulatory framework will not help
4.3 Sampled company strategies: widespread trend toward decarbonization
4.4 Managerial implications

E-MOBILITY: A REAL OPPORTUNITY FOR THE G&P INDUSTRY?

5.1 Rise of the electric vehicle
5.2 E-mobility trends and potential
5.3 The Value Chain. Where Utilities have a role
5.4 The e-vehicle as a service provider
5.5 Who is investing in e-mobility
5.6 Managerial implications

NEW FINANCIAL PLAYERS INVESTING IN RES AND UTILITY MARKET

6.1 Growing role of the new financial players
6.2 Relationship with Utilities between competition and collaboration
6.3 Looking ahead – Will the new players dominate the market?
6.4 Managerial implications
6.5 Main deals in Europe 2008-2016

THE ROLE OF INNOVATION IN G&P INDUSTRY – TRANSFORMING A MENACE INTO AN OPPORTUNITY

7.1 Choosing among a wide range of applications of innovative solutions
7.2 Sampled companies innovation experiences – Different approaches for the same purpose
7.3 Managerial implications

2016 DEALS AND STRATEGIC TRENDS

8.1 Introduction and methodology
8.2 Main Findings – Less deals for a lower value
8.3 2016 Major Deals

PART 2 | PROFILES AND STRATEGIES OF THE SELECTED COMPANIES

PART 3 | DEALS FILE CARDS