15 October 2019

Global Energy Briefing No.181: International Energy Markets and Company Strategies (English/Deutsch)

By |2019-10-15T14:34:04+02:00Tuesday, 15 October 2019|Categories: #BigE100, company strategies, electric vehicle sales, international coal markets, international gas markets, international oil markets|Tags: , , , , , , , , , , |0 Comments

All you need to know: Global Energy Briefing No 181 (46pp) covers the latest trends in international oil, gas and coal markets, and highlights major energy company news and strategy updates.

Major topics of this edition:
(1) A new CEO for BP (Bernard Looney): Which strategic changes can be expected? We look back at the Dudley era and the challenges ahead for the most “American” supermajor in Europe.

(2) Big Oil or Big Energy? We compare the latest low-carbon investments of oil companies and identify leaders and laggards.

(3) ENI and Equinor: Major strategic steps and missteps

(4) North Sea: Trends in oil/gas ownership

(5) Wind turbine industry: Further steps towards a global oligopoly

(6) Season 4, Episode 11: EDF and Hinkley Point C – The race is on – who can build the most expensive nuclear plant in the world ?

(7) Global oil markets: The latest data, price and market trends. Shale oil trends, OPEC strategy and price outlook.

(8) Global natural gas markets: The latest price and market trends for the European, US gas markets and global LNG.

(9) Global coal markets: Latest trends in […]

25 June 2019

Global Energy Briefing No 177: Big Energy Companies – Strategies, Benchmarks, News (deutsch/english)

By |2019-07-27T15:11:35+02:00Tuesday, 25 June 2019|Categories: Allgemein, company strategies, Newsletter, Unternehmensstrategien|Tags: , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , |0 Comments

Our June newsletter Global Energy Briefing (No.177, 32pp) focuses on our sample of 100 global big energy companies.
Topics are among others: Downstream strategies of Western oil majors and NOCs....the consolidation of the global wind industry...re-positioning strategies of leading PV cell/module...transition steps of European utilities...
Companies featured in this newsletter:
- Saudi Aramco, OMV, Adnoc, Chevron, Phillips 66, Petrobras, Devon, CNRL, Wintershall DEA, Anadarko, Adani,
- Gazprom, Novatek,
- Xinjiang Goldwind, Siemens Gamesa, Vestas, Suzlon, Ming Yang, SEwind (Shanghai Electric), Brookfield,
- LONGi Solar, URE, GCL Poly,
- Enel, Engie, EDF, Statkraft, Eletrobras, EDP, Iberdrola,
- CATL, SK Innovation, Northvolt

17 April 2019

Global Energy Briefing No 174: International Energy Markets & Company Strategies (DEU/ENG)

By |2019-05-20T13:11:34+02:00Wednesday, 17 April 2019|Categories: Global Energy Briefing, Newsletter|Tags: , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , |0 Comments

German + English Edition Available!

Our April newsletter Global Energy Briefing (No.174, 53pp) covers two topics:

A. Prices and market balance in the oil, gas and hard coal markets worldwide.

B. Company strategies and market trends in fossil and renewable energy markets (including EV and batteries).

Some focus topics of this issue are:
(a) Price divergence between fuels has further deepened: Oil, carbon up, gas, coal down; price outlook Brent
(b) the changing character of the US gas market; gas flaring in the Permian

c) Global oil companies: Three strategic groups emerging – features and outlook; China´s oil giants under pressure;
d) LNG and commodity traders;
e) PV giants: strategies and financial balances
f) Global wind turbine makers: rankings and financial stability; market access to China remains difficult
g) Shell´s utility strategy; global overview: NextEra,  Xcel,  Eskom
h) Electric vehicles: New EV policy in China; update global statistics

 


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17 January 2019

Made in Japan: The British nuclear exit – Hitachi abandons all nuclear projects

By |2019-05-08T19:54:27+02:00Thursday, 17 January 2019|Categories: nuclear industry, United Kingdom|Tags: , , , , , |0 Comments

1. Hitachi´s exitJapanese industrial conglomerate Hitachi (6501:JP; $30bn market cap) abruptly stops its nuclear power projects in the U.K. They announced to book a loss of $2.8bn (300bn Yen) to write down its British nuclear business. Hitachi also said they will shift away from the reactor sales business worldwide. After the $6.4bn acquisition of ABB´s power grid division in last December, the risks to its balance sheet apparently were judged too high. Financial investors welcomed the step. Hitachi