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

 


Please find more on our newsletter subscription options here, or follow us on Twitter here. The newsletter is available in ENGLISH and in GERMAN.

25 March 2019

Global Energy Briefing No 173: International Energy Markets and Company Strategies in March 2019 (Deutsch/English)

By |2019-04-17T12:18:54+02:00Monday, 25 March 2019|Categories: Global Energy Briefing, Newsletter|Tags: , , , , , , , , , , , , , , , , , , , |0 Comments

The new edition of our newsletter Global Energy Briefing (No.173, 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 themes of this issue are:
(a) oil price outlook and 2019/2020 shale oil volumes; the slump in global gas prices; update EV sales statistics;
(b) preliminary model of “strategies in transition”; the future of the Permian Basin; strategic moves by Shell, Saudi Aramco, Tongwei, LONGi, SPIC, Senvion, Iberdrola, EDP, RWE, VW; trends in the global FTM and BTM battery markets.
(c) vademecum: global energy data.


Please find more on our newsletter subscription options here, or follow us on Twitter here. The newsletter is available in ENGLISH and in GERMAN.

9 January 2019

Wind Turbines: Vestas – The First Global 100 GW Wind Giant

By |2019-01-11T20:42:14+02:00Wednesday, 9 January 2019|Categories: wind turbines|Tags: |0 Comments

Danish wind turbine giant Vestas reached a total installed capacity of 100 GW in late December 2018, according to company press releases. This equals a share of 16.7 percent of the world´s total installations of c. 600 GW wind turbines. Since 1979 the company has installed 66,000 turbines in 80 countries across the globe.

Order inflow looks promising with a record 12.9 GW in 2018 after 11.2 GW in 2017. The company reinstated its original 2018 cash flow target of €400 million, revoking a profit warning in November. Revenue expectations have remained unchanged at €10-10.5bn. The annual report is due on 7 Feb. 2019.

Looking forward, Vestas underlined that they will continue the strategic transformation from a pure wind turbine player to a provider of sustainable energy solutions. This would comprise hybrid solutions, storage, grid integration as well as digital and financial services. On the production and installation side, the focus will be on scalability and a modular approach to design, products, installation and integrated solutions.

Vestas Wind Systems A/S:
Market cap: 104 […]

14 February 2018

Global Energy Briefing Nr.159: Risk-Off Verkaufswelle in Energiemärkten, Strategien der Energiekonzerne weltweit, Trends in der Elektromobilität

By |2019-03-25T11:26:13+02:00Wednesday, 14 February 2018|Categories: Atomenergie, China Energiepolitik, Elektromobilität, Gasmärkte, Gaspreise, Kohlemärkte, Kohlepreise, LNG, Ölbranche, Ölmarkt, Ölpreise, Photovoltaik, Projektfinanzierung, Stromkonzerne, Unternehmensstrategien, Windenergie|Tags: , , , , , , , , , , , , , , , , , , , , , |0 Comments

In der aktuellen Ausgabe unseres Global Energy Briefing (9.Februar, Nr.159 ) berichten wir über Märkte und Strategien im Energiesektor:

  1. Der erste Teil des Newsletters zeigt wie üblich die aktuelle Lage auf den internationalen Märkte für Öl, Gas und Kohle: Der im letzten Sommer einsetzende Aufwärtstrend bei den globalen Energiepreisen wurde in den letzten Tagen jäh unterbrochen. Öl, Gas und Kohle brachen in wenigen Tagen um etwa 10 Prozent ein. Auslöser war die “Risk-Off”-Verkaufswelle an den internationalen Finanzmärkten. Sie erfasste zunächst die Anleihenmärkte (steigende Zinsen), dann die Aktienmärkte (Gewinnmitnahmen) und parallel dazu auch die Rohstoffmärkte.
  2. Im zweiten Teil stellen wir die wichtigsten News und Strategien der Energiekonzerne weltweit vor. Im Mittelpunkt stehen Ørsted, Enel (in Lateinamerika), AEP, Invenergy, NextEra, Goldwind, Vestas, GE RE, Iberdrola, Jinko Solar, Longi Solar, Canadian Solar, Shijiazhuang Dongfang Energy, UREC, Macquarie, GIP, Norsk Hydro, CNNC-CNEC, Dominion Energy, Snam und ONGC. Außerdem gehen wir auf die aktuellen Debatten um Solarzölle in den USA und Indien ein.
  3. Im dritten Teil stehen die Trends in der Elektromobilität im Mittelpunkt: Die neuesten Marktdaten aus aller Welt, ein Ranking der […]