company strategies

25 June 2019

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

By Steffen Bukold|2019-07-27T15:11:35+02:00Tuesday, 25 June 2019|Categories: Allgemein, company strategies, Newsletter, Unternehmensstrategien|Tags: Adani, Adnoc, Anadarko, Brookfield, CATL, Chevron, CNRL, Devon, EDF, EDP, Eletrobras, Enel, Engie, Gazprom, GCL Poly, Goldwind, Iberdrola, Longi Solar, Ming Yang, Northvolt, Novatek, OMV, Petrobras, Saudi Aramco, SEwind, Siemens Gamesa, SK Innovation, Statkraft, Suzlon, URE, Vestas, Wintershall DEA|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

7 June 2019

Utilities: Power giant Enel exits Russian coal

By Steffen Bukold|2019-06-07T17:36:08+02:00Friday, 7 June 2019|Categories: company strategies, utilities|Tags: Enel, Russia, Utilities|0 Comments

Italian power giant Enel has announced the sale of Russia´s largest coal plant Reftinskaya (3.8 GW) to leading Siberian power and heat utility Kuzbassenergo, owned by SGC (SUEK), for "at least" RUB21bn (approx. $320m). Enel is the 2nd largest global utility. The company recently...

31 May 2019

Global Energy Briefing No 176: Energy Markets and Company Strategies – Deutsch/English

By Steffen Bukold|2019-06-05T19:41:09+02:00Friday, 31 May 2019|Categories: coal price, company strategies, electric vehicle sales, gas price, Global Energy Briefing, investment strategies, investment trends, Newsletter, oil price|0 Comments

Our second May newsletter Global Energy Briefing (No.176, 38pp) covers the latest trends in international fossil and renewable markets. From the sell-off in oil and gas markets to the latest EV sales numbers and investment strategies.

30 April 2019

Strategies of Global Energy Companies: Leaders & Laggards

By Steffen Bukold|2019-05-20T13:12:34+02:00Tuesday, 30 April 2019|Categories: company strategies|0 Comments

We announced it in our 10-Year-Anniversary newsletter post: Strategies of big energy companies will be our second focus, complementing our analysis of international energy markets.

This happens against the background of two mega-trends in the energy sector:
(1) the global energy transition towards low-carbon solutions and renewable energy
(2) the melting-away of traditional industry boundaries: new and established players cross industry borders and develop new business models.

In our database we will try to cover the rapid changes across the sectors: from the leading manufacturers of solar modules to Big Oil, from global wind project developers to shale oil companies and battery makers. Our sample comprises about 100 companies (see attachment below). We will report important news, and we will rank, benchmark and compare companies and strategies: looking for leaders and laggards.

On this website and on our twitter account (@energycomment) we will publish some of our findings, starting in May 2019. If you prefer more systematic and regular information, please have a look at our bi-weekly newsletter GLOBAL ENERGY BRIEFING.

Companies […]

7 January 2019

Utilities in Transition: Vattenfall AB accelerating switch to renewables

By Steffen Bukold|2019-05-20T13:08:22+02:00Monday, 7 January 2019|Categories: company strategies, utilities|Tags: Vattenfall AB|0 Comments

Sweden´s Vattenfall AB is accelerating the transition to renewables, as German newspaper F.A.Z. reports.

The large utility, which is 100 percent owned by the Swedish state, plans to quadruple the share of renewables by 2025. This includes the expansion of wind power capacities from 3 GW (end of 2018) to 11 GW (2025). Within “one generation”, the group as well as its customers and suppliers should be “fossil-free”. Currently, Vattenfall generates about 25 percent of its power from fossil fuels.

In Germany, Vattenfall has abandoned its lignite assets a few years ago and is abandoning its German nuclear assets. In Sweden, however, the company will continue to operate its large nuclear plant Ringhals.

Vattenfall is already one of the largest offshore wind power operators in Europe. Further wind farms are currently being built in the Baltic Sea. To finance these projects, the company intends to make greater use of external sources. Parts of wind farms could also be sold to investors.

Unlike E.ON (Innogy/RWE) or Ørsted, however, the company does not intend […]

23 November 2018

Global Energy Briefing No.169: Big Oil in Transition? The Path to Decarbonization (English Edition)

By Steffen Bukold|2018-11-23T15:47:35+02:00Friday, 23 November 2018|Categories: company strategies, decarbonization, investment strategies, oil industry|0 Comments

Oil and gas account for more than half of global energy-related greenhouse gas emissions. International oil companies are now under pressure to demonstrate the sustainability of their portfolio and adapt their business models to the global transformation of energy systems. Investors, NGOs and the media are questioning them critically.

In this issue of our newsletter you will find 37 pages of background information on the discussion about Big Oil and company-specific strategies. How high are the emissions caused directly and indirectly by Shell, Respol or BP? What options does the industry have to move quickly to a sustainable 2°C path? Which companies are changing in the direction of “Energy Company”; which companies are sticking with their traditional business model?