BAA Topic Energy and Utilities Official Presentation of BAA Energy & Utilities “We will make electricity so cheap that only the rich will burn candles.” Thomas A. Edison WHY AN ENERGY AND UTILITIES TOPIC? ENERGY Energy is the third key production factor besides capital and labor, therefore understanding the macro energy-related dynamics is essential. • Energy costs are a massive value creation/destruction driver for many industries • Energy costs are very material in the private budgets as well and consumers can now also turn into producers (the so-called “prosumers”) LABOR CAPITAL KEY TOPIC AREAS The macro energy-related dynamics: Supply-side: Impact overtime of energy generation costs: fossil fuels, nuclear, large hydroelectric, other renewable energy sources, new power technologies Demand-side: energy savings, decentralized production, storage, etc Impact of regulation on power/gas transmission and distribution Public vs. private ownership: different trends in different countries Financing energy generation and infrastructure assets THE TOPIC TOPICS OF INTEREST The energy markets (oil, gas, coal, electricity, etc) and their key drivers • What drives their demand and supply in the ordinary course of business • How are break-through technologies affecting those markets (i.e. fracking) • How is policy making altering the market dynamics (i.e. renewable energies) The energy markets and their importance to our lives • Impact on the competitiveness of economic systems • Impact on the stability of the energy supply • Impact on low carbon targets in developed and developing economies MAIN ADDRESSEES Our main addressees: Oil & gas companies, utilities, commodity traders, banks, insurances, consultancies And many more… in the following page Normal consumers and “prosumers” OUR ADDRESSEES ( SELECTED LIST) We cooperate, among others, with: • • • • • • • • • • • • • • • • • • • • • • • ENI ENEL Greenpwer Edison Terna SNAM Rete Gas A2A IREN Hera Innowatio EdP Iberdrola GdF Edf Fortum Statkraft DONG Alpiq Axpo Repower BKW E.On RWE Verbund • • • • • • • • • • • • • • • • • • • Glencore Trafigura Edf Louis Dreyfus Vestas Enercon Nordea Barclays RBS Unicredit DB Intesa BNP Paribas SocGen Credit Suisse UBS Santander Allianz Munich Re Generali COMMUNICATION CHANNELS Linkedin ( within BAA Official Account) Newsletter Alumni Communication channels, as of April 2015 Mailing list
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