new leadership in energy - eurelectric · 2019. 6. 6. · autogrid inspire energy gi energy axiom...

5/29/2019

1

WYTSE KAASTRA

MANAGING DIRECTOR,

ACCENTURE

NEW LEADERSHIP IN ENERGY

1

THE UTILITIES INDUSTRY IS IN THE MIDST OF EPIC DISRUPTION

Copyright © 2019 Accenture All rights reserved.

DEMAND ELECTRIFICATION

Global EV Fleet (Million Cars)1,4

Small-scale PV (GW)2

2016 2040

1,387128

10.4%CAGR

2016 2040

530

2

26.2%CAGR

0.2% SHARE

33% SHARE

Wind & Solar Production (TWh)1

2016 2040

7,4321,284

7.6%CAGR

4% SHARE

19% SHARE

40% SHARE TOTAL

RES

SUPPLY DECARBONIZATION

Sources: 1© OECD World Energy Outlook 2017, International Energy Agency—used by permission; 2“Digitalization of Energy Systems,” Bloomberg New Energy Finance, via Siemens, November 2017, www.siemens.com; 3Accenture estimates; 4”All Forecasts

Signal Accelerating Demand for Electric Cars,” Bloomberg New Energy Finance, July 19, 2017; Accenture analysis.

Heat pumps Europe (Million)

10

1

18%CAGR

2016 2030

NEED FOR FLEXIBILITY

IN 2030

30-45%

extra Flexibility

20-30% fewer

operating hours

More volatility

5/29/2019

2

IN LIGHT OF PERVASIVE TRENDS, A NEW POWER MODEL IS EMERGING


CENTRALIZED DECENTRALIZED

A HYBRID OF CENTRALIZED AND DECENTRALIZED, BIDIRECTIONAL ENERGY FLOW

TRANSMISSION/ INTERCONNECTOR SERVICES

Prosumers (PV)

Demand-response

Storage

Smart Charging/V2G

Renewables/PPA

Grid-scale storage

EV public supply

RENEWABLE GENERATION

BACK-UP GENERATION/STORAGE

CONVENTIONAL BASE LOAD GENERATION

NON-CUSTOMER-

SIDE

PARTICIPATION

CUSTOMER-SIDE

PARTICIPATION

AGGREGATION DIGITAL BROKERENERGY MANAGEMENT

DISTRIBUTION

PLATFORM

OPTIMIZATION

4

VALUE EXISTS BY INVESTING IN THE NEW CONNECTED ENERGY EXPERIENCE


Transmission and

distribution 45-50%

Renewables 9-11%

Fossil + nuclear 17-19%

DOWNSTREAM

RISES TO

25%

Connected Energy

Services 25%

eMOBILITY

EUROPE MARKET SIZE

24%28%

48%

€52B -

€73B

1

3

2DER

Flexibility

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UTILITIES AND NEW ENTRANTS ARE INVESTING IN CONNECTED ENERGY SOLUTIONS FOR FUTURE GROWTH


INVESTMENTS IN EMOBILITYCONNECTED HOME PRODUCTS & SERVICES DEVELOPMENT OF DER* AND FLEXIBILITY SOLUTIONS

*DER: Distributed Energy Resources

Illustrative

VattenfallInCharge EV charging

network

Centrica Hive1m customers with

Hive’s home solutions

EssentHome security services

Volkswagen ElliNew business unit for

energy and charging

GBatteriesAdvanced vehicle

battery charging

AmazonSmart home program

Southern PowerGreen CX solutions for

energy efficiency

Arcadia Power, AudiRenewable energy &

charging

FortumPlugsurfing acquisition

ShellNewMotion acquisition

OriginPowerwall partnership

with Tesla

EnecoCrowdnett (home

batteries network)

Enel XEnerNoc Acquisition

NationalGridDistributed energy

marketplaces funds

Google NestSmart home devices

PowerpeersBuys directly from the

energy source

NextEra EnergyRenewable energy

solutions and storage

ShellLimejump and Sonnen

acquisition

OhmConnectMaking DR easy, fun and

user-friendly

TNBRenewable energy &

district cooling solutions

CentricaReStore Acquisition

TelstraInvestments in energy

efficiency, solar/storage

Iberdrola, IKEASmart Solar Package

EngieMajor stake in Kiwi Power;

Tiko acquisition

Source: Accenture analysis.

OIL & GAS MAJORS ARE LOOKING AT THE POWER SECTOR TO DRIVE NEW VALUE OUT OF ELECTRIFICATION

Shell, Total and BP are being especially active in M&A and capital investments to accelerate a breakthrough into the power segment.

POWER RETAIL RENEWABLES ENERGY MGT. E-MOBILITY

SHELL FIRST UTILITY SILICON RANCH

CLEANTECH SOLAR

SUNSEAP

MP2 ENERGY

AUTOGRID

INSPIRE ENERGY

GI ENERGY

AXIOM ENERGY

SONNEN

LIMEJUMP

NEWMOTION

GREENLOTS

TOTAL DIRECT ENERGIE SUN POWER

EREN

SAFT

GREENFLEX

IONIC MATERIALS

AUTOGRID

G2MOBILITY

BP PURE PLANET LIGHTSOURCE FREEWIRE

STOREDOT

Sources: "Shell looks to become world's largest electricity company by 2035," SNL Gas Week, 18 March 2019. Factiva Inc. All Rights Reserved.; Accenture analysis.

Copyright © 2019 Accenture. All rights reserved.

"Shell looks to become

world's largest electricity

company by 2035"

5/29/2019

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“WE WANT TO CHANGE THE WAY PEOPLE USE ELECTRICITY BY

OFFERING DATA-DRIVEN ENERGY SOLUTIONS”

VOLKSWAGENHAS SET UP “ELLI” TO PROVIDE GREEN POWER, EV CHARGING AND STORAGE SOLUTIONS

Beyond Tesla, traditional automakersare positioning to manage all customer needs at the interface between energy and mobility.

Source: https://www.elli.eco/en/about-us

7Copyright © 2019 Accenture. All rights reserved.

THOUGHT MUST BE GIVEN TO PIVOTING WISELY TO ACHIEVE GREATER PERFORMANCE AND CREATE NEW VALUE


B

D

C

A

EN

TER

PR

ISE V

ALU

E

TRADITIONAL

BUSINESS

NEW

BUSINESS

TIME

TRANSFORM THE CORE

Drive optimization to fuel growth

ACutting-edge solutions based on digital to transform

core processes and unlock trapped value reducing

costs – Digital retail including customer service

GROW THE CORE

Release trapped value to sustain growth

B

Increase revenue around the commodity:

a) expand to new markets, and

b) boost current market share by cross-selling new

services – DER, Energy Efficiency / Management

SCALE THE NEWC

New downstream opportunities around new customers &

flexibility trends – Flexibility, P2P Platforms, eMobility

WISE PIVOTD

To get the timing, scale, performance management and direction of investments right

5/29/2019

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THREE STRATEGIC PLAYS PROVIDE NEW VALUE DRIVERS FOR THE ENERGY COMPANY OF TOMORROW


Conventional generator Grid operator (TSO/DSO) Commodity-centric supplierCU

RR

EN

TN

EW

Large-scale renewables,

seasonal storage,

hydrogen, biofuels

LARGE-SCALE

RENEWABLE

GENERATION

INTELLIGENT PLATFORM

OPTIMIZER

CONNECTED DOWNSTREAM

ENERGY SERVICES

Smart DSO – Manage congestion

Accommodate DER in the grid

Flex markets

Data hub for market facilitation

Biogas, Hydrogen distribution

Energy efficiency

Decentral energy resources

Electric vehicles

Flexibility services

STRATEGIC IMPERATIVES TO LEAD IN THE NEW


DEPLOY DISTINCTIVE

CAPABILITIES FOR THE NEW

POWER MODEL

PIVOT “WISELY”BRING INNOVATION TO THE

REGULATORY PITCH

DEVELOP NEW CUSTOMER-

CENTRIC BUSINESS MODELS

BUILD AN INNOVATION

ARCHITECTURE

MASTER THE END TO END

NEW POWER MODEL WITH A

GLOCAL VIEW

5/29/2019

6

THANK YOU


new leadership in energy - eurelectric · 2019. 6. 6. · autogrid inspire energy gi energy axiom...

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