the energy revolution · models of the energy revolution 17 analytics mobiles apps iot(1)...
TRANSCRIPT
The EnergyRevolution
Introducing ENGIE and the
Energy Revolution
ENGIE: a truly global energy company
3
2% 1%
€0.6bn
6%
96%
23%
€6.2bn
55%
20%
57%
14%
46%
Total EBITDA 2015
€11.3bn
40%
North America
Europe(2)
Low CO2 power generation
10% <1%
€1.6bn
14%
Latin America
89%
<1% 6%
€1.2bn
11%
94%
86%
6% 9%
€1.7bn
15%
Global Networks
Customer Solutions
Other international Global BUs & Other(1)
ENGIE today: a bold transformation into new energy models
4
ENGIE TODAY
2016 INVESTOR WORKSHOP 6
CUSTOMER
SOLUTIONS
GLOBAL
NETWORKS
LOW CO2 POWER
GENERATION
ENGIE tomorrow: “Full 3D”, showing the way into the EnergyRevolution
5
Decarbonation Digitalization Decentralization
The Energy Revolution: when technology changes everything
6
DISRUPTIVE BUSINESS MODELS
IoT
Energy and Digital
technology disruptions
Analytics
H2 Robotics
Wind AI
Energy Digital
Cybersecurity
Solar
Batteries
Solairedirect, competitive solar and entrepreneurial growth: the perfect match for ENGIE’s Energy Revolution strategy
7
Incredible achievements in generation costs ($/MWh)
Exponential growth(MW installed per year)
A truly global footprint
The Energy Revolution: a systemic vision, ushering a new era of energy abundance, affordability and service for all
8
ENERGY SOURCES
WindSolar Hydro Biomass Waste
ENERGY VECTORS
Power Gas HeatCold
ENERGY USAGE AND SERVICES
Home Commercial Industrial Mobility
The Energy Revolution: five
tsunamis
The technology adoption J curve: do you remember the combustion engine?
10
New York City
1900
New York City
1913
Tsunami #1: super-competitive solar and wind bringingenergy costs (and prices) closer to zero
11
Wind and solar now far cheaper thanconventional energy sources
30 USD/MWh
31 USD/MWh
31 USD/MWh
26 USD/MWh
New technologies bring the promise of nearlyinfinite, quasi-free energy
Price of MWh of recent wind and solar
tenders
wind solar
Tsunami #2: battery storage technologies in a solar-like costand volume race
12
Perspectives of the Lithium-Ion battery market
1012
22
37
49
78
202020172015201220102009
80
60
40
20
0
(Unit: $billion)
Energy storage
Electric vehicles
Mobile IT
Source: International Information Technology
Battery costsand energy density
Tsunami #3: electric and digital mobility in an exponentialdrive
13
Number of electrical vehicles in the world
Norway
neteherlands
Japan
USA
UK Germany
Rest of the worldFrance
China
Source: Centre for Solar Energy and Hydrogen Research
800 000
700 000
600 000
500 000
400 000
300 000
200 000
100 000
0
2009 2010 2011 2012 2013 2014 2015
Tsunami #4: The internet of things and big data turning homes and buildings into active participants in the energy system
14
2004 2006 2008 2010 2012 2014E 2016E 2018E
2 000 000
0
4 000 000
6 000 000
8 000 000
10 000 000
12 000 000
14 000 000
16 000 000
18 000 000
20 000 000The Internet Of
Everything
In thousand
Internet of Things
Smartphones
Tablets Connected automobiles
Connected TVs
Portable technologies
Number of connected objects
in the world
Computers
Source: BI Intelligence Estimates
Tsunami #5: new hydrogen technologies and the incomingsubstitution of fossil fuels
15
5 technology disruptions
1 Energy sources (ultra-competitive energy sources)
2 Generation(electrolysis technologies)
3 Storage(pressurized and in saline cavities)
4 Conversion into power (fuel cells)
5 Applications
ENGIE Fab: the businesses of
the Energy Revolution
ENGIE Fab: a one-of-a kind initiative to build the business models of the Energy Revolution
17
Analytics
Mobiles Apps
IoT(1)
Management des API(2)
Cyber-security
Open innovation
ecosystems
MÉTIERS
STRATEGY
R E S E A R C HN
Key
Programs
ENGIE Fab: positioning ENGIE as a leader of the Energy Revolution through global energy technology businesses
.in synergy with other ENGIE entities
ENGIE
Digital
ENGIE
Fab
Unicorn factory
Business
Units
Investment in start-ups
Innovation ecosystems
Technology sourcing
EngieFab: five verticals and a systemic vision of a full 3D energy world
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Energy
communities,
mini-grids
and energy
management
Grid-scale
battery
storage Hydrogen
generation,
transport
and storage
Electric and
digital
mobility Building as a
Service