The Energy Revolution

Transcription

1 The Energy Revolution

2 Introducing ENGIE and the Energy Revolution

3 ENGIE: a truly global energy company Total EBITDA % 1% 23% 20% 14% 40% 0.6bn 6% 96% 6.2bn 55% 57% 46% 11.3bn North America Europe (2) 10% <1% <1% 6% 6% 9% 1.6bn 14% 89% 1.2bn 11% 94% 86% 1.7bn 15% Low CO 2 power generation Global Networks Customer Solutions Latin America Other international Global BUs & Other (1) 3

4 ENGIE today: a bold transformation into new energy models ENGIE TODAY LOW CO 2 POWER GENERATION GLOBAL NETWORKS CUSTOMER SOLUTIONS 2016 INVESTOR WORKSHOP 6 4

5 ENGIE tomorrow: Full 3D, showing the way into the Energy Revolution Decarbonation Digitalization Decentralization 5

6 The Energy Revolution: when technology changes everything Energy and Digital technology disruptions Solar Energy Digital Analytics Batteries H2 Robotics IoT Wind AI Cybersecurity DISRUPTIVE BUSINESS MODELS 6

7 Solairedirect, competitive solar and entrepreneurial growth: the perfect match for ENGIE s Energy Revolution strategy Incredible achievements in generation costs ($/MWh) Exponential growth (MW installed per year) A truly global footprint 7

8 The Energy Revolution: a systemic vision, ushering a new era of energy abundance, affordability and service for all ENERGY SOURCES Solar Wind Hydro Biomass Waste ENERGY VECTORS Power Gas Cold Heat ENERGY USAGE AND SERVICES Home Commercial Industrial Mobility 8

9 The Energy Revolution: five tsunamis

10 The technology adoption J curve: do you remember the combustion engine? New York City 1900 New York City

11 Tsunami #1: super-competitive solar and wind bringing energy costs (and prices) closer to zero Wind and solar now far cheaper than conventional energy sources New technologies bring the promise of nearly infinite, quasi-free energy Price of MWh of recent wind and solar tenders 31 USD/MWh 30 USD/MWh 26 USD/MWh 31 USD/MWh wind solar 11

12 Tsunami #2: battery storage technologies in a solar-like cost and volume race Battery costs and energy density Perspectives of the Lithium-Ion battery market (Unit: $billion) Energy storage Electric vehicles Mobile IT Source: International Information Technology 12

13 Tsunami #3: electric and digital mobility in an exponential drive Number of electrical vehicles in the world USA UK Norway neteherlands Japan France China Germany Rest of the world Source: Centre for Solar Energy and Hydrogen Research 13

14 Tsunami #4: The internet of things and big data turning homes and buildings into active participants in the energy system Number of connected objects in the world In thousand The Internet Of Everything E 2016E 2018E Computers Smartphones Tablets Internet of Things Connected TVs Portable technologies Connected automobiles Source: BI Intelligence Estimates 14

15 Tsunami #5: new hydrogen technologies and the incoming substitution of fossil fuels 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 15

16 ENGIE Fab: the businesses of the Energy Revolution

17 ENGIE Fab: a one-of-a kind initiative to build the business models of the Energy Revolution ENGIE Fab: positioning ENGIE as a leader of the Energy Revolution through global energy technology businesses.in synergy with other ENGIE entities R E S E A R C H N MÉTIERS STRATEGY ENGIE Fab ENGIE Digital Key Programs Unicorn factory Investment in start-ups Innovation ecosystems Technology sourcing Analytics Mobiles Apps IoT (1) Management des API (2) Cybersecurity Business Units Open innovation ecosystems 17

18 EngieFab: five verticals and a systemic vision of a full 3D energy world Energy communities, mini-grids and energy management Grid-scale battery storage Hydrogen generation, transport and storage Electric and digital mobility Building as a Service 18