Unleashing business value in the digital world.

Transcription

1 Unleashing business value in the digital world. New Players in the Energy Sector Henrik Tegnér Managing Director Utilities, Nordics 1

2 THE 4 TH INDUSTRIAL REVOLUTION THE INTERNET IS CHANGING THE WAY WE LIVE, WORK, PRODUCE AND CONSUME. WITH SUCH EXTENSIVE REACH, DIGITAL TECHNOLOGIES CANNOT HELP BUT DISRUPT MANY OF OUR EXISTING MODELS OF BUSINESS AND GOVERNMENT. SOURCE WORLD ECONOMIC FORUM

3 IN 2017 UBER, THE WORLD S LARGEST TAXI COMPANY OWNS NO VEHICLES, FACEBOOK THE WORLD S MOST POPULAR MEDIA OWNER CREATES NO CONTENT, ALIBABA, THE MOST VALUABLE RETAILER HAS NO INVENTORY AND AIRBNB THE WORLD S LARGEST ACCOMMODATION PROVIDER OWNS NO REAL ESTATE. NEXT KRAFTWERKE HAS 2GW OF GENERATION CAPACITY AND OWNS NO POWERPLANTS. ELSKLING HA SUPPLIED CUSTOMERS WITHOUT BEING A SUPPLIER. POWERPEERS TAKES AWAY THE ROLE OF GENERATORS AND RETAILERS SOURCE

4 TECHNOLOGY IS A DRIVER, BUT THE CHALLENGE IS IN THE BUSINESS MODEL 4% think technology is the barrier From a 2016 survey on senior representatives of the industry in Europe on barriers to innovation in the market 42% think finding the right business model it the barrier Source: Accenture electronic voting at the Eurelectric annual meeting in Vilnius, June,

5 DIGITAL OPPORTUNITIES ACROSS THE VALUE CHAIN Residential Generation Market / Trading Distribution Smart Meters Commercial Supply Network Retail Asset lifecycle management Optimization and aggregation Customer centricity and integration Beyond Energy 5

6 THERE IS VALUE FOR SOCIETY AND INDUSTRY Source: Accenture research for the Digital Transformation of Industries project, World Economic Forum

7 DIGITAL OPPORTUNITIES ACROSS THE VALUE CHAIN Residential Generation Market / Trading Distribution Smart Meters Commercial Supply Network Retail Asset lifecycle management Optimization and aggregation Customer centricity and integration Beyond Energy 7

8 THE CONDITIONS ARE ALREADY CHANGING Wind power s share of Finnish and Swedish electricity generation (%) ,4 4,7 2,5 2 1,4 0,4 0,4 0,4 0,7 0,7 1,1 1,7 3, Finland Sweden Source: Accenture analysis on data from Svenska Kraftnät, Finsk energi-industri rf, Statistikcetralen Copyright Accenture All All rights reserved. 8

9 MAINLY NEW ENTRANTS IN WIND POWER PRODUCTION Examples of non-traditional Nordic wind power producers: Traditional energy companies share of capacity: TuuliWatti (St1 & S Group) Taaleri WPD 323 MW 165 MW 135 MW Finland 25% Sweden 29% Nordisk Vindkraft (RES) Arise Windpower OX2 IKEA 407 MW 340 MW 333 MW 111 MW Source: Accenture analysis on data from Energimyndigheten, Finsk energi-industri rf, Statistikcentralen Copyright Accenture All All rights reserved. 9

10 FROM FAILURE DETECTION TO UNPLANNED DOWNTIME AVOIDANCE 31 HOURS OF ADDITONAL UPTIME PER TURBINE PER YEAR

11 DIGITAL OPPORTUNITIES ACROSS THE VALUE CHAIN Residential Generation Market / Trading Distribution Smart Meters Commercial Supply Network Retail Asset lifecycle management Optimization and aggregation Customer centricity and integration Beyond Energy 11

12 12 OPTIMIZING ACROSS THE VALUE CHAIN Trader and virtual power plant operator 2.1 GW of capacity 9 TWh traded volume Central platform for optimizing

13 DIGITAL OPPORTUNITIES ACROSS THE VALUE CHAIN Residential Generation Market / Trading Distribution Smart Meters Commercial Supply Network Retail Asset lifecycle management Optimization and aggregation Customer centricity and integration Beyond Energy 13

14 14 CUSTOMER CENTRIC BUSINESS MODEL You chose how you get energy You can share your selfgenerated energy with others A marketplace for microproducers and consumers to connect and trade energy Transparent and personal Launched in the Netherlands Always at a good price Daily insights

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16 DIGITAL OPPORTUNITIES ACROSS THE VALUE CHAIN Residential Generation Market / Trading Distribution Smart Meters Commercial Supply Network Retail Asset lifecycle management Optimization and aggregation Customer centricity and integration Beyond Energy 16

17 An electricity microgrid in Brooklyn enables residents to trade and sell their own solar energy using existing power lines and blockchain technology. Local green energy providers and customers buy and sell electrons on the Ethereum blockchain, through smart contracts validated on the public ledger. 17

18 ELECTRIC VEHICLE CHARGING: NEW PLAYERS New players - examples Utilities - examples 18

19 WHAT IS THE BEST POSITIONING? Smart energy optimizer Energy market enabler Connected lifestyle provider Energy disruptor Commodity centric supplier Energy Generators

20 BUILDING THE DIGITAL ENTERPRISE Digital business models Customer centric, personalized offerings Digital operating models Digitally adapted operations Speed and agility Digital culture and talent Attract and develop Innovation Change management (mindsets, values, behaviors) Digital traction metrics Measure digital progress 20

21 PREPARE FOR THE UNUSUAL