capgemini-重塑未来-能源转型如何推动能源和公用事业领域的新模式（英）-2021-44页_4mb

Summary of "Remodeling the Future: How Energy Transition is Driving New Models in Energy and Utilities"

Core Content

The energy and utilities sector is undergoing a significant transformation driven by the forces of decarbonization, decentralization, and digitization. This shift is pushing companies to adopt new-energy models that include clean energy, alternate fuels, grid management services, energy storage, mobility services, and energy platforms. These models are essential to meet the growing demand for sustainable and efficient energy solutions.

Main Points

1. Urgency for Change

• A majority of energy and utility executives (73%) believe that new-energy models will be mainstream within the next five years.
• 71% of executives think that companies not adopting these models will be wiped out due to the rapid shift towards a decarbonized, digitized, and decentralized energy system.

2. Drivers of Change

• Climate change mitigation is the top driver, with 68% of organizations citing it as a key factor.
• Investor demand is also a major force, with 63% of respondents indicating it is pushing the sector towards new models.
• Regulatory support is growing, especially for energy storage (80%) and alternate fuels (83%).

3. New-Energy Models and Examples

• Clean energy: TotalEnergies (France), NextEra Energy (USA), IKEA (Sweden) are investing heavily in solar, wind, and other renewables.
• Alternate fuels: Companies like Uniper (Germany), Chevron (USA), and RWE (Germany) are developing green hydrogen and biofuels.
• Grid management services: Orsted (Denmark), BP (UK), and Tata Power (India) are implementing battery storage and smart grid technologies.
• Energy storage: Gigafactories are being built globally, with examples like Ultium Cells LLC (USA) and Tesla (USA) providing residential storage solutions.
• Mobility services: BP (UK) and E.ON (Germany) are investing in EV charging infrastructure and related services.
• Energy platforms: Repsol (Spain), Enel X (Italy), and Octopus Energy (UK) are developing platforms for peer-to-peer energy exchange and smart energy management.

4. Benefits of New-Energy Models

• Revenue growth: Organizations have seen a 6% increase in revenue from new-energy models, with an expected 11% increase over the next three years.
• Upselling opportunities: There has been a 4% increase in upselling opportunities, expected to grow to 9.2% in the next three years.
• Emission reductions: Scope-3 emissions have already decreased by 4.6%, with a projected 13% reduction in the next three years.

5. Challenges to Adoption

• Low adoption rates: Only 19% of organizations are currently implementing energy-storage solutions, and 16% have adopted grid-management services.
• Lack of strategy: Only 18% of organizations have a comprehensive global strategy for new-energy models, with 26% having a country or business unit-level strategy.
• Capability gaps: 70% of organizations lack the necessary skills and expertise to develop new-energy models, including innovation culture, technology, and data capabilities.

6. Recommendations for Acceleration

• Pilot and experiment: Organizations should focus on testing multiple models through pilots and market experimentation.
• Foster innovation culture: Encouraging a fail-fast mindset and innovation at scale is crucial.
• Engage external ecosystems: Collaboration with external partners and innovation ecosystems can help overcome internal limitations.
• Strong governance: New-energy models need tailored evaluation criteria and decision-making processes.
• Build data and tech foundation: Investment in data analytics, digital infrastructure, and technology is essential for future readiness.

Key Figures

• 73% of executives expect new-energy models to be mainstream within five years.
• 64% plan to implement energy-storage solutions, but only 19% are currently doing so.
• 70% of organizations lack the capabilities to develop new-energy models.
• 68% cite climate change as the main driver, and 63% cite investor demand.
• 11% increase in revenue is expected from new-energy models over the next three years.

Conclusion

The energy and utilities sector is at a pivotal moment, with a clear shift towards sustainable and digital models. While there is strong recognition of the need for transformation, the actual implementation remains low due to a lack of strategy, innovation culture, and technical expertise. To succeed, companies must adopt a multi-pronged approach that includes experimentation, collaboration, and strong governance to scale these new-energy models effectively.