THE EUROPEAN ELECTRICITY AND GAS INDUSTRY

MARKET ANALYSIS IN THE LIGHT 

In addition to a comprehensive view of the sector's environment and demand (macroeconomic factors, changes brought about by digital transformation and ecological transition, etc.), the study provides our exclusive analysis of the past evolution of the global electricity and gas industry and its prospects. 

COMPANIES' BUSINESS STRATEGIES

Greening the business, pursuing efforts in green gases, betting on the take-off of hydrogen, looking to international markets, taking advantage of the potential of artificial intelligence... : the report details the growth levers prioritised by the world leaders in the electricity and gas industry, after analysing their main strengths and weaknesses.

EXPLANATION OF THE CHANGES IN THE COMPETITIVE LANDSCAPE

This report also provides an individualised and aggregated financial analysis of the operators' financial performance. In particular, it deciphers the evolution of sales and operating profit rate for the analysed companies.

1. EXECUTIVE SUMMARY

SUMMARY AND KEY PAGES OF THE REPORT

2. SUMMARY

Summary

Key slides

3. MARKET FUNDAMENTALS

SCOPE OF THE REPORT

OVERVIEW

BUSINESS FUNDAMENTALS

4. THE MARKET AND LEADERS' ACTIVITY

THE SECTOR ENVIRONMENT

• Overview

• Economic environment

• Political environment

• Environment

• Technology

• Socio-demographic factor

• Weather

• New market opportunities

THE EUROPEAN ELECTRICITY AND GAS MARKET

• Electricity consumption in Europe

• Electricity generation in Europe

• European electricity prices

• Electricity exports and imports in Europe

• Gas consumption in Europe

• Gas production in Europe

• Proven natural gas reserves in Europe

• Natural gas prices in Europe

• Natural gas imports into Europe

• Energy investment in Europe

LEADERS' ACTIVITY AND PERFORMANCES

• Revenue

• Operating profit rate

• The geographical presence of leaders

• Individualised activity and performance

5. COMPETITION AND LEADERSHIP STRATEGIES

COMPETITIVE ENVIRONMENT

• Porter's 5 forces (Overview)

• Intra-sector competition

• The liberalisation of European energy markets

• Competitive intensity

• New entrants

• Customers

• Suppliers

• Substitute products

LEADERS' STRATEGIES

• Overview

• Greening the business

• Continuing efforts in green gases

• Banking on hydrogen taking off

• Continuing to rely on nuclear power

• Looking to international markets

• Harnessing the potential of artificial intelligence in energy

6. FORCES AT WORK

• Rankings of the 10 world leaders in the global electricity and gas industry

• Key performance indicators of the 10 leaders (revenue growth and EBIT rate)

• SWOT analysis of the 10 leaders

7. LEADERS' PROFILES

• e.on

• EDF

• EnBW

• Enel

• Engie

• Iberdrola

• Naturgy

• RWE

• Uniper

• Vattenfall

e.on

EDF

EnBW

Enel

Engie

Iberdrola

Naturgy

RWE

Uniper

Vattenfall