5 Megatrends in Energy презентация

The sun isn’t setting on energy

No. 1: The oil megatrend Driven by diesel consumption in emerging markets

No. 1: The oil megatrend The world currently uses 90 million barrels of oil per day By 2035, demand is expected to swell to over 100 million barrels per day This growth will be largely driven by demand for diesel in places like China, Mexico, and Turkey To meet this demand, global energy companies will need to invest $12 trillion by 2035

No. 1: The oil megatrend Big oil: ExxonMobil (NYSE: XOM) and Chevron (NYSE: CVX) U.S. Independents: ConocoPhillips (NYSE: COP), Devon Energy (NYSE: DVN), and EOG Resources (NYSE: EOG) Service providers: National Oilwell Varco (NYSE: NOV), Schlumberger (NYSE: SLB), and Halliburton (NYSE: HAL)

No. 2: The fuel efficiency megatrend Growth for oil would be even higher if it wasn’t for fuel efficiency trends in developed nations

No. 2: The fuel efficiency megatrend In the U.S., CAFE standards are gradually increasing to a goal of 54.5 miles per gallon by 2025 The rise of hybrid technology and EVs are also helping to reduce gasoline demand in the developed world

No. 2: The fuel efficiency megatrend Energy efficient automakers: Ford (NYSE: F) and General Motors (NYSE: GM) Electric vehicles: Tesla (NASDAQ: TSLA)

No. 3: The natural gas megatrend Shale gas for the U.S. is a game-changer. Cheap natural gas is creating new demand and new markets

No. 3: The natural gas megatrend Natural gas production in the U.S. is expected to grow by more than 40% over the next decade This will not only fuel growing demand in the power and industrial segments, but it will also open the door for exports

No. 3: The natural gas megatrend Domestic pure-play natural gas producers: Chesapeake Energy (NYSE: CHK) and Southwestern Energy (NYSE: SWN) Pipelines companies: Kinder Morgan (NYSE: KMI), Williams Partners (NYSE: WPZ), and Energy Transfer Partners (NYSE: ETP)

No. 4: The LNG megatrend The shale gas boom in the U.S. along with growing demand for gas in Asia and Europe are expected to fuel a booming LNG market

No. 4: The LNG megatrend Over the next decade, demand for LNG is expected to grow 5.7% per year This is as worldwide natural gas demand is expected to grow by 1.6% per year, which is well above the average growth rate for energy demand of 1% This growth will be supplied by surging shale gas production in North America along with growing offshore gas output from recent discoveries in Australia, Africa, and the Middle East

No. 4: The LNG megatrend Pure-play U.S. LNG exporters: Cheniere Energy (NYSEMKT: LNG) Global LNG leaders: Chevron (NYSE: CVX), Exxon Mobil (NYSE: XOM), and Royal Dutch Shell (NYSE: RDS-A)

No. 5: The renewables megatrend Renewable energy is expected to take share in the electric generation market in the years ahead

No. 5: The renewables megatrend The U.S. Energy Information Administrations expects renewable power’s share of U.S. electricity generation to grow from 13% in 2013 to 18% by 2040 Globally solar, wind, and biofuel demand is expected to grow by 5.8% per year, well outpacing overall energy demand growth of 1% per year

No. 5: The renewables megatrend Solar companies: SunPower (NASDAQ: SPWR) and Solar City (NASDAQ: SCTY) Utilities: NextEra Energy (NYSE: NEE) Yieldcos: Brookfield Renewable Power (NYSE: BREP) and NRG Yield (NYSE: NYLD)

The sun isn’t setting on energy