We announced it in our 10-Year-Anniversary newsletter post: Strategies of big energy companies will be our second focus, complementing our analysis of international energy markets.
This happens against the background of two mega-trends in the energy sector:
(1) the global energy transition towards low-carbon solutions and renewable energy
(2) the melting-away of traditional industry boundaries: new and established players cross industry borders and develop new business models.
In our database we will try to cover the rapid changes across the sectors: from the leading manufacturers of solar modules to Big Oil, from global wind project developers to shale oil companies and battery makers. Our sample comprises about 100 companies (see attachment below). We will report important news, and we will rank, benchmark and compare companies and strategies: looking for leaders and laggards.
On this website and on our twitter account (@energycomment) we will publish some of our findings, starting in May 2019. If you prefer more systematic and regular information, please have a look at our bi-weekly newsletter GLOBAL ENERGY BRIEFING.
Companies mentioned: BP Canadian Solar Chevron First Solar Eni GCL-Poly Energy Holdings Equinor (Statoil) Hanwha Q-CELLS ExxonMobil JA Solar Repsol JinkoSolar Royal Dutch Shell (RDS) LONGi Green Energy Technology Total Risen Energy Anadarko Tongwei ConocoPhillips Trina Solar OMV SMA ONGC Wacker Chemie Petrobras Dongfang Electric Corp. PTT Plc Enercon Reliance Industries Envision Solar International Wintershall-DEA i.E. (BASF) GE Renewable Energy (GE) Gazprom Goldwind (Xinjiang Goldwind) Lukoil Ming Yang Smart Energy Group Rosneft Nordex-Acciona Cnooc Senvion PetroChina Shanghai Electric (Sewind) Sinopec Siemens Gamesa RE Saudi Aramco Suzlon EOG Resources Vestas Pioneer Natural Resources Enbridge Occidental Petroleum Avangrid Suncor Energy EDP Renovaveis Cheniere Energy Acciona SA JERA Greenko Kunlun Energy Huadian Fuxin Novatek Huaneng Renewables Corp Qatar Petroleum Invenergy LLC Tellurian Ørsted (DONG) Dominion Energy ReNew Power Engie China Longyuan Power Group Korea Gas Corp. China Datang Corp. Centrica China Huadian Corp. CEZ China Huaneng Corp. E.ON CEIC (Shenhua/Guodian) EDF China Shenhua Energy Corp. EDP – Energias de Portugal Guodian Corp. EnBW SPIC State Power Investment Enel China Three Gorges Fortum CGN Power Iberdrola China National Nuclear Power Innogy State Grid Corp. RWE China Southern Power Grid Statkraft Glencore Uniper Gunvor Vattenfall Trafigura VERBUND AG Vitol Vena Energy (ex Equis Energy) CIL (Coal India) Eletrobras Rosatom Eskom BAIC Korea Electric Power Corp BYD NTPC Tesla Tata Power LG Chem AES CATL American Electric Power (AEP) Panasonic Duke Energy Corp Samsung SDI Exelon Corp Sonnen NextEra SK Innovation NRG Energy Berkshire Xcel Energy Brookfield Chubu Electric CDPQ Chugoku Electric CIC Tepco Macquarie GIP
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