Enerdata - Global Energy Markets Insights and Analytics. CleanTuesday Rhône-Alpes Grenoble, 22 mars 2011



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Enerdata - Global Energy Markets Insights and Analytics CleanTuesday Rhône-Alpes Grenoble, 22 mars 2011

Enerdata is a global energy intelligence company Private independent company incorporated in 1991 30-strong workforce of engineers, economists, statisticians and analysts We specialise in the analysis of energy supply and demand issues on a worldwide scale: energy demand and efficiency, global interactions (prices, inter-fuel competition, access to resources ), energy and climate policies, prospective and scenarios In-house databases and energy models covering all key energy commodities and carbon markets for up to 185 countries Significant R&D activity and European-wide network of research and consulting partners (ECN, ISIS, Fraunhofer Institute ) Clients in over 100 countries: Oil & Gas, Power and Gas Utilities, Energy Intensive Users, OEMs, Car Manufacturers, Governments, International Organisations, Banks, Consulting Firms 2

We provide a fully integrated and consistent approach to public and corporate energy issues Data Processing & Data Management Models Energy & Carbon Expertise Information Services Data Management Solutions & Client Software Research & Consulting Training Energy databases GHG Emissions database Energy forecasts Country profiles Company profiles Databases management Data management solutions Web applications Model development Market Research & Advisory services Energy Modelling and Analytics Policy Evaluation R&D projects In-house courses Energy markets Energy modelling Executive and incompany training 3

Bottom-up energy and electricity demand forecasts Breakdown of electricity demand by branch, sector and use GWh 5 000 4 500 4 000 3 500 3 000 2 500 2 000 1 500 1 000 500 0 Total Residential Agriculture Industriy Services Large projects Electricity demand Total injected into grid GWh 2 000 1 800 1 1 400 1 200 1 000 800 400 200 0 Residential New uses Saturated uses Refrigeration Lighting Hot water Air conditioning Residential GWh 2 000 1 800 1 1 400 1 200 1 000 800 400 200 0 Services Street lighting Telecoms Other services Transportation Retail Catering Administration inc. Health & education Total services GWh 500 400 300 200 100 0 Industry Large projects Misc. industries Water and Electricity Food industry Building Total industry 4

Enerdata maintains one of the world s most comprehensive energy statistics database 5

Technology representation in POLES: 45 technologies grouped in 5 categories Investment [ 99 /kw] 5000 5000 4500 4500 4000 Hydro 4000 Hydro Nuclear 3500 Nuclear 3500 New nuclear New nuclear design design 3000 3000 Photovoltaics Photovoltaics Conventional Conventional lignite lignite 2500 2500 Conventional Conventional coal coal Small hydro Small hydro 2000 2000 Biogas Biogas turbine turbine Biomass CHP Biomass CHP Coal gasification cc 1500 Direct coal Coal gasification cc 1500 Supercritical Direct coal Conventional Supercritical gas coal Solar thermal Conventional powergas 1000 Wind Solar thermal power 900 1000 Fuel cells Wind (SFC) 800 900 Gas combined cycle 2000 Fuel cells (SFC) 700 Fuel cells (PEM) 800 Gas combined cycle 2010 2000 700 WETO Fuel Reference cells (PEM) 2030 500 2010 WETO Reference 100 1000 10000 100000 1000000 100000002030 500 cumulative installed capacity [MW] 100 1000 10000 100000 1000000 10000000 Investment [ 99 /kw] Learning curves for power generation technologies Large scale power generation (15): nuclear (2), coal (6), gas (4), hydro, oil (2) New and renewable energy systems (11): wind (2), solar (3), biomass (2), small hydro, CHP, fuel cells (2) The 5 POLES technology groups cumulative installed capacity [MW] Hydrogen production (10): nuclear (2), coal (2), gas (2), wind, solar, biomass, grid electrolysis Vehicles (6): conventional (gasoline/biofuels), plug-in hybrid, electric, fuel cell (gas/hydrogen), hydrogen (internal combustion) Low energy buildings (2) 6

International oil price scenarios Oil price snail Oil price vs. OPEC conventional oil production Source : Enerdata 7

Trey trust Enerdata non-exhaustive list of clients Oil & Gas Power & Gas Utilities OEMs Banks & Consulting Governments, Agencies & international Organisations University & Research 8

www.enerdata.net Thank you for your attention! Contact: Sylvain Château Managing Director Sylvain.chateau@enerdata.net Nicolas Brizard Director of Studies nicolas.brizard@enerdata.net