+44 (0)131 625 1011
You must be logged in before you can you view your subscriptions and summits. Login now if you have not already done so.
Keep up to date with our latest news and research by subscribing to the Delta-ee blog - just click on the button below.
We often get asked questions like “Do you think Amazon will acquire an energy supplier?”, “What will BMW’s EV charging strategy be?” and “Are the oil majors really interested in new energy? and we have a lot to say about each of them. However, given the pace at which the energy transition is happening – with opportunistic acquisitions, product launches and partnerships springing up in places that would have seemed unthinkable a year or two ago - probably the only answer we can give to these questions with absolute certainty right now is to “expect the unexpected”. We certainly try to.
Having said that, Europe’s oil majors would currently appear to be best placed in the battle to capture the new energy customer. Given that we recently conducted a comprehensive review of the activities of new market entrants in this space – we can say that with confidence. The oil majors have a combination of strategic need and financial strength which is unmatched at this moment in time. As such, we have little doubt that the likes of Shell and Total will continue to be highly active as the new energy market develops, and we fully expect some of their rivals (BP, Eni, etc.) to increase their activity too.
The direction of travel is clear – our energy and heating markets are undergoing a profound transition. The dynamics of power generation that have previously held true for over a century are being flipped precisely on their head, coupled with rapidly evolving and increasingly sophisticated energy demand characteristics.
And now even the largest, most established - and traditionally fossil fuel focused energy companies - are beginning to murmur a response.
Read our archive
Delta Energy & Environment Ltd. | Registered in Scotland : SC259964
Site design and maintenance by Arcas Web Design