Transcript Slide 1

Issue Map 2008/2009 – Energy Industry
Issues – Results
NEED FOR MULTISTAKEHOLDER DIALOGUE
WEAK SIGNALS
CCS
Climate Change Framework
Fuelling Mobility
Alternative Energy
Iran
Russia
Terrorism
Middle East
Recession
Energy Servicing
Water
OPEC/IEA
Sustainable Cities
Uncertainty
Biofuels
Currencies
Latin America
Energy Poverty
Commodity Prices
Investment Climate
Nuclear Power
US
Large Scale Projects
Inflation
Mergers and Acquisitions
Capital Markets
Economic Nationalism
Energy Efficiency India/China
European Union
LNG markets
System Overstretch
Corruption
Talent
NEED FOR ACTION
Impact
Macroeconomics
Risks
Issues Important
in the Short Term
Energy
Geopolitics
Energy Business
Environment
Energy Vision
Issues Important in the
Long Term
World Economic Forum
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Issue Map 2008/2009 – Energy Industry
Issues – Questions
Energy Business
Environment
Macroeconomics
Risks
Corruption
Affecting leadership culture
Economic Nationalism
Protectionism and re-nationalization in the energy sector
Investment Climate
Market reform/ frameworks that promote investments and
innovation
Capital Markets
Influence of private equity and sovereign wealth funds on
capital flows
Commodity Prices
Still large profits constraint by increasing costs
Economy/Currency
Continued weak dollar … loosing primacy as global
currency?
Large Scale Projects
Varying public acceptability in different regions
Recession
Global downturn (bringing down commodity prices) or
"global decoupling"?
Mergers and
Acquisitions
New wave and new features
Inflation
Risk for Dutch disease in producing countries
System Overstretch
Diminishing security margins
Talent
Attracting and retaining talent
LNG markets
Tight LNG markets after 2012
Energy Vision
Energy - Geopolitics
European Union
New supply policies
Alternative Energy
From venture to scale
India/China
Impact on global energy systems
Biofuels
Mixed blessings
Iran
Risks for energy markets
Carbon Capture and
Storage
Time requirement from pilot to scale
Latin America
Political uncertainty affecting investment opportunities
Middle East
Political uncertainty affecting supply security
Climate Change
Framework
Route to Copenhagen and international convergence on
future architecture
Decommercialisation of natural gas: Russia and Iran driving
the "natural gas OPEC"
Energy Efficiency
Scaling up and implementing solutions
OPEC/IEA
Energy Poverty
Extending markets to unlikely areas
Russia
Political uncertainty affecting investment opportunities
Energy Servicing
Smartgrid, decentralized solutions, consumerism
Terrorism
Risks for energy markets
Fuelling Mobility
Fuelling future mobility needs
US
Change in priorities of new US administration: Middle East,
climate change, interventionism
Nuclear Power
Old dogmas and new horizons
Sustainable Cities
Localization of energy policy
Water
Energy and water interlinkages as future risks
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