Technology - Coal Services International
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Transcript Technology - Coal Services International
ICCC 24 Hong Kong 15 - 16th November 2016
H & W Worldwide
Consulting
[email protected]
Environment
Technology
Innovation, mining, blends,
Government responses to
utilisation
Climate Change
Sequestration, green coal
Community Sentiment - coal
Energy storage
Regulations
Renewables
Pace of Chinese industry reform
– long term
People
Community sentiment
What to do with unskilled?
Expectations of people wanting
Finance
more
Project finance - availability
Limitations
Supply
China’s coal reserves
Vertical integration
Others
Vertical integration
Derivatives and Index
methodology
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Efficient China
Eveready
Future
Regulation
-ve to Coal
Happy
Dragon
30%
40%
10%
20%
Painful
death
Regulation
+ve to Coal
Wasted
opportunity
Inefficient China
Technology
Overpopulation
Food shortages
Global urbanization
Demographics
Trump
Brexit/EU implosion
Trade sanctions
Chinese policy
Country alliances/Free Trade
Rmb global currency
China no 1 economy
Social risk
Skills attraction
Availability of infrastructure
Disease
Climate change
Loss of US sovereignty
Water
Financial Regulation
Geopolitical
Wellbeing
Innovation
US energy self sufficiency
Substitution
Automation
Population
Derivatives, futures
Financial crisis
Real estate China bubble
Others
Industrial right to development
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Well being High
Rip
Coal
Technology
Disruptive to
Coal
Shangrila
5%
30%
35%
30%
Inglorious
Bastards
Well being Low
Technology
Non
disruptive
to Coal
Dark
age
Technology
Regulation
Coal less US
Power storage, batteries
renewables
Substitution – coal, coke, steel
Cashless society
Population
Ageing populations
Hollowing of middle class
Rising gigi factor
Others
Gas/oil high long term prices
Water
End of US supply
Resource protectionism
Stricture regulations
Land access
Geopolitical
Global Crisis – all
Environment
Rising natural disasters
Debt
Human destructiveness WWIII
Terrorism
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Environmental
Regulation Low
Green
paradise
Technology
-ve to Coal
Back in
Black
25%
15%
35%
25%
Hero to
zero
Environmental
Regulation High
Technology
+ve to Coal
Tight
Fit
Technology
Quality
Resource depletion
Exploration
Land access
Finance & working capital
Indonesia
China dominance
EAF growth/emergence
Global peak coal
Market instability
Regulation
Oil shock
War
Population
War
World boom/bust
Global disasters
Protectionism
Deregulation
Public opinion
Geopolitical risks
Resources
Energy storage, batteries
renewables
Fuel Substitution
Nuclear future – Fusion
Decarburisation
Urbanisation India others
demographics
Others
Gas/oil high long term prices
Water
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China Efficient
Green
Dragon
Technology
-ve to Coal
E-Dragon
25%
15%
35%
25%
Crazy
Dragon
Technology
+ve to Coal
Puff
China
Inefficient
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Current Scenarios
Distribute for consideration
Feedback and comments.
Flags (signposts)
Collate lists of flags from each group,
Establish ongoing monitoring, for mid year reporting.
Positioning and Trends
Look to identify position on scenario matrix and current trends
Follow and monitor events aligned to flags
Assess and calibrate current and emerging industry trends
Prepare review for next ICCC
Update and Assessment (November ICCC)
Report back and discussion on scenarios,
Update, modify extend, simplify scenarios next ICCC
H & W Worldwide Consulting
Thank you for listening, your hard work and be
foxy in the next 12 months!!
[email protected]
H & W Worldwide
Consulting