Five Factors that will Shape the Future of Global Utilities

Table of Contents

• DATAMONITOR VIEW
  • CATALYST
  • SUMMARY
  • METHODOLOGY
• ANALYSIS
  • The EU will re-emerge as the world's utility M&A hotspot
    • There are four major trends in global market openings
    • There are three major trends in global M&A activity
  • The failure of climate change initiatives will drive new nuclear power build
    • The timeline for global debate on climate change remains unclear
    • Europe's climate change policy looks set to bring mixed results
    • The groundswell behind new nuclear is reaching a critical mass
  • China will be joined by a second wave of rapidly growing energy markets
    • Chinese energy demand growth in recent years has been notable
    • The outlook for Chinese energy demand growth continues to be bullish
    • China is not the only market where there is significant demand growth potential
  • Producers will tighten their control over the energy market
    • Global energy demand growth to continue apace
    • Strong reserves position leaves OPEC with a dominant position in oil into the future
    • Growing LNG trade facilitates increasing opportunities for emerging gas producers
  • The GECF will not emerge as a gas version of OPEC
    • Collectively the GECF members are a major force in the global gas sector
    • The individual gas positions of the GECF members show highly divergent characteristics
    • A range of political and structural factors act as barriers to the emergence of the GECF as a gas OPEC
    • The structural and political divergence amongst GECF members means it will continue to have only limited scope to steer the global gas market
• APPENDIX
  • Further reading
  • Ask the analyst