GLG News by Utilities and Power Generation Industry Experts (EU)

Randall TinkermanStrategic Due DiligenceDeutsche WindGuard

Strategic Windpower M&A Wide Open

April 21, 2009

Analysis of:EDF wind arm sees M&A bonanza in crisis | www.reuters.com

The financial crisis has indeed dampened windpower project finance for the short-term.  Such a situation precipitates strategic opportunities for well-placed players.  This public statement by one of the largest global developers is evidence that the sector may open up with a bang in the near-term.

Gunter SchoechOwnerDebrouillage Ltd.

European Utilities taking advantage of recession through M&A to catch up in wind energy

March 24, 2009

Analysis of:EDF wind arm sees M&A bonanza in crisis | www.reuters.com

What is being described about EDF in France is equally true for the 4 large German Utilities E.ON, RWE, Vattenfall and EnBW. Banks have increased the equity criterion to 30%, up from 15% historically, and demand additional insurances. The ensuing fiancing problems of smaller developers now allows the utilities to catch up in the alternative energies, which they had neglected previously. They can acquire locations, equipment and know how at low prices, while relying on their strong cash flow from operations.

Gunter SchoechOwnerDebrouillage Ltd.

Diversity to strengthen Siemens leadership – catching up or taking the lead?

March 17, 2009

Analysis of:Siemens to systematically increase the diversity of its management globally | finchannel.com

Siemens intends to become "a pioneer in diversity". While this is very important, Siemens to this day remains a very German and very centralized company. Competitors such as ABB are many years ahead in this respect as can be seen in various dimensions such as board structure, regional management or repartition of headquarter functions.

Dirk MorbitzerManaging DirectorRenewable Analytics, LLC

Mitsubishi in line with new trend of buying sales pipeline

March 10, 2009

Analysis of:Mitsubishi takes stake in Acciona solar firm | www.reuters.com

The acquisition of parts of Acciona is in line with the action other companies are undertaking to secure their sales pipelines. 

Gunter SchoechOwnerDebrouillage Ltd.

Why industrial conglomerate Siemens suddenly discoverd it's "green" mission

March 2, 2009

Analysis of:Siemens expects to boost cleantech revenues | cleantech.com

Since the Siemens Media Summit 2008 in London, Siemens tries to market it's green portfolio. While other companies like GE or Philips have embarked on this strategy since several years, Siemens is now suddenly claiming to be the global No. 1. But how do they measure their portfolio? And why do they act only now? And most importantly: Will they be successful with this new marketing theme?

Dirk MorbitzerManaging DirectorRenewable Analytics, LLC

Expect Volatile Quarters

August 6, 2008

Analysis of:LA CNE APRUEBA LA PROPUESTA DE INDUSTRIA PARA EL SECTOR FOTOVOLTAICO | www.enervia.com

The new Spanish Feed In Tariff (FIT) - if passed by the government will have significant impacts on the global PV Industry. As the Spanish market will be significantly smaller than in previous years all the modules that are produced and were designated for the Spanish market will need to find new markets. Developing new markets will be the key challenge for PV module producers around the globe.   

Dirk MorbitzerManaging DirectorRenewable Analytics, LLC

Changes in European Regulation will create volatile Quarters

July 28, 2008

Analysis of:Solar PV Builds Momentum Across Europe | www.renewableenergyworld.com

The recent changes in the German Feed In Tariffs (expected) and the steep proposed cuts by the Spanish Government (rather unexpected) will create volatile market conditions around the globe. At the same time as significant additional production capacities are added along all steps of the PV supply chain the second biggest market (Spain) will drop its demand significantly - if the proposed regulation is enacted.

Rowland SheardManaging DirectorEnergy Links Consultancy

Wind Power - the real facts

July 25, 2008

Analysis of: When the wind stops - the other side of the wind turbine argument | www.telegraph.co.uk

Governments see wind power as an easy answer to the problem of climate change The public are not being told the real costs both direct and indirect, of wind power

Rowland SheardManaging DirectorEnergy Links Consultancy

Whither nuclear for the UK?

June 11, 2008

Analysis of: British Energy says 'no' to French offer | www.telegraph.co.uk

If the UK is to meet its greenhouse gas targets it is essential to replace and possibly increase its nuclear power station fleet.  As the main owner and operator of the present nuclear stations the position of British Energy (BE) is critical to success. Will the rejection of the EDF takeover slow down progress?

Rowland SheardManaging DirectorEnergy Links Consultancy

Revitalisation of Coal Seam Methane in UK

June 10, 2008

Analysis of:Eden Secures Increase in UK Petroleum/Coal Seam Methane Licences | www.oilvoice.com

The price of gas throughout the world has risen dramatically and the commercial potential of coal bed methane  is being re-examined. The main new source is Australia but other countries are following.  Europe with its need for gas and a history of mining may be the next major area.

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