5 Megatrends in Energy презентация

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for oil has weakened, sending its price down 50%. However, overall energy demand in the future is still expected to be robust, with low oil prices today potentially creating new oil demand in the years ahead. Oil, however, is just one of the megatrends in energy that are expected to play out over the next few decades.

Photo credit: Flickr user Jonathan C. Wheeler

Exxon Mobil Corporation

of oil per day
By 2035, demand is expected to swell to over 100 million barrels per day
This growth will be largely driven by demand for diesel in places like China, Mexico, and Turkey
To meet this demand, global energy companies will need to invest $12 trillion by 2035

Despite the headwinds from fuel efficiency, demand for oil is expected to grow 0.8% per year

(NYSE: CVX)
U.S. Independents: ConocoPhillips (NYSE: COP), Devon Energy (NYSE: DVN), and EOG Resources (NYSE: EOG)
Service providers: National Oilwell Varco (NYSE: NOV), Schlumberger (NYSE: SLB), and Halliburton (NYSE: HAL)

Investment ideas:

higher if it wasn’t for fuel efficiency trends in developed nations

Source: Exxon Mobil Corporation

gradually increasing to a goal of 54.5 miles per gallon by 2025
The rise of hybrid technology and EVs are also helping to reduce gasoline demand in the developed world

A combination of high oil prices, environmental concerns, and energy security is leading to more efficient use of energy in developed countries

and General Motors (NYSE: GM)
Electric vehicles: Tesla (NASDAQ: TSLA)

Investment ideas:

a game-changer. Cheap natural gas is creating new demand and new markets

Source: Kinder Morgan Inc.

is expected to grow by more than 40% over the next decade
This will not only fuel growing demand in the power and industrial segments, but it will also open the door for exports

Hydraulic fracturing and horizontal drilling unlocked a more than 100-year supply of natural gas in the U.S.

Energy (NYSE: CHK) and Southwestern Energy (NYSE: SWN)
Pipelines companies: Kinder Morgan (NYSE: KMI), Williams Partners (NYSE: WPZ), and Energy Transfer Partners (NYSE: ETP)

Investment ideas:

along with growing demand for gas in Asia and Europe are expected to fuel a booming LNG market

Source: Cheniere Energy

is expected to grow 5.7% per year
This is as worldwide natural gas demand is expected to grow by 1.6% per year, which is well above the average growth rate for energy demand of 1%
This growth will be supplied by surging shale gas production in North America along with growing offshore gas output from recent discoveries in Australia, Africa, and the Middle East

Energy security concerns in Europe along with environmental worries in Asia Pacific will lead to strong LNG demand over the next decade

LNG)
Global LNG leaders: Chevron (NYSE: CVX), Exxon Mobil (NYSE: XOM), and Royal Dutch Shell (NYSE: RDS-A)

Investment ideas:

in the electric generation market in the years ahead

Source: EIA

power’s share of U.S. electricity generation to grow from 13% in 2013 to 18% by 2040
Globally solar, wind, and biofuel demand is expected to grow by 5.8% per year, well outpacing overall energy demand growth of 1% per year

Energy security concerns along with a focus to become less carbon-intense is expected to lead to strong growth in renewable power generation

City (NASDAQ: SCTY)
Utilities: NextEra Energy (NYSE: NEE)
Yieldcos: Brookfield Renewable Power (NYSE: BREP) and NRG Yield (NYSE: NYLD)

Investment ideas:

the overall trend in energy is that demand is going higher. That’s creating five distinct megatrends that could generate a lot of profits for investors in the decades ahead.

Photo credit: Flickr user Jonathan C. Wheeler

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