KAZTRANSGAZ

REFINERY

Power and utilities

 

Electric power and utilities markets are witnessing massive disruptions across the value chain and through a wide range of segments ranging from coal- and gas-fired power through solar, wind, hydro, geothermal, and other renewables.  As electrification grows rapidly driven by the Energy Transition, hopes of electricity demand growth, which has historically been very low, are unlikely to be realized due to improving energy efficiency.  However, the demand and application mix for electricity will likely shift with more lucrative commercial segments likely to grow in share relative to the margin-challenged consumer and residential markets.

 

On the supply front, rapidly evolving technology and innovation continue to bend cost curves aggressively for renewables enabling greater adoption and penetration.  Traditional sources such as coal- and gas-fired power continue to face severe regulatory and ESG pressure that will require significant installations of carbon capture, utilization, and storage (CCUS) capacity.

 

Finally, a slew of new technologies from energy storage to behind-the-meter enabled by digital innovation are rapidly disruptive power and utilities markets.  In addition, the Energy Transition is bringing a number of oil & gas companies into the power and utilities markets.  Collectively, the industry is experiencing a massive disruption that will drive enormous capital investments over the next few decades.

 

How KazTransGaz helps power and utilities companies

 

KazTransGaz brings deep expertise, rich experience, and numerous models, analytics, and databases on electric power and utilities assets, costs, capacity and assets, demand, supply patterns, policies and regulations, and other analytics to help clients with a wide range of needs.  Our teams have helped power and utilities companies conduct insightful market research, develop business strategies, estimate costs and economics, address regulatory issues, gather competitive intelligence, and assess technologies. 

Market research

 

  • Sized U.S. natural gas-based distributed energy resource market and identified entry options for start-up player
  • Evaluated size and growth of utility-scale solar energy technologies for German diversified industrial company
  • Evaluated markets and potential for various geothermal energy technologies for U.S. Department of Energy including costs and economics, cost reduction opportunities, and patent analytics

 

Business strategy

 

  • Advised private equity firm on strategy for investments in renewable power assets in Asia through 2020
  • Assessed corporate strategy against key market designs and identified critical gaps for regional utility
  • Provided an outlook for natural gas-fired power generation capacity

 

Cost/economics analysis

 

  • Benchmarked costs and economics of key geothermal power technologies and identified innovation gaps for U.S. DOE
  • Estimated levelized costs of electricity for offshore wind and likely evolution for U.S. offshore-focused EPC contractor

 

Regulatory analysis

 

  • Conducted an in-depth state-wise analysis of Clean Power Plan for impact on natural gas demand for E&P player
  • Identified and analyzed California rules on diesel-fired generators for OEM manufacturing gas-fired power systems

 

Competitive intelligence

 

  • Developed a competitive assessment of key battery technology players to define best investments for U.S. hedge fund
  • Profiled competitors’ strategies around demand response to identify best options for large U.S. utilities player
  • Summarized and analyzed the U.S. Environmental Protection Agency’s Clean Power Plan for a leading power sector investor

 

Technology assessment

 

  • Assessed micro-scale LNG technology for potential to displace diesel-based power in Central America for investor
  • Formulated commercialization strategy and identified potential partners for wireless power technology start-up
  • Conducted an electric vehicle (EV) and EV supply chain market assessment for a private equity firm seeking to enter the market


Access our thinking

KazTransGaz is a thought leader in the chemical and plastics sector.  Access our latest thinking including blog posts, white papers, conference presentations, and videos on the KazTransGaz insights section.