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Capgemini — Capgemini/EEI International Utility Conference 2007
12 slides from Capgemini's conference presentation, 2007
Slide 1: Capgemini/EEI International Utility Conference 2007 Pulse Survey Results
Capgemini/EEI International Utility Conference 2007 Pulse Survey Results
Slide 2: Have consolidation efforts been hurt more by high-profile failures than successes?
Pulse Survey Question In the US, have consolidation efforts been hurt more by high-profile failures than the successes? No 31% Yes 69% EEI PULSE SURVEY RESULTS 2 © Copyright Capgemini 2007 All Rights Reserved
Slide 3: Are regulators viewed as evenhanded in merger negotiations?
Pulse Survey Question In the US, are regulators viewed as evenhanded with regard to merger negotiations? Regulators are evenhanded between ratepayers and shareholder. 20% Regulators are not evenhanded: they Regulators are not benefit ratepayers evenhanded: they more than benefit shareholders shareho
Slide 4: Impact of the European Commission's unbundling propositions
Pulse Survey Question In Europe, what impact will the European Commission’s unbundling propositions have? A big impact in 2007 No real impact in 2008 3% 18% A big impact in 2008 22% No real impact in 2007 57% EEI PULSE SURVEY RESULTS 4 © Copyright Capgemini 2007 All Rights Reserved
Slide 5: Where is energy industry consolidation more likely to accelerate?
Pulse Survey Question In what part of the world is energy industry consolidation more likely to accelerate? Asia 19% United States 22% Europe 59% EEI PULSE SURVEY RESULTS 5 © Copyright Capgemini 2007 All Rights Reserved
Slide 6: Expected mergers/acquisitions after PUHCA repeal in the US
Pulse Survey Question In view of PUHCA repeal in the United States, how many mergers/acquisitions do you expect there in the next two years? 1-4 mergers or acquisitions 59% 5-8 mergers or acquisitions 39% 9-12 mergers or acquisitions 8% EEI PULSE SURVEY RESULTS 6 © Copyright Capgemini 2007 All Right
Slide 7: Expected mergers/acquisitions from restructuring in Europe
Pulse Survey Question In view of upcoming restructuring in Europe, how many mergers/acquisitions do you expect there in the next two years? 1-4 mergers or acquisitions 63% 5-8 mergers or acquisitions 37% 9-12 mergers or acquisitions 0% EEI PULSE SURVEY RESULTS 7 © Copyright Capgemini 2007 All Rights
Slide 8: Factors that will impact corporate valuation the most
Pulse Survey Question Which of the following factors will impact your company’s corporate valuation the most? Lack of growth Increasing interest 10% rates 8% Increasing input/commodity costs Growth 19% 19% Rate disallowances 7% New environmental rules 37% EEI PULSE SURVEY RESULTS 8 © Copyright Capge
Slide 9: What utilities will do with their transmission assets
Pulse Survey Question In North America in the next 12 months, what will utilities most likely do with their transmission assets? Spin off the transmission asset (while holding some ownership) so that investors can invest directly in them. 21% Keep them because they are strategic 53% Sell them becaus
Slide 10: Generation means that will increase significantly in Europe
Pulse Survey Question In Europe, in the next decade, what generation means will increase significantly compared to today’s? (please pick 2) Coal (including Clean Coal) 9% Gas-fired / CCGT 33% Nuclear 25% Other (please explain) 1% Renewable (wind, solar) 33% EEI PULSE SURVEY RESULTS 10 © Copyright Ca
Slide 11: Best market type for attracting infrastructure financing in the US
Pulse Survey Question In the United States, what type of market is the best for attracting financing for infrastructure investment? Day-1 market, which involves just balancing like SPP 9% Full regulation/ vertical integration 32% Day-2 market, such as PJM, MISO and proposed elsewhere 41% Bilateral t
Slide 12: Will investments improve security of supply in Europe?
Pulse Survey Question In Europe, do you think that today’s investments in infrastructure and generation capacities will improve the security of supply to the extent that blackouts/brownouts will not occur again? No 62% Yes 38% EEI PULSE SURVEY RESULTS 12 © Copyright Capgemini 2007 All Rights Reserve
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