Energy Transition by a fossil fuel company – A future road map

Understand the Energy Transition Landscape at the global and regional level

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energy transition

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Case Study: Energy Transition by a fossil fuel company

Client

A large company in supply of fossil fuel value chain

Challenge

  • Understand the Energy Transition Landscape at the global and regional level
  • Reflect a road map 2022-2050
    • Electrification with renewables
    • End use of renewables
    • Energy Efficiency, etc.
  • Identify the business opportunities in this transition phase, along with the mapping of the following:
    • New product and service offering
    • Required capital expenditure
    • Technical expertise
    • Required workforce skill-set
  • Understand the regulatory framework of the green energy industry

Approach

  • Practical understanding of the challenges and the deliverables
    • Know the requirement & challenges
    • Relate it to practical aspects
  • Identify long term investible themes through rigorous research & analysis
    • Explore and evaluate each of them through test of TAM (total addressable market), SAM (Serviceable Available Market) & SOM (Serviceable Obtainable Market)
    • Screen them through test of sustainability, investibility, returns, challenges and headwinds
  • Evaluate trends and their stage - Adoption, Emerging, Growth, Maturity and Ageing
  • Consider
    • Asset Class (Equity, Debt, Real Estate, Commodities)
    • Investment Vehicle (Stocks, Bonds, REITs, Futures, etc.)
    • Right Allocation and Mix
  • Outcome to be backed by
    • Rigorous Research
    • Deep Dive Opportunity Diagnosis
    • Forecasts and Future Analysis
    • Risk Assessment

Results

  • Fin’s team of portfolio managers and researchers helped create a detailed framework for Thematic Investment Program
  • Assisted the client in identifying a set of investible themes based on demographic, technology and consumer trends
  • Helped in deploying $500 million funds in identified asset classes and investment vehicles, creating high powered portfolio

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