The New Energy Ecosystem
Simon Vardy
July 2016
Issues, Trends and Transformation for the New Energy
Ecosystem
3
Fault Lines
Infinite
Disruption
Asymmetric
Competition
Regulatory
Reimagined
4
CONSUMER
TRENDS
Instant
everything
Hyperrelevant
Meaningful
experiences
Collective
consumption
3
Transformations
Copyright © 2016 Accenture All rights reserved.
What’s next?
Emerging
Retail Plays
Emerging
Grid Models
VISION
for Australia?
2
Fault Lines
3
global fault lines shaping the Energy Ecosystem
Infinite
Disruption
Decoupling, Platforms and IoT,
Millennials
Asymmetric
Competition
Ecosystem players, value co-creation
Regulatory
Reimagined
Copyright © 2016 Accenture All rights reserved.
Incremental, mandates and markets
3
Disruptive Customer Plays
Disruptive examples
Blockchain
Artificial Intelligence
Peer-to-Peer
Transactive Grid
FLIPPER
Powerpeers
Blockchain-based microgrid
gives power to consumers
Personal energy manager
social network for sustainable
energy
• Transactive Grid connects
distributed energy producers and
consumers located within a given
neighborhood.
• Seeks the best tariff for the specific
client even without the need of any
energy provider or usage
information typed in manually by
client
• Creates significant value for pro- and
consumers by giving them access to
a community based renewables
• Blockchain technology that monitors
the wire connection and automates
the data exchange.
Copyright © 2016 Accenture All rights reserved.
• Localised exchange of energy
• Can choose sources, ranging from a
local wind park to their neighbour’s
solar panels.
4
Consumer Trends
4
major consumer trends shaping the Energy Ecosystem
1
Instant everything
‘Fun, easy and simple’
2
Hyper-relevant
‘Connected personalization’
3
Meaningful experiences
92%
Consumers want
71%
consumers are interested
in online personalized
marketplace from
energy provider
40%
Collective consumption
‘Collaborative energy’
Copyright © 2016 Accenture All rights reserved.
consumers want an
electric or plug-in
electric vehicle that
they buy or lease
‘Expression of who I am’
4
effortless experience
across channels
69%
consumers interested
in having an energy
trading marketplace
5
Retail Plays
Transformations: #1 Emerging Retail Plays
Protecting value
through customer service
and operational excellence
Electricity and gas
with efficient
digital customer
service
CommodityCentric Supplier
Copyright © 2016 Accenture All rights reserved.
Value creation through
strategic customer
engagement
DER, DSM and
personalised
products
Energy
Marketplace
Enabler
Microgeneration,
connected lifestyle,
energy sharing
Revenue
model
Connected
Lifestyle
Provider
6
Network Models
Transformations: #2 Emerging Network Models
Future Network Operator Model
ISO
Most Utility Executives Agree
66%
North America
Distribution System
Operator
Smart Grid
Operator
Platform
Access
Provider
Distribution
platform
optimiser
Connects and integrates DER
capacity in a time and location
manner and facilitates the market for
DER services to provide the optimal
outcome for the overall system
Copyright © 2016 Accenture All rights reserved.
73%
Europe
Expect their company’s role to
evolve towards a distribution
platform optimiser
7
Global Transformations
Transformations: #3 Global Transformations
PROGRAM
DRIVERS
CAPABILITY
AMBITION
New York
NY REV
Med
Very High
California
AB 327, RPS
High
High
Hawaii
EPR
V. High
High
Texas
DREAM
Low
Low
UK
RIIO
Med
Medium
Netherlands
Energy Agreement
Med
High
Australia
PoC,RET
High
Low / Medium
Does Australia need an
Oz “Reforming the Energy Vision”
program?
Copyright © 2016 Accenture All rights reserved.
8