Академический Документы
Профессиональный Документы
Культура Документы
REPORT
Issue 7 | November 2015
PAGE
PAGE
Poland
In the wake of the prosumer
revolution
Germany
How NIMBYism will almost
double the cost of Germanys
grid expansion
PAGE
PAGE
Italy
Supergiant gas field in Egypt
Netherlands
The Dutch civic energy revolution
ENERGY REPORT
November 2015
Contents
Contents
Introduction
11
12
ENERGY REPORT
November 2015
Introduction
Welcome to our latest edition of On. In this edition we take a look at the
evolving European Energy landscape in the context of the forthcoming
jamboree that is COP21. With carbon reduction at the top of the agenda,
my colleagues from around Europe have looked at some of the challenges
and opportunities that we face, and some of the communications needs that
the industry has to grapple with.
What is clear from even a cursory review of this editions content, is that
there is a diverse range of issues and no consistent thread that unites
all markets. There are often some striking inconsistencies, such as the
renewable explosion in Germany which has been combined with resurgent
coal, or the UKs constant tinkering on the regulatory environment. Other
markets, such as Italy, are putting their faith in the huge new gas field
discovered by ENI off Egypt, to not only provide access to close-at-hand
supply, but also to diminish over-reliance on Russian gas.
Europes policymakers have been largely absent from the debate so far,
instead working away on a common energy policy something the Union
is crying out for. It is a shame that it wont be in place for COP21 as I am
sure that the alignment of interests that it would represent would be very
helpful in the debate.
Nonetheless, all eyes will be turned to Paris in December, to see what the
worlds leaders can do to halt the seemingly inexorable increase in carbon
emissions while meeting the need for heat, light and power from the world.
What a great Christmas present for the world if a meaningful agreement
can be reached which rewards performance and progress, while putting an
appropriate price on the polluters.
Nick Bastin
Partner, CNC, Head of MSLGROUP EMEA Energy Practice
ENERGY REPORT
November 2015
Leonardo Sforza
MSLGROUP, Brussels
leonardo.sforza@mslgroup.com
tricity markets. The new regulation will allow cross-border cooperation between national power exchanges and
bring them together as a more integrated market where
bids and offers for services from providers can be made
across borders with greater ease.
Meanwhile, the Commission has just concluded an important stakeholder consultation on the issues that may need
to be addressed for a new European electricity market
design. These issues include: (i) improvements to market
functioning and investment signals; (ii) market integration
of renewables; (iii) linking retail and wholesale markets
(iv); reinforcing regional coordination of policy making, between system operators and infrastructure investments; (v)
the governance of the internal electricity market; and, (vi) a
European dimension to security of supply.
The Commission considers that consumers need to become just as well-informed and empowered as buyers
and sellers on wholesale markets through clearer billing
and advertising rules, trustworthy price comparison tools
and by leveraging their bargaining power through collective schemes (such as collective switching and energy
cooperatives). Consumers should also be free to generate
and consume their own energy under fair conditions in
order to save money, help the environment, and ensure
security of supply.
Finally, recognising that citizens must be at the core of the
Energy Union, the Commission has outlined its views on
how the EU could deliver a new deal for energy consumers, based on a three-pillar strategy. These are: a) helping
consumers save money and energy through better information; b) giving consumers a wider choice of action
when choosing their participation in energy markets, and
c) maintaining the highest level of consumer protection.
ENERGY REPORT
November 2015
Marcin Obersztyn
Poland
marcin.obersztyn@mslgroup.com
prosumer amendment, which grants support for renewable power generation in prosumer micro-installations. Owners of the smallest RES installations, up to
10kW, will benefit from fixed feed-in-tariffs. In turn, owners of larger photovoltaic systems from 10kW up to 40kW
will be able to resell energy at wholesale prices from the
previous quarter. Prosumer provisions also include a net
metering solution.
The Polish Ministry of Economy estimates that due to
the favorable RES law there might be 37,500 micro-installations mounted in 2016, with a cap of 200,000. RWEs
study Technology Scenarios for the Polish Energy Market through 2050 shows that in 2050 prosumers may account for up to 25 TWh of electricity production, which is
nearly half of the electricity produced by dispersed generation.
According to the data collected by the Energy Regulatory
Office, in the first half of 2015 prosumer micro-installations of up to 40 kW produced nearly 10,600 MWh of
electricity, which is almost nine times more than in all
of 2014. This resulted from a significant increase in the
number of mounted micro-installations in the first half
of 2015. At the end of June, there were 1,954 of them
compared with 875 at the end of 2014 and 41 at the end
of 2013.
Although there are not even 2,000 prosumers yet in the
Polish energy sector, there is a strong reason to believe
that the market will grow in the next few years. Big Polish
energy companies co-owned by the State treasury, which
were once reluctant towards micro generation no longer
deny it and now include photovoltaic products in their
commercial offers directed at big companies, SMEs, local
governments and, more often, households.
ENERGY REPORT
November 2015
How NIMBYism will almost double the cost of Germanys grid expansion and the ongoing communications challenge for policymakers and industry.
Florian Wastl
Germany
florian.wastl@mslgroup.com
Not long ago, energy supply in Germany was a comparatively straightforward affair. Electricity was predominantly
generated where it was consumed. This led to numerous
coal-fired power plants being erected around the Ruhr,
and nuclear power plants being constructed in the south
to supply the major population centres there. In an effort
to combat climate change, and following the Fukushima
nuclear disaster, Germany embarked on a major energy reform. As a result, the share of CO2 -emitting power
plants in electricity generation is to be slashed, and all
nuclear power stations will be shut down by 2022.
ENERGY REPORT
November 2015
Alessandro Chiarmasso,
Massimo Brugnone
Italy
alessandro.chiarmasso@mslgroup.com,
massimo.brugnone@mslgroup.com
Cypriot
1,700 fields
850
Field Zhor just
discovered in
Egypt by Eni
762
Israeli
fields
2,100
Others Egyptian fields
ENERGY REPORT
November 2015
Ahead of this years United Nations Conference on Climate Change in Paris, where world leaders will gather
to debate how to balance the worlds energy needs with
controlling carbon emissions to slow global warming, the
elephant in the room is the dramatic decline in energy
prices and the effect that is having on global energy demand. It is not just the oil price which is affecting the
market, but coal is now so cheap that it has had profound
impact on the European energy mix, making gas, which
should be an attractive bridge to a low carbon future, unattractive.
While the precipitous decline in global oil prices has
been a boon for many consumers, who have suffered
under high prices of previous years, it has also relieved
the pressure on politicians to keep up the pace of change.
This is particularly evident in the UK, where the newly
elected Conservative Government has largely unwound
the subsidies it was paying to support new renewable
energy projects. Presumably, the intention was to lower
energy prices for consumers by getting rid of all the
green crap, as David Cameron so eloquently put it. But
the irony is that due to the slow pace of legislation, and
the intervening election, it is only now that this is being
implemented, against a backdrop of already much lower
ENERGY REPORT
November 2015
Erik Martens
Netherlands
erik.martens@msl.nl
timen.van.haaster@msl.nl
ration and extraction for the coming five years after active
campaigning against it by municipalities, NGOs and citizen platforms. This also forced the Dutch government
to fundamentally reconsider its stance on shale and its
energy policy at large.
The most ground-breaking development, however, has
to do with the exploitation of the enormous Slochteren
gas field, located in the Northern Netherlands and long
considered vital to the Dutch economy and energy mix.
Drilling has been significantly decreased after grassroots
activism during the past year. And it did not stop there:
over the past few years, small earthquakes have occurred
in the Northern Netherlands as a result of drilling by a
company named NAM, which is a Shell-ExxonMobil
consortium. Many homes in the affected area are (slightly) damaged, contributing to the public outrage among
citizens, housing associations and NGOs. In total, 12 of
these housing associations and 900 individuals collaborated in a joint action platform which filed a claim in the
hundreds of millions of euros against NAM to compensate for the decreased value of their homes. This summer, after a three-year battle, legal authorities judged that
an estimated 100,000 homes have decreased about a billion euros in worth altogether. By judicial ruling, NAM
must directly pay for any decline in the value of homes in
the affected earthquake zone.
Power to the People, the term mostly used for the 60s of
the past century and not very common in the Netherlands, seems to have re-emerged in full force in this country. Citizens are more and more committed to exert direct
influence on civic society, NGOs, politicians and media
through a range of social & digital channels that are available to them. The establishment still seems unable to
cope with this development. They were reactive already,
but this now comes under even greater scrutiny. It might
seem easy or clich to credit social & digital media as
the main reason, but we have seen some recent, striking
examples in the Netherlands.
Take the pending lawsuit by green platform Urgenda
versus the Dutch State regarding the lack of progress on
Dutch CO2 emissions reduction policy. They won, with
the court judging that the Dutch State needs to make
amends in order to fulfill its promises. At this moment,
an appeal by the Dutch government is taking place. The
same goes for the Dutch moratorium on shale gas explo-
ENERGY REPORT
November 2015
10
ENERGY REPORT
November 2015
11
ENERGY REPORT
November 2015
OUR TEAM
Anders Kempe
Regional president MSLGROUP EMEA
anders.kempe@mslgroup.com
Nick Bastin
Head of Energy
MSLGROUP EMEA
nick.bastin@cnc-communications.com
Alessandro Chiarmasso
Italy
alessandro.chiarmasso@
personer
mslgroup.com
Liam Clark
UK
liam.clark@cnc-communications.com
Seth Goldschlager
France
seth.goldschlager@
consultants.publicis.fr
Otto Fricke
Germany
otto.fricke@ cnc-communications.com
Peter Steere
Belgium/ Sweden
MSLGROUP is Publicis Groupes strategic communications and engagement group, advisors in all aspects of communication strategy: from consumer PR to financial communications, from public affairs to reputation
management and from crisis communications to experiential marketing and
events. With more than 3,500 people across close to 100 offices worldwide,
MSLGROUP is also the largest PR network in Europe, fast-growing China
and India. The group offers strategic planning and counsel, insight-guided
thinking and big, compelling ideas followed by thorough execution.
MSLGROUPs EMEA Energy Practice is a leader in advising companies
from Europe and around the world on communications issues in the energy
sector. Across 15 countries and 27 offices, our European network supports
clients that range from large publicly listed Fortune 500 organisations, to
small, privately held companies. We currently advise a third of the energy
companies in the Eurotop 100.
From attracting the best talent, to communications with investors; from crisis preparedness, to corporate reputation management; and from nuclear
to renewables: we understand the key communications issues that keep
energy companies awake at night.
With both breadth and depth of energy communications expertise across
Europes key markets, we know that effective, best practice communications
can deliver value to stakeholders across the energy value chain.
In January 2015, Capital MSL merged with CNC, our sister company within
MSLGROUP. CNC is one of the largest strategic financial communications
agencies in Europe and this merger brings significantly enhanced scale and
reach, with 150 specialist colleagues in 11 offices in 8 countries, all under
the umbrella of MSLGROUP.
peter.steere@jklgroup.com
Marcin Obersztyn
If you want to find out more about the work we do, or enquire as to how we
might be able to help, dont hesitate to contact our team member in your market or contact Nick Bastin at nick.bastin@cnc-communications.com.
Poland
marcin.obersztyn@mslgroup.
com
Erik Martens
Netherlands
erik.martens@msl.nl
Leonardo Sforza
Brussels
leonardo.sforza@
mslgroup.com
Florian Wastl
Germany
florian.wastl@mslgroup.com
12
ENERGY REPORT
November 2015
ENERGY
NEWSLETTER
www.mslgroup.com
13
ENERGY REPORT
November 2015