Renewables
Energy consumption, especially burning fossil fuels, is the primary driver of the current climate crisis. Unfortunately, global energy demand continues to increase.
Expanding renewables’ share of electricity generation is central to the global response. The electrification of transportation and advancements in battery technology, green hydrogen, and offshore wind are presenting powerful, long-lasting opportunities, both in terms of sustainability and commercial potential. Continued advancements in storage and generation capacity are continuing to drive the sector.
As demand for renewables increases, new economies and new entrants will naturally follow. Consequently, consolidation of the competitive landscape is already occurring. Regardless, companies with the vision, creativity, and innovation to develop and find broader applications for technologies and navigate a complexifying supply chain and regulatory landscape will win.
From an investment perspective, fortune will favor the bold and those willing to play the long game. Many technologies are still unproven. As a result, the traditional criteria private equity and venture capital use to evaluate an investment must be recalibrated and assessed on projected rather than historical performance. This places a premium on predicative analytics and research and analysis to defog the future of renewables and envision how technologies and applications will converge in the future.
How Pointe Can Help
Pointe brings two decades of global energy industry experience and a track record of helping industry leaders utilize disruption, outmaneuver the market, and illuminate the path forward. We bring clarity to the ambiguity of a rapidly transforming industry flush with opportunity but also rife with uncertainty.
Grounded in original research and advanced analytics, we develop original and creative insight to help industry leaders and investors spot opportunity and act quickly and decisively.
Oil & Gas
Climate crisis and geopolitical forces are accelerating the hydrocarbon energy transition. But market headwinds are far from uncharted territory for O&G.
The industry has survived a variety of transitory economic cycles, emerging stronger after each bear period. Our last oil crisis saw a 70% price decline, but the post-crisis landscape comprised leaner E&Ps, a rationalized shale oilfield service space, and more disciplined midstream investors.
But the staying power of the ongoing transition is different. O&G faces a multi-decade phase of displacement with demand increasingly served by alternatives. The industry is under increasing pressure from regulators and investors leading to noteworthy trends:
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O&G companies are setting ambitious decarbonization goals, investing in ESG initiatives and alternative molecular fuels
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Digitization and IIoT efforts are transforming the value chain
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Downstream and midstream operators are variablizing spend profiles to improve cash flows
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Operators are increasingly confronted by the risk of stranded assets
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E&Ps struggling to generate returns via unconventional resource models are turning to consolidation to de-risk their balance sheets
But energy consumption continues to grow, and hydrocarbons remain the best suited solution to support demand for decades. Exploiting these opportunities is far from easy and will require differentiated capital allocation strategies. The line between thriving and barely surviving will be narrow, with the quality of executive decisions making the difference.
Pointe's Solutions Include
Mergers & Acquisitions
We support the development and execution of inorganic strategies ranging from start-up search-and-screen exercises to evaluating the investment logic of platform-focused deals.
Market Analysis
We provide clarity to your strategic process by mapping market landscapes, sizing addressable segments, tracking critical trends, benchmarking competitor capabilities, and predicting industry evolutions.
Growth Strategy
Pointe identifies the attractiveness and feasibility of market opportunities. We develop a prioritized roadmap to enter new geographies, segments, and channels, while defending core businesses against incumbents.
Customer Insights
Pointe provides deep learnings around customer characteristics, sentiment, and demand to enable our clients to craft tailored product, marketing, and distribution strategies.