Business Environment: Opportunities and Obstacles
In Light of the International Investment Strategy of E.ON Energie Group
Dr. Ulrich StreiblApril 2004
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E.ON Energie‘s current focus regions*
D
B
NL
L
CH
CZ
PL
SKA
H
RO
BL
E.ON Energie
BKW
E.ON Czech Holding
ZSE
E.ON Hungária
E.ON Polska
RAG-Beteiligungs-gesellschaft E.ON Bulgaria
In Europe:No. 2 in electricity and gas sales No. 2 in power generation
E.ON Benelux
E.ON Moldova
* Majority and Minority Shareholdings
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E.ON Energie Key Corporate Data1
1 According to the 2004 financial statements2 Excluding trading business.
Sales (excl. electricity tax) € 19.7 billion
Employees 36,811
Electricity deliveries2 244 billion kWh
Power plant capacity 27,542 MW
Grid length (380/220/110 kV)55,000 km
Gas sales volume2 103 billion kWh
E.ON Energie AGMünchen
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Power and gas investments in Europe 2001 to 2030
Quelle: IEA World Energy Investment Outlook 2003
A secure supply in Europe means tremendous investments.
˜˜˜˜˜
128 Mrd €16 Mrd €56 Mrd €76 Mrd €12 Mrd €
E&PLNGTransportDistributionStorage
˜˜˜˜
420 Mrd €540 Mrd €
96 Mrd €328 Mrd €
GenerationMaintenanceTransmissionDistribution
Gas:Power:
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Vertically Integrated Electricity and Gas Business With International Orientation
Production/In-house Gas Production
Generation
TransmissionTrading
Distribution& Sales
ProcurementTransportStorageTrading
Distribution& Sales
Up-stream
Mid-stream
Down-stream
Electricity Gas
Regionalmarkets
Value-added chain
Electricity-gas convergence
Regional markets
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„Opportunities and Obstacles“ in New Markets
Opportunities: High growth Strong will to modernize Chance to „do it right from
the start“ Examples and benchmarks
available Regional cooperation Electricity and gas
integration Support from international
institutions High interest from
experienced companies
Obstacles/Challenges: Legal and regulatory
frameworks in flux Politics and markets – not
always friends Compatible frameworks for
Inter-State cooperation
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Outlook
E.ON Energie
Strong involvement in Central Eastern and South-eastern Europe Experience in transformation and privatisation processes Willingness to expand and grow
Central and South-eastern Europe, Black Sea Region
Progressing liberalisation and competition Cooperation between countries Integration of electricity and gas markets
Potential for value creating growth, enhancing security of supply, saving natural resource