Beneficiaries
// TRADITIONAL ENERGY
- Oil
- Integrated - large integrated players and pure plays in growth regions will benefit from higher oil prices:
- PetroChina, ExxonMobil, Lukoil, Saudi Aramco, CLP
- Refining - refiners in non-OPEC areas will benefit most from a relative lack of capacity expansion:
- Oil Services - companies offering means for increased efficiency in extraction and refining will benefit:
- Schlumberger, Petroleum Geo-Services ASA
Beneficiaries
// ALTERNATIVE ENERGY
- Nuclear
- Rosenergoatom, Tokyo Electric Power Co., Guangdong National Power Company, Areva, Ameren, British Nuclear Fuels PLC.
- Hydro
- Norsk Hydro, Electricit - De France (EDF), Korea Electric Power Co. (KEPCO)
- Fuel Cells
- Ballard Power Systems, Advent Technologies SA, Hoku Scientific, Medis Technologies, Inc.
- Wind
- Florida Power & Light (FPL), Vestas, Gamesa, American Superconductor, Suzlon, Nordex, AES
- Liquefied Natural Gas (LNG)
- LNG ought perhaps to be included in "traditional energy", as the companies that predominate in the field are the large global integrated companies mentioned earlier. It is, however, a potential source of interim energy supplies until renewables are rolled out.
- Solar Power
- First Solar, Inc., Kyocera, Sunpower, Sierra Pacific Resources, Suntech
- Biofuels
- Elecnor, Green Fuels, Ltd., Novozymes
- Coal
- Arch Coal, American Electric Power Co., Kailuan Clean Coal Co.
- Ocean
- Ocean Power Technologies, Finavera
// NB - General Electric is one of the major players in several of the renewable energy segments, but is mentioned here as a �catch-all� rather than multiple times in individual sub-sectors.
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