SECTOR | Cleantech & Energy Transition | The power grid challenged by renewables Expansion in renewable energies is disrupting the power grid as we know it with new constraints arising and the balance between output and consumption increasingly complex. From a very centralised network we are gradually moving towards a far more fragmented structure. The very role of those involved is changing as consumers are becoming producers themselves and play an active role in supply and balance of the gri...
SECTOR | Cleantech & Energy transition | Le réseau mis à l’épreuve du renouvelable Le développement des énergies renouvelables bouleverse le réseau électrique. De nouvelles contraintes apparaissent et l’équation d’équilibre entre la production et la consommation est de plus en plus complexe. D’un réseau très centralisé nous évoluons progressivement vers une structure beaucoup plus atomisée. Le rôle même des différents acteurs évolue. Le consommateur devient peu à peu p...
EDF - NEUTRAL | EUR12(-23%) 9M 2018 sales up c. 7% yoy, FY 2018 guidance confirmed 9M 2018 sales up 5.3% yoy on an organic basis FY 2018 EBITDA guidance confirmed, high-end now targeted Slight update in the FY 2018 nuclear output target Neutral recommendation confirmed
EDF | NEUTRAL | EUR12 Dialog secured USD600m licensing deal with Apple over the next 3 years EDF launches its brand new Electric Mobility Plan Target to become the leading power supplier for BEV by 2022 75k charging stations expected to be deployed by 2022 A promising but already crowded market
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