Trender i energimarkedet og hvordan dette kan påvirke finanssektoren
Thina Margrethe Saltvedt (Ph. D.), Senior Advisor Sustainable Finance 19.10.2018
Together with customers and partners Nordea enables the transition towards a
sustainable future
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Energiforbruket når toppen i 2032 – I 2050 er forbruket 50/50 fordelt mellom fossilt og ikke-fossilt
Source: DNV GL, Energy Transition Outlook 2018
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DNV GL: FORECAST FOSSIL ENERGY USE
Source: DNV GL, Energy Transition Outlook 2018
TOGETHER WITH CUSTOMERS AND PARTNERS NORDEA ENABLES THE TRANSITION TOWARDS A SUSTAINABLE FUTURE
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How global oil demand could change radically from Industry 4.0
92 94 96 98 100 102 104 106 108 110
2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026 2027 2028 2029 2030
3D printing Mobility IEA «no change» scenario
EV cars
Source: Nordea Markets
TOGETHER WITH CUSTOMERS AND PARTNERS NORDEA ENABLES THE TRANSITION TOWARDS A SUSTAINABLE FUTURE
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Resterende 14 mf/d produksjon skal deles på 35 land bla. Canada, Brasil, Mexico, Kina, Kazakhstan, Norge…
0 20 40 60 80 100
0 20 40 60 80 100
2 01 5 2 01 6 20 17 2 01 8 2 01 9 2 02 0 2 02 1 2 02 2 2 02 3 2 02 4 2 02 5 2 02 6 2 02 7 20 28 2 02 9 2 03 0 2 03 1 2 03 2 2 03 3 2 03 4 2 03 5 2 03 6 2 03 7 2 03 8 20 39 2 04 0
Million barrels per day
US Russia OPEC avg 2010
IEA Sustainable
OPEC Russia
US
Production start Johan Sverdrup
Production start Johan Casteberg
TOGETHER WITH CUSTOMERS AND PARTNERS NORDEA ENABLES THE TRANSITION TOWARDS A SUSTAINABLE FUTURE
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Breakeven priser norsk sokkel for utvalgte prosjekter
0 10 20 30 40 50 60 70 80 90 100
USD per barrel
2015 nov.16 sep.18
Source: Rystad Energy
TOGETHER WITH CUSTOMERS AND PARTNERS NORDEA ENABLES THE TRANSITION TOWARDS A SUSTAINABLE FUTURE
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Breakeven prices NCS – different projects split on time phase
from September 2018
0 10 20 30 40 50 60 70 80 90
USD per barrel
Source: Rystad Energy
TOGETHER WITH CUSTOMERS AND PARTNERS NORDEA ENABLES THE TRANSITION TOWARDS A SUSTAINABLE FUTURE
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Global new investment in clean energy by energy
Solar Biofuels Wind
Other
Source: Bloomberg New Energy Finance
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Global new investment in clean energy by region – China the main driver
APAC EMEA
AMER
Source: Bloomberg New Energy Finance
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Med tilvekst fra nye grønne energikilder går det samlede norske elmarkedet en spennende fremtid I møte
Kilde: Energifakta Norge
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Tilgang på grønn elektrisitet gir mulighet for en grønnere og mer konkurransedyktig energi intensiv industri
Kilde: E24.no, DN.no
TOGETHER WITH CUSTOMERS AND PARTNERS NORDEA ENABLES THE TRANSITION TOWARDS A SUSTAINABLE FUTURE
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Source: New York Times, Financial Times
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Bærekraftmålene viktig for Statens Pensjonsfond Utland (Oljefondet)
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Kilde: NBIM TOGETHER WITH CUSTOMERS AND PARTNERS NORDEA ENABLES THE
TRANSITION TOWARDS A SUSTAINABLE FUTURE
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Kilde: NRK.no, Budstikka, TV2.no
De fysiske klimaendringene har begynt å sette merkbare spor …
TOGETHER WITH CUSTOMERS AND PARTNERS NORDEA ENABLES THE TRANSITION TOWARDS A SUSTAINABLE FUTURE
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Forsikringsselskapene er de første i finanssektoren til å sette en pris på klimaendringene
TOGETHER WITH CUSTOMERS AND PARTNERS NORDEA ENABLES THE TRANSITION TOWARDS A SUSTAINABLE FUTURE
Source: Bergens Tidene, ABC nyheter, Kommunal Rapport
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Source: The Guardian, The Financial Times
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Pricing of climate risk (or sustainable risk) will affect the
direction in which capital moves. To reach the <2 degree goal, we must go from fossil to green
In the future, a large environmental, social or governance impact could give
TOGETHER WITH CUSTOMERS AND PARTNERS NORDEA ENABLES THE TRANSITION TOWARDS A SUSTAINABLE FUTURE
Miljø- og klimavennligeløsninger vil også kunne gi muligheter I fremtiden
- så langt bare tilgjengelig I Sverige
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Kilde: Nordea.se TOGETHER WITH CUSTOMERS AND PARTNERS NORDEA ENABLES THE
TRANSITION TOWARDS A SUSTAINABLE FUTURE
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