Nova Realidade Covid-19 após 1 ano
Trends
| The ENR sector has the following general trends:
Digitization and automation of the operation for
operational excellence.
ESG /Risk/Governance.
• Infrastructure sharing / New business / Additional
revenue.
Cyber security at the "front-office"
Chemicals
Opening up of the gas market
in Brazil can boost the sector;
• Great dependence on other
sectors (automotive, hospital,
etc.);
• Reduction in the use of installed
capacity, which was already at
low levels in previous years.
Renewables
ESG driving investments in
renewable energy;
• Market transformation, resilience,
innovation and collaboration.
In addition to general trends, trends are
also identified by each segment:
Power & Utilities
Impact on demand with the possibility
of retraction;
• Risk of increased default with the 3rd
wave;
Impact on energy tariff (increase)
Metals & Mining
• Increased demand in
recent months and the
price of mineral
commodities;
Expansion of debates on
health, safety and the
environment
Oil & Gas
• US and China Geopolitics;
•
Fall in fossil demand;
Resumption of projects;
• Increase in pre-salt production;
• Medium-term barrel price
returning to normality.
KPMG
Source: KPMG - Nova realidade Covid-19 após 1 ano
© 2021 KPMG Auditores Independentes Ltda., a Brazilian limited liability company and a member firm of the KPMG global organization of independent member firms affiliated with KPMG International
Limited, a private English company limited by guarantee. All rights reserved. BD210890
Página | 89View entire presentation