Investor Presentaiton
TRANSITION TO ADVANCED UTILITY MODEL HAS DRIVEN SPENDING
Utility Industry is a Large, Attractive and Visible Addressable Market
Advanced Integrated Utility Model
Transmission
Distribution
Generation
Pipelines
U.S. Investor-Owned
Electric Company CapEx
$155 B (2)
$32
Gas Distribution
Renewables
Communications
則」
P
Heavy investment focus on electric transmission and distribution
Reduced fossil fuel generation investment in favor of renewable
generation
Electric utilities acquiring gas utilities for grid
modernization/growth opportunities
Aging utility workforce and historically high spending is
increasing outsourcing – estimated to increase to >50% over
next 5 years (1)
Some utilities investing in natural gas midstream pipeline
infrastructure
Expanding service territory via M&A
(1) Sources: Consultant and industry sources.
QUANTA
+$105 B (2)
5%
5%
$51
Quanta Core
Addressable
Quanta
Annual Market
65%
Core
Solutions
+$105B
~$80 B
$22
$2
$11
Quanta Focused
$37
On Renewables
25%
Elec. Transmission
2022E
Regulatory Compliance
Other
Generation
Elec. Distribution
Gas Related
Engineering &
Prog. Mgt.
Permitting
(2) Sources: Edison Electric Institute and Quanta estimates
Craft Skilled Labor &
Equipment
Materials
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