Long-term Climate Strategy and Financial Performance
The Group positioned into the right energy trends
enel
CMD 2019
Capital Markets Day
Strategic Plan 2020-22
enei
Global outlook: electricity is winning the energy
battle
(000 TW)
enel
CMD 2020
.pital Markets
DAY
November 24th 2020
enel
Our next 10 years
Share of electricity on total energy consumption?
End use avg. Investments needed for electrification
(USD Tryear)
The energy world will be completely transformed
over the next decades...
+11.5
23
34.5
+ 1 bn electric cars
2.50
24%
43%
2018
1 Source EA WEO 2019 509
-2x
+2.8 bn air cond.
19
+2 bn heat pumps.
1,0
0,4
2018
2019-30
2031-2040
-4x Europe
2040
enel
(TW)
12.0
Global RES Capacity
+4x
2.7
2019
2040
CMD 2021
enel
CAPITAL
MARKETS
DAY
...will see electrification as the most important
trigger...
IRENA
56%
Share of capacity connected to
distribution grids'
33%
+23 PP
Bloomberg
lea
Bloomberg
50
2019
2040
lea
(KTM)
33
+43%
Electrified energy consumption
23
2019
20401
Source EA WorldEnergy Ounook 2020 Butanas Developme
1. Eumpe
Grid data tromÊNEF E02020 EumpeFigu
IRENA
[email protected]°C
lea
Temperature <2°C
increase
>2°C
Bloomberg
20
2019 level
15
20
30
40
50
60
70
80
901
100
Renewable generation (%)
At 2050 | Source Graph-internal elaboration based on IEA (2021) World Energy Outlook 2001 | BNEF (2021)
New Energy Outlook IRENA (2020) Global Renewables Outlook IRENA (2021) World Energy Transition Outlook
enel
At least a 50%
rate of
electrification
is needed in 2050
in order to
reach 1.5°c
7View entire presentation