F1IE 4310 - Energy Landscape & Company Analysis

Based on a range of case studies from the industry, this course proposes a comprehensive analysis of the energy complex. We will map out the energy market field and try to understand the different logics and strategies deployed by its actors. The course will address all relevant energy sources – from coal, oil and gas to nuclear and hydro, as well as renewable and hydrogen. Students are expected to actively participate through presentations and reports based on a series of key questions. The course will give students a detailed overview of energy companies and their history and provide them with keys to understand their strategy. From International Oil Companies (IOC) to Start ups via National Oil Companies (NOC), from integrated to pure player, from old centralised energy companies to new decentralised companies, this course will set the scene to understand all the players in the energy complex. The course will give students a broad view of energy companies, their history and the keys to understand their strategy.

Learning Outcomes:

1.Analyse company strategies

2.Identify and discuss green transition threats & opportunities

3.Justify your set of recommendations

Professional Skills:

• Research & Analysis
• Both written & oral communication

Feedback of the presentation just after the presentation

Feedback of the overall course in last session

Grading of the report and the full course 2 weeks after the end of the course

Overall grading for the class sent to all students after sent to administration

Students will provide:

• An individual presentation of one company (at least 1 company per student)
• A second individual presentation or an individual 5-page report of key recommendations for a 2035 company strategy to be provided at the end of session 12 taking into account what was learned in sessions 1 to 11.

Assessment:

(i) The presentation done by each student in one of the sessions 2 to 10 will represent 1/2 of grade (individual). Each company presentation should be done with a maximum of 8 slides and should last 15 min max. Students should be prepared to a 15 min Q&A. 3 (or 4) companies will be presented per 2h-session to allow, at the end of each session, a comparative analysis/summary.

(ii) A second presentation or individual 5-page report will represent 1/2 of the grade.

(iii) Students will have to search the web for up-to-date info on the companies they cover and for their case studies.

• In Class Presence: 24 hours a semester
• Reading and Preparation for Class: 26 hours a semester
• Research and Preparation for Individual Presentation: 25 hours a semester
• Research and Preparation for Writing for individual report or second presentation: 30 hours a semester