Subject(s): Economics, Politics & Business Environment, Keyword(s): energy, energy system, current energy system, new energy system, scenario, high energy prices, eMobility, Smart Grid, CHP, consolidation, centralized energy generation, decentralized energy generation, competitive landscape

Translating IPCC climate models into CO2 emissions per head results in 2030 emission targets of 5 percent of today's emission levels for the US and 10 percent for Europe. In an energy environment where externalities like CO2 are priced and where fossil fuels are becoming scarce and more expensive, only a major transformation of the 20th century energy and mobility infrastructure will be able to cope with these climate and fossil fuel scarcity challenges. With increasing energy prices, energy efficiency and decentralized energy generation will be key ingredients for this energy paradigm shift.
Focusing on this paradigm shift, the business brief as a thought experiment intends to:
- Identify implications for the value chain, namely the creation of new value-chain segments;
- Indicate potential shifts in market size and margin of the respective value-chain segments;
- Derive implications for players involved, namely the emergence of a new competitive landscape.
The business brief addresses all energy players involved, especially incumbents who face the challenge to balance the tasks of securing and optimizing traditional business while at the same time taking part in new disruptive innovations.