AFK's digital energy companies. Trond Straume CEO, Powel



Observed trends




Renewables on the rise European installed capacity

Figures in GW Based on national energy & climate plans


Flexibility
Firm/variable
Generation dependency on external factors

Ability to change production rapidly


Electrification of society
Value and relevance of data will increase towards and beyond real-time



Up-tick in Intra-day market volumes Algorithmic trading with up to 50% of volumes


Figures in GW, traded volumes on EPEX Intraday

Share of API traded volume, Nord Pool Intraday
Power trading volume shifting towards intraday and physical markets
A new landscape for power generators
Profitability of industrial commodity companies depends on ability to adapt in real-time to market movements



Traditional way





Machine Decisions
Human decisions
Technological enablers




IT-requirements
New technology for increased value creation
Data aggregation and big data management
- Advanced forecasts
- Multi-asset optimisation
- Data-driven maintenance
Artificial intelligence
- Real-time responsiveness
- Automation
- Algo-trading

üRobust towards new and unanticipated regulations
üFlexible data-flow
üAutomation-ready, particularly for back office tasks


Why AFK will be an enabler of Europe's green transition



DESIGN PROCURE CONSTRUCT


Strong portfolio of companies covering both the asset and operations life cycle
- Industrial software for forecasting, optimisation, production planning and energy trading and distribution.
- Demonstrated ability to help increase profitability.
- Solid European foothold with large energy companies and leading on Nordic utilities and power producers
- Also strong position on water/wastewater and construction industry.

PRODUCTION AND TRADING
DISTRIBUTION
- Network documentation
- Operations
Revenues 2019: 548 MNOK Office locations: 20 Employees: 370 1300+ customers in 22 countries.
-


- Data- and service provider to the European energy market.
- Expert on forecasting supply, demand and prices for power for all time horizons
- Business intelligence, consultations with analysts and costefficient decision support for investments in power and energy assets.
- 350 + customers including Europe's largest power and energy companies and financial institutions

Forecasting the European power market:
Prices
- Fundamentals
- Hydrology
- Emissions
- Fuels
Revenues 2019: 73 MNOK Office locations: 4 Employees: 40 350 customers in 26 countries.


- High quality products and solutions for instrumentation, surveillance, control systems to industrial.
- Tailormade sensor- and communication solutions for hydro power and wind power producers.
- Vast majority of Norwegian power production
- Also position on defence, offshore and maritime industry

DATA CAPTURE
Weather
Operations Information
Environment
Revenues 2019: 111 MNOK Office locations: 4 Employees: 40 330 customers in 2 countries.


- Specialized knowledge company, covering risk- and portfolio management services.
- Neutral service provider between clients and the marketplace.
- No market position of its own, meaning the entire value of the market is given back to the customer. MiFID II license that serves as a promise of transparency and value to their customers.
- Solid position in the Nordics.

PORTFOLIO MANAGEMENT

Production
Distribution
Consumption
Revenues 2019: 70 MNOK Office locations: 6 Employees: 40 150 customers in 5 countries.

MARKET INFORMATION
OPERATIONS INFORMATION

PRICE INFORMATION
WEATHER INFORMATION


POWER GENERATION POWER DISTRIBUTION

Technology - Maximising profit across the operations lifecycle

OPERATIONS
INFORMATION



PRICE INFORMATION
WEATHER INFORMATION


! !
Technology - Maximising profit across the operations lifecycle
POWER GENERATION POWER DISTRIBUTION
Summary
• Renewables, electrification and new technological opportunities drive IT
• AFK companies have experience, products, services and market positions
- investments across the energy segment
- across the energy value chain
- synergies and address a whitespace

• AFK is determined to enhance coordination and cooperation to release

Thanks!


