Kishan Fatnani

As the power industry forges ahead in the #EnergyTransition, challenges loom large. From talent shortages to grid reliability, the industry faces pivotal moments. Discover four actionable steps to tackling these issues head-on:  Authors: Andre Begosso, Alex Wein-Smith, Mason White, and Justin Tucker

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Thanks for the very kind words Sommos! The firm's mission of modernizing and digitizing traditional financial structures like ROSCA to better serve individual's needs and strengthening #financialinclusion is very needed. Its a privilege to help any way I can. #techstars #payments #fintech

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In the past few weeks 9 US utilities have raised their capital plan for next 3 years by ~20%. Many are spending over their record levels. Ability to deploy capital effectively has many challenges including the tightening labor market and supply constraints for critical equipment. Capital productivity is the need of the hour for reliable energy transition.

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Utilities are moving from siloed, static investment plans to a living, dynamic portfolio. By adopting a whole-system approach, we can understand the costs and benefits of modernizing and decarbonizing the electric grid. This is a great writeup on this topic written by my colleagues. https://lnkd.in/gWHZczsK

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The outcome of the recent U.S. election yields challenges and opportunities for the renewables industry. Investors are exercising caution, reflecting concerns about the potential effect on the sector. Our AlixPartners team has identified 6 key impacts the results will have on the renewables energy. Read more below.

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The outcome of the recent U.S. election yields challenges and opportunities for the renewables industry. Investors are exercising caution, reflecting concerns about the potential effect on the sector. Our AlixPartners team has identified 6 key impacts the results will have on the renewables energy. Read more below.

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Utilities, and the sector more broadly, need to start mobilizing now to meet this coming need! #energytransition #GenAI #powergeneration #utilities

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💡 Follow the Capital: North American Utilities & Data Centers Demand Growth BCG's latest 'Follow the Capital' study reveals that North American power & utility companies are expected to deploy $1.4 trillion in capital by 2030—a 50% increase from the past seven years – representing nearly 15% of global energy sector capex. Data centers are a key driver, recent announcements show nearly $50B in new capex additions from North American utilities just from the 3Q results season, largely for data center driven demand growth. This surge is reshaping capital plans and investor strategies. Read more on how utilities are navigating this transformative shift. https://bcg.smh.re/Dxe

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BCG’s analysis has benchmarked the world’s 150 largest publicly traded energy companies on average annual total shareholder return from 2019 through 2023. Across the 13 sub-sectors analyzed, a 30% gap was found, on average, between the top- and bottom-performing companies. Top performers consistently created more value than their direct peers in the same macroeconomic context. Dive deeper into the data in our latest analysis: https://lnkd.in/dy8CAF6z

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BCG’s analysis has benchmarked the world’s 150 largest publicly traded energy companies on average annual total shareholder return from 2019 through 2023. Across the 13 sub-sectors analyzed, a 30% gap was found, on average, between the top- and bottom-performing companies. Top performers consistently created more value than their direct peers in the same macroeconomic context. Dive deeper into the data in our latest analysis: https://lnkd.in/gvseHmHh

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North American utilities will drive 15% of global capex in energy until 2030. In recent company announcements, utilities have increased capex intensity by another 50 BUSD, driven in great part by AI and Data Centers demand. Don't miss this interesting read by Boston Consulting Group (BCG) #BCG #BCGonEnergy #AI #Datacenters

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Sharing the recording of a session with the KPMG UK Board Leadership Centre hosted by KPMG UK Chair Bina Mehta and Timothy Copnell. The discussion can be accessed here: https://lnkd.in/erb5WNpW Centred around my book, The Global Trade Paradigm (HarperCollins, 2023), the discussion was timely. Bina Mehta highlighted how geopolitics has become an important topic of her conversations with business leaders; she noted the KPMG CEO Survey lists geopolitics as a top concern for CEOs around the world.   What specific steps should boards and senior leadership take to address the implications of geopolitics on their corporations and stakeholders? Some suggestions:   1.   Establish mechanisms to get sharp insights into the dynamics of geopolitics that affect their companies. This may include working with think tanks that understand relevant regions and countries as well as functional domains (supply chains, cyber security, sustainability would be examples.)   2.   Engage with governments in ways that are effective and appropriate. Public affairs functions need to be staffed with the right competencies and must work closely with firm leadership.   3.   Monitor investment postures in key geographies, exposures in crisis zones, and resilience of supply chains.   4.   Add geopolitical expertise to boards or establish an advisory committee for the purpose.   In the broad ranging discussion with the BLC, I noted the pause, if not a reversal, that we see today of the decades-long secular trend the world experienced towards globalization and integration. A transformative change of the last three decades has been the rise of global value chains driven by various factors including the advance of technology as well as of logistics and infrastructure – underpinned by the imperatives of comparative advantage.      These global supply chains make the world vulnerable to disruptions. Present day examples include those arising from Ukraine, the Israel Gaza situation, the tensions in the Middle East, and the China-Taiwan dynamic. Additionally, the trade landscape must today contend with the ongoing US- China discord and global concerns about China’s ambitions. With 25% of global manufacturing being in China, that country is critical to almost every supply chain. The situation creates an imperative for alternative -- or additional -- nodes in global supply chains, supplanting or supplementing China. This in turn creates opportunities for locations ranging from Mexico to India.

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Though the IPO market remains largely at a standstill this fall, PwC experts make some important points as we near 2025. Mike Bellin and Doug Chu discuss how “it is important for companies to start preparing well in advance to be in a position of strength when opportunity arises.” There is evidence that the momentum could carry over into the new year, even with a surrounding volatile market. Seeing that 2024 already outperformed 2022 and 2023, there’s a strong chance that 2025 can be far brighter. #IPOMarket #PwC #IPOs

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Across the globe, governments and regulators are using new ESG disclosure requirements to trigger a change in companies’ sustainability practices. According to @Accenture’s latest #CFO ESG research, only 10% report they are ready for granular reporting mandates and 15% say they have strong ESG measurement and management capabilities. Learn about the 9 capabilities to move your business from simply complying with #ESG requirements to using them for competitive advantage: https://lnkd.in/eMp58bEa

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As a private equity operating partner, harnessing the power of GBS is an operational differentiator. It allows the operations team to achieve remarkable outcomes, including EBITDA savings within two quarters, accelerated talent acquisition, and enhanced sales velocity through new channels. Leading mid-market private equity funds have leveraged GBS effectively, showcasing leadership by optimizing profit pools early on, integrating agile automation, global talent pools, and strategic service providers in their operations. Consistent focus on change management from the top-down has led to successful integration of GBS into a unified OneTeam brand. Stay tuned for more insights from this unique study in the upcoming weeks! #PrivateEquity #GlobalBusinessServices #Scalability #ProcessOptimization #Automation #FlexibleResourcing #GlobalSupport #BusinessGrowth #PEInsights

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Sustainable value creation through transformation remains so rare. In the journey of transformation, there are five truths and one lie. Which narrative are you embracing, and what are you sharing with those around you? https://lnkd.in/dp6RUfpz #CorporateTransformation #Leadership #ChangeManagement #LeadershipDevelopment #BCG

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