Generation & Upstream

Industry challenges

As the energy industry is transitioning into a lower carbon future, power generation and oil and gas upstream activities follow suit:

  • The eventual coal generation phase-out seems to be becoming an increasingly global consensus
  • The Levelized Cost of Electricity (LCOE) of Renewables is already outperforming conventional generation – Therefore, we expect to see successive fuel switching, both from coal to natural gas and from natural gas to renewables
  • The role of natural gas as a transition technology is openly questioned, so is the role of nuclear energy as a baseload substitute for coal
  • Ongoing shale production efficiency gains put significant pressure on oil and gas pricing and have changed the upstream market. However, as OPEC seems to be willing to cut some production, we might see price spikes from at least temporarily tightening supply in the near future

As the energy industry is transitioning into a lower carbon future, power generation and oil and gas upstream activities follow suit. We can help navigate your business through these volatile times.

Our Expertise

SDI employs a clear, forward-looking approach to problem-solving to arrive at innovative solutions for the generation & upstream sector. We help our clients succeed in these challenging market conditions.

Our dynamic team of consultants leverages SDI’s deep expertise in generation & upstream:

  • Business models in generation and exploration & production have always been subject to extremely volatile market conditions and we at SDI have a track record of successfully future proofing our clients' businesses in such turbulent times.
  • We have advised clients across a range of geographies, e.g. identifying new generation development opportunities, and in the upstream E&P business employing a team of consultants that each have specialist knowledge and industry experience covering the full range of energy commodities
  • We benefit from a rich project portfolio in the generation and upstream business that allows us to share valuable lessons learned and transform these into future best practices for our clients

Project References

Energy & Utilities – Generation & Upstream

Strategy Design & Implementation, Digital Strategies

Gas & Renewable generation new-build opportunities for a major independent power producer

Winning US and European offshore wind generation strategy

Natural gas upstream strategy

Cost Reduction, Process & IT Systems Optimization

Identifying cost reductions for new power generation development business unit

Generation new-build financial modeling

M&A Screening, M&A Execution and Post-Merger Integration

Successful planning and financial modeling of major LNG export terminal

Due Diligence of a Supercritical CO2 Generation Technology Firm

Screening of top acquisition targets for Natural Gas Plant

Customer Analytics, Marketing & Sales Excellence

Gas-fired generation segmentation for originating gas commodity transactions

Gas needs assessment of large industrial customers

Fulfilling renewable energy goals without upfront investments by utilizing Virtual Power Purchase Agreements


Recent Publications

Energy & Utilities – Generation & Upstream

February 2017


Power Generation Trend Report

SDI conducts annual trend studies that shape the 'Energy & Utilities – Generation & Upstream' industry. Please request your copy via link below.

February 2017


Oil & Gas Upstream Trend Report

SDI conducts annual trend studies that shape the 'Energy & Utilities – Generation & Upstream' industry. Please request your copy via link below.

July 2016


SEUS New-build Activity

The Clean Power Plan is expected to trigger large amount of gas-fired new-build; strong nuclear fleets are set to drive rate-based compliance

May 2016


SPP New-build Activity

SPP coal exposure and the need to balance large amounts of wind generation are set to drive need for natural gas generation

February 2016


MISO New-build Activity

The Clean Power Plan is expected to trigger significant gas-fired new-build, relying on new natural gas infrastructure development