能源行业分析解析.ppt

ACCELERATING INNOVATION IN ENERGY Energy is Key . . . Now TODAY’S DISCUSSION LONG-TERM SURVIVAL IS DIFFICULT, AND GETTING MORE SO MARKETS WIN IN THE LONG TERM HISTORICAL PERFORMANCE HAS BEEN ANALYZED USING THE McKINSEY LONG-TERM PERFORMANCE DATABASE (PDB)PDB overview ACROSS ALL MAJOR INDUSTRY SECTORS, NONE HAS EXHIBITED SUSTAINED OUTPERFORMANCE .. . . . IN FACT, MANY INDUSTRIES RARELY OR NEVER OUTPERFORM IF YOU’RE A SURVIVOR, YOU’VE PROBABLY UNDERPERFORMED THE MARKET OUTPERFORMANCE COMES FROM ATTACKERS SURVIVORS UNDERPERFORM BECAUSE THEY FAIL TO CREATE, INNOVATE, AND EXIT QUICKLY ENOUGH CREATING OPTIONS: CANNIBALIZING DIRECT CHANNELS AT SCHWAB DESTROYING: NOKIA – FROM CONGLOMERATE TO WORLD’S LARGEST PHONE MANUFACTURER TODAY’S DISCUSSION PETROLEUM AND UTILITIES VS. THE ECONOMY PETROLEUM PLAYER CLASS PERFORMANCE VS. THE SP 500 INNOVATION IN ENERGY RELIANT – TRANSFORMATION OF A REGULATED UTILITY THE REINVENTION OF BP INNOVATION IN THE OIL INDUSTRY TODAY’S DISCUSSION CAN HOUSTON BUILD AN INNOVATION NETWORK? WHAT ROLE CAN LEADERS TAKE TO INCREASE FOCUS ON HOUSTON? WHAT AVENUES CAN LEADERS EXPLOIT TO DRIVE HOUSTON’S INTELLECTUAL CAPITAL? txho/11022 ho0402 color.ppt Unit of measure * Footnote Source: Sources Legend Legend Legend Legend txho/11022 ho0402 color.ppt Date This report is solely for the use of client personnel. No part of it may be circulated, quoted, or reproduced for distribution outside the client organization without prior written approval from McKinsey Company. This material was used by McKinsey Company during an oral presentation; it is not a complete record of the discussion. October 22, 2002 This report is solely for the use of client personnel. No part of it may be circulated, quoted, or reproduced for distribution outside the client organization without prior written approval from McKinsey Company. This material was used by McKinsey Company during an oral presentation; it is not a complete record of the discussion. Capital markets: ruthles