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ENERGY’S COMEBACK KIDS The Boston Consulting Group (BCG) is a global management consulting firm and the world’s leading advisor on business strategy. We partner with clients from the private, public, and not-for-profit sectors in all regions to identify their highest-value opportunities, address their most critical challenges, and transform their enterprises. Our customized approach combines deep insight into the dynamics of companies and markets with close collaboration at all levels of the client organization. This ensures that our clients achieve sustainable competitive advantage, build more capable organizations, and secure lasting results. Founded in 1963, BCG is a private company with more than 90 offices in 50 countries. For more information, please visit . ENERGY’S COMEBACK KIDS RAMÓN BAEZA JAIME RUIZ-CABRERO CHRISTOPH LAY November 2018 | T he bosToN CoNsulT iNg group CONTENTS 3 Introduction 7 Kansai Electric Power Company Rebounds from a Massive Natural Disaster 10 ERG Reorients Its Portfolio Around Renewable Energy 13 Vistra Energy Restructures Itself and Invests in Innovation 16 Ecopetrol Boosts Efficiency, Cuts Costs, and Invests in Digital 19 Equatorial Builds a Turnaround Engine to Revamp Two Utilities 21 Energisa Makes the Volatile Brazilian Market Work in Its Favor 24 For Further Reading 25 Note to the Reader 2 | Energy’s Comeback Kids INTRODUCTION n the energy industry, always-on transformation is rapidly becom- I ing the default state. Few other industries contend with such a wide variety of sh