{"id":3912,"date":"2023-04-18T11:53:25","date_gmt":"2023-04-18T11:53:25","guid":{"rendered":"https:\/\/esggia.com\/?p=3912"},"modified":"2023-06-06T10:20:21","modified_gmt":"2023-06-06T10:20:21","slug":"la-descarbonizacion","status":"publish","type":"post","link":"https:\/\/esggia.com\/en\/2023\/04\/18\/la-descarbonizacion\/","title":{"rendered":"Energy sector: decarbonization and competitiveness"},"content":{"rendered":"

The energy sector, emitter of a third of global greenhouse gases, has pioneered the path towards decarbonization. As with any strategic disruption, not all energy companies are facing this transition with equal success. I see three types of companies based on their anticipation and transformation of their business model:<\/p>\n

    \n
  1. Winners. A good example is the Danish energy company \u00d8rsted, which more than 10 years ago began to abandon fossil fuels to become a world reference in renewable energy. \u00d8rsted has a goal of achieving net zero emissions (scopes 1 and 2) by 2025. Its market capitalization has tripled in the last 5 years.<\/li>\n
  2. Contenders. They are not in leading positions, but they can arrive on time if they succeed in putting new low-carbon business lines into practice, combining innovation, alliances, and investment in transformative projects.<\/li>\n
  3. Laggards. They may be running late. They try to fit decarbonization initiatives within the limits of their activity. Delay is costly, these players usually have to assume unattractive investment prices.<\/li>\n<\/ol>\n

    Companies from other sectors have the opportunity to incorporate the experience and learning of energy companies for their own transition towards decarbonization. The strategies of companies in sectors under transformation, such as agrifood, environmental or transport will determine the Winners, Contenders or Laggards in the near future.

    Beyond the numerous ESG rankings, what essentially defines a Winning company is its commitment to the net zero emissions goal and a new business model to achieve it. This is where Sustainability and Strategy converge.<\/p><\/p>","protected":false},"excerpt":{"rendered":"

    El sector energ\u00e9tico, emisor de un tercio de los gases de efecto invernadero, ha sido pionero en el camino hacia la descarbonizaci\u00f3n. Como en cualquier disrupci\u00f3n estrat\u00e9gica, no todas las empresas energ\u00e9ticas est\u00e1n afrontando esta transici\u00f3n con igual \u00e9xito. Observo tres tipos de empresas en base a su anticipaci\u00f3n y la transformaci\u00f3n de su modelo de negocio: Ganadoras. Un buen ejemplo es la energ\u00e9tica danesa \u00d8rsted, que hace m\u00e1s de 10 a\u00f1os inici\u00f3 el abandono de los combustibles f\u00f3siles para ser actualmente una referencia mundial en energ\u00edas renovables. \u00d8rsted tiene el objetivo de alcanzar cero emisiones netas (alcances 1 y 2) en 2025. Su capitalizaci\u00f3n burs\u00e1til se ha triplicado en los \u00faltimos 5 a\u00f1os. Aspirantes. No son las primeras, pero pueden llegar a tiempo si aciertan en la puesta en pr\u00e1ctica de nuevas l\u00edneas de negocio bajas en carbono combinando innovaci\u00f3n, alianzas e inversi\u00f3n en proyectos transformadores. Rezagadas. Pueden estar llegando tarde. Intentan encajar iniciativas descarbonizadoras dentro de los l\u00edmites de su actividad. La tardanza tiene un coste: invertir asumiendo precios poco atractivos. Las empresas del resto de sectores tienen la oportunidad de incorporar la experiencia y los aprendizajes de las energ\u00e9ticas para su propia transici\u00f3n hacia la descarbonizaci\u00f3n. Las estrategias de las empresas de sectores en redefinici\u00f3n como el agroalimentario, el medioambiental o el transporte est\u00e1n determinando qui\u00e9nes ser\u00e1n Ganadoras, Aspirantes o Rezagadas en un futuro pr\u00f3ximo. M\u00e1s all\u00e1 de los numerosos rankings ESG, lo que en esencia define a una empresa Ganadora es su compromiso con el objetivo de cero emisiones netas y un nuevo modelo de negocio para conseguirlo. Aqu\u00ed es donde confluyen Sostenibilidad y Estrategia.<\/p>","protected":false},"author":2,"featured_media":3913,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"site-sidebar-layout":"default","site-content-layout":"","ast-site-content-layout":"default","site-content-style":"default","site-sidebar-style":"default","ast-global-header-display":"","ast-banner-title-visibility":"","ast-main-header-display":"","ast-hfb-above-header-display":"","ast-hfb-below-header-display":"","ast-hfb-mobile-header-display":"","site-post-title":"","ast-breadcrumbs-content":"","ast-featured-img":"","footer-sml-layout":"","theme-transparent-header-meta":"","adv-header-id-meta":"","stick-header-meta":"","header-above-stick-meta":"","header-main-stick-meta":"","header-below-stick-meta":"","astra-migrate-meta-layouts":"default","ast-page-background-enabled":"default","ast-page-background-meta":{"desktop":{"background-color":"var(--ast-global-color-4)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"tablet":{"background-color":"","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"mobile":{"background-color":"","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""}},"ast-content-background-meta":{"desktop":{"background-color":"var(--ast-global-color-5)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"tablet":{"background-color":"var(--ast-global-color-5)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"mobile":{"background-color":"var(--ast-global-color-5)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""}},"footnotes":""},"categories":[48,8],"tags":[],"class_list":["post-3912","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-estrategia","category-sostenibilidad"],"_links":{"self":[{"href":"https:\/\/esggia.com\/en\/wp-json\/wp\/v2\/posts\/3912","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/esggia.com\/en\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/esggia.com\/en\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/esggia.com\/en\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/esggia.com\/en\/wp-json\/wp\/v2\/comments?post=3912"}],"version-history":[{"count":28,"href":"https:\/\/esggia.com\/en\/wp-json\/wp\/v2\/posts\/3912\/revisions"}],"predecessor-version":[{"id":4676,"href":"https:\/\/esggia.com\/en\/wp-json\/wp\/v2\/posts\/3912\/revisions\/4676"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/esggia.com\/en\/wp-json\/wp\/v2\/media\/3913"}],"wp:attachment":[{"href":"https:\/\/esggia.com\/en\/wp-json\/wp\/v2\/media?parent=3912"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/esggia.com\/en\/wp-json\/wp\/v2\/categories?post=3912"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/esggia.com\/en\/wp-json\/wp\/v2\/tags?post=3912"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}