Energy efficiency, renewable energies, and the circular economy are the three pillars of the Energy-Climate Transition. Initially perceived as constraints and later as defensive measures in 2022 and 2023 due to the energy crisis, these pillars are increasingly being viewed as sources of growth opportunities. The year 2025 is expected to witness an acceleration of these initiatives. While often seen today as opportunistic additions to their activity portfolios, they could become pivotal strategies for the reinvention of certain businesses in the future:
- For companies with land assets, venturing into renewable energy production activities beyond self-consumption needs, following the example of SNCF.
- By industrializing an energy efficiency approach for internal needs, developing an energy efficiency entity, such as the joint venture created by Groupe La Poste and Groupe EDF.
- Investing in electric mobility infrastructure, as demonstrated by joint ventures like those formed by Carrefour with Driveco and Allego to equip the group’s parking lots, or the capital partnership between Altarea and Electra.
- Developing a battery fleet in synergy with core activities, exemplified by telecom operators such as Elisa in Finland, Telia in Sweden, and Deutsche Telekom in Germany.
- Industrializing innovative solutions in the circular economy, particularly in plastic recycling sectors, as Technip Energies has achieved through the creation of Reju, stemming from its technological collaboration with IBM and Under Armour.
- Expanding into hydrogen equipment manufacturing and maritime decarbonization services, as illustrated by GTT, the global leader in designing LNG tank systems.
These initiatives not only align with sustainability goals but also position businesses at the forefront of the evolving energy-climate landscape.
E-CUBE has developed strong expertise in the Energy-Climate transition through its recent projects and the experience of its consultants. We would be delighted to discuss these market perspectives and opportunities with you. Feel free to contact our experts below to arrange a discussion on the topic.
