What We Do
Adjacent growth opportunity identification
Conducting business opportunity scans related to horizontal and vertical integrations to capture the full potential of value creation for existing market participants in the electrification space
Investment opportunity scanning
Scanning investment themes across the electrification ecosystem covering technologies across the power, industry, building, and mobility sectors—from assets and components to associated critical raw materials—as well as identifying potential M&A targets
Strategy review
Assessing and stress-testing corporate and business unit strategies by evaluating dynamics in core and adjacent businesses, which includes the evolution of existing business segments under various energy transition scenarios as well as performing strategy optimization efforts to capture critical control points necessary to secure a favorable competitive position
Green business building
Helping clients unlock and operationalize new growth opportunities by building new green businesses, from defining technology and go-to-market approaches, to developing a concrete business case to articulating the value proposition, to identifying short-term sales and partnership opportunities, and supporting customer approaches
Customer evolution assessment
Assessing new and evolving customer segments emerging from the electrification trend, covering future demand for products and materials, and identifying potential new offtakes and partners
Supply chain risk mitigation
Identifying areas of risk along the supply chain by assessing potential bottlenecks emerging from an electrification-driven demand, as well as developing mitigation measures to foster resilience and securing future supply
Impact Stories
Identifying green growth opportunities for a leading industrial company
A leading industrial company sought new growth opportunities across the electrification landscape, and we collaborated with the organization to identify more than 20 strategic growth opportunities with a focus on electrification. This enabled us to identify the potential for $4 billion to $7 billion in revenue increase by 2030 and outlined a clear pathway for implementing two major growth opportunities.
Reviewing market and management plan
A leading global OEM in the energy sector wanted an external perspective to stress test its market assumptions and create a strategic plan focused on components in e-mobility, renewables, and energy markets. We identified value-creation opportunities, resulting in additional revenue potential of more than $2.5 billion and profit potential of more than $300 million by 2030.
Building a green business in electrification-fueled technology
A global OEM aiming to become a leader in the industrial heat pump market needed support to build a new business segment from the ground up. We helped define a detailed business plan and attainable ambition level the organization could implement. We then delivered a plan with more than $1 billion of revenue potential and enabled the organization to drive business building through capability building and implementation setup.
Reviewing core and adjacent business strategy
A leading OEM in the energy sector was aiming to strengthen its position as a key leader in the grid-infrastructure segment with an ambitious strategy target of close to doubling its current revenue within five years. We quantified the organization’s present and future value potential across sectors, created transparency in financials, and benchmarked it against peers to access key value drivers. As a result, we identified unexplored profit pockets and key value drivers with more than a 20 percent margin through in-depth analysis of historical and forecasted financial data.
Providing a perspective on customer megatrends in an evolving commodity market
A major European commodity producer wanted to understand future customers and their commodity demand to identify new segments being driven by major trends such as decarbonization and electrification. We conducted multiple workshops focused on different electrification demand segments and offered insights on high-potential customer sectors. This resulted in €75 million EBITDA impact with detailed business case added to company-wide transformation plan, a green business build plan being fleshed out to capture a radical new idea, and a new operating model blueprint in line with new market priorities being implemented.
Global leaders
Harald Bauer
Senior Partner, EMEAFrankfurt
Advises semiconductor and high-tech clients on matters of strategy, operations, and performance transformation
Mikael Robertson
Senior PartnerStockholm
Supports companies in industrial, electronics, and process industries to realize potential improvements in strategy, operations, and organization
Christian Jansen
PartnerHamburg
Works with leading high tech, industrial, and automotive companies on defining winning strategies in the face of technology disruption, shaping their digital transformation, and building new businesses
Tamara Gruenewald
Sr. Solution Leader & Associate PartnerZurich
Helps clients navigate the opportunities and challenges resulting from energy transitions with a focus on scenario thinking and value pools across the energy value chain
Featured insights
Article
Global Energy Perspective 2023: Industrial electrification outlook
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Electrification is a critical decarbonization lever, but faces several supply chain challenges that will need to be overcome, representing significant value-creation opportunities.
Article
Waste not: Unlocking the potential of waste heat recovery
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Waste heat recovery can help industrial companies curb emissions, but this potential is largely untapped. Now is the time to turn waste heat into profit.
Article
Building resilient supply chains for the European energy transition
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To ensure a timely and orderly energy transition, companies and other stakeholders urgently need to strengthen each step of the already-stretched supply chains of key technologies.
Article
Unlocking opportunities from industrial electrification
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Electrification brings major value creation opportunities for industrial companies across the value chain—from integrators to raw-material suppliers—but also requires timely actions and investments.
Report
Net-zero heat: Long-duration energy storage to accelerate energy system decarbonization
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Thermal energy storage has the potential to greatly contribute to decarbonizing global heat and power, while helping to ensure the energy system operates affordably, reliably, and efficiently.
Article
How to succeed in the expanding global offshore wind market
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Regions around the world are embracing offshore wind. Companies that pursue projects can expect numerous challenges and must excel across multiple domains.
Article
Unlocking the growth opportunity in battery manufacturing equipment
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Surging demand for battery cells gives rise to an opportunity for European machinery and equipment manufacturers to supply emerging gigafactories.
Article
Capturing the battery value-chain opportunity
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Companies and governments must move quickly to gain a foothold in the fast-growing battery market for electric vehicles.
Article
Building the electric-vehicle charging infrastructure America needs
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The United States needs many more EV-charging stations—and federal funds for them are coming. Seven principles could help US states and companies accelerate this buildout effectively.
Article
The raw-materials challenge: How the metals and mining sector will be at the core of enabling the energy transition
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As the world gears up for net zero, demand for raw materials is set to soar. The energy transition presents unique challenges for metals and mining companies, which will need to innovate and rebuild their growth agenda.
Article
Lithium mining: How new production technologies could fuel the global EV revolution
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Lithium is the driving force behind electric vehicles, but will supply keep pace with demand? New technologies and sources of supply can fill the gap.
Article
The semiconductor decade: A trillion-dollar industry
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The global semiconductor industry is poised for a decade of growth and is projected to become a trillion-dollar industry by 2030.
Related practices
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Industrials & Electronics
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Oil & Gas
Learn how we help our clients develop strategies to manage risk, improve performance, and build lasting capabilities.
McKinsey Sustainability
Learn how we work with private- and public-sector institutions on challenges created by growing pressure on resource systems and increasing environmental risk.
Strategy & Corporate Finance
Building enduring value through bold strategies
Risk & Resilience
Enhancing resilience, creating value