FLEET SOFTWARE IN 2024: BUYER INSIGHTS, NEEDS, AND PAIN POINTS Analyst: Ryan Wiggin Content Manager: Adhish Luitel EXECUTIVE SUMMARY CONTENTS Effective fleet management underpins a company’s logistics, but it is an area that is fraught with complexity and challenges. On a daily basis, fleet EXECUTIVE SUMMARY ................................1 managers must factor in a multitude of variables when planning optimal CHALLENGES FACING routes and operations, all while wrestling with broader macroeconomic FLEET MAN ...

Healthcare 2024 The annual report on the most valuable and strongest Pharma, Medical Devices and Healthcare Services brands June 2024 Contents About Brand Finance 3 Foreword 4 David Haigh, Chairman & CEO, Brand Finance Ranking Analysis 7 Pharma 25 9 Medical Devices 25 15 Healthcare Services 10 21 ...

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Investment Rating - The report does not explicitly provide an investment rating for the industry but emphasizes the potential for green methanol and ammonia as promising options for achieving decarbonization goals in shipping [18][44]. Core Insights - The International Maritime Organization (IMO) has set a target for shipping to achieve net-zero emissions by around 2050, with an interim goal of 5-10% uptake of zero or near-zero greenhouse gas emission technologies by 2030 [18][44]. - Green methanol and ammonia are identified as key fuels in the transition to zero-emission shipping, with the report exploring their supply dynamics and the necessary actions for ports to establish bunkering infrastructure by 2030 [18][43]. - The report highlights the importance of affordability, attractiveness, and accessibility for zero-emission fuels to reach a technology tipping point, which is crucial for their widespread adoption [42][44]. Summary by Sections Executive Summary - The report outlines the shift in the shipping industry towards new fuels, particularly green methanol and ammonia, as part of the decarbonization strategy [18]. - It discusses the uncertainties surrounding the availability of these fuels and the need for clarity to encourage investment in zero-emission ships [18][19]. Green Methanol and Ammonia Supply Dynamics - The economics of green methanol and ammonia production and transport suggest extensive trade linking low-cost production regions with key ports [19][53]. - Local production of e-ammonia or methanol is expected to be the most economical option for many ports in the medium to long term [20]. - The report inventories global projects aiming to produce green methanol and ammonia by 2030 and considers supply scenarios for various bunker ports [21]. Port Archetypes and Strategies - The report identifies four port archetypes: Importing Incumbents, Producing Incumbents, Future Exporters, and Bespoke Players, each with distinct opportunities and risks in the transition to green fuel bunkering [31][32]. - Strategies for ports to become first movers in green methanol and ammonia bunkering are discussed, including establishing partnerships and engaging first mover customers [38][40]. Action and Recommendations - The report provides recommendations for ports to seize their green bunkering opportunities, emphasizing the need for collaboration within the bunkering ecosystem [38][40]. - It suggests that ports should consider setting targets for zero-emission fuel sales and explore capital grants for bunkering infrastructure [40].

Investment Rating - The report indicates a significant investment opportunity in utility-enabled distributed energy resources (DERs) in Nigeria, estimating nearly $14 billion across the country over the next decade [16][23][49]. Core Insights - Utility-enabled DERs can address persistent challenges of power availability and reliability in Nigeria, with a market opportunity exceeding 20 GW over the next 10 years [16][21]. - Distribution companies (DisCos) can increase their revenue by an average of over ₦70 billion (~$50 million) annually through new DER assets [16]. - The report emphasizes the need for collaboration among DisCos, developers, and stakeholders to accelerate project deployment and meet strategic goals [24][29]. Summary by Sections Executive Summary - The roadmap outlines the potential for utility-enabled DERs to enhance DisCo profitability, improve infrastructure, and reduce customer costs while addressing supply gaps [17][18]. - It highlights the regulatory support for commercial viability, allowing project developers to charge cost-reflective tariffs [16][18]. Introduction - Nigeria's power sector faces significant challenges, including high ATC&C losses and low metering rates, which hinder DisCos' ability to serve customers effectively [27][35]. - The report identifies the need for DERs as a solution to improve operational efficiency and financial performance for DisCos [28][31]. The Role of Utility-Enabled DERs - Utility-enabled DERs can help DisCos increase access to electricity, reduce system losses, and improve revenue collection [43]. - The report outlines the benefits of DERs for various stakeholders, including increased energy sales for DisCos and reduced energy costs for customers [45][51]. Market Potential - The report estimates a DER market opportunity of 1 GW annually for five DisCos, translating to about 2 GW per year across Nigeria over the next decade [28][30]. - It projects that deploying DER capacity can close the supply gap and presents an investment opportunity of over $8 billion for the five DisCos analyzed [23][24]. Implementation Strategies - The roadmap provides a checklist of priority actions for DisCos to enable DER deployment, emphasizing the importance of forming cross-functional teams and developing DER strategies [26][25]. - It also discusses the need for regulatory compliance and the establishment of a system for customer engagement [26][48].

THE STATE OF OT SECURITY: A COMPREHENSIVE GUIDE TO TRENDS, RISKS, & CYBER RESILIENCE Michael M. Amiri, Senior Analyst Michela Menting, Senior Research Director EXECUTIVE SUMMARY TABLE OF CONTENTS Industrial operations are increasingly under threat. OT attacks are common, widespread, and extremely frequent. These attacks are primarily IT-borne, and ransomware, in particular, has had a devastating effect on industrial environments in Executive Summary .........................2 the last few years. The busines ...

Investment Rating - The report does not explicitly provide an investment rating for the industry. Core Insights - Virtual Power Plants (VPPs) are increasingly being developed by utilities to enhance grid reliability and resilience, particularly in response to load growth and extreme weather challenges. VPPs aggregate distributed energy resources (DERs) such as batteries, electric vehicles, and smart thermostats to provide critical grid services [6][11][21]. - The potential impact of scaling VPPs is significant, with estimates suggesting that tripling VPP capacity by 2030 could address 10%-20% of peak load and save approximately $10 billion annually [21][22]. - VPPs are seen as a flexible solution to navigate the transformation of the grid driven by the retirement of fossil plants and the integration of renewable energy sources [20]. Summary by Sections Introduction - The introduction highlights the growing trend of utilities developing VPPs to maintain grid reliability and support the integration of renewable energy [6][11]. VPPs and Their Benefits - VPPs provide various benefits, including capacity, energy, ancillary services, and resilience, while alleviating stress on transmission and distribution systems [11][24]. Potential Impact of VPPs at Scale - VPPs could scale to 80-160 GW by 2030, playing a crucial role in addressing national resource adequacy and reliability needs, while also saving on grid costs [21][22]. Utility's Role in a VPP - Utilities can serve multiple roles within a VPP, including resource offtaker, program operator, and customer enrollment facilitator [27][28]. Customer Engagement in VPPs - Customers can engage in VPPs through various ownership and incentive structures, with options for device control and participation requirements [31][32]. Effective Program Design - Successful VPP implementation involves open access to integrate multiple technologies, developing partnerships, and streamlining customer experiences [13][14]. Takeaways for Future VPPs - The report emphasizes the importance of iterative program design and reimagined utility practices to enhance VPP effectiveness [12][14]. Utility VPP Features - The report includes profiles of VPPs from over 15 utilities, showcasing a variety of program archetypes and technologies [35][38]. Appendix - The appendix provides a VPP comparison matrix summarizing key metrics across programs and available tax credits to support customer DER adoption [4][40].

Investment Rating - The report does not explicitly provide an investment rating for the industry Core Insights - The application of large generative AI models in government governance is rapidly advancing, with 18 countries and regions exploring their use, indicating a global wave of digital government reforms driven by intelligentization [4][17] - In China, the application of large models in the government domain is still in its initial exploratory stage, with at least 56 vendors deploying products, and key implementation directions include government hotlines, intelligent customer service, urban governance, healthcare, and education [7][17] - The integration of large models into government services is expected to enhance efficiency, reduce operational costs, and improve service delivery, with predictions indicating a potential 1.8% reduction in public service operating costs [4][21] Summary by Sections I. Opportunities for Government Reform - Large models represent a significant opportunity for reforming government governance, with their capabilities aligning well with the needs for high-level information collection and intelligent interaction [3][14] - AI penetration in China's government industry was reported at 52% in 2022, indicating a strong foundation for AI technology application [14][15] II. Global Wave of Large Model Applications - The exploration of large generative AI models in government is mainstream, with applications covering various scenarios such as text generation, service provision, and decision-making analysis [4][17] - Countries like the United States, Japan, and Singapore are leading in the practical application of large models, transitioning from local exploration to integrated applications [4][22] III. Progress in China - China is still in the initial stage of exploring large model applications in government, with localities like Beijing and Shanghai promoting implementation through supportive policies [7][17] - The report highlights the need for refined policy specifications to enhance the application of large models in governance [7][17] IV. Trends and Outlook - The report emphasizes the importance of balancing risks and benefits in the application of large models, strengthening the integration of technology with practical scenarios, and enhancing the supply of high-quality data [7][17]

Investment Rating - The report does not explicitly state an investment rating for the oil industry, but it highlights significant shifts and challenges that could impact investment strategies moving forward [4][10]. Core Insights - Global oil markets are facing structural shifts that will reshape demand and trade flows, with a projected plateau in oil demand towards the end of the decade [10][15]. - The rise of non-OECD economies, particularly China and India, will dominate oil demand growth, while advanced economies are expected to see a decline [17][46]. - The transition to clean energy technologies and increased efficiency measures are expected to significantly curb oil demand growth, particularly in road transport and electricity generation [15][38]. Summary by Sections Demand - Global oil demand is forecasted to plateau at around 106 mb/d by the end of the decade, with a net increase of 3.2 mb/d from 2023 to 2030 [15][26]. - Demand growth will be primarily driven by non-OECD Asian economies, especially India and China, while OECD demand is projected to decline from 45.7 mb/d in 2023 to 42.7 mb/d by 2030 [17][46]. - The shift towards petrochemicals will account for a significant portion of demand growth, with naphtha and LPG/ethane consumption expected to rise by 3.7 mb/d over the forecast period [15][44]. Supply - World oil production capacity is expected to increase by 6 mb/d to nearly 113.8 mb/d by 2030, surpassing projected global demand of 105.4 mb/d [12][19]. - Non-OECD producers will lead the capacity build, accounting for 76% of the net increase, with the United States contributing significantly [19][20]. - Saudi Arabia has shifted its focus from increasing crude oil capacity to boosting domestic gas supply, reflecting a changing strategy in response to market conditions [10][18]. Investment and Exploration - Global upstream capital expenditures rose by 13% to USD 538 billion in 2023, with expectations for a further 7% increase in the following year [20]. - The report indicates a front-loaded build in oil production capacity that may lose momentum towards the end of the forecast period, creating potential challenges for producers [10][12]. Refining and Trade - Global refining capacity is projected to rise by 3.3 mb/d from 2023 to 2030, but this increase will not keep pace with the demand for refined products [21][22]. - The global oil trade is expected to shift eastward, driven by Asia's growing structural shortfall in crude and product supply [23][25]. Government Policies - Government policies are increasingly supporting the growth of biofuels, with a steady demand for ethanol feedstock expected [21][22]. - The report emphasizes the need for refiners to adapt to changing demand patterns, particularly as non-refined products capture a significant share of projected demand growth [21][22].

Slowing demand growth and surging supply put global oil markets on course for major surplus this decade IEA 12 June 2024 New IEA medium-term outlook sees comfortably supplied oil markets to 2030, though unwavering focus on energy security will remain crucial as powerful forces transform sector Growth in the world’s demand for oil is expected to slow in the coming years as energy transitions advance. At the same time, global oil production is set to ramp up, easing market strains and pushing spare capacity t ...