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Power Industry Top 20 Themes Predictions for 2021 – Thematic Research

For 2021, we provide predictions for the following top 20 themes in the power industry: COVID-19, technology diversification, Artificial Intelligence (AI), sustainability, big data, hydrogen, electric vehicles, energy storage, renewable energy, Internet of Things (IoT), 3D printing, blockchain, drones, predictive maintenance, cloud computing, mergers and acquisitions, microgrids, virtual and augmented reality, digitalization, and emerging economies.


This report covers the top 20 themes that would impact the power industry in 2021. For each theme, the report gives a series of predictions, highlight the leaders and laggards, and point you to further reading.

Reasons to Buy

Companies who invest in the right themes become success stories; those who miss the big themes end up as failures. Given that so many themes are disruptive, it is very easy to be blindsided by industry outsiders who invade your sector.

This report is a multi-theme report covering 20 themes, drawn from industry, technology, and macroeconomics. It depicts a short-term outlook for the industry from the perspective of these 20 themes.

Companies Mentioned

Xcel Energy Inc., Enel SpA, NRG Energy Inc., Duke Energy Corp., The AES Corp., Edison International, Consolidated Edison Inc., PG&E Corp., CMS Energy Corp., PPL Corp., FirstEnergy Corp., Portland General Electric Co. , Southern Co., Engie SA, Iberdrola SA, Siemens AG, SPIC, Dongfang Electric Corporation Ltd., Harbin Electric Corp., China Huaneng Group., ABB, Schneider Electric, OSISoft, Bidgley, E.ON SE, DEWA, National Grid, Itron Inc., Dominion Resources., Vestas Wind Systems AS, Nordex SE, JinkoSolar Holding Co Ltd., Korea Electric Power Corp., Electricite de France SA, NextEra Energy Inc., Tesla, BYD, Nissan Motors, Toyota, BMW, Oracle, IBM, Google, VMware, HCL Technologies Limited, Alteryx, Vattenfall, Los Angeles Department of Water and Power (LADWP), Mitsubishi Hitachi Power Systems, Orsted, Ballard Power Systems, Infinite Blue Energy, Uniper, Beijing Jingneng, DEME Concessions NV, Verbund, SunFire GmbH, ITM Power, Progressive Energy, Hydro Quebec, BC Hydro, Voith Hydro, Toshiba Energy Systems & Solutions, DEC Dongfang Electric Machinery, B Fouress, Beacon Power, Temporal Power, Stornetic, Vycon, General Compression, Samsung SDI, LG Chem, Contemporary Amperex Technology (CATL), Panasonic, Narada Power Source, Leclanche, NEC Energy Solutions, NGK Insulators, Fiamm, Abengoa Solar, CALMAC, DN Tanks, TAS Energy, Energias de Portugal, Fingrid Oyj, Enexis, The State Atomic Energy Corporation (Rosatom), Westinghouse

Table of Contents

| Contents

Executive summary

2021 Theme Map


Technology Diversification

Artificial Intelligence


Big Data


Electric Vehicles

Energy Storage

Renewable Energy

Internet of Things

3D Printing



Predictive maintenance

Cloud Computing

Mergers and Acquisitions


Virtual and Augmented Reality


Emerging Economies


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