1、Investment Opportunities in Energy Transition 2|OC&C Strategy Consultants 2023We have deep,global experience in strategy and diligence work across the value chain energy transition and renewable energy sourcesOC&C Energy Transition ExpertiseSustainability in Infrastructure and ConstructionRenewable

2、Energy Generation and Energy TransitionHydrocarbon Energy Production,Energy Networks and ServicesOC&C Project ExperienceSelect Experience Not ExhaustiveConfidential Heat Pump ManufacturerConfidential Solar panel WholesalerConfidential solar panel installation Confidential US Transformer as a Service

3、 Business Confidential US Transformer Repair Services2Understanding Opportunities in Energy Transition_August 2023_teaser materials3|OC&C Strategy Consultants 2023ContentsOverview of Energy Transition Investment LandscapeKey Considerations for Potential InvestorsAreas of Investment Opportunity3Under

4、standing Opportunities in Energy Transition_August 2023_teaser materials4|OC&C Strategy Consultants 2023The energy transition has wide-spread implications from generation to consumption,with many potential pockets of investment opportunityFramework for Energy Transition MarketsSource:OC&C analysisWi

5、ndSolarHydroNuclearGeothermalTransmission&DistributionBattery StorageGrid-scale Storage(mainly Pumped-storage Hydropower)GenerationTransmission&StorageConsumptionOther Storage (e.g.mechanical,thermal)IndustryTransportRoad(EVs)BioenergyWaste-to-energyAviationShippingOtherBuildings(Resi./Commercial)In

6、sulationHeat PumpsEfficient SystemsDistrict HeatingMetalsChemicalsOther(e.g.food,paper etc)Hydrogen StorageOverview of Energy Transition Investment LandscapeTraditional Hydrocarbon Generation4Understanding Opportunities in Energy Transition_August 2023_teaser materials5|OC&C Strategy Consultants 202