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  "documentTitle": "ads-tec Energy | Investor Presentation Deck | 20 slides",
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  "authorName": "ADS-TEC Energy",
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  "presentationDate": "2021-10-01 00:00:00",
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  "notes": "The slide uses a three-column layout to contrast Oil & Gas, the transition strategy, and the Automotive industry.",
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      "text": "Sources: Shell, BP, Bloomberg NEF, Reuters, RBC, UBS, Company press releases.",
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      "text": "Company logos for Shell, BP, Porsche, Ford, Volvo, VW, Mercedes",
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      "text": "Clear trend of divestment of oil and gas assets, particularly refineries, and acquisition of renewable energy companies (e.g. acquisition of ubitricity by Royal Dutch Shell). With an investment budget of more than $348bn in 2021 (RBC analysts), the oil majors invest in EV charging either because they can or must as it is mandated",
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      "text": "Auto OEM investments in EVs soared 41% in past year, to $330bn through 2025. Price parity with ICE expected in 2024. Porsche: All-electric Taycan outsells flagship 911 car in first 9-months of 2021; Macan and Boxster models to go full electric. Ford: To build $11.4 billion mega campuses for EV car production in Tennessee & Detroit. Volvo: plans to raise ~$3bn via IPO to propel its EV future. VW: Elon Musk provides innovation insights on VW internal conference. Mercedes: All-electric luxury saloon Mercedes EQS released, setting the standard",
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      "text": "Oil & gas companies setting net-zero-emission targets: Shell's ambition to be net zero emission by 2050; BP intends to reduce its carbon footprint in exploration and production by 35% to 40% by 2030. World's largest oil companies sold over $198bn of assets (2015-2020) & are projected to sell additional $100bn in oil and gas assets over the next years. Denmark cancelled all upcoming North Sea licensing rounds in anticipation of ending oil and gas production in the North Sea by 2050. EBITDA multiples increase by 15-20% in past 2 years for renewable and biofuel pure companies",
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      "text": "Major Oil & Gas / Automotive Companies Rethink Strategy as world transitions to low-carbon future",
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