DATAMONITOR VIEW 1
CATALYST 1
SUMMARY 1
ANALYSIS 2
Gas Market Overview 2
Industry Landscape 2
Retail Market Players 2
Wholesale Environment 3
Gas Supply and Demand Analysis 3
Gas Infrastructure 9
Pipelines 9
Storage 10
LNG 11
Electricity Market Overview 12
Industry Landscape 12
Retail Market Players 12
Wholesale Environment 12
Electricity Supply and Demand Analysis 12
Electricity Infrastructure 17
Generation Capacity 17
Figure 10 shows installed capacity of power assets by fuel type in 2008: 18
Electricity Networks 18
Competitive Intensity Analysis Overview 20
Datamonitor's MCI Index offers a robust framework for measuring the development of energy Market Competitive Intensity 20
The MCI Index shows how competitive a particular market is. This has applications for both new entrant seeking to enter the market, and established players and former monopoly incumbents seeking to defined their market share from new entrants. 20
The MCI Index assesses markets as they stood in early 2010 and forecasts conditions likely to be prevailing in July 2013, five years after full market opening 20
The MCI assessment draws on nine underlying metrics grouped into three broad clusters: Market framework; Supplier Push; Customer Pull 21
Each of the nine pillars has an assessment scale to allow for the comparison of diverse markets (see appendix for more details) 22
Gas Market Competitive Intensity 23
The increase in the Dutch gas score over the forecast period is insufficient to increase its place in the rankings 23
The Dutch score continues to develop over the forecast period 24
The relatively high Market Framework scores reflect the status of the Netherlands as an established and mature gas market 24
Effectiveness of Regulator [2010: 7/10 2013: 8.5/10] 24
Ease of Third Party Access [2010: 8/10 2013: 10/10] 24
Pricing Regime [2010: 5/10 2013: 6/10] 25
Supplier Push factors are driven by the existence of, and growing liquidity in, the TTF wholesale market 25
Wholesale Market Fragmentation [2010: 4/10 2013: 6/10] 25
Retail Market Fragmentation [2010: 5.5/10 2013: 6.5/10] 25
Traded Market Maturity [2010: 7.5/10 2013: 10/10] 25
Customer Pull scores have been constrained, and will continue to be constrained, by a lack of strong consumer representation 26
Access to Market Information and Assistance [2010: 8/10 2013: 9/10] 26
Consumer Representation [2010: 4.5/10 2013: 6/10] 26
Propensity to Switch [2010: 2.5/10 2013: 3.5/10] 26
Electricity Market Competitive Intensity 27
The Dutch power score is curtailed by the weakness in the Customer Pull metrics 27
The Dutch power score is curtailed by weakness in the Customer Pull metrics 28
The Market Framework metrics are driven by the competency of the regulator and its focus on social as well as market issues 28
Effectiveness of Regulator [2010: 8/10 2013: 9/10] 28
Ease of Third Party Access [2010: 6.5/10 2013: 9/10] 29
Pricing Regime [2010: 6/10 2013: 8/10] 29
Supplier Push factors will continue to grow by July 2012 29
Wholesale Market Fragmentation [2010: 6.5/10 2013: 7/10] 29
Retail Market Fragmentation [2010: 4.5/10 2013: 5.5/10] 29
Traded Market Maturity [2009: 7/10 2013: 9/10] 29
Customer Pull factors are driven by widespread price discovery information 29
Access to Market Information and Assistance [2010: 8/10 2013: 9/10] 29
Consumer Representation [2010: 4.5/10 2013: 5.5/10] 30
Propensity to Switch [2010: 2.5/10 2013: 3.5/10] 30
COMPETITIVE INTENSITY ANALYSIS APPENDIX 31
MCI Scores Summary 31
MCI Scoring Scales 34
APPENDIX 39
List of power stations in Netherlands 39
Definitions 43
Ask the analyst 44
Datamonitor consulting 44
Disclaimer 44
List of Tables
Table 1: Netherlands major gas retail market players, 2008 2
Table 2: Netherlands gas supply and demand balance, 2008?09e 4
Table 3: Netherlands gas transmission pipelines 9
Table 4: Netherlands gas storage sites 10
Table 5: Netherlands LNG terminals 11
Table 6: Netherlands major power retail players, 2008 12
Table 7: Netherlands power supply and demand balance, 2008?09e 13
Table 8: Netherlands system capacity 19
Table 9: Market Competitive Intensity, Netherlands 2010 and 2013 31
Table 10: MCI Additive, Europe 2010 and 2013 32
Table 11: MCI Multiplicative, Europe 2010 and 2013 33
Table 12: Netherlands power generation assets 39
List of Figures
Figure 1: Netherlands indigenous gas production, 1990?2009e 5
Figure 2: Netherlands gas import supply sources, 2009e 6
Figure 3: Netherlands gas export supply sources, 2009e 7
Figure 4: Netherlands gas sectoral consumption, 2009e 8
Figure 5: Netherlands gas consumption, trends and forecasts, 1990?2020f 9
Figure 6: Netherlands power production by fuel type, 1990?2009e 14
Figure 7: Netherlands power production by fuel type, 2009e 15
Figure 8: Netherlands power sectoral consumption, 2009e 16
Figure 9: Netherlands power consumption, trends and forecasts, 1990?2020f 17
Figure 10: Netherlands power generation capacity by fuel type, 2008 18
Figure 11: MCI Assessment Scale 20
Figure 12: MCI Assessment Framework 21
Figure 13: MCI Scales 22
Figure 14: European Gas Market Competitive Intensity, 2010-13 23
Figure 15: Gas Market Competitive Intensity, Netherlands 24
Figure 16: European Power Market Competitive Intensity, 2010-13 27
Figure 17: Power Market Competitive Intensity, Netherlands 28
Figure 18: Market Competitive Intensity, Netherlands 30
Figure 19: Scale for MCI Assessment, Effectiveness of Regulator 34
Figure 20: Scale for MCI Assessment, Ease of Third Party Access 35
Figure 21: Scale for MCI Assessment, Pricing Regime 35
Figure 22: Scale for MCI Assessment, Wholesale Market Fragmentation 36
Figure 23: Scale for MCI Assessment, Retail Market Fragmentation 36
Figure 24: Scale for MCI Assessment, Traded Market Maturity 37
Figure 25: Scale for MCI Assessment, Access to Market Information 37
Figure 26: Scale for MCI Assessment, Consumer Representation 38
Figure 27: Scale for MCI Assessment, Propensity to Switch 38
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