copyright 2006 president & fellows harvard college energy resources at baker library ann cullen...

Copyright 2006 President & Fellows Harvard College

Energy Resources at Baker Library

Ann Cullen

Baker Library Services

Contact: [email protected]

Tues. Oct. 10, 2006

3pm


Thinking about your research strategy - Important questions to always ask:

• What are some of the major companies in this market? In the U.S.? Globally?

• What general industry sector and sectors encompass this market?

• Who are the target customers in this market? What are their needs and expectations?

• What products and services do they buy today to meet those needs and what price are they willing to pay?

• What is the size of the market today? How will it change in the future?

• What are the key channels to market and how do you expect these channels to change in the future?


Hopefully this presentation will provide you with some ideas of where to find answers to these questions…

As well as any additional questions you have, as you pursue your research.


So you need to do research in the energy sector?

Things I could imagine you might want to do:

• Overviews of the of the various facets of the energy sector• Getting the latest trends and news in the industry• Explore a particular topic or issue in the sector• Locating people to speak with in the industry• Getting statistical and market data • Getting a list of firms and deals by specific characteristics• Information on specific firms

So, that’s what we’ll cover today!


News, Finding Latest Trends

• Platt's Energy Bulletin - Free daily email newsletter you can sign up for.

• Eye for Energy - http://www.eyeforenergy.com

• Power Engineeing News - http://pepei.pennnet.com/

• Factiva - http://www.library.hbs.edu/go/factiva.html - Click on “News Pages” tab, and choose “Energy” from the

top left drop down menu.


Factiva - Click on “News Pages” tab, and choose “Energy” from the top left drop down menu.


Industry Overviews

• SourceOECD – Access to the many reports and publications on energy from the OECD. To find energy resources in this database:– Click on “Advanced Search” in the top right of the screen.– Then scroll down to the bottom of the screen, and click on the

button next to “publication”. Then from the pull-down menu choose Energy [Book] and click on GO!


Industry Overviews

• S&P Industry Surveys - http://www.library.hbs.edu/go/s_and_p.html - select “Electric Utilities”, “Natural Gas” or “Oil & Gas”

• Energy Information Administration - http://www.eia.doe.gov/

• Onesource – http://www.library.hbs.edu/go/onesource.htmlSelect Industry, then “Electric Utilities” or “Natural Gas” or

“Oil and Gas” to get news and recent reports on the industry


Onesource - Once in an Industry page, click on “Market Research” or “Analyst’s Reports” to get detailed reports.


Explore a new business opportunity or idea:• Search in article databases (i.e. Factiva, Bus. Source Complete, ABI)

• Try the Baker Online Catalog (for books!)

Find a network of contacts in a company or industry:• HBS Alumni Navigator at my.hbs• Executive listings in company information databases – i.e. Capital IQ, Orbis, ZoomInfo

• Trade Associations, Conferences and Trade shows – i.e. Trade Show News Network

• Industry trade magazines and directories – listed in Baker Research Guides

Exploring Topics, Finding Contacts


Getting Statistical and Market data

Find statistics and demographic data:• Use the Baker Research Guides - http://www.library.hbs.edu/guides/• i.e. Statistics Guide or Demographics and Consumer Behavior Guide

Some good sources specifically for Energy:• SourceOECD • Energy Information Administration web site• ISI Emerging Markets – For energy issues in Emerging Markets countries.• Frost & Sullivan – Click “Sign-in” to put in HBS specific login information, then click “Advanced Search” to locate market research on energy topics. • Global Market Information Database [Euromonitor]• Bloomberg [6 Bloomberg terminals available in Baker Library] - Type: NRG and the GO key, to get to Bloomberg's Energy information menu.


Bloomberg – Energy Asset Search Menu


Capital IQ http://www.library.hbs.edu/go/capitaliq.html

• To get company lists and energy deal transaction information, click on “Analytics and Targeting” tab

• To get Firm Profiles and search for information on individuals, click on “Company Intelligence” tab

• Has global coverage

• For guidance, see Capital IQ Help Sheet


1. Click on tab that says “Analytics and Targeting”, then choose “Screening-Companies”.

2. Then under Company Details, click on “Industry Classifications”. Search for Energy. Then click in the box to the left of “Energy” and click on “Add Criteria” in the lower right.

3. Then select Geographic Location: “Argentina” and add that to the search.

4. To view results, click on “Total Matching Companies” at the bottom of the Criteria and Results list.

5. The results of the search will then appear.6. To customize and add more data fields such as “Business

Description” and “Total Revenue” click on Customize in this screen. Then download to Excel.

Capital IQ Sample Search:Energy Companies in Argentina


Capital IQ Sample Search:Energy Companies in Argentina

Capital IQ Results screen. To add more data fields such as “Business Description” click on Customize.


Additional Sources for locating information on companies

Investext –Investment bank equity research reports on companies and industries. [Onesource has some of these reports too.]

S&P Ratings Direct - Credit research on company and organization bond issues from around the world, including public finance and structured finance issues.

Careersearch - For locating small private and public U.S. companies.

Company Information Sources at Baker –List of all the resources available at Baker for company information.


As you are:

- exploring opportunities

- looking for innovation

Here are some additional great free web sites

you might want to check out for information

and data.


Open Web Resources

General:• International Energy Agency (IEA) - http://www.iea.org• Energy Information Administration (EIA) - Web site: http://www.eia.doe.gov• U.S. Geological Survey Energy Resources Program - http://energy.usgs.gov/• AlacraWiki Energy - http://www.alacrawiki.com/index.php?title=Energy• National Energy Foundation - http://www.nef.org.uk/Oil and Gas:• National Petroleum Council (NPC) - Web site: http://www.npc.org• National Petrochemical & Refiners Association (NPRA) - http://www.npradc.org• Organization of the Petroleum Exporting Countries (OPEC) - http://www.opec.org• American Association of Petroleum Geologists (AAPG) - http://www.aapg.org• American Gas Association (AGA) - http://www.aga.org• American Petroleum Institute (API) - http://www.api.org• Independent Petroleum Association of America (IPAA) - http://www.ipaa.org


Open Web Resources

Electricity:• American Public Power Association - http://www.appanet.org/• Electric Power Supply Association - http://www.epsa.org/• Edison Electric Institute - http://www.eei.org/• International Atomic Energy Agency - http://www.iaea.org/• North American Electric Reliability Council - http://www.nerc.com• Nuclear Energy Institute - http://www.nei.org/

Coal:• American Coal Council – www.americancoalcouncil.org• World Coal Institute – www.wci-coal.com• National Mining Association – www.nma.org


Open Web Resources

Energy Alternatives:• Fuel Cells Information - http://

americanhistory.si.edu/fuelcells/• US Dept of Energy. Energy Efficiency & Renewable Energy -

http://www.eere.energy.gov/afdc/• Centre for Alternative Energy -

http://www.cat.org.uk/index.tmpl?refer=index&init=1• Renewable Fuels Association - http://ethanolrfa.org


In Addition…

• You’ll need to locate financial data

• You might also need legal and regulatory information


Financial Analytical Resources

Baker provides access to a number of the major resources commonly used today for financial analysis

Capital IQ - http://www.library.hbs.edu/go/capitaliq.html- public and private company data, investment firms, capital transactions.

The Deal.com - http://www.library.hbs.edu/go/thedeal.htmlData coverage and analysis on M&A, private equity, IPOs and bankruptcies.

Bloomberg Professional - http://www.library.hbs.edu/go/bloombergprofessional.htmlVast array of equity, debt, fund and other market data; analytical features.

Baker Financial Markets Research Guide - http://www.library.hbs.edu/guides/financial_markets/data.html - List of all the resources available at Baker for financial analysis research.


Some Sources for Legal Information

Law360 Series - News stories and information on litigation, law and policy by various subject categories:• Bankruptcy Law360 - http://www.library.hbs.edu/go/banklaw.html• Competition Law360 - http://www.library.hbs.edu/go/complaw.html• IP Law360 - http://www.library.hbs.edu/go/iplaw.html

LexisNexis Legal Research - http://www.library.hbs.edu/go/lexisnexis.html - Once in, click “Legal Research” in the left navigation bar.

Start-up & emerging companies : planning, financing, and operating the successful business / Richard D. Harroch, Ref. KF1414 .S73 1998 - Legal information and forms for start-ups. [Book and Cd-Rom]

Harvard Law Library Research Resources - http://www.law.harvard.edu/library/services/research/


Some Sources for Energy Regulatory Information

Federal Energy Regulatory Commission - http://www.ferc.gov - Which offers dockets, filings, and a state of the market report

Center for Energy, Petroleum and Mineral Law and Policy - http://www.dundee.ac.uk/cepmlp/journal/ - Features analytical articles, international regulatory and legislative news, and examines their impact on the development of the industry.

Renewable Energy Database - http://www.dsireusa.org/ - State by state review of renewable energy legislation and programs in the US


Review of basic points covered today:

• Highlighting the extensive resources on energy available to you both at Harvard and freely on the web.

• Using article databases and books to explore an idea.

• Baker Research Guides on various industry and topic categories will lead you to sources for various types of information, including statistics, demographics, and more.

• Locating Contacts: Baker Resources and HBS alumni navigator database can help!


Key Tips on Using HBS Baker and other Harvard Univ. Databases:

- Database Passwords – Baker Databases A-Z List – will tell you if a resources needs an extra password or Harvard PIN; also searching tips, database trouble-shooting.- No extra charge for reports [i.e. Investext]

- Always use database’s indexing and “Advanced Search” features

- Where did the information come from? – feel free to ask the librarians about data sources

- Numerous download formats often available


Still need help?

Contact a Baker librarian: • In person! (see hours at our Web site)• By email: [email protected] (You can also make an appointment for a more in-depth research consultation.)• By phone: 617-495-6040


And don’t forget:• Keep track of your sources in detail (name of the publication,

publisher, author, date, page numbers).

• Follow the Citation Guide for HBS Students http://www.library.hbs.edu/guides/citationguide.pdf

• Our Copyright and Licensing policies are outlined at http://www.library.hbs.edu/copyright_restrictions.html

• Additional Information for MBAs on Using Bakerhttp://www.library.hbs.edu/resources_mba.html


For Your Review:

This presentation will be posted to the course platform.


Thank You!

(Questions?)

Ann Cullen – [email protected]

copyright 2006 president & fellows harvard college energy resources at baker library ann cullen...

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