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Energy Resources at
Baker Library
Ann Cullen
Tues. Oct. 10, 2006
3pm
Baker Library Services
Contact: [email protected]
Copyright 2006 President & Fellows Harvard College
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?
Copyright 2006 President & Fellows Harvard College
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.
Copyright 2006 President & Fellows Harvard College
So you need to do research in the
energy sector?
Things I could imagine you might want to do:
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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!
Copyright 2006 President & Fellows Harvard College
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.
Copyright 2006 President & Fellows Harvard College
Factiva - Click on “News Pages” tab, and
choose “Energy” from the top left drop down
menu.
Copyright 2006 President & Fellows Harvard College
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!
Copyright 2006 President & Fellows Harvard College
Copyright 2006 President & Fellows Harvard College
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.html
Select Industry, then “Electric Utilities” or “Natural Gas” or
“Oil and Gas” to get news and recent reports on the
industry
Copyright 2006 President & Fellows Harvard College
Onesource - Once in an Industry page, click on
“Market Research” or “Analyst’s Reports” to get
detailed reports.
Copyright 2006 President & Fellows Harvard College
Exploring Topics, Finding Contacts
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:
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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
Copyright 2006 President & Fellows Harvard College
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.
Copyright 2006 President & Fellows Harvard College
Bloomberg – Energy Asset Search Menu
Copyright 2006 President & Fellows Harvard College
Copyright 2006 President & Fellows Harvard College
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
Copyright 2006 President & Fellows Harvard College
Capital IQ Sample Search:
Energy Companies in Argentina
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5.
6.
Click on tab that says “Analytics and Targeting”, then
choose “Screening-Companies”.
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.
Then select Geographic Location: “Argentina” and add
that to the search.
To view results, click on “Total Matching Companies” at
the bottom of the Criteria and Results list.
The results of the search will then appear.
To customize and add more data fields such as “Business
Description” and “Total Revenue” click on Customize in
this screen. Then download to Excel.
Copyright 2006 President & Fellows Harvard College
Capital IQ Sample Search:
Energy Companies in Argentina
Capital IQ Results screen. To add more data fields
such as “Business Description” click on Customize.
Copyright 2006 President & Fellows Harvard College
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.
Copyright 2006 President & Fellows Harvard College
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.
Copyright 2006 President & Fellows Harvard College
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
Copyright 2006 President & Fellows Harvard College
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
Copyright 2006 President & Fellows Harvard College
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
Copyright 2006 President & Fellows Harvard College
In Addition…
• You’ll need to locate financial data
• You might also need legal and regulatory
information
Copyright 2006 President & Fellows Harvard College
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.html
Data coverage and analysis on M&A, private equity, IPOs and
bankruptcies.
Bloomberg Professional http://www.library.hbs.edu/go/bloombergprofessional.html
Vast 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.
Copyright 2006 President & Fellows Harvard College
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/
Copyright 2006 President & Fellows Harvard College
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
Copyright 2006 President & Fellows Harvard College
Review of basic points covered today:
•
Highlighting the extensive resources on energy
available to you both at Harvard and freely on the web.
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Using article databases and books to explore an idea.
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Baker Research Guides on various industry and topic
categories will lead you to sources for various types of
information, including statistics, demographics, and
more.
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Locating Contacts: Baker Resources and HBS alumni
navigator database can help!
Copyright 2006 President & Fellows Harvard College
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 troubleshooting.
- No extra charge for reports [i.e. Investext]
- Always use database’s indexing and “Advanced Search”
features
- Numerous download formats often available
- Where did the information come from? – feel free to ask
the librarians about data sources
Copyright 2006 President & Fellows Harvard College
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
Copyright 2006 President & Fellows Harvard College
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 Baker
http://www.library.hbs.edu/resources_mba.html
Copyright 2006 President & Fellows Harvard College
For Your Review:
This presentation will be posted to the course
platform.
Copyright 2006 President & Fellows Harvard College
Thank You!
(Questions?)
Ann Cullen – [email protected]
Copyright 2006 President & Fellows Harvard College