The EnergyRevolution

Introducing ENGIE and the Energy Revolution

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ENGIE: a truly global energy company

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2% 1%

€0.6bn 6%

96%

23%

€6.2bn 55%

20%

57%

14%

46%

Total EBITDA 2015

€11.3bn

40%

North America

Europe(2)

Low CO2 power generation

10% <1%

€1.6bn 14%

Latin America

89%

<1% 6%

€1.2bn 11%

94%

86%

6% 9%

€1.7bn 15%

Global Networks

Customer Solutions Other international

Global BUs & Other(1)

ENGIE today: a bold transformation into new energy models

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ENGIE TODAY

2016 INVESTOR WORKSHOP 6

CUSTOMER SOLUTIONS

GLOBAL NETWORKS

LOW CO2 POWER GENERATION

ENGIE tomorrow: “Full 3D”, showing the way into the EnergyRevolution

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Decarbonation Digitalization Decentralization

The Energy Revolution: when technology changes everything

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DISRUPTIVE BUSINESS MODELS

IoT

Energy and Digital technology disruptions

Analytics

H2 Robotics

Wind AI

Energy Digital

Cybersecurity

Solar

Batteries

Solairedirect, competitive solar and entrepreneurial growth: the perfect match for ENGIE’s Energy Revolution strategy

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Incredible achievements in generation costs ($/MWh)

Exponential growth(MW installed per year) A truly global footprint

The Energy Revolution: a systemic vision, ushering a new era of energy abundance, affordability and service for all

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ENERGY SOURCESWindSolar Hydro Biomass Waste

ENERGY VECTORS

Power Gas HeatCold

ENERGY USAGE AND SERVICESHome Commercial Industrial Mobility

The Energy Revolution: five tsunamis

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The technology adoption J curve: do you remember the combustion engine?

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New York City1900

New York City1913

Tsunami #1: super-competitive solar and wind bringingenergy costs (and prices) closer to zero

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Wind and solar now far cheaper thanconventional energy sources

30 USD/MWh

31 USD/MWh

31 USD/MWh

26 USD/MWh

New technologies bring the promise of nearlyinfinite, quasi-free energy

Price of MWh of recent wind and solartenders

wind solar

Tsunami #2: battery storage technologies in a solar-like costand volume race

18-19 octobre

Séminaire Stratégique du Conseil d'Administration -CONFIDENTIEL

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Perspectives of the Lithium-Ion battery market

10 12

22

37

49

78

202020172015201220102009

80

60

40

20

0

(Unit: $billion)

Energy storageElectric vehiclesMobile IT

Source: International Information Technology

Battery costsand energy density

Tsunami #3: electric and digital mobility in an exponentialdrive

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Number of electrical vehicles in the world

Norway

neteherlandsJapan

USAUK Germany

Rest of the worldFrance

China

Source: Centre for Solar Energy and Hydrogen Research

800 000

700 000

600 000

500 000

400 000

300 000

200 000

100 000

02009 2010 2011 2012 2013 2014 2015

Tsunami #4: The internet of things and big data turning homes and buildings into active participants in the energy system

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2004 2006 2008 2010 2012 2014E 2016E 2018E

2 000 000

0

4 000 000

6 000 000

8 000 000

10 000 000

12 000 000

14 000 000

16 000 000

18 000 000

20 000 000 The Internet Of Everything

In thousand

Internet of Things

SmartphonesTablets Connected automobiles

Connected TVsPortable technologies

Number of connected objectsin the world

Computers

Source: BI Intelligence Estimates

Tsunami #5: new hydrogen technologies and the incomingsubstitution of fossil fuels

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5 technology disruptions

1 Energy sources (ultra-competitive energy sources)

2 Generation(electrolysis technologies)

3 Storage(pressurized and in saline cavities)

4 Conversion into power (fuel cells)

5 Applications

ENGIE Fab: the businesses of the Energy Revolution

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ENGIE Fab: a one-of-a kind initiative to build the business models of the Energy Revolution

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Analytics

Mobiles Apps

IoT(1)

Management des API(2)

Cyber-security

Open innovation ecosystems

MÉTIERS STRATEGY

R E S E A R C HN

Key Programs

ENGIE Fab: positioning ENGIE as a leader of the Energy Revolution through global energy technology businesses .in synergy with other ENGIE entities

ENGIE Digital

ENGIE Fab

Unicorn factory

BusinessUnits

Investment in start-ups

Innovation ecosystems

Technology sourcing

EngieFab: five verticals and a systemic vision of a full 3D energy world

18-19 octobre

Séminaire Stratégique du Conseil d'Administration -CONFIDENTIEL

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Energycommunities,

mini-gridsand energy

management

Grid-scalebatterystorage Hydrogen

generation, transport

and storage

Electric and digital

mobility Building as a Service