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txho/11022ho0402color.ppt,ACCELERATINGINNOVATIONINENERGY,EnergyisKey...Now,October22,2002,Thisreportissolelyfortheuseofclientpersonnel.Nopartofitmaybecirculated,quoted,orreproducedfordistributionoutsidetheclientorganizationwithoutpriorwrittenapprovalfromMcKinseyitisnotacompleterecordofthediscussion.,txho/11022ho0402color.ppt,1,TODAY’SDISCUSSION,CapitalmarketsruthlessdriverofinnovationCreativedestructionintheEnergyIndustryWhatcanHoustondotoleadinnovationinEnergy,,txho/11022ho0402color.ppt,2,LONG-TERMSURVIVALISDIFFICULT,ANDGETTINGMORESO,NoteNumberofexitsaveragedovertwentyyearperiodSourceMcKinseyanalysis,1935,1955,1975,1995,2005E,TheSMcKinseycorporateperancedatabase,Yearsinsample,TRSrelativetoindustryaverage,,,,,,,,,,,,,,,,,,,,,,,,,,,,,1,5,10,15,20,,-10,-5,0,5,10,15,25,Survivor’scurse,Totalreturntoshareholdersrelativetoindustryof“newentrants”intotop80bymarketcap*,Attacker’sadvantage,..becomes,,txho/11022ho0402color.ppt,9,SURVIVORSUNDERPERBECAUSETHEYFAILTOCREATE,INNOVATE,ANDEXITQUICKLYENOUGH,Thesurvivor’smentalmodelfocusesonprotectingthecorebusinessSurvivorsareparalyzedbyfearofProductcannibalizationCustomerconflictDilutiveacquisition,,,Survivorssufferfromculturallock-in,Sales,Time,Vision,ideas,passion,Inabilitytoinnovate,Focusonoperations,Denial,Rationality,Creationandinnovation,,txho/11022ho0402color.ppt,10,StockpriceCAGR44vs.Sanalystreports;pressreleases,Businessseparation,txho/11022ho0402color.ppt,17,THEREINVENTIONOFBP,,Portfoliopruning,Businessmodelinnovation,Attackingthroughconsolidation,1985-92DivestednoncorelinesofbusinessNutritionBPNutritionComputingServicesSciconCoalBPCoalMineralsSelectionTrustAcquiredstrategiccoreassetsSohioBritoil,1992-98Perance-drivenbusinessunitsPeergroup/collaborativeperancemanagementOutsourcednoncorefunctionsaccounting,IT,1998AmocoARCOVastarBurmaCastrolVeba,txho/11022ho0402color.ppt,18,,INNOVATIONINTHEOILINDUSTRY,HalliburtonAnadarkoSchlumbergerCoreLabs,Company,txho/11022ho0402color.ppt,19,TODAY’SDISCUSSION,,CapitalmarketsruthlessdriverofinnovationCreativedestructionintheEnergyIndustryWhatcanHoustondotoleadinnovationinEnergy,txho/11022ho0402color.ppt,20,CANHOUSTONBUILDANINNOVATIONNETWORK,ThueofthenetworkisclearIncreasedcrosspollinationofideasSpecializedtalentflowBetterflowofsmartcapitalChallenging,butsupportiveenvironment,,,,,,,Increaseandgrowthinsoftwarecompanies,Challengingcompetitionamongpeers,Supportinginfrastructure,Demanding,participativecustomers,Talented,entrepreneurialemployees,ElementsofSiliconValley’sself-reinforcingnetwork,txho/11022ho0402color.ppt,21,WHATROLECANLEADERSTAKETOINCREASEFOCUSONHOUSTON,Publicenergypolicy,Governmentfunding,Talent,Newcompanies,txho/11022ho0402color.ppt,22,WHATAVENUESCANLEADERSEXPLOITTODRIVEHOUSTON’SINTELLECTUALCAPITAL,HoustonTechnologyCenter,CorporateRD,Localuniversities,Governmentresearch,Industryconsortia,
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