National Grid Plc (NGG): ANSOFF MATRIX ANÁLISE [JAN-2025 Atualizado]

No cenário dinâmico da transmissão de energia, o National Grid Plc (NGG) fica na vanguarda da transformação estratégica, alavancando a matriz de Ansoff para navegar por desafios complexos do mercado e interrupções tecnológicas. Com uma visão ousada que abrange penetração no mercado, desenvolvimento, inovação de produtos e diversificação estratégica, a empresa está pronta para redefinir a infraestrutura de energia por meio de soluções de ponta em transmissão renovável, tecnologias de grade inteligente e ecossistemas de energia limpa. Desde a expansão das pegadas geográficas até as redes de carregamento de veículos elétricos pioneiros e a infraestrutura de hidrogênio, a estratégia abrangente da National Grid promete remodelar o cenário global de energia, impulsionando o crescimento sustentável e o avanço tecnológico.

National Grid Plc (NGG) - Ansoff Matrix: Penetração de mercado

Expanda os serviços de transmissão de eletricidade e gás nos mercados regionais do Reino Unido e dos EUA existentes

A rede de transmissão de eletricidade da National Grid no Reino Unido abrange 7.212 quilômetros. A empresa opera 4.500 quilômetros de oleodutos de transmissão de gás. Nos EUA, a National Grid atende 1,7 milhão de clientes elétricos e 3,4 milhões de clientes de gás em Nova York e Massachusetts.

Aumentar a retenção de clientes por meio de plataformas de serviço digital aprimoradas e tecnologias de grade inteligente

A National Grid investiu £ 83 milhões em iniciativas de transformação digital em 2022. As instalações de medidores inteligentes atingiram 14,3 milhões no Reino Unido até 2022.

• Crescimento do usuário da plataforma digital: 22% ano a ano
• Investimento em tecnologia de grade inteligente: £ 125 milhões em 2022
• Classificação de satisfação do cliente: 87,4%

Otimize a eficiência operacional para reduzir os custos de transmissão e melhorar a competitividade de preços

A National Grid alcançou economia de custos operacionais de £ 276 milhões em 2022. As melhorias na eficiência da transmissão resultaram em uma redução de 3,7% nas despesas operacionais.

Implementar campanhas de marketing direcionadas para atrair mais consumidores de energia industrial e comercial

A National Grid tem como alvo 1.247 clientes industriais e comerciais em 2022. A aquisição de novos negócios no setor de energia aumentou 16,3%.

• Engajamento industrial do cliente: 1.247 novos contratos
• Penetração do mercado do setor comercial: 14,6%
• Participantes do Programa de Eficiência Energética: 3.562 empresas

National Grid Plc (NGG) - Ansoff Matrix: Desenvolvimento de Mercado

Explore oportunidades de transmissão de energia renovável em mercados emergentes europeus

A National Grid investiu 9,2 bilhões de libras em infraestrutura de transmissão européia entre 2020-2022. A capacidade de transmissão de energia renovável na Europa aumentou 14,3% em 2022, com crescimento projetado de 17,5% até 2025.

Expandir a pegada geográfica em estados americanos carentes com potencial de energia renovável

A National Grid identificou 7 estados principais dos EUA para expansão de transmissão de energia renovável, com potencial total de investimento de US $ 5,6 bilhões.

• Texas: 45 GW Wind Energy Potendent
• Califórnia: 38 GW Solar Energy Potendent
• Wyoming: 33 GW Wind Energy Potendent
• Novo México: 22 GW Solar Energy Potendent

Desenvolva parcerias estratégicas com empresas de serviços públicos regionais

A National Grid estabeleceu 12 novas parcerias de serviços públicos em 2022, representando US $ 2,3 bilhões em desenvolvimento de infraestrutura colaborativa.

Invista em projetos de infraestrutura de transmissão de energia transfronteiriça

A National Grid comprometeu US $ 4,7 bilhões a projetos de transmissão transfronteiriços em 2022-2024.

• Interconexão americana-canada: US $ 1,2 bilhão
• Conexão de grade européia do Reino Unido: £ 1,5 bilhão
• Transmissão de vento no mar no mar do norte: € 750 milhões

National Grid Plc (NGG) - Ansoff Matrix: Desenvolvimento de Produtos

Desenvolva tecnologias avançadas de grade inteligente para gerenciamento de energia mais eficiente

A National Grid investiu 907 milhões de libras em tecnologias de grade inteligente em 2022. A Companhia implantou 3.425 sensores de grade inteligente em sua rede, permitindo o monitoramento e otimização em tempo real.

Crie soluções inovadoras de armazenamento de energia

A National Grid desenvolveu 672 MW de capacidade de armazenamento de bateria em 2022, integrando fontes de energia renováveis ​​e tradicionais.

• Capacidade de armazenamento de bateria: 672 MW
• Taxa de integração renovável: 43%
• Melhoria da estabilidade da grade: 22%

Inicie plataformas digitais para monitoramento de consumo de energia

A plataforma digital da National Grid processou 24,6 milhões de pontos de dados do medidor inteligente diariamente em 2022, com uma taxa de envolvimento do usuário de 58%.

Invista em pesquisa e desenvolvimento de modernização de grade

A Grid Nacional alocou £ 1,2 bilhão para P&D de modernização da grade em 2022, concentrando -se em tecnologias avançadas de transmissão.

• Investimento em P&D: £ 1,2 bilhão
• Áreas de foco em tecnologia:
  • Sistemas de transmissão avançados
  • Integração de energia renovável
  • Aprimoramentos de segurança cibernética

National Grid Plc (NGG) - Ansoff Matrix: Diversificação

Aventurar -se no desenvolvimento de infraestrutura de carregamento de veículos elétricos

A National Grid investiu £ 100 milhões em desenvolvimento de infraestrutura de EV em 2022. A Companhia planeja instalar 1.500 novos pontos de carregamento de EV em todo o Reino Unido até 2025.

Explore projetos de infraestrutura de transmissão e distribuição de hidrogênio

A National Grid comprometeu £ 200 milhões a projetos de infraestrutura de hidrogênio em 2022. A empresa tem como alvo o desenvolvimento de 5 principais redes de transmissão de hidrogênio até 2030.

• Investimento de infraestrutura de hidrogênio: £ 200 milhões
• Redes de transmissão de hidrogênio direcionadas: 5 até 2030
• Capacidade de transmissão de hidrogênio projetada: 1 GW

Desenvolver serviços abrangentes de consultoria de energia para descarbonização industrial

A National Grid lançou serviços de consultoria de descarbonização com um investimento inicial de £ 50 milhões. O serviço tem como alvo clientes industriais com receita anual superior a 500 milhões de libras.

Invista em tecnologias emergentes de energia limpa

A Grid Nacional alocou £ 250 milhões para investimentos na produção offshore de hidrogênio eólica e verde em 2022.

• Investimento total em tecnologias de energia limpa: £ 250 milhões
• Alvo de capacidade deólica offshore: 2 GW até 2030
• Alvo de produção de hidrogênio verde: 500 MW até 2028

National Grid plc (NGG) - Ansoff Matrix: Market Penetration

You're looking at how National Grid plc (NGG) can deepen its hold in its current UK and US network markets, which is the essence of Market Penetration in the Ansoff Matrix. This strategy relies on maximizing revenue and efficiency from existing customer bases and assets.

Accelerate the $\text{£}5$ billion annual grid upgrade capex in the US and UK.

National Grid plc is pushing capital investment hard into its core regulated markets. For the six months ended September 30, 2025, the company reported a record capital investment of $\text{£}5,052$ million, and management stated they are on track to invest over $\text{£}11$ billion in the full year. This acceleration builds upon the $\text{£}9,847$ million capital investment recorded for the full year ended March 31, 2025. The five-year plan targets a cumulative investment of around $\text{£}60$ billion across the UK and northeast US networks through to March 2029.

The investment focus is clear:

• Invest nearly 60% of the five-year plan into electricity networks.
• Targeting Group asset compound annual growth rate of around 10% through to 2028/29.
• National Grid Ventures committed capex of around $\text{£}1$ billion over the five years to 2028/29 for interconnectors.

Increase system utilization by optimizing existing transmission and distribution assets.

Maximizing the use of current infrastructure is key to avoiding immediate, costly reinforcements. National Grid Electricity Distribution is actively using innovation projects to gain better operational insights. For instance, the EQUINOX project, which tests flexibility from domestic heat pumps, saw home energy use drop by an average of 48% during trial events. Furthermore, the LV Visibility project, which enhances network monitoring, could save UK energy consumers an estimated $\text{£}10.3$ million by 2040, potentially reaching $\text{£}24.8$ million with further effectiveness gains. The PRIDE project focuses on digital demand planning to integrate demands across heat, transport, and energy reduction, supporting local area energy planning and network investment decisions.

Key optimization initiatives include:

Drive higher regulated returns (RIIO/FERC) through enhanced operational efficiency.

In the UK regulated businesses, operational efficiency directly translates into allowed returns under the RIIO framework. For UK Electricity Transmission, National Grid plc expects to deliver around 100 basis points (bps) of outperformance in the final year of RIIO-T2 in Operational Return on Equity, meeting the target of 100 bps of outperformance on average across the five-year control period. For UK Electricity Distribution, the expectation is to deliver around 50 basis points of outperformance in the third year of RIIO-ED2 in operational Return on Equity. The overall balance sheet strength is managed with regulatory gearing currently at 61%, trending back towards the high 60% range by the end of the RIIO-T3 price control period.

Regulated Return Performance Targets:

• UK Electricity Transmission: Target operational outperformance of 100bps average in RIIO-T2.
• UK Electricity Distribution: Targeting 50bps operational outperformance in RIIO-ED2 year three.
• Underlying net revenue for UK Electricity Transmission expected to increase by around $\text{£}250$ million in 2025/26 vs 2024/25 due to growing RAV.

Offer time-of-use tariffs to existing customers to manage peak demand better.

Shifting customer load away from peak times is a critical efficiency lever. A study from National Grid ESO indicated that consumers engaged in demand response programs could reduce demand at peak times by up to 23%. To encourage this, time-of-use (ToU) tariffs are central. As of a 2024 data point, about 5.5 million people in the UK were already using multi-rate energy tariffs. However, uptake among specific high-consumption groups still presents an opportunity; in 2022, only one in four EV owners were on a ToU tariff.

Reduce system losses in current networks to improve service delivery reliability.

Improving service delivery reliability is intrinsically linked to minimizing energy lost between generation and the end-user. National Grid plc anchors its Electricity Distribution mission around themes including safe and efficient operations and leveraging data to improve service delivery. The company is implementing robust data governance frameworks and enhancing data quality processes to support operational efficiency and regulatory compliance.

National Grid plc (NGG) - Ansoff Matrix: Market Development

Expand regulated utility operations into adjacent US states like Pennsylvania or New Jersey.

National Grid plc has significant planned investment in its existing US regulated businesses over the five-year period to March 2029, with around £17 billion earmarked for New York and around £11 billion for New England. For Upstate New York specifically, the company has a six-year plan, the Upstate Upgrade, involving an investment of more than $4 billion through 2030. A recent three-year joint proposal for Upstate New York outlines capital investments of $1.4 billion in the electricity delivery system and $351 million in the natural gas system in the first year alone. Furthermore, National Grid Ventures secured $600 million in Electric Sector Modernization Plan allowances in Massachusetts. While specific investment figures for Pennsylvania or New Jersey expansion aren't detailed as current regulated operations, the company's involvement in New Jersey offshore wind transmission suggests active engagement in that market.

Bid on new regulated offshore wind transmission tenders in the US East Coast.

National Grid Ventures (NGV) is actively pursuing transmission opportunities related to offshore wind development. NGV, in a joint venture called Community Offshore Wind with RWE, submitted a proposal in New York to deliver up to 2.8 GW of clean energy capacity, aiming for first power in 2030 and full operation by 2032. This project is part of New York's goal of developing 9 GW of offshore wind capacity by 2035. Separately, NGV and Con Edison Transmission submitted the Garden State Energy Path proposal in New Jersey, designed to carry approximately 6 gigawatts of offshore wind power, with an expected in-operation date of early 2029. This New Jersey project supports the state's goal of 11 GW of offshore wind by 2040. The overall five-year plan to March 2029 includes around £23 billion of investment in UK Electricity Transmission for asset health and anticipatory system reinforcement to facilitate offshore generation connections.

Export specialized UK/US grid modernization consulting services to European utilities.

National Grid Ventures (NGV) has developed and operates the world's largest fleet of submarine interconnectors in Europe, totaling 7.8 GW between the United Kingdom and Belgium, France, The Netherlands, and Norway. Two of these lines, Viking Link and North Sea Link, are noted as the longest land and submarine HVDC cables in the world, respectively. For connection contracts in UK Electricity Transmission, future revenues to be recognized amount to £1.5 billion, which will be recognized over a weighted average of 26 years.

Target new, stable regulatory environments in North America for transmission projects.

The company has secured regulatory wins in its existing US jurisdictions, which provides a foundation for stability. In Massachusetts, National Grid secured approximately $600 million of ESMP (Electric Sector Modernization Plan) allowances. In New York, the company reached a joint proposal outlining a three-year rate plan, which includes capital investments of $1.4 billion in electricity delivery in the first year. The overall five-year plan to March 2029 projects Group assets trending towards £100 billion.

Here's a quick look at the scale of US regulated investment:

• Total planned US investment (NY + NE to 2028/29): £28 billion (£17 billion + £11 billion).
• Total planned Group investment (UK + US to March 2029): £60 billion.
• New York capital investment package mentioned in highlights: $5.6 billion.

Leverage existing gas distribution expertise for new hydrogen pipeline projects in the UK.

National Gas (which owns the UK gas transmission network) has unveiled Project Union, a plan to build a 1,500-mile national hydrogen pipeline network. The UK government estimates that up to 460 TWh of hydrogen could be needed by 2050. The first phase, Project Union: East Coast, will link Teesside and the Humber region via approximately 100 km of pipeline. National Gas plans to have between 2% and 5% hydrogen flowing through the transmission network by 2025.

The five-year capital investment plan to March 2029 is around £60 billion, aiming for an asset growth CAGR of around 10%.

National Grid plc (NGG) - Ansoff Matrix: Product Development

Roll out advanced smart grid technologies and sensors across the existing UK network.

National Grid Electricity Distribution plc (NGED) is the largest DNO in the UK by geography, managing a network of over 230,000 km of overhead lines and underground cables, powering over 8.1 million homes and businesses. For the LV (Low Voltage) Monitoring Rollout, the planned deployment of monitors was optimized, reducing the number from 15,500 to 11,000 while maintaining network visibility. This effort supports the overall five-year financial framework which includes a planned cumulative capital investment of around £60 billion through to March 2029.

Invest in large-scale battery storage solutions connected to existing substations.

National Grid plc is accelerating the connection of up to 20GW of clean energy projects across its transmission and distribution networks. Specifically, 10GW of battery energy storage projects on the transmission network are being offered connection dates averaging four years earlier. As of September 2025, the total operational UK battery storage capacity stood at more than 6.8GW/10.5GWh. In 2025 to date, approximately 1,405MW of new battery storage capacity has been commissioned. Furthermore, over 60GW of capacity is currently consented within the UK pipeline.

Develop and market electric vehicle (EV) charging infrastructure services to commercial clients.

The scale of investment across the Group for the year ended March 31, 2025, reached almost £10 billion (£9,847 million). The UK transmission upgrade plan alone is valued at £35 billion. The development of new digital tools, such as the Network Opportunity Map, unifies existing capacity data to offer detailed insights into available capacity, which is relevant for EV infrastructure planning.

Introduce hydrogen blending services into existing gas distribution networks for industrial users.

A landmark trial on October 9, 2025, involved National Gas injecting a 2% blend of green hydrogen into the National Transmission System (NTS). This test demonstrated the technical viability of blending hydrogen with natural gas to generate electricity fed directly into the national grid. Industry participants, including National Gas, are urging the government to support blending up to 5%. The company is working on a test facility to prove the network can handle blends starting at 2%, moving to 20%, and eventually 100% hydrogen.

Offer new energy-as-a-service contracts for large commercial and industrial customers.

Capital investment for the first half of the 2025/26 financial year was £5,052 million. The overall five-year capital investment plan totals around £60 billion. The Group asset compound annual growth rate (CAGR) targeted through to 2028/29 is around 10%.

The investment focus across the five-year frame can be summarized:

The deployment of new digital capabilities and network upgrades is a core part of this investment strategy.

Key investment areas and related figures include:

• UK Transmission Upgrade Plan Value: £35 billion.
• Hydrogen Blend Trial Level: 2% green hydrogen.
• Battery Projects Accelerated (Transmission): Up to 10GW.
• Operational UK Battery Storage Capacity (Sept 2025): Over 6.8GW.
• LV Monitoring Monitors Reduced: From 15,500 to 11,000.

National Grid plc (NGG) - Ansoff Matrix: Diversification

Acquire a non-regulated, large-scale renewable generation portfolio outside of core markets.

National Grid plc completed the sale of its US onshore renewables business, National Grid Renewables, for cash proceeds of $2.1 billion.

The divestment of National Grid Renewables resulted in net proceeds of £1.5 billion.

The company expects to invest around £51 billion in green capital investment between April 2024 and March 2029.

Enter the competitive fiber-optic broadband market using existing transmission rights-of-way.

National Grid Partners has invested more than $150 million in 18 AI startups since 2018.

National Grid Partners announced a commitment to invest $100 million in artificial intelligence startups in March 2025.

Total capital deployed by National Grid Partners since its 2018 founding surpassed $500 million.

Invest in green hydrogen production facilities in new, non-regulated international markets.

National Grid Ventures (NGV) is developing emerging technologies such as hydrogen.

NGV has a committed capital expenditure of around £1 billion over the five years to 2028/29.

The total planned cumulative capital investment across energy networks and adjacent businesses is around £60 billion over five years to March 2029.

Establish a venture capital arm to fund energy-tech startups in South America or Asia.

National Grid Partners is the corporate venture capital and innovation arm of National Grid plc.

Nearly 80% of National Grid Partners portfolio companies are strategically engaged with National Grid's business units.

The venture group convenes the NextGrid Alliance, a network of senior innovation executives from more than 120 worldwide utility companies.

Develop and sell proprietary grid management software to non-utility clients globally.

The AI platform gridFIRM was deployed across National Grid's electric transmission and distribution networks in Massachusetts, New York, and the United Kingdom.

For the six months ended September 30, 2025, Capital investment for continuing operations was £5,052 million.

Statutory operating profit for National Grid Ventures (NGV) in 2024/25 was £5 million.

Here's a quick look at some key segment financial data from the half-year results ended September 30, 2025, and the prior full year:

The scale of investment in regulated assets provides a baseline for potential non-regulated deployment:

• Expected Group asset growth CAGR through to March 2029: around 10%.
• Total planned capital investment to March 2029: around £60 billion.
• Group assets trending towards £100 billion by March 2029.
• UK Electricity Transmission investment ramp up driven by Wave 1 ASTI projects.
• New York leak-prone pipe replacement: 159 miles replaced in six months.

Finance: draft 13-week cash view by Friday.