1. Copyright 2006 President & Fellows Harvard College Energy Resources at Baker Library Ann Cullen Baker Library Services Contact: refquest@hbs.edu Tues. Oct. 10, 2006 3pm

2. 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?

3. 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.

4. 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: 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!

5. Copyright 2006 President & Fellows Harvard College News, Finding Latest Trends Platt's Energy Bulletin - Free daily email newsletter you can sign up for.Platt's Energy Bulletin Eye for Energy - http://www.eyeforenergy.comhttp://www.eyeforenergy.com Power Engineeing News - http://pepei.pennnet.com/http://pepei.pennnet.com/ Factiva - http://www.library.hbs.edu/go/factiva.htmlhttp://www.library.hbs.edu/go/factiva.html - Click on “News Pages” tab, and choose “Energy” from the top left drop down menu.

6. Copyright 2006 President & Fellows Harvard College Factiva - Click on “News Pages” tab, and choose “Energy” from the top left drop down menu.

7. Copyright 2006 President & Fellows Harvard College Industry Overviews SourceOECD – Access to the many reports and publications on energy from the OECD.SourceOECD 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!

8. Copyright 2006 President & Fellows Harvard College

9. Industry Overviews S&P Industry Surveys - http://www.library.hbs.edu/go/s_and_p.html - select “Electric Utilities”, “Natural Gas” or “Oil & Gas” http://www.library.hbs.edu/go/s_and_p.html Energy Information Administration - http://www.eia.doe.gov/ 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

10. Copyright 2006 President & Fellows Harvard College Onesource - Once in an Industry page, click on “Market Research” or “Analyst’s Reports” to get detailed reports.

11. Copyright 2006 President & Fellows Harvard College Explore a new business opportunity or idea: Search in article databases (i.e. Factiva, Bus. Source Complete, ABI)FactivaBus. Source CompleteABI Try the Baker Online Catalog (for books!)Baker Online Catalog Find a network of contacts in a company or industry: HBS Alumni Navigator at my.hbsHBS Alumni Navigator Executive listings in company information databases – i.e. Capital IQ, Orbis, ZoomInfoCapital IQOrbisZoomInfo Trade Associations, Conferences and Trade shows – i.e. Trade Show News NetworkTrade Associations Trade Show News Network Industry trade magazines and directories – listed in Baker Research GuidesBaker Research Guides Exploring Topics, Finding Contacts

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

13. Copyright 2006 President & Fellows Harvard College Bloomberg – Energy Asset Search Menu

14. Copyright 2006 President & Fellows Harvard College

15. Capital IQ http://www.library.hbs.edu/go/capitaliq.html 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 SheetCapital IQ Help Sheet

16. Copyright 2006 President & Fellows Harvard College 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

17. 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.

18. Copyright 2006 President & Fellows Harvard College Additional Sources for locating information on companies InvestextInvestext –Investment bank equity research reports on companies and industries. [Onesource has some of these reports too.] S&P Ratings Direct S&P Ratings Direct - Credit research on company and organization bond issues from around the world, including public finance and structured finance issues. CareersearchCareersearch - For locating small private and public U.S. companies. Company Information Sources at Baker Company Information Sources at Baker – List of all the resources available at Baker for company information.

19. 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.

20. Copyright 2006 President & Fellows Harvard College Open Web Resources General: International Energy Agency (IEA) - http://www.iea.orghttp://www.iea.org Energy Information Administration (EIA) - Web site: http://www.eia.doe.govhttp://www.eia.doe.gov U.S. Geological Survey Energy Resources Program - http://energy.usgs.gov/http://energy.usgs.gov/ AlacraWiki Energy - http://www.alacrawiki.com/index.php?title=Energyhttp://www.alacrawiki.com/index.php?title=Energy National Energy Foundation - http://www.nef.org.uk/http://www.nef.org.uk/ Oil and Gas: National Petroleum Council (NPC) - Web site: http://www.npc.orghttp://www.npc.org National Petrochemical & Refiners Association (NPRA) - http://www.npradc.orghttp://www.npradc.org Organization of the Petroleum Exporting Countries (OPEC) - http://www.opec.orghttp://www.opec.org American Association of Petroleum Geologists (AAPG) - http://www.aapg.orghttp://www.aapg.org American Gas Association (AGA) - http://www.aga.orghttp://www.aga.org American Petroleum Institute (API) - http://www.api.orghttp://www.api.org Independent Petroleum Association of America (IPAA) - http://www.ipaa.orghttp://www.ipaa.org

21. Copyright 2006 President & Fellows Harvard College Open Web Resources Electricity: American Public Power Association - http://www.appanet.org/http://www.appanet.org/ Electric Power Supply Association - http://www.epsa.org/http://www.epsa.org/ Edison Electric Institute - http://www.eei.org/http://www.eei.org/ International Atomic Energy Agency - http://www.iaea.org/http://www.iaea.org/ North American Electric Reliability Council - http://www.nerc.comhttp://www.nerc.com Nuclear Energy Institute - http://www.nei.org/http://www.nei.org/ Coal: American Coal Council – www.americancoalcouncil.orgwww.americancoalcouncil.org World Coal Institute – www.wci-coal.comwww.wci-coal.com National Mining Association – www.nma.orgwww.nma.org

22. Copyright 2006 President & Fellows Harvard College Open Web Resources Energy Alternatives: Fuel Cells Information - http://americanhistory.si.edu/fuelcells/ http://americanhistory.si.edu/fuelcells/ US Dept of Energy. Energy Efficiency & Renewable Energy - http://www.eere.energy.gov/afdc/http://www.eere.energy.gov/afdc/ Centre for Alternative Energy - http://www.cat.org.uk/index.tmpl?refer=index&init=1 http://www.cat.org.uk/index.tmpl?refer=index&init=1 Renewable Fuels Association - http://ethanolrfa.orghttp://ethanolrfa.org

23. Copyright 2006 President & Fellows Harvard College In Addition… You’ll need to locate financial data You might also need legal and regulatory information

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

25. 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.htmlhttp://www.library.hbs.edu/go/banklaw.html Competition Law360 - http://www.library.hbs.edu/go/complaw.htmlhttp://www.library.hbs.edu/go/complaw.html IP Law360 - http://www.library.hbs.edu/go/iplaw.htmlhttp://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. http://www.library.hbs.edu/go/lexisnexis.html 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/ http://www.law.harvard.edu/library/services/research/

26. 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 reporthttp://www.ferc.gov 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. http://www.dundee.ac.uk/cepmlp/journal/ Renewable Energy Database - http://www.dsireusa.org/ - State by state review of renewable energy legislation and programs in the UShttp://www.dsireusa.org/

27. 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. 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!

28. 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 trouble- shooting. Baker Databases A-Z List - 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

29. Copyright 2006 President & Fellows Harvard College Still need help? Contact a Baker librarian: In person! (see hours at our Web site)hours By email: refquest@hbs.edu (You can also make an appointment for a more in-depth research consultation.)refquest@hbs.edu By phone: 617-495-6040

30. 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 http://www.library.hbs.edu/copyright_restrictions.html Additional Information for MBAs on Using Baker http://www.library.hbs.edu/resources_mba.html

31. Copyright 2006 President & Fellows Harvard College For Your Review: This presentation will be posted to the course platform.

32. Copyright 2006 President & Fellows Harvard College Thank You! (Questions?) Ann Cullen – acullen@hbs.eduacullen@hbs.edu