Table of Contents Introduction 11 What is this report about? 11 Who is the target reader? 11 How to use this report 11 Definitions 11 Top 5 Emerging Countries power generation 12 Industry Outlook 12 Power Generation in South Africa 15 Market Overview 15 Market Data 16 Market Segmentation 18 Market outlook 19 Five forces analysis 21 Macroeconomic indicators 27 Power Generation in Brazil 29 Market Overview 29 Market Data 30 Market Segmentation 32 Market outlook 33 Five forces analysis 35 Macroeconomic indicators 41 Power Generation in China 43 Market Overview 43 Market Data 44 Market Segmentation 46 Market outlook 47 Five forces analysis 49 Macroeconomic indicators 55 Power Generation in India 57 Market Overview 57 Market Data 58 Market Segmentation 60 Market outlook 61 Five forces analysis 63 Macroeconomic indicators 69 Power Generation in Mexico 71 Market Overview 71 Market Data 72 Market Segmentation 74 Market outlook 75 Five forces analysis 77 Macroeconomic indicators 83 Company Profiles 85 Leading Companies 85 Appendix 136 Methodology 136 About MarketLine 137

List of Tables Table 1: Top 5 emerging countries power generation industry, revenue ($bn), 2013-22 Table 2: Top 5 emerging countries power generation industry, revenue ($bn), 2013-17 Table 3: Top 5 emerging countries power generation industry forecast, revenue ($bn), 2017-22 Table 4: South Africa power generation industry value: $ billion, 2013–17 Table 5: South Africa power generation industry volume: TWh, 2013–17 Table 6: South Africa power generation industry geography segmentation: $ billion, 2017 Table 7: South Africa power generation industry value forecast: $ billion, 2017–22 Table 8: South Africa power generation industry volume forecast: TWh, 2017–22 Table 57: South Africa size of population (million), 2013–17 Table 58: South Africa gdp (constant 2005 prices, $ billion), 2013–17 Table 59: South Africa gdp (current prices, $ billion), 2013–17 Table 60: South Africa inflation, 2013–17 Table 61: South Africa consumer price index (absolute), 2013–17 Table 62: South Africa exchange rate, 2013–17 Table 9: Brazil power generation industry value: $ billion, 2013–17 Table 10: Brazil power generation industry volume: TWh, 2013–17 Table 11: Brazil power generation industry geography segmentation: $ billion, 2017 Table 12: Brazil power generation industry value forecast: $ billion, 2017–22 Table 13: Brazil power generation industry volume forecast: TWh, 2017–22 Table 14: Brazil size of population (million), 2013–17 Table 15: Brazil gdp (constant 2005 prices, $ billion), 2013–17 Table 16: Brazil gdp (current prices, $ billion), 2013–17 Table 17: Brazil inflation, 2013–17 Table 18: Brazil consumer price index (absolute), 2013–17 Table 19: Brazil exchange rate, 2013–17 Table 20: China power generation industry value: $ billion, 2013–17 Table 21: China power generation industry volume: TWh, 2013–17 Table 22: China power generation industry geography segmentation: $ billion, 2017 Table 23: China power generation industry value forecast: $ billion, 2017–22 Table 24: China power generation industry volume forecast: TWh, 2017–22 Table 25: China size of population (million), 2013–17 Table 26: China gdp (constant 2005 prices, $ billion), 2013–17 Table 27: China gdp (current prices, $ billion), 2013–17 Table 28: China inflation, 2013–17 Table 29: China consumer price index (absolute), 2013–17 Table 30: China exchange rate, 2013–17 Table 31: India power generation industry value: $ billion, 2013–17 Table 32: India power generation industry volume: TWh, 2013–17 Table 33: India power generation industry geography segmentation: $ billion, 2017 Table 34: India power generation industry value forecast: $ billion, 2017–22 Table 35: India power generation industry volume forecast: TWh, 2017–22 Table 36: India size of population (million), 2013–17 Table 37: India gdp (constant 2005 prices, $ billion), 2013–17 Table 38: India gdp (current prices, $ billion), 2013–17 Table 39: India inflation, 2013–17 Table 40: India consumer price index (absolute), 2013–17 Table 41: India exchange rate, 2013–17 Table 42: Mexico power generation industry value: $ billion, 2013–17 Table 43: Mexico power generation industry volume: TWh, 2013–17 Table 44: Mexico power generation industry geography segmentation: $ billion, 2017 Table 45: Mexico power generation industry value forecast: $ billion, 2017–22 Table 46: Mexico power generation industry volume forecast: TWh, 2017–22 Table 47: Mexico size of population (million), 2013–17 Table 48: Mexico gdp (constant 2005 prices, $ billion), 2013–17 Table 49: Mexico gdp (current prices, $ billion), 2013–17 Table 50: Mexico inflation, 2013–17 Table 51: Mexico consumer price index (absolute), 2013–17 Table 52: Mexico exchange rate, 2013–17 Table 53: Eskom Holdings SOC Limited: key facts Table 54: Eskom Holdings SOC Limited: key financials ($) Table 55: Eskom Holdings SOC Limited: key financials (ZAR) Table 56: Eskom Holdings SOC Limited: key financial ratios Table 63: Centrais Eletricas Brasileiras S.A.: key facts Table 64: Centrais Eletricas Brasileiras S.A.: key financials ($) Table 65: Centrais Eletricas Brasileiras S.A.: key financials (BRL) Table 66: Centrais Eletricas Brasileiras S.A.: key financial ratios Table 67: CPFL Energia S.A.: key facts Table 68: CPFL Energia S.A.: key financials ($) Table 69: CPFL Energia S.A.: key financials (BRL) Table 70: CPFL Energia S.A.: key financial ratios Table 71: Electricite de France (EDF): key facts Table 72: Electricite de France (EDF): key financials ($) Table 73: Electricite de France (EDF): key financials (€) Table 74: Electricite de France (EDF): key financial ratios Table 75: Datang International Power Generation Co., Ltd: key facts Table 76: Datang International Power Generation Co., Ltd: key financials ($) Table 77: Datang International Power Generation Co., Ltd: key financials (CNY) Table 78: Datang International Power Generation Co., Ltd: key financial ratios Table 79: Huadian Power International Corporation Limited: key facts Table 80: Huadian Power International Corporation Limited: key financials ($) Table 81: Huadian Power International Corporation Limited: key financials (CNY) Table 82: Huadian Power International Corporation Limited: key financial ratios Table 83: Huaneng Power International, Inc.: key facts Table 84: Huaneng Power International, Inc.: key financials ($) Table 85: Huaneng Power International, Inc.: key financials (CNY) Table 86: Huaneng Power International, Inc.: key financial ratios Table 87: Engie: key facts Table 88: Engie: key financials ($) Table 89: Engie: key financials (€) Table 90: Engie: key financial ratios Table 91: NHPC Ltd.: key facts Table 92: NHPC Ltd.: key financials ($) Table 93: NHPC Ltd.: key financials (Rs.) Table 94: NHPC Ltd.: key financial ratios Table 95: Reliance Power Ltd.: key facts Table 96: Reliance Power Ltd.: key financials ($) Table 97: Reliance Power Ltd.: key financials (Rs.) Table 98: Reliance Power Ltd.: key financial ratios Table 99: Tata Power Company Ltd.: key facts Table 100: Tata Power Company Ltd.: key financials ($) Table 101: Tata Power Company Ltd.: key financials (Rs.) Table 102: Tata Power Company Ltd.: key financial ratios Table 103: Comision Federal de Electricidad: key facts Table 104: Comision Federal de Electricidad: key financials ($) Table 105: Comision Federal de Electricidad: key financials (MXN) Table 106: Comision Federal de Electricidad: key financial ratios Table 107: Enel SpA: key facts Table 108: Enel SpA: key financials ($) Table 109: Enel SpA: key financials (€) Table 110: Enel SpA: key financial ratios Table 111: Gas Natural Fenosa: key facts Table 112: Gas Natural Fenosa: key financials ($) Table 113: Gas Natural Fenosa: key financials (€) Table 114: Gas Natural Fenosa: key financial ratios List of Figures Figure 1: Top 5 emerging countries power generation industry, revenue ($bn), 2013-22 Figure 2: Top 5 emerging countries power generation industry, revenue ($bn), 2013-17 Figure 3: Top 5 emerging countries power generation industry forecast, revenue ($bn), 2017-22 Figure 4: South Africa power generation industry value: $ billion, 2013–17 Figure 5: South Africa power generation industry volume: TWh, 2013–17 Figure 6: South Africa power generation industry geography segmentation: % share, by value, 2017 Figure 7: South Africa power generation industry value forecast: $ billion, 2017–22 Figure 8: South Africa power generation industry volume forecast: TWh, 2017–22 Figure 9: Forces driving competition in the power generation industry in South Africa, 2017 Figure 10: Drivers of buyer power in the power generation industry in South Africa, 2017 Figure 11: Drivers of supplier power in the power generation industry in South Africa, 2017 Figure 12: Factors influencing the likelihood of new entrants in the power generation industry in South Africa, 2017 Figure 13: Factors influencing the threat of substitutes in the power generation industry in South Africa, 2017 Figure 14: Drivers of degree of rivalry in the power generation industry in South Africa, 2017 Figure 15: Brazil power generation industry value: $ billion, 2013–17 Figure 16: Brazil power generation industry volume: TWh, 2013–17 Figure 17: Brazil power generation industry geography segmentation: % share, by value, 2017 Figure 18: Brazil power generation industry value forecast: $ billion, 2017–22 Figure 19: Brazil power generation industry volume forecast: TWh, 2017–22 Figure 20: Forces driving competition in the power generation industry in Brazil, 2017 Figure 21: Drivers of buyer power in the power generation industry in Brazil, 2017 Figure 22: Drivers of supplier power in the power generation industry in Brazil, 2017 Figure 23: Factors influencing the likelihood of new entrants in the power generation industry in Brazil, 2017 Figure 24: Factors influencing the threat of substitutes in the power generation industry in Brazil, 2017 Figure 25: Drivers of degree of rivalry in the power generation industry in Brazil, 2017 Figure 26: China power generation industry value: $ billion, 2013–17 Figure 27: China power generation industry volume: TWh, 2013–17 Figure 28: China power generation industry geography segmentation: % share, by value, 2017 Figure 29: China power generation industry value forecast: $ billion, 2017–22 Figure 30: China power generation industry volume forecast: TWh, 2017–22 Figure 31: Forces driving competition in the power generation industry in China, 2017 Figure 32: Drivers of buyer power in the power generation industry in China, 2017 Figure 33: Drivers of supplier power in the power generation industry in China, 2017 Figure 34: Factors influencing the likelihood of new entrants in the power generation industry in China, 2017 Figure 35: Factors influencing the threat of substitutes in the power generation industry in China, 2017 Figure 36: Drivers of degree of rivalry in the power generation industry in China, 2017 Figure 37: India power generation industry value: $ billion, 2013–17 Figure 38: India power generation industry volume: TWh, 2013–17 Figure 39: India power generation industry geography segmentation: % share, by value, 2017 Figure 40: India power generation industry value forecast: $ billion, 2017–22 Figure 41: India power generation industry volume forecast: TWh, 2017–22 Figure 42: Forces driving competition in the power generation industry in India, 2017 Figure 43: Drivers of buyer power in the power generation industry in India, 2017 Figure 44: Drivers of supplier power in the power generation industry in India, 2017 Figure 45: Factors influencing the likelihood of new entrants in the power generation industry in India, 2017 Figure 46: Factors influencing the threat of substitutes in the power generation industry in India, 2017 Figure 47: Drivers of degree of rivalry in the power generation industry in India, 2017 Figure 48: Mexico power generation industry value: $ billion, 2013–17 Figure 49: Mexico power generation industry volume: TWh, 2013–17 Figure 50: Mexico power generation industry geography segmentation: % share, by value, 2017 Figure 51: Mexico power generation industry value forecast: $ billion, 2017–22 Figure 52: Mexico power generation industry volume forecast: TWh, 2017–22 Figure 53: Forces driving competition in the power generation industry in Mexico, 2017 Figure 54: Drivers of buyer power in the power generation industry in Mexico, 2017 Figure 55: Drivers of supplier power in the power generation industry in Mexico, 2017 Figure 56: Factors influencing the likelihood of new entrants in the power generation industry in Mexico, 2017 Figure 57: Factors influencing the threat of substitutes in the power generation industry in Mexico, 2017 Figure 58: Drivers of degree of rivalry in the power generation industry in Mexico, 2017 Figure 59: Eskom Holdings SOC Limited: revenues & profitability Figure 60: Eskom Holdings SOC Limited: assets & liabilities Figure 61: Centrais Eletricas Brasileiras S.A.: revenues & profitability Figure 62: Centrais Eletricas Brasileiras S.A.: assets & liabilities Figure 63: CPFL Energia S.A.: revenues & profitability Figure 64: CPFL Energia S.A.: assets & liabilities Figure 65: Electricite de France (EDF): revenues & profitability Figure 66: Electricite de France (EDF): assets & liabilities Figure 67: Datang International Power Generation Co., Ltd: revenues & profitability Figure 68: Datang International Power Generation Co., Ltd: assets & liabilities Figure 69: Huadian Power International Corporation Limited: revenues & profitability Figure 70: Huadian Power International Corporation Limited: assets & liabilities Figure 71: Huaneng Power International, Inc.: revenues & profitability Figure 72: Huaneng Power International, Inc.: assets & liabilities Figure 73: Engie: revenues & profitability Figure 74: Engie: assets & liabilities Figure 75: NHPC Ltd.: revenues & profitability Figure 76: NHPC Ltd.: assets & liabilities Figure 77: Reliance Power Ltd.: revenues & profitability Figure 78: Reliance Power Ltd.: assets & liabilities Figure 79: Tata Power Company Ltd.: revenues & profitability Figure 80: Tata Power Company Ltd.: assets & liabilities Figure 81: Comision Federal de Electricidad: revenues & profitability Figure 82: Comision Federal de Electricidad: assets & liabilities Figure 83: Enel SpA: revenues & profitability Figure 84: Enel SpA: assets & liabilities Figure 85: Gas Natural Fenosa: revenues & profitability Figure 86: Gas Natural Fenosa: assets & liabilities