A Hawaiian Electric Industries, Inc. (He): ANSOFF MATRIX ANÁLISE [JAN-2025 Atualizada]

A Hawaiian Electric Industries, Inc. (He) fica na vanguarda de uma revolução energética transformadora, posicionando -se estrategicamente para redefinir a geração e distribuição sustentável de energia em todo o Pacífico. Ao explorar meticulosamente a matriz Ansoff, a empresa revela um roteiro ousado que transcende os limites tradicionais de utilidade, adotando estratégias inovadoras em energia renovável, avanço tecnológico e expansão do mercado. Desde a adoção de energia solar até as tecnologias de grade de ponta, ele não está apenas se adaptando ao futuro-está proibindo ativamente um ecossistema de energia mais limpo e eficiente que promete remodelar como as comunidades consomem e interagem com o poder.

Hawaiian Electric Industries, Inc. (He) - Anoff Matrix: Penetração de mercado

Expanda a adoção de energia solar entre clientes residenciais e comerciais existentes no Havaí

A partir de 2022, a Hawaiian Electric Industries reportou 95.000 instalações solares residenciais e comerciais em todo o Havaí. A taxa de penetração solar da empresa atingiu 36% da geração total de eletricidade no estado.

Segmento de clientes	Instalações solares	Taxa de penetração
Clientes residenciais	68,500	28%
Clientes comerciais	26,500	8%

Implementar programas agressivos de eficiência energética

A Hawaiian Electric investiu US $ 42,3 milhões em programas de eficiência energética em 2022, direcionando a redução de 15% no consumo de energia do cliente.

• Serviços de auditoria energética: 22.000 clientes participaram
• Programas de desconto: US $ 6,2 milhões distribuídos
• Instalações de medidores inteligentes: 87.000 concluídos

Desenvolva campanhas de marketing direcionadas

Alocação de orçamento de marketing para promoção de energia renovável: US $ 3,7 milhões em 2022.

Canal de marketing	Investimento	Alcançar
Marketing digital	US $ 1,5 milhão	250.000 clientes
Eventos da comunidade	$850,000	45 eventos locais

Oferecer planos de taxa atraentes e incentivos

Orçamento do Programa de Incentivo à Energia Renovável: US $ 14,6 milhões em 2022.

• Créditos de medição líquida solar: US $ 0,15 por kWh
• Incentivos de armazenamento de bateria: até US $ 4.000 por instalação
• Planos de taxa de carregamento de veículos elétricos: taxas de desconto de 25%

Aprimore a qualidade do atendimento ao cliente

Investimento de atendimento ao cliente: US $ 8,2 milhões em 2022.

Métrica de serviço	Desempenho
Tempo médio de resposta	12 minutos
Taxa de satisfação do cliente	87%
Adoção do Serviço Digital	65% dos clientes

Hawaiian Electric Industries, Inc. (He) - Anoff Matrix: Desenvolvimento de Mercado

Explore a expansão para outros mercados das ilhas do Pacífico além do Havaí

A Hawaiian Electric Industries, Inc. relatou receita total de US $ 1,08 bilhão em 2022. O potencial do mercado da Pacific Island inclui Guam, com um tamanho de mercado de eletricidade de aproximadamente US $ 250 milhões anualmente.

Mercado	Receita anual potencial	Potencial de energia renovável
Guam	US $ 250 milhões	37% de potencial solar
Samoa americano	US $ 45 milhões	28% de capacidade renovável

Faça parceria com os governos locais para desenvolver infraestrutura de energia renovável

A Hawaiian Electric investiu US $ 185 milhões em projetos de infraestrutura renovável em 2022. O atual portfólio de energia renovável representa 34% da capacidade total de geração.

• US $ 75 milhões alocados para modernização da grade
• 37 MW de novos projetos solares concluídos
• 15 MW de infraestrutura de energia eólica desenvolvida

Investigar oportunidades em projetos de energia solar e de energia eólica em escala de utilidade

Os atuais projetos renováveis ​​em escala de utilidade da Hawaiian Electric totalizam 278 MW. Investimento projetado para novos projetos renováveis ​​estimados em US $ 420 milhões a 2025.

Tipo de projeto	Capacidade atual	Investimento planejado
Solar	187 MW	US $ 265 milhões
Vento	91 MW	US $ 155 milhões

Desenvolver infraestrutura de carregamento de veículos elétricos em diferentes ilhas havaianas

A Hawaiian Electric planeja instalar 250 novas estações de carregamento EV até 2024. A infraestrutura atual de carregamento EV inclui 175 locais de cobrança pública.

• Orçamento de US $ 35 milhões para expansão de infraestrutura de EV
• Visando 500 estações de carregamento totais até 2026
• Investimento médio de US $ 140.000 por estação de cobrança

Procure aprovações regulatórias para projetos de interconexão de grade entre ilhas

Custo estimado do projeto para interconexão de grade entre ilhas: US $ 325 milhões. Linha do tempo de conclusão projetada: 2025-2027.

Ilha	Custo de interconexão da grade	Conclusão estimada
Oahu	US $ 175 milhões	2025
Maui	US $ 95 milhões	2026
Ilha do Havaí	US $ 55 milhões	2027

Hawaiian Electric Industries, Inc. (He) - Anoff Matrix: Desenvolvimento de Produtos

Desenvolva soluções avançadas de armazenamento de energia para complementar a geração renovável

A Hawaiian Electric Industries investiu US $ 28,7 milhões em projetos de armazenamento de baterias em 2022. A empresa implantou 134 MW de capacidade de armazenamento de energia na grade do Havaí. As instalações de armazenamento de bateria aumentaram 42% em comparação com o ano anterior.

Projeto de armazenamento de energia	Capacidade (MW)	Investimento ($ m)
Oahu Grid Storage	78	16.5
Maui Energy Storage	36	7.9
Projetos da ilha do Havaí	20	4.3

Crie tecnologias de grade inteligente para melhorar a eficiência da distribuição de eletricidade

Os investimentos em grade inteligente atingiram US $ 42,3 milhões em 2022. A empresa implementou a infraestrutura avançada de medição, cobrindo 95% de sua base de clientes. A modernização da grade reduziu as perdas de transmissão em 3,6%.

• Implantação de infraestrutura de medição avançada: 245.000 medidores inteligentes
• Sistemas de monitoramento de grade em tempo real: 12 novos centros de controle
• Melhoria da eficiência da grade: redução de 3,6% nas perdas de transmissão

Lançar sistemas inovadores de gerenciamento de energia doméstica para clientes residenciais

A Hawaiian Electric lançou sistemas de gerenciamento de energia doméstica com US $ 6,2 milhões em custos de desenvolvimento. 37.500 clientes residenciais adotaram tecnologias inteligentes de gerenciamento de energia doméstica em 2022.

Tecnologia	Taxa de adoção	Segmentos de clientes
Integração inteligente do termostato	22.500 clientes	residencial
Gerenciamento de energia solar	15.000 clientes	Solar residencial

Introduzir micro -som e soluções de energia descentralizada

Os investimentos da Microgrid totalizaram US $ 35,6 milhões em 2022. A empresa desenvolveu 7 novos projetos de micrograde nas ilhas havaianas, apoiando 45.000 clientes com soluções de energia descentralizadas.

• Capacidade total da microgridez: 24 MW
• Número de projetos de microrda: 7
• Clientes atendidos por microgrades: 45.000

Desenvolver tecnologias de manutenção preditiva para infraestrutura elétrica

Os investimentos preditivos de tecnologia de manutenção atingiram US $ 18,4 milhões. A Companhia implementou sistemas de monitoramento orientados a IA em 3.200 milhas de linhas de transmissão, reduzindo em 27%27%.

Tecnologia de manutenção	Investimento ($ m)	Redução de interrupção
Sistemas de monitoramento de IA	12.6	27% de redução
Tecnologias de inspeção de drones	5.8	18% de melhoria de eficiência

Hawaiian Electric Industries, Inc. (He) - Ansoff Matrix: Diversificação

Invista em tecnologias emergentes de energia limpa, como a produção de hidrogênio verde

A Hawaiian Electric Industries investiu US $ 12,5 milhões em pesquisa e desenvolvimento de hidrogênio verde em 2022. A atual capacidade de produção de hidrogênio verde é de 50 toneladas por ano. O valor de mercado projetado para o hidrogênio verde no Havaí é estimado em US $ 78 milhões até 2025.

Categoria de investimento	Quantia	Crescimento projetado
R&D de hidrogênio verde	US $ 12,5 milhões	15,3% anualmente
Capacidade de produção	50 toneladas métricas/ano	250% até 2026

Explore o gerenciamento de frota de veículos elétricos e ofertas de serviços relacionados

A Hawaiian Electric comprometeu US $ 25 milhões à infraestrutura de veículos elétricos. Estações de carregamento EV atuais número 127 em todo o Havaí. A receita do serviço de gerenciamento de frotas atingiu US $ 4,2 milhões em 2022.

• Investimento total de infraestrutura de carregamento EV: US $ 25 milhões
• Número de estações de carregamento: 127
• Receita do Serviço de Gerenciamento de Frota: US $ 4,2 milhões

Desenvolver serviços de consultoria de energia para clientes comerciais e industriais

Os serviços de consultoria em energia geraram US $ 6,7 milhões em receita para a Havaiana Electric em 2022. A base de clientes expandiu para 214 clientes comerciais e industriais.

Métricas de serviço de consultoria	2022 dados
Receita total	US $ 6,7 milhões
Número de clientes	214

Crie plataformas digitais para negociação de energia e gerenciamento

Custo de desenvolvimento da plataforma digital: US $ 8,3 milhões. A base de usuários da plataforma cresceu para 45.000 em 2022. O volume de transações atingiu US $ 17,6 milhões.

• Investimento de desenvolvimento de plataformas digitais: US $ 8,3 milhões
• Base de usuário: 45.000
• Volume anual de transações: US $ 17,6 milhões

Invista em projetos de desenvolvimento de infraestrutura sustentável

O investimento em infraestrutura sustentável totalizou US $ 42,6 milhões em 2022. Os projetos incluem integração de grade de energia renovável e desenvolvimento de microrda.

Investimento de infraestrutura	Quantia
Investimento total de infraestrutura sustentável	US $ 42,6 milhões
Projetos de integração de grade renováveis	US $ 18,3 milhões
Desenvolvimento de Micrograde	US $ 24,3 milhões

Hawaiian Electric Industries, Inc. (HE) - Ansoff Matrix: Market Penetration

Market penetration for Hawaiian Electric Industries, Inc. (HE) centers on deepening service within its existing island markets by accelerating infrastructure investment and driving customer adoption of new programs.

Accelerate Grid Modernization Using Securitization Funding

You're looking at significant capital deployment to harden the grid against future events, which directly impacts reliability and customer trust. Hawaiian Electric Industries, Inc. (HE) has a three-year wildfire safety strategy that is projected to cost $350 million, with $137 million budgeted specifically for work in 2025. This is part of a broader, multiyear effort that includes replacing 2,202 wood utility poles with fire-resistant alternatives and undergrounding two miles of high-risk overhead lines in Lahaina. The company is seeking regulatory approval for securitization, which authorizes financing up to $500 million for these resilience investments. If this securitization is approved, the estimated 3-year total bill impact for Oahu is $68M, for Hawaii Island $101M, and for Maui County $181M. Without securitization, the estimated monthly bill impact for an average residential customer would be $1 on Oahu, $3 on Hawaii Island, and $5 in Maui County. In 2024, the company spent about $120 million on wildfire safety improvements alone.

Drive Adoption of BYOD Plus Program

The Bring Your Own Device Plus (BYOD Plus) program, which started on May 15, 2025, is a key lever for increasing distributed energy resource participation. This program is designed to harness customer battery storage to support the grid, especially during the evening peak. The total capacity allocated for enrollment is 50 MW statewide. This capacity is split evenly, reserving 25 MW specifically for Low and Moderate-Income (LMI) households and 25 MW for non-LMI participants. The commitment period for participants is five years, running from May 15, 2025 - May 14, 2030. Customers must commit a minimum of 1 kW capacity. The financial incentives are structured to encourage adoption, defintely.

Customer Segment	Upfront Incentive (per kW)	Export Credit Rate	Minimum Committed Capacity
Non-LMI	$400/kW	Retail Rate (during dispatch window)	1 kW
LMI	$800/kW	Retail Rate (during dispatch window)	1 kW

For example, an LMI household with two batteries, each committing 1 kW, could receive up to $8,000 in upfront rebates.

Increase Renewable Energy Generation

Hawaiian Electric Industries, Inc. (HE) is pushing past its 2024 Renewable Portfolio Standard (RPS) achievement of 36% consolidated renewable energy generation. This is a step up from the 33% achieved in 2023. The company is moving toward the state's 2030 goal of 40% RPS, with the long-term target being 100% renewable energy by 2045. The 2024 figures show significant progress across the islands, though the consolidated number masks island-specific performance.

• Oahu RPS in 2024: 30.8%
• Hawaii Island RPS in 2024: 58.7%
• Maui County RPS in 2024: 41.1%

Grid-scale solar additions in 2024 included projects like Kupono Solar (42 MW) and AES Kuihelani Solar (60 MW). New private rooftop solar installations totaled 61 MW in 2024. The company is on track to exceed the forecasted cumulative distributed solar capacity of 1,186 MW by 2030.

Offer Dynamic Pricing Tariffs

To optimize existing grid capacity, Hawaiian Electric Industries, Inc. (HE) is advancing its Advanced Rate Design Strategy (ARDS) through Time-of-Use (TOU) rates. The TOU Study began on February 1, 2024, for a subset of customers. This tariff structure divides the day into three pricing periods to incentivize usage shifts away from peak demand times:

• Daytime Period (9 a.m. to 5 p.m.)
• Evening Peak Period (5 p.m. - 9 p.m.)
• Overnight Period (9 p.m. - 9 a.m.)

The rates are set in a 1:2:3 ratio, meaning the evening peak is the most expensive period, and daytime rates are the cheapest. The overall Pilot implementation schedule has been extended to December 31, 2026.

Improve Customer Satisfaction and Reliability

Solidifying the existing market position relies on maintaining high service levels, which is supported by the grid modernization efforts mentioned above. Hawaiian Electric Industries, Inc. (HE) is a prominent utility supplying power to approximately 95% of the state's population. The company's Q3 2025 report showed a subsidiary net income of $37 million, reflecting a significant recovery driven by higher revenues and reduced wildfire liabilities. The utility continues to focus on decarbonization and grid modernization to enhance reliability.

Hawaiian Electric Industries, Inc. (HE) - Ansoff Matrix: Market Development

You're looking at expanding Hawaiian Electric Industries, Inc. (HEI) beyond its regulated Hawaii footprint. The core competency here is managing an island grid with high renewable penetration, which is a complex, high-cost environment. For context, Hawaiian Electric achieved a consolidated Renewable Portfolio Standard (RPS) of 36% in 2024, accelerating toward the 2030 milestone of 40%.

Establish a non-regulated consulting arm to export expertise in complex island grid decarbonization

The current strategic direction shows a move toward simplification, with the sale of 90.1% of American Savings Bank closing on December 31, 2024, and the divestiture of Pacific Current's solar and battery assets. This shift contrasts with the prior non-regulated activities; for instance, Pacific Current recorded a $35.2 million asset impairment in Q3 2024. The expertise developed, however, remains valuable. The utility itself saw a typical residential bill decrease of 7% in 2024, and returned $18 million in bill credits to customers.

Target other isolated, high-cost energy markets like U.S. territories or Caribbean island nations with existing products

The experience gained in Hawaii's unique environment-which includes managing a system where about 43% of single-family homes have rooftop solar-is the product for export. The scale of the challenge is reflected in the company's financial position; for the full year 2024, Hawaiian Electric Industries, Inc. reported a net loss of $1,426 million, or $11.23 per share, compared to a net income of $199 million in 2023. The utility's Q3 2025 net income was $37 million, a significant improvement from the Q3 2024 net loss of $83 million.

Bid on federal contracts to manage and modernize microgrids on U.S. military bases outside of Hawaii

The need for grid modernization and resilience mirrors the work HEI is undertaking in Hawaii, which requires significant capital. The projected Capital Expenditure (CapEx) over the next three years, from 2026 to 2028, is roughly $1.8 billion to $2.4 billion, which includes funding for wildfire and resilience work. Specifically, wildfire and resilience CapEx is expected to be approximately $50 million to $100 million, planned to be financed via securitization. The company has recently improved its financial flexibility, expanding its credit facility capacity to $600 million from $375 million and successfully issuing approximately $500 million in debt.

Partner with mainland utilities to share best practices on integrating high levels of distributed solar, a core competency

Hawaiian Electric is on track to exceed the forecasted cumulative distributed solar capacity of 1,186 MW by 2030. This integration experience is a marketable asset. For comparison, the consolidated revenue for Hawaiian Electric Industries, Inc. in 2024 was $2.90 Billion USD, a decrease from $3.68 Billion USD in 2023. The core income from continuing operations in Q2 2025 was $35 million, or $0.20 per share.

Here are some key financial and operational metrics relevant to assessing this market development strategy:

Metric Category	Description	Value (Latest Available)	Year/Period
Financial Performance	Full Year Net Loss	$1,426 million	2024
Financial Performance	Q3 Net Income	$31 million	Q3 2025
Financial Performance	Revenue (TTM)	$2.76 Billion USD	2025 TTM
Operational Achievement	Consolidated RPS	36%	2024
Operational Achievement	Forecasted Cumulative Distributed Solar Capacity	1,186 MW	By 2030
Strategic Finance	Debt Issued	Approx. $500 million	2025
Strategic Finance	Projected Resilience CapEx (2026-2028)	$50 million to $100 million	Annualized Portion
Litigation/Risk Management	Maui Settlement First Payment Expected	No sooner than Q1 2026	N/A

The core competency is built on handling high renewable penetration and grid stability challenges:

• RPS Milestone Target: 40% by 2030.
• Hawaii Island RPS Achieved: 59%.
• Single-Family Homes with Rooftop Solar: 43%.
• Q3 2024 Wildfire Liability Accrual (Pre-tax): $203.0 million.
• Q3 2024 Core Income from Continuing Operations: $33 million (or $0.29 per share).

The utility dividend to HEI continues to be suspended.

Hawaiian Electric Industries, Inc. (HE) - Ansoff Matrix: Product Development

You're looking at how Hawaiian Electric Industries, Inc. (HE) can grow by introducing new services to its existing customer base, which is the core of Product Development in the Ansoff Matrix. This means taking what you know about the Hawaii market and building something new for it.

Expand and upgrade the public Electric Vehicle (EV) fast-charging network across Oahu and Maui.

The utilization of your company-owned public Fast Chargers is definitely climbing. In 2024, energy dispensed by EV-U Fast Chargers across the service territory hit 2,184,143 kWh, marking an 81 percent increase from the year before. To manage this growth, the EV Charging Station Asset Manager team was expanded from one full-time employee to two FTEs in late 2023. Commercial EV TOU (Time-of-Use) rates, like EV-J or EV-P, are part of a pilot running from 2022 - 2027 on Oahu and Maui, incentivizing charging during mid-day solar peaks.

Introduce advanced Energy-as-a-Service (EaaS) packages for large commercial and industrial customers in Honolulu.

For your largest customers in Honolulu, EaaS packages would build on existing support structures. The Commercial Account Management Team already serves as a single point of contact for large power service projects, load management, and new product information. While specific EaaS package revenue targets aren't public, this push aligns with the overall $400 million expected CapEx for 2025. You're essentially productizing grid support services for C&I (Commercial & Industrial) clients.

Develop and market utility-owned battery storage services for residential customers beyond the BYOD Plus incentive model.

Beyond customer-sited storage like the new BYOD Plus program, utility-owned assets are key for grid stability. The BYOD Plus program, which replaced Battery Bonus, has a total capacity target of 50 MW statewide, with 25 MW specifically reserved for LMI (Low-Moderate Income) households starting May 15, 2025. Meanwhile, two major utility-owned battery projects are slated for completion around September 2025, if approved: the Waena BESS on Maui and the North Kohala Microgrid project. Here's a quick look at the storage landscape:

Program Type	Program Name Example	Capacity/Scale	Customer Incentive/Benefit
Utility-Owned BESS	Waena BESS (Maui)	Utility-owned asset	Ensure grid stability; accommodate more renewables
Utility-Owned Microgrid	North Kohala Microgrid	Utility-owned asset	Integrated with BESS; expected completion September 2025
Customer-Owned Storage	BYOD Plus	50 MW total capacity	Upfront incentive of $400/kW committed (non-LMI)
Closed Customer Storage	Battery Bonus	N/A	Closed to new participants

Launch a new demand-response program utilizing smart thermostat and water heater controls to manage load.

You already have a proven model for load control. The Residential Direct Load Control Water Heater program is fully subscribed with 34,000 participating customers, offering a consistent $3 bill credit every month, or $48 per year, whether an event is triggered or not. This is a low-cost way for the utility to manage load, as water heaters are simple resistive loads. The Q2 2025 results showed $1 million in demand response revenues, showing the financial upside. A new program could expand this to smart thermostats, where the incremental cost to upgrade a standard unit is between $100 and $200.

The existing DR portfolio includes several mechanisms for load shaping:

• Fast Demand Response (Fast DR) for Oahu/Maui businesses.
• Residential Direct Load Control for water heaters.
• Commercial & Industrial Direct Load Control (CIDLC) using generators.
• Power Partnership Programs with independent companies.

Finance: draft 13-week cash view by Friday.

Hawaiian Electric Industries, Inc. (HE) - Ansoff Matrix: Diversification

You're looking at how Hawaiian Electric Industries, Inc. (HEI) can move beyond its regulated utility base in Hawaii, which supplies power to approximately 95% of the state's population. This diversification strategy uses capital freed up from non-core assets and focuses on adjacent, non-regulated growth areas.

The recent divestiture of its majority stake in American Savings Bank (ASB) provides the initial capital base for this push. The transaction valued the bank at $450 million, with the sale of 90.1% generating an aggregate cash consideration of $405 million for Hawaiian Electric Industries, Inc. (HEI). As of Q1 2025, HEI used $384 million of these proceeds to retire holding company debt. HEI retains a 9.9% non-controlling interest in ASB, which previously held $9.3 billion in total assets.

The immediate financial capacity for a major non-utility move is highlighted by the reported liquidity figures as of the end of Q3 2025. While the holding company had $40 million in unrestricted cash, the total reported liquidity figure is cited at $544 million.

Here's a look at the proposed diversification vectors and the financial context:

Diversification Action	Relevant Financial/Statistical Data Point	Value/Amount
Strategic Non-Utility Acquisition	Unrestricted Cash/Liquidity Target for Acquisition	$544 million
ASB Divestiture Proceeds Used for Debt Reduction	Holding Company Debt Retired (Q1 2025)	$384 million
ASB Divestiture Valuation	Total Bank Valuation	$450 million
Utility Operational Context	Q3 2025 Core Net Income (HEI Consolidated)	$33 million
Utility Operational Context	Debt-to-Equity Ratio (HEI)	1.64

The first two points focus on technology and scale outside the regulated territory. You could start a subsidiary to offer large-scale, non-utility-owned Battery Energy Storage Systems (BESS) development in mainland US markets. Battery Energy Storage Systems (BESS) are important for filling gaps when solar and wind energy drop, and several stand-alone BESS projects are already in operation or being developed in Hawaii. This move leverages the utility's operational knowledge in grid stability, which is also a focus of Hawaiian Electric's $450 million, three-year wildfire safety plan, which budgeted $137 million for 2025 work.

The third point directly targets the available capital. You would leverage the $544 million in unrestricted cash for a strategic, non-utility acquisition in a complementary, non-regulated mainland sector. This is a pure market/product development move, distinct from the regulated utility business that reported Q3 2025 net income of $30.7 million.

The final vector is re-entering financial services in a targeted way. You could establish a new financial services product line, distinct from the divested American Savings Bank, focused on green financing for energy efficiency projects. This is a product development strategy using the experience gained from the bank holding, while the utility focuses on its core mission. The utility's Q1 2025 revenue was $744.1 million, showing the scale of the core business that this diversification seeks to balance.

Consider the following potential focus areas for non-regulated technology investment:

• Invest in non-regulated, utility-adjacent technology startups focused on grid resilience outside of Hawaii.
• Form a subsidiary to offer large-scale, non-utility-owned BESS development in mainland US markets.
• Establish a new financial services product line focused on green financing.
• Acquire a mainland entity using up to $544 million in liquidity.

Finance: draft 13-week cash view by Friday.