Framework for Clean Technologies in China

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Framework for Clean Technologies in China

  1. 1. Green DrinksAugust 2011 Dr. Patrick Berbon Framework for clean technologies in China Looking to invest in teams with solutions 遨问) 遨问 China Materialia (遨问 Shanghai and Wuxi, China California Clean Technologies, San Francisco, California, and China Materialia, Shanghai, China
  2. 2. Dr. Patrick Berbon Engineering degree Ecole Centrale Lyon, France, Tsinghua University, Beijing, China Ph.D. Materials Science, USC, Los Angeles Aerospace research Rockwell Start-up in Nanotechnology Technology Transfer / Innovation / Performance Improvement Clean Technologies Shanghai and Wuxi, China California Clean Technologies, San Francisco, California, and China Materialia, Shanghai, China
  3. 3. Successful Implementations• Acid Rains (酸雨)• Hybrid electric vehicles (混合动力车) California Clean Technologies, San Francisco, California, and China Materialia, Shanghai, China
  4. 4. Acid Rains and Catalytic Converters(酸雨 和 催化转换器)Mainly sulfonic acid and nitric acid formed when sulfur dioxide (SO2) and nitrogen oxides (NOx) react withwater and oxygen in the atmosphere.These pollutants come from primarily manmade activities: burning of fossil fuels for cars, power plants andbuildings. The issue was tackled by using catalytic converters in cars and scrubbers in power plants.Acid rains were critical to build awareness to environmental damage done by population growth and un-checked industrial production. EPA regulations under the Clean Air Act. California Clean Technologies, San Francisco, California, and China Materialia, Shanghai, China
  5. 5. Hybrid vehicles (混合动力车)Fastest growing segment of US vehicle market;Toyota and Honda have taken an early lead. USmanufacturers working hard to catch up (on Yourdime);Note that the 800K Toyota Prius in the US saveabout 2.3M tons CO2 / year, equivalent to ONEcoal plant!“Some firms, in the process of addressing climatechange, will find opportunities to enhance orextend their competitive positioning by creatingproducts (such as hybrid cars) that exploitclimate-induced demand”, Michael Porter andForest Reinhart, “A Strategic Approach toClimate”, Harvard Business Review, October2007. The Honda Civic Hybrid engine features i- VTEC and IMA (integrated motor assist) technology, enabling electric motor run. Presented by Honda Motor Senior Managing Director Motoatsu Shiraishi. California Clean Technologies, San Francisco, California, and China Materialia, Shanghai, China
  6. 6. China Materialia is a Shanghai-based VentureCapital Investment and Innovation AdvisoryCompany Venture Capital Venture Capital Advisory Investment Shanghai Yangpu Venture International Technology incubation Transfer Incubation Center California Clean Technologies, San Francisco, California, and China Materialia, Shanghai, China
  7. 7. China Materialia Venture Capital Fund is dedicatedto helping foreign companies to grow in Chinamarket 150 million RMB (~ $23 million), $ 2-3 million per investment At least 50% of the Fund will invest in Sino-foreign joint-ventures with internationaltechnology companies Core industry focus Advanced materials and enabled applications Clean-tech/Energy Electronics and controls Medical devices California Clean Technologies, San Francisco, California, and China Materialia, Shanghai, China
  8. 8. Why you would be interested in China– lower cost, bigger market, more capital Availability of capital Technology content Maximize Value Cost of commerciali of zation Innovation Market potential California Clean Technologies, San Francisco, California, and China Materialia, Shanghai, China
  9. 9. Clean Energy Limitations – Policy Decisions /Economic factors(局限性-政策规定/经济因素)• Need adoption of international conventions;• Entrenched large businesses and governmentadministrations;• Complexity of Intellectual Property positions as manynew clean technologies are at the cross-roads of varioustechnological fields;• Renewable energy projects require large capitalexpenditures (pay for fuel upfront);• Investors not yet convinced of good ROI; California Clean Technologies, San Francisco, California, and China Materialia, Shanghai, China
  10. 10. Marginal Cost of Abatement(减少的边际成本) California Clean Technologies, San Francisco, California, and China Materialia, Shanghai, China
  11. 11. Marginal Cost of Abatement(减少的边际成本) 50 Cum Gt CO2 eliminated€/t CO2 0.50 1.0 1.5 2.0 2.5 3.0 3.5 4.0 0 -50 Fridges / freezers Retrofit facade -100 Appliances -150 Lighting A/C Water heating Retrofit Building envelope floor/roof Heaters -200 Washers/ dryers Retrofit floor/ roof Windows Other (slide from Marc Porat, investor, California) New-build insulation appliances …many are green building materials & technologies California Clean Technologies, San Francisco, California, and China Materialia, Shanghai, China
  12. 12. International agreement – Fundamental issueCOP 16: ONE FUNDAMENTAL ISSUEUS 20 tons CO2 / year / personChina 1 ton CO2 / year / person California Clean Technologies, San Francisco, California, and China Materialia, Shanghai, China
  13. 13. World emitters: Everyone!US and Germany due to energy intensity, China and India due to size of population, Russia due tooil and gas, Brazil and Indonesia due to burning of the rain forest. California Clean Technologies, San Francisco, California, and China Materialia, Shanghai, China
  14. 14. Fuel Mix for Electricity Generation in the US in 2007(2007年美国发电的类型) Total generation 4,200 BkWh (AIE Outlook) California Clean Technologies, San Francisco, California, and China Materialia, Shanghai, China
  15. 15. Fuel Mix for Electricity Generation in China in 2007(2007年中国发电类型) Total generation 3,042 BkWh (source: US EIA) California Clean Technologies, San Francisco, California, and China Materialia, Shanghai, China
  16. 16. Fuel Mix for Electricity Generation in the World 2006(2006年全球发电类型) Total generation 18,930 BkWh (source: IEA) California Clean Technologies, San Francisco, California, and China Materialia, Shanghai, China
  17. 17. Fundamental Opportunity – Green Jobs(清洁能源的机会-绿色工作)“Some firms, in the process of addressingclimate change, will find opportunities toenhance or extend their competitive positioningby creating products (such as hybrid cars) thatexploit climate-induced demand”, MichaelPorter (2007).Thomas L. Friedman, NY Times foreign affairscolumnist, “Mr. Conventional Wisdom”, authorof “The World is Flat” (2005) and “Hot, Flat,and Crowded” (2008).President Barack Obama speeches andstimulus package (2008 and 2009). California Clean Technologies, San Francisco, California, and China Materialia, Shanghai, China
  18. 18. Your Opportunity – You (你的机会 - 你自己) • LOTS OF opportunities; • HUGE opportunities; • Position YOURSELF; • Vinod Khosla: “This is bigger than the internet” • Mark Porat: “Of the next 10 Google, 8 will be in cleantech” California Clean Technologies, San Francisco, California, and China Materialia, Shanghai, China
  19. 19. We look for technology solutions to large pain-points in themarketplace, coming with a solid team and a business model Market Pain Validated market opportunity Growing at > 30%/yr in China LARGE pain- Technology point in the Technology Solution marketplace in SOLUTIONS China Technology solution Target Beyond proof-of-concept and projects beyond small-scale trial Business model Business model showing you can solve the problem at a profit Profittable, Capital efficient, Return < $2 M to reach significant potential milestones and first sale California Clean Technologies, San Francisco, California, and China Materialia, Shanghai, China
  20. 20. What we would like to see in your proposal• ProblemWhat is customer pain that your technology addressesOutline how the customer addresses the issue today• SolutionDescribe your technology and your products line-upDescribe your IPDemonstrate your value proposition to the customersYour product development roadmap• Market SizeIdentify/profile the customer you cater toEstimate of market size and what do you believe as market potentiaal• CompetitionList competitorsList competitive advantages of your technology and products
  21. 21. What we would like to see in your proposal• Why NowSet-up the historical evolution of your categoryDefine recent trends that make your solution possible• Business ModelRevenue modelPricingAverage account size and/or lifetime valueSales & distribution modelCustomer/pipeline list• TeamFounders & Management for US company and for the Chinese entityBoard of Directors/Board of Advisors
  22. 22. Your Opportunity – The Future isHere(机会-未来就在这里) • 4/2009: Abengoa Solar puts the largest Concentrated Solar Tower into operation near Seville, Spain; • Meet the PS20: 20 MW, 1,255 heliostats, 531 ft tower; California Clean Technologies, San Francisco, California, and China Materialia, Shanghai, China
  23. 23. Merci pour votre attention. Thank You for yourattention. 谢谢大家. Dr. Patrick Berbon 187-6262-4010 (China) California Clean Technologies, San Francisco, California, and China Materialia, Shanghai, China

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