Finansieringslösningar	  för	  miljöföretagande:	                  Globala	  trender	  för	  bolag	  i	  olika	           ...
Is this sustainable?12-10-18            D.V.I         2
Agenda•  An assessment of how the recent market conditions   affected the interest in sustainable investment•    Case: Ren...
Henrik Malmsten•    Head of Asset Management at Sixth AP-fund for seven years and     extensive experience to manage teams...
Key Words - Sustainable EnergyCleantech:The term "clean technology" describes technologies developed bybiological, computa...
Important Persons - For the World and Sweden                        Al GoreDr. Rajendra Pachauri                  Michael ...
Sustainable Investments            Envirotech                                     Cleantech                1970s-80s      ...
Why invest in Renewable Energy•    Great geopolitical focus is a driving force for     renewable energy•    Cheap oil prod...
The Case for Swedish Cleantech§    Swedish Cleantech deal flow is particularly strong for the following      reasons:    ...
World energy consumption, 1990-2035                              IEA (International Energy                              Ag...
Global energy demand, Total electricity production mix                    Hydro                    16%                    ...
Cleantech – 5-year CAGR expectations                   Solar globally                                                     ...
         Top 10 Solar PV Markets, installed in 2011 (kw)     12-10-18                D.V.I                       13
The Global Equity Markets for Renewable                               Energy       USA                                    ...
The Global Universe withinthe Equity Markets for Renewable Energy                                                         ...
The 2012 Global Cleantech 100> 5.5       2.2-3.9    < 0.63.9-5.5     0.6-2.2    No data                                   ...
The 100 companies by sektor12-10-18               D.V.I             17
         I tidig fas saknas både kunder och privat kapital                                  Ernst and Young – Navigating t...
   How Sweden will create the worlds best climate for innovation?                                                   Veckan...
           Stockholm Cleantech Venture Day 2012Cleantech Company of the Year Award 2012to Anolytech at Stockholm Cleantech...
  Institutions and investors within cleantech in Sweden     12-10-18            D.V.I                    21
                    Swedish media within cleantechNu lyfter vi - 33-listan 2012       12-10-18                 D.V.I      ...
Thank you for listening to the future!As the Chinese saying goes: ”The best time to plant a tree was a hundred years ago.T...
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Grön Tillväxt. Henrik Malmsten.18 oktober 2012. Cleantech local global

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Grön Tillväxt. Henrik Malmsten.18 oktober 2012. Cleantech local global

  1. 1. Finansieringslösningar  för  miljöföretagande:   Globala  trender  för  bolag  i  olika   utvecklingsfaser  och  inom  olika  segment 18 Oktober, 2012 Henrik Malmsten, Durable Vision Invest D.V. I 12-10-18 D.V.I 1
  2. 2. Is this sustainable?12-10-18 D.V.I 2
  3. 3. Agenda•  An assessment of how the recent market conditions affected the interest in sustainable investment•  Case: Renewable energy market•  Trends in Sweden within the cleantech area•  Future trends within the cleantech area•  Q & A: 12-10-18 D.V.I 3
  4. 4. Henrik Malmsten•  Head of Asset Management at Sixth AP-fund for seven years and extensive experience to manage teams.•  Have been in the financial business for more than 20 years.•  Successful management of various portfolios and at the most > SEK 20 billion.•  Extensive experience of Corporate Governance of listed as well non listed companies.•  In charge of setting up the Sixth AP-Fund´s Asset Management as well as the fund Lannebo Total (within Lannebo Fonder).•  Focus on the Renewable Energy and Cleantech sector over the past ten years,  global network and info structure established. Initiator and Fund Manager of Blue Engine, the first Swedish fund capturing the strong growth in the global equity renewable energy market.•  Founder of Durable Vision Invest (D.V.I). - Global sustainable investments 12-10-18 D.V.I 4
  5. 5. Key Words - Sustainable EnergyCleantech:The term "clean technology" describes technologies developed bybiological, computational, and physical scientists and engineers that enablemore valuable use of natural resources and greatly reduce ecologicalimpact.NewEnergy:Wind, flowing water, energy conservation. Technologies such as solar cells,hydrogen and fuel cells and ocean energy. 12-10-18 D.V.I 5
  6. 6. Important Persons - For the World and Sweden Al GoreDr. Rajendra Pachauri Michael Wood- Chairman IPCC.12-10-18 D.V.I 6
  7. 7. Sustainable Investments Envirotech Cleantech 1970s-80s mid 1990s –•  Regulatory driven market •  Economic market drivers•  Compliance-based purchasing •  Productivity-based purchasing•  “End-of-pipe” tech, e.g. scrubbers •  “Front-of-pipe” tech, e.g. zero on smoke stacks emission plants•  Chemical science •  Biological & materials science•  Traditional engineering •  Systems design & engineering•  Slow growth markets, e.g. waste •  Rapid growth markets, e.g. solar management energy•  “Save the world” mentality •  “Entrepreneurial” mentality•  Low IT use •  High use of IT 12-10-18 D.V.I 7
  8. 8. Why invest in Renewable Energy•  Great geopolitical focus is a driving force for renewable energy•  Cheap oil production is no more available•  Growing governmental and consumer environmental requirements•  Increasing demand for renewable energy among non-OECD countries12-10-18 D.V.I 8
  9. 9. The Case for Swedish Cleantech§  Swedish Cleantech deal flow is particularly strong for the following reasons: o  A highly literate and educated population o  Public identification of the environment and development as key issues o  Consistent corporate and government leadership on these issues o  Subsequently, Sweden has a very strong research base and more mature technologies and markets for Cleantech than most other countries 12-10-18 D.V.I 9
  10. 10. World energy consumption, 1990-2035 IEA (International Energy Agency) predicts that the world energy consumption will increase > 45% until 2030 within non-OECD.Source: IEA 2011 12-10-18 D.V.I 10
  11. 11. Global energy demand, Total electricity production mix Hydro 16% Geothermal Nuclear Waste 15% 14,9% 13,4% Oil Other Wind Gas 6% 2,4% 29,3% 20% Other Solar PV 2% 0,6% Biomass Solar Thermal 39,1% Tide 0,2% Coal 0,1% 41% Source: IEA 2010 12-10-18 D.V.I 11
  12. 12. Cleantech – 5-year CAGR expectations Solar globally Wind globally MW MW250 000 500 000 450 000200 000 400 000 350 000150 000 300 000 250 000100 000 200 000 150 000 100 000 50 000 50 000 0 0 2000 2004 2008 2012 2016 2020 2000 2004 2008 2012 2016 2020Demand Side Efficiency Renewable Energy Distributed Energy•  Building & Facility (growth : 8-10%) •  Solar (growth: 35-40%) •  Storage & Battery technologies (growth : 10-15%)•  Mobility (growth : 10-15%) • Wind (growth: 20-25%) •  Energy conversion technologies (growth : 15-20%)•  Industrial processes (growth : 10-15%) •  Alternative fuels (growth : 30-35%) •  Power electronics (growth: >10%) •  Hydro & Geothermal (growth : 5-10%) Source: EPIA, ISES, IEA, EWEA, PV Market Development and Perspectives, 2010 12-10-18 D.V.I 12
  13. 13.    Top 10 Solar PV Markets, installed in 2011 (kw) 12-10-18 D.V.I 13
  14. 14. The Global Equity Markets for Renewable Energy USA 39% 33% China 14% 5% Spain 10% 10% France 7% 7% Denmark 5% 6% Germany 4% 8% Brasil 4% 2%South Korea 3% 0% Japan 3% 6% Canada 2% 1% Taiwan 2% 0% 0% 5% 10% 15% 20% 25% 30% 35% 40% 45% Total market capitalization approximately 250 billion euro 2012 2009 12-10-18 D.V.I 14
  15. 15. The Global Universe withinthe Equity Markets for Renewable Energy 24% Energy Effiency 28% Solar 22% 26% Wind 17% 25% Others 15% 7% Biomass/Fuel 14% 12% Power Storage 4% 4%Hydrogen & Fuel Cells 2% 2% 0% 5% 10% 15% 20% 25% 30% Total market capitalization approximately 250 billion euro 2012 2009 12-10-18 D.V.I 15
  16. 16. The 2012 Global Cleantech 100> 5.5 2.2-3.9 < 0.63.9-5.5 0.6-2.2 No data Källa: Cleantech Group Analysis 12-10-18 D.V.I 16
  17. 17. The 100 companies by sektor12-10-18 D.V.I 17
  18. 18.    I tidig fas saknas både kunder och privat kapital Ernst and Young – Navigating the Valley of Death 12-10-18 D.V.I 18
  19. 19.    How Sweden will create the worlds best climate for innovation? Veckans Affärer 12-10-18 D.V.I 19
  20. 20.    Stockholm Cleantech Venture Day 2012Cleantech Company of the Year Award 2012to Anolytech at Stockholm CleantechVenture Day 2012 Magnus Rehn, STING, Catherine Ehrensvärd, CEO Anolytech and Olof Berglund, chairman of the jury SCVD2012 12-10-18 D.V.I
  21. 21.   Institutions and investors within cleantech in Sweden 12-10-18 D.V.I 21
  22. 22.    Swedish media within cleantechNu lyfter vi - 33-listan 2012 12-10-18 D.V.I 22
  23. 23. Thank you for listening to the future!As the Chinese saying goes: ”The best time to plant a tree was a hundred years ago.Thesecond best time, is today”12-10-18 D.V.I 23
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