Clean Energy

Table of Contents
• Why Now?
• Sectors and Opportunities
• Investment Trends
• Industry Growth
• Predicting the Future
• Summary
2

Why Now?
Energy Independence
Climate Change
Economic Opportunity
3

And its not just the United States….
China
India
UAE, Pakistan….
4

Clean Energy
Sectors and Opportunities

Sectors and Opportunities
Transportation
Industrial
Energy Efficiency Energy Generation
Carbon Sequestration Sustainable Materials
Water
Energy Storage
Agriculture
6

Green Building Materials
“Buildings are the single largest contributor to global warming, accounting
for almost half of total energy consumption and CO2 emissions.”
‐ US Energy Information Administration
Industry
25%
Buildings Cars
(Materials and 12%
Operations)
48%
Other
Transport
27%
7

Green Building Materials
Embodied Energy to build One House
• 1 Billion BTU’s
• 8,000 Gallons of
gas
• Drive around the
world 6 times
Data Source – The Deconstruction Institute
8
Source: McGraw Hill, US Green Building Council

Waste to Energy
Just in the US alone, every 5 min, 2 Million plastic bottles are
discarded – not recycled – but discarded, which end up in landfills.
As of 2004 in the U.S., 850 billion gallons of raw sewage are being
dumped into waterways every year
9

Waste is valuable….
Most expensive coffee
in the world??
10

Chemicals and Fuels
• Biology
• Synthetic Genomics
• Microbial engineering
11

Clean Energy
Investment Trends

Investment Trends
Source: CleanTech.com
13

Hot Investment Sectors
• Energy Efficiency
• Energy Storage
• Building Materials
• Water
• Solar
• Bio‐Plastics
14

Demand Side is Under Represented
In the last 12 months, most Cleantech private investments have been made
in the Energy Supply Side.
$3,500
$3,000
$2,500
Investment
$2,000
($ MM)
$1,500
$1,000
$500
$0
Solar Biofuels Wind Storage Efficiency
Source – Morgan Stanley, AlwaysOn
15

Clean Energy
Industry Growth

Industry Growth
• Capital availability
• Stimulus Package
– Opportunities
– Challenges
17

Clean Energy
Predicting the future

Predicting the Future…
“The best way to predict
the future is to invent it.”
– Alan Kay
19

Ignore the “experts”….
“There is no reason for any individuals to have a
computer in their home” ‐ Ken Olsen, President,
Chairman and Founder of DEC, 1977
\"Everything that can be invented has been
invented.\" ‐ Charles H. Duell, Commissioner,
U.S. Office of Patents, 1899
“Who the hell wants to hear actors talk?” ‐ Harry M.
Warner, Warner Bros, 1927
20

Clean Energy
Summary

Take away…
“It is not because things are difficult that
we do not dare; it is because we do not
dare that they are difficult” – Seneca
Only those who risk going too far can
possibly find out how far they can go.\"
— T.S. Eliot
22

Clean Energy
Thank you