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Re-Energize the Americas &Border Energy Forum XVIII  As Goes the Border,…        Hunter L. Hunt       October 26th, 2011
Disclaimers       Family of failed farmers       77 year old family business that has drilled dry holes on 6 continents ...
As Goes the Border,…       The Three “Megatrends” Driving Growth       Implications for Infrastructure       Amber Ligh...
Megatrend #1: Border Demographics                                    Population Growth in US Border States                ...
Demographics – Hispanic Population Growth                                 Hispanic Population Growth                      ...
Voting With Your Feet6
Reasons for Migration       US Migration to the Southwest and Texas           Warmer Weather           Economic Opportu...
Megatrend #2: Cross Border Industry       NAFTA accounts for nearly one-third of the total US exports       Mexico and t...
Cross Border Industrial Growth9
Maquiladoras         Boost US population, employment and output growth         A 10% increase in maquiladora output lead...
Megatrend #3: Renewable Energy11
Wind Projects in Mexico                                                                  Under Development:        Operati...
Renewable Energy Potential - Solar                  And it does not                    stop at the                  Mexica...
Solar Projects in USA                                                               Under Development:                    ...
Renewable Energy Potential - Geothermal15
In Summary    Three major trends continue unabated        Demographic growth, both indigenous and migrants        Indus...
A Simple Case Study: Sharyland Plantation         1998                                200817
A Simple Case Study: Sharyland Plantation        6,000-acre mixed-used master planned development between Mission and    ...
A Simple Case Study: Sharyland Utilities    Created in 1999 to serve the Sharyland Plantation in South Texas       Energ...
Bullish on Future Energy Infrastructure     Proposed Sharyland Utilities/Hunt Power Transmission Projects                 ...
Bullish on Future Transportation Infrastructure      Nogales – Mariposa              I-35 Expansion      Port of Entry    ...
Bullish on Renewable Energy Projects        California         Arizona       New Mexico           Texas     Solar +4,800 M...
Bullish on Energy Entrepreneurship                           Upgrading Heavy     Emerging Solar                           ...
Amber Lights        Politics        Cartel Violence        Cultural Missteps24
Amber Lights: Politics     Q: What do you do with a demographic group that is:            Pro-God            Pro-Family ...
Amber Lights: Politics        A History of Failure             Immigration Reform             DREAM Act             Bo...
Amber Lights: Cartel Violence        This trend is fueling the unhealthy political debate        Despite Mexican economy...
Amber Lights: Cultural Missteps        The border area is different             Dominated by Hispanics and Native Americ...
As Goes the Border,…The Future is Bright The region is growing                                             The future of b...
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Keynote - Hunter Hunt

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Transcript of "Keynote - Hunter Hunt"

  1. 1. Re-Energize the Americas &Border Energy Forum XVIII As Goes the Border,… Hunter L. Hunt October 26th, 2011
  2. 2. Disclaimers  Family of failed farmers  77 year old family business that has drilled dry holes on 6 continents  Newest most “inexperienced” utility in the country  I speak Spanish like I play golf2
  3. 3. As Goes the Border,…  The Three “Megatrends” Driving Growth  Implications for Infrastructure  Amber Lights3
  4. 4. Megatrend #1: Border Demographics Population Growth in US Border States 2000 - 2010 1.30 Arizona Texas 1.25 New Mexico 1.20 California Indexed Growth United States 1.15 1.10 1.05 Growth Rate in Mexican Border States 2005-2010 2.5 1.00 2000 2001 2002 2003 2004 2005 2006 2007 2008 2009 2010 2 Growth Rate 1.5 1 0.5 0Source: U.S. Census Bureau, Population Estimates Program Source: INEGI. Censos de Población y Vivienda 4
  5. 5. Demographics – Hispanic Population Growth Hispanic Population Growth 2000 - 2010 16 14 Population Millions 12 10 8 2000 6 2010 4 2 - Total Population Change in US California Arizona New Mexico Texas Border States 2000 - 2010 5.0 4.5 4.0 Popilation Millions 3.5 3.0 Non-Hispanic 2.5 Hispanic Growth 2.0 1.5 1.0 0.5 0.0 California Arizona New Mexico TexasSource: U.S. Census Bureau, 2010 Census and Census 2000 5
  6. 6. Voting With Your Feet6
  7. 7. Reasons for Migration  US Migration to the Southwest and Texas  Warmer Weather  Economic Opportunities  Retirees on Both Sides of the Border7
  8. 8. Megatrend #2: Cross Border Industry  NAFTA accounts for nearly one-third of the total US exports  Mexico and the United States traded more than $1 billion worth of goods each day in 2010, a 4-fold increase since1994  Mexico spent $163 billion on US goods in 2010  NAFTA-related trade with Mexico (since 1994) added 1.7 million US jobs  Nearly 50,000 small and medium-size U.S. businesses export to Mexico, collectively selling $41 billion in goods to Mexico  22 states count Mexico as the No. 1 or No. 2 export market; 14 more count Mexico as a top-five market  The Unites States provides up to 50% of all input for Mexico’s maquiladora manufacturing and assembly firms – more than $41 billion in annual sales Sources: U.S. Department of Commerce, U.S. Food and Produce Association8
  9. 9. Cross Border Industrial Growth9
  10. 10. Maquiladoras  Boost US population, employment and output growth  A 10% increase in maquiladora output leads to an increase in the adjacent US city as follows:  0.5-0.9% increase in total employment  0.7-0.8% increase in manufacturing  0.13% to a 0.20% increase in wages  Foster cross-border retail activity as maquiladora worker spend a significant portion of their income in US border cities  Have brought input suppliers from the Midwest to locate along the border for just-in-time supply chainsSource: Cañas, Jesús et al. Federal Reserve Bank of Dallas. Impact of the Maquiladora Industry on US Border Cities 10
  11. 11. Megatrend #3: Renewable Energy11
  12. 12. Wind Projects in Mexico Under Development: Operating/Construction: 8040 MW – 27 projects 1430 MW – 16 projects Baja California Nuevo Leon Operating/Construction: Under development: 10 MW – 1 project 22 MW – 1 project Under development: 4686 MW – 7 projects Tamaulipas Operating/Construction: 161 MW – 1 project Chiapas Under development: Jalisco 39 MW – 1 project Under development: 124 MW – 2 projects Projects in operation or Oaxaca under Operating/Construction: construction 1258 MW – 14 projects Projects under Under development: development 3169 MW – 16 projectsSource: Asociación Mexicana de Energía Eólica 12
  13. 13. Renewable Energy Potential - Solar And it does not stop at the Mexican Border!13
  14. 14. Solar Projects in USA Under Development: Operating/Construction: 28,487 MW – 200 projects 2,800 MW – 90 projects California Operating/Construction: Nevada 1424 MW – 29 projects Operating/Construction: 163 MW – 5 projects Under development: Colorado 18,417 MW – 91 projects Operating/Construction: Under development: 68 MW – 8 projects 4767 MW – 18 projects Under development: 478 MW – 7 projects 2x 5x New Mexico Operating/Construction: Florida 105 MW – 4 projects Operating/Construction: 2x 137 MW – 6 projects Under development: 348 MW – 4 projects Under development: 622 MW – 8 projects Arizona Texas Projects in Operating/Construction: Operating/Construction: operation or 649 MW – 11 projects 106 MW – 3 projects under construction Under development: Under development: 2455 MW – 22 projects 390 MW – 4 projects Projects under developmentSource: Solar Energy Industries Association 14
  15. 15. Renewable Energy Potential - Geothermal15
  16. 16. In Summary  Three major trends continue unabated  Demographic growth, both indigenous and migrants  Industrial growth, on both sides of the border  Renewable energy development  The critical requirement to support these trends: INFRASTRUCTURE16
  17. 17. A Simple Case Study: Sharyland Plantation 1998 200817
  18. 18. A Simple Case Study: Sharyland Plantation  6,000-acre mixed-used master planned development between Mission and McAllen, TX developed by Hunt Realty  Almost 1,850 residential homes, prices ranging from $160K-$1M  Almost 4 million sq. ft. of industrial Class A space in business park  Black & Decker  Corning  GE  Motorola  Panasonic  T-Mobile  Market value of land  ~$14 MM in 1998  ~$980 MM in 201018
  19. 19. A Simple Case Study: Sharyland Utilities  Created in 1999 to serve the Sharyland Plantation in South Texas  Energized first customer in February 2000  Currently serving ~2,500 customers in the Valley  Have grown to serve 42,000 customers in 29 counties throughout Texas  150 MW High Voltage Direct Current (HVDC) Interconnection to Mexico  Energized in 2007 to support reliability and commercial activity  Actively used by market participants in Texas and Mexico  Currently seeking expansion to 300 MW19
  20. 20. Bullish on Future Energy Infrastructure Proposed Sharyland Utilities/Hunt Power Transmission Projects IA NE CA NV Chicago UT IL CO MO Verde KS Transmission Project 9 AZ Hernandez NM Southline OK Sante Fe TX Transmission Project 8 7 1 AZ to Sonora Interconnection CREZ Tucson Nogales Juarez Cross Valley Transmission Line NM to Chihuahua Mexico Interconnection SU Interconnection - 2 McAllen HVDC Expansion Brownsville LRGV Interconnection20
  21. 21. Bullish on Future Transportation Infrastructure Nogales – Mariposa I-35 Expansion Port of Entry TX-DOT announced $200 million expansion in 2010 Modernization Project I-69 Extension Planned to connect three different border crossings in Texas to connect San Ysidro with northern crossings. $500 million Union Pacific Modernization Project Rail station $400 MM San Luis, AZ – San Luis, Donna – Rio Bravo Sonora Commercial International Bridge Crossing Guadalupe – Tornillo Bridge Built in 2010 Built in 2010 Replace the Fabens-Casita with $10 million new bridge Anzalduas International Bridge Built in 201021
  22. 22. Bullish on Renewable Energy Projects California Arizona New Mexico Texas Solar +4,800 MW Solar +800 MW Solar +300 MW Solar +700 MW Wind +8,800 MW Wind +1,900 MW Wind +4,300 MW Wind +41,000 MW22
  23. 23. Bullish on Energy Entrepreneurship Upgrading Heavy Emerging Solar Using sunlight to Crude Oil Technologies convert CO2 and natural Indigenous to North gas to liquid fuels and Central America Relationship With Other Universities23
  24. 24. Amber Lights  Politics  Cartel Violence  Cultural Missteps24
  25. 25. Amber Lights: Politics Q: What do you do with a demographic group that is:  Pro-God  Pro-Family  Pro-Small Business  Risk takers investing in their children’s future  Fastest growing demographic group in the country, will be a majority in Texas in ~15 years? A: Dream demographic for Republicans (?) A: Equal seat at the table for Democrats (?)25
  26. 26. Amber Lights: Politics  A History of Failure  Immigration Reform  DREAM Act  Border Security  The Demographics of the Border are Inevitable – And Exciting!  Other countries could only dream of this human capital gift  We must not let fear or patronage destroy a beautiful future26
  27. 27. Amber Lights: Cartel Violence  This trend is fueling the unhealthy political debate  Despite Mexican economy growing at over 4%, this dominates the news  Plenty of blame to go around  BOTH SIDES NEED TO FOCUS ON STOPPING THIS DANGEROUS SITUATION Source: 2011 Trading Economics27
  28. 28. Amber Lights: Cultural Missteps  The border area is different  Dominated by Hispanics and Native Americans  Both have incredibly rich cultures and heritages  Yet stereotypes still pervade  The area needs investment, not lecturing  Hunt / Sharyland Utilities Approach  Core values matter  Respect for the Individual  Humility  Know you are guest; strive to be a partner28
  29. 29. As Goes the Border,…The Future is Bright The region is growing The future of bothand will continue to do so countries is tied to our collective success With the right mix of people and investment, it is a very bright future! 29
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