2. Energy Smart Technologies: Research Agenda Examples
Digital Energy Energy Efficiency
• Smart grid White Paper • High-temperature superconductors
• Demand response markets • Key future developments
• Value chain, roles and players • Industry map
• Market structure, sizes and growth • Heat pumps
• Home energy management • Key factors driving uptake / barriers
• Stimulus fund flows • Country-specific analyses
• Evidence on consumer engagement • Waste heat recovery
• European smart metering
Power Storage Advanced Transportation
• Flywheel storage • Electric vehicles:
• Technology, business models, investment • Key product launches 2010
trends, regulatory issues • Value chain analysis
• US electricity markets & storage • Public markets opportunities
• How storage fits into the market • Traction batteries:
• Regulatory barriers and solutions to • Chinese manufacturers
adoption • Lithium battery cathode materials
• Other technologies, batteries, fuel cells • Fuel cell vehicles
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3. Digital Energy:
Demand Response Study
Plays a supporting role by enabling
Suppliers of demand End users of demand
participation and implementation of Middle-men
response capacity response capacity
demand response programs
Service Technology
Provider Provider Consumer Reseller Purchaser
• Energy audits • Interval metering • Supplies capacity to • Primary goal is to buy and • Obtains demand
• Measurement & • Concentrators reseller or purchaser sell demand response response from reseller
verification • Web servers • Participates in • Function as aggregators or consumer
• Reseller selection • Software platforms incentive or price- • Single point of contact for • Ensures grid stability
• Program design • Communications based programs purchasers
Cooper Power Baltimore Gas &
Skipping Stone C&I customers EnerNOC
Systems Electric
Conservation
Ziphany Residential ComVerge ERCOT
Resource Solutions
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4. Digital Energy:
Consumer Response to Dynamic Tariffs
% Peak load reduction in pilot study
45
40
35
30
25
20
15
10
5
0
Sydney Colorado Baltimore Washington Ontario New Jersey Missouri
DC
CPP with automation Critical peak pricing (CPP) Time of use (TOU)
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5. Digital Energy:
2009 ARRA Smart Grid Stimulus
Smart Grid Demo Projects:
Smart Grid Investment Grants ($bn)
Power Storage Technologies
Battery:
Equipment Manufacturing 0.1 Lead
Battery:
carbon
Sodium-ion
1%
Customer Systems 0.1 3%
Transmission Systems 0.3 Battery:
Unknown
12% CAES
Distribution Systems 0.5 32%
AMI
Total = $185m
Flywheel
2.0 15%
Integrated / Cross-cutting 5.2
Flow
Battery: Li-
batteries
0 1 2 3 4 5 6 ion
17%
20%
Stimulus award Private investment
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6. Power Storage:
Technologies by power, energy and relative size
1000 Power Quality
Fuel
ZnBr Li - ion
Cells NaS
100 NiCd Flywheels
Pb-A
Energy Density (Wh/kg)
10 Va-R
CAES Ultracapacitors
Energy
1 Management
Pumped Hydro
0.1
Capacitor
0.0 1 10 100 1000 10000
PowerDensity (W/kg)
Power Denisty (W/kg)
1
Notes: CAES = compressed air energy storage; ZnBr = Zinc Bromide flow battery; PbA = lead acid; VaR = Vanadium
redox flow battery; Li – ion = lithium ion; NaS = sodium sulfur; NiCd – nickel cadmium.
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10. Advanced Transportation:
Chinese power battery companies by main chemistry
No. companies 60
50
40
30
20
10
0
1982 1984 1986 1991 1993 1995 1997 1999 2001 2003 2005 2007
Lithium Nickel Lead-Acid
Source: Bloomberg New Energy Finance
Companies are listed by start-date, but their top present-day power battery chemistry is used to determine their category, even if they
were previously focused on another technology.
11. Advanced Transportation:
CO2 emissions of selected vehicles
Toyota Corolla 0.30
Tesla Roadster 0.19
Toyota Prius 0.19
Chevy Volt - 40+ miles 0.18
Chevy Volt - overall 0.17
Chevy Volt - sub 40 miles 0.17
Nissan Leaf 0.15
CO2 Emissions (tonne/1000 miles)
Note: Based on CO2 intensities of standard gasoline and of average US electricity generation. Source: Bloomberg New Energy Finance
12. Advanced Transportation:
Penetration of EVs in the European car fleet
350
300
250
200
ICEV
150
100
BE
50
PHEV
0
2008 2010 2012 2014 2016 2018 2020 2022 2024 2026 2028 2030
Source: Bloomberg New Energy Finance.
ICEV = Internal combustion engine vehicle, BEV = Battery electric vehicle, PHEV = Plug-in hybrid electric vehicle
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13. Advanced Transportation and Carbon Markets:
Change in EU ETS BAU emissions resulting from EVs, 2030
3,200
64
3,180
3,160 3,153
-14
3,140 -13
3,120 3,116
3,100
3,080
3,060
3,040
3,020
3,000
Base case EV power Load Refinery Base with EV
baseload smoothing reduction
Source: Bloomberg New Energy Finance Note: High growth in electric vehicle numbers assumed
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