Will china clean our clock 
in cleantech

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Nat Goldhaber, a co-founder of venture capital firm Claremont Creek Ventures and managing director of its clean technology investments, told participants at the AlwaysOn GoingGreen 2011 conference in San Francisco on Wednesday that China is much more aggressive than the United States in developing clean technology projects and could dominate clean technology development globally.
Goldhaber made his remarks during the last day of the conference in a presentation entitled, “Will China Clean Our Clock in Cleantech?” ...


But the race for clean technology supremacy is not over, Goldhaber said. He said the United States is very entrepreneurial and has a fierce desire to create new and better technology, including clean technology. Further, the United States actually benefits from low-cost Chinese solar panels, which allows it to more easily accomplish alternative energy goals.

Goldhaber said U.S. clean technology development must be enhanced by streamlined regulations and permitting, continued tax incentives, and by much easier immigration policies for foreign graduates from U.S. universities. This would allow more engineering and science graduates to stay in the United States after graduation and contribute to American technological innovation

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  • Can you make the arrows build one at a time from a point and then extending to the arrow-head so the eye follows to the great wall? Or whatever method you thin g will get the most attention. Can you increase contrast of the pic so wall shows better?Made of concrete, the dam is 2,335 m (7,661 ft) long, and the level of the dam top is 185 metres (607 ft) above sea level. The project used 27,200,000 cubic metres (35,600,000 cu yd) of concrete (mainly for the dam wall), 463,000 tonnes of steel (enough to build 63 Eiffel Towers) and moved about 102,600,000 cubic metres (134,200,000 cu yd) of earth.[21] The concrete dam wall is 181 metres (594 ft) high above the rock basis.
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  • Started 94-06Yangzi River1.3 million movedThirteen cities, 140 towns, and 1,350 villages2,335 m (7,661 ft) The project used 27,200,000 cubic metres (35,600,000 cu yd) of concrete (mainly for the dam wall), 463,000 tonnes of steel (enough to build 63 Eiffel Towers) and moved about 102,600,000 cubic metres (134,200,000 cu yd) of earth.[21] The concrete dam wall is 181 metres (594 ft) high above the rock basis.
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  • US flatChina 2x
  • Make Just US and China
  • 20% growth year over year of Chinese students in US universities.
  • Come senators, congressmenPlease heed the callDon't stand in the doorwayDon't block up the hallFor he that gets hurtWill be he who has stalledThere's a battle outside ragin'.It'll soon shake your windowsAnd rattle your wallsFor the times they are a-changin'.
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  • Yes: Satisfy the needs of their own markets and drive down cost.Yes, cleaning clock on anything requiring :LaborPermittingLarge Capital
  • Ease of company startupsFiercely creativeGreat service providers: VCs and patent lawyers
  • We are the benficiaries
  • BILL: I wiill make this More graphically pleasing
  • Can you make this: undergrad more important than grad
  • Change position of Nuclear and wind
  • Will china clean our clock 
in cleantech

    1. 1. Will China Clean Our Clock in Cleantech? <br />Nat Goldhaber<br />Going Green | Always On<br />September 28, 2011<br />
    2. 2. Walls all the Way<br />
    3. 3. China Then: Very Serious About Walls<br />
    4. 4. China Then: Very Serious About Walls<br />
    5. 5. China Now: Very Serious about Energy <br />
    6. 6. China Now: Very Serious about Energy <br />
    7. 7. United States: Serious About Solar?<br />
    8. 8. Cherchez la Reptile<br />
    9. 9. Energy Independence vs. Environmentalism<br />
    10. 10. The United States is not serious <br />
    11. 11. Meritocracy = Entrepreneurship <br />
    12. 12. Entrepreneurship = Growth<br />Total Energy Consumption<br />3.0%Annual Change<br />China<br />0.5%Annual Change<br />Quadrillion Btu<br />United States<br />SOURCE: Energy Information Administration, International Energy Annual<br />
    13. 13. Entrepreneurship - Dirty Coal<br />2.4%Annual Change<br />Coal Consumption United States & China, 2008-2035<br />China<br />Quadrillion Btu<br />0.3%Annual Change<br />United States<br />SOURCE: Energy Information Administration, International Energy Annual<br />
    14. 14. Cost of Growth<br />People in 56% of Chinese cities breathe dirty air<br />Annual cost of air and water pollution is 5.8% of GDP (4.3% health + 1.5% non-health)<br />API<br />Influence on Health<br />Dangerous LevelStay Home, Reduce Physical Activity<br />5<br />9%<br />Extremely Unhealthy LevelAvoid Outdoor Activities<br />4<br />35%<br />Unhealthy LevelAvoid Intense Outdoor Activities<br />Air Quality Level<br />3<br />Bad Level<br />Sensitive People should Stay Indoors<br />56%<br />2<br />Good Level<br />1<br />Very Good Level<br />SOURCE: World Bank, Deutsche Bank <br />
    15. 15. Cleantech at Heart of 12th Five-Year Plan <br />SOURCES: (1) China 12th Five-Year Plan<br />(2) Xinhua, Chnia plans RMB5.3 trin investment power in next 5 years, 22 Dec 2010<br />
    16. 16. Serious About Cleantech<br />Investment by Sector (2009) <br />$34.6B<br />$18.6B<br />
    17. 17. Serious About Wind<br />Investment in Wind Power Capacity<br />($ in billions)<br />2010<br />2009<br />2010<br />2009<br /><ul><li> China now represents half of the world’s installed wind power capacity
    18. 18. Chinese wind power capacity is targeted to grow 6-7x by 2020</li></ul>SOURCE: World Wind Energy Association<br />
    19. 19. Serious About Solar<br />Chinese Development Bank Loans to Chinese Solar Companies<br />BILLIONS<br />United States Loan Guarantee<br />
    20. 20. Serious About Hydro<br />4.8%Annual Change<br />China<br />Quadrillion Btu<br />1.5%Annual Change<br />United States<br />SOURCE: Energy Information Administration, International Energy Annual<br />
    21. 21. Serious About Cleantech Leadership<br />PhDs Engineering Students<br />2/3are not US citizens<br />
    22. 22. Rx for U.S. Cleantech1)H1 Visas and Green Cards<br />
    23. 23. Rx for U.S. Cleantech2) Get Serious<br />
    24. 24. Rx for U.S. Cleantech3) Streamline Regulations/Permitting<br />
    25. 25. Rx for U.S. Cleantech5) Tax Policy & Incentives <br />SOURCE: American Council for Capital Formation<br />
    26. 26. Clean our Clock…?<br />
    27. 27. Where We Win<br />
    28. 28. China’s advantage<br />Low cost labor<br />Manufacturing efficiency<br />Instant permitting (or none)<br />Minimal environmental and labor regulations<br />Low cost of capital<br />They make good stuff cheap<br />Where They Win<br />
    29. 29. We Both Win<br />
    30. 30. … Thanks to China<br />
    31. 31. Loaning us money to buy their goods …Thanks again<br />$1,400,000,000,000<br />
    32. 32. Electric Vehicles<br />2011-20 New Energy Vehicle Development Plan<br />Total investment Rmb100bn (US$15bn) vs.US$2-3bn in the US<br />10% gov vehicle purchase of new energy cars by 2015<br />1-2 new energy vehicle manufactures with over 1mn-unit capacity; 3-5 producers with over 0.5mn-unit capacity by 2020<br />Consumer subsidy in more than 20 cities by 2015<br />
    33. 33. Coal Consumption<br />Coal Consumption in the United States and China, 1990-2009<br />China<br />Million Short Tons<br />United States<br />SOURCE: Energy Information Administration, International Energy Annual<br />
    34. 34. Chinese students in US universities<br />THOUSANDS<br />Undergrads<br />Graduate Students<br />
    35. 35. Wind Power – Key Growth Driver in New Energy <br />China’s Power Generation Capacity Breakdown (GW)<br />Solar & Biomass (25% 2011-2020 CAGR)<br />Windl (20%)<br />Nuclear (23%)<br />Hydro (5%)<br />Thermal (4%)<br />SOURCE: NDRC, Deutsche Bank<br />
    36. 36. Nuclear EnergyConsumption<br />10.3%Annual Change<br />Nuclear Energy Consumption United States & China, 2008-2035<br />China<br />United States<br />0.3%Annual Change<br />Quillion Btu<br />SOURCE: Energy Information Administration, International Energy Annual<br />
    37. 37. Relative Risks: Deaths/TWh<br />
    38. 38. Chinese poised for cleantech leadership<br />

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