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Post globe tom rand


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Post Globe 2010

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Post globe tom rand

  1. 1. Cleantech:Supporting Innovation.<br />March 29th 2010<br />Tom Rand, P.Eng., Ph.D.<br />Cleantech Practice Lead, MaRS Discovery District<br />
  2. 2. Two Types of Growth<br />1. Linear, Free-Market Driven<br />2. Non-Linear, Policy/Event-Driven<br />
  3. 3. Market Pull – Organic Growth<br />Project Finance / Demand<br />$ $<br />Innovation/Manufacturing Cycle<br />Early-Stage<br />Technology<br />Manufacturing<br />B-Rounds, etc.<br />Venture Capital<br />
  4. 4. Policy-Driven Market Pull<br />Carbon pricing & tariffs<br />Project Finance / Demand<br />Regulation<br />Cap and Trade/Dividend<br />Support of price-disruptive technology<br />$ $<br />Innovation/Manufacturing Cycle<br />Early-Stage<br />Technology<br />Manufacturing<br />B-Rounds, etc.<br />Venture Capital<br />
  5. 5. Repercussions<br />Need Industrial production that can scale quickly:<br />Commodity-based (eg. Morgan Solar)<br />Simple, scalable manufacturing basis (Morgan)<br />Can be incrementally added to infrastructure<br />Strong industrial partners (eg. Samsung)<br />
  6. 6. What We’re doing Right<br />FIT<br />Local content on FIT infrastructure<br />Attracting industrial giants like Samsung<br />
  7. 7. What We Need<br />Better venture capital environment, risk-taking.<br />Get ahead of the curve on larger carbon debate.<br />Green Bonds – attracting larger investment $ as low-cost debt, eg. Pension funds<br />Develop technology-neutral incentives (non FIT) : <br />Enhanced Geothermal<br />Storage, large-scale and distributed.<br />