Presentation to the San Jose Rotary Club on the current state of clean technology and areas of growth.

1. The Greentech Revolution
2200 Sand Hill Road, Suite 250  Menlo Park, CA  (650) 275-7420  wg@westlygroup.com

2. We have a global problem ….

3. Too Much Pollution
Harvard Institute of Public Health
expects 83 million people in China
to die from lung related diseases
in the next 25 years

4. It’s a Global Problem
25% of particulates over
Los Angeles came from Asia

5. Changing Climate
34% reduction
Date Sea Ice Area
(millions of km²)
2000 7.0
2010 4.6

6. New Oceans
“There is a phenomenal event taking
place … we haven’t had an ocean open
on this planet since the end of the Ice
Age.”
Admiral Gary Roughead
United States Chief of Naval Operations
June 16, 2011

7. Help is on the way: Domestic Mandates
California RPS:
33% by 2020
Texas RPS:
5.9GW by 2015
New York RPS:
30% by 2015
Ohio RPS:
25% by 2025
Virginia RPS:
12% by 2022

8. 65 Countries Mandate Renewable Energy
■ Germany
- Closed 7 nuclear plants, close all by 2022
- RPS: 20% today, 35% by 2020
■ China
- Fund $15 billion for electric vehicle R&D
- Exceeded 70 GW of wind in 2013
- Targeting 220 GW of solar & wind by 2017
- Target 30% non-fossil fuel by 2015
■ Japan
- 52 / 54 nuclear plants offline
- RPS: 10% today, 35% by 2030
- 10 GW solar installed this year

9. Even the Pope…
9

10. Falling Costs Driving Increasing Revenues
Source: US Solar Market Insight Report: Q3 2013, GTM Research,SEIA
Cost of Global Utility Scale PV
2010 – 2012
US PV Installation Forecast 2010-
2016E
Source: Sustainable Energy in America Factbook 2014, Bloomberg
New Energy Finance

11. Three Revolutions You Should Know About
1. Utilities
2. Buildings
3. Cars

12. 1) Utilities:
• Massive move  solar and wind
(50% all new power is renewable)
- Lower prices
- Financing
• Power storage  cheaper
• Customer Engagement

13. 2) Smarter, More Efficient Buildings
• Buildings use 40% of energy
• Buildings becoming digital
• LED lights, sensors, smart
windows, and software

14. 3) Electric Cars
• 8 years ago, EV’s were a pipe
dream
• Tesla has $25B market cap
• EVs are becoming:
 Faster
 Safer
 Cheaper
 Cleaner
95% improvement of cost and
range over 25 years

15. Self Driving Cars Are Coming
• Self Driving Cars will
be:
Faster
Safer
Cleaner
More Efficient

16. Silicon Valley is the center of this revolution

17. Ne Plus Ultra