Smart Specialization: How New Technologies Drive
New Opportunities for Cluster Development
Elizabeth Redman
Breakout Sessi...
Presented by:
Elizabeth Redman
Senior Consultant
IHS Economics & Country Risk
Smart Specialization:
How New Technologies D...
Copyright © 2011 IHS Inc. All Rights Reserved.
Geology of Unconventional Gas
Copyright © 2011 IHS Inc. All Rights Reserved.
Source: Matthew Ganser, Carbon Lighthouse, August 2013
1,000,000 + Wells
Hy...
Copyright © 2011 IHS Inc. All Rights Reserved.
Source: Matthew Ganser, Carbon Lighthouse, August 2013
Technology Has Chang...
Copyright © 2011 IHS Inc. All Rights Reserved.
Horizontal Fracturing is On the Rise
Source: Matthew Ganser, Carbon Lightho...
Copyright © 2011 IHS Inc. All Rights Reserved.
US (Lower 48) Natural Gas
Production by Type: 2000-2011
Copyright © 2011 IHS Inc. All Rights Reserved.
Copyright © 2011 IHS Inc. All Rights Reserved.
Impact of Unconventional Fuels on the
United States
9
Producing States Non-...
Copyright © 2011 IHS Inc. All Rights Reserved.
1) Transforming import/ export dynamics
10
NOTE: Net natural gas imports eq...
Copyright © 2011 IHS Inc. All Rights Reserved. 11
0
50
100
150
200
250
300
350
400
2012 2015 2020 2025 2030 2035
Unconvent...
Copyright © 2011 IHS Inc. All Rights Reserved.
3) Creating New Industries
in Producing States
Source: Kansas Geological Su...
Copyright © 2011 IHS Inc. All Rights Reserved.
"Come fall in Love with Louisiana all over
again."
13
Image courtesy of Sas...
Copyright © 2011 IHS Inc. All Rights Reserved. 14
Oil & Gas
Extraction
210,758
Professional, S
cientific, and
Technical
Se...
Copyright © 2011 IHS Inc. All Rights Reserved.
5) New Innovations & Start-Ups
15
new company which brings brackish water t...
Copyright © 2011 IHS Inc. All Rights Reserved.
Copyright © 2011 IHS Inc. All Rights Reserved.
© Andy Cross, The Denver Post
EcoVapor
Recovery
Copyright © 2011 IHS Inc. All Rights Reserved. 18
-
500
1,000
1,500
2,000
2,500
3,000
3,500
4,000
2012 2015 2020 2025 2030...
Copyright © 2011 IHS Inc. All Rights Reserved.
Additional Long Term Benefits
19
0
50
100
150
200
250
300
350
400
450
500
2...
Copyright © 2011 IHS Inc. All Rights Reserved. 20
What opportunities
does new technology
enable for my region?
Copyright © 2011 IHS Inc. All Rights Reserved.
Thank you
• For more information on past IHS work see:
21
America’s New Ene...
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TCI 2013 Smart Specialization: How New Technologies Drive New Opportunities for Cluster Development

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By Elizabeth Redman, IHS Global Inc., USA, presented at the 16th TCI Global Conference, Kolding 2013.

Published in: Business, Economy & Finance
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TCI 2013 Smart Specialization: How New Technologies Drive New Opportunities for Cluster Development

  1. 1. Smart Specialization: How New Technologies Drive New Opportunities for Cluster Development Elizabeth Redman Breakout Session: Clusters and smart specialisation strategies: design and implementation 5 September 2013
  2. 2. Presented by: Elizabeth Redman Senior Consultant IHS Economics & Country Risk Smart Specialization: How New Technologies Drive New Opportunities for Cluster Development An Example from the US Unconventionals Industry
  3. 3. Copyright © 2011 IHS Inc. All Rights Reserved. Geology of Unconventional Gas
  4. 4. Copyright © 2011 IHS Inc. All Rights Reserved. Source: Matthew Ganser, Carbon Lighthouse, August 2013 1,000,000 + Wells Hydraulically Fractured
  5. 5. Copyright © 2011 IHS Inc. All Rights Reserved. Source: Matthew Ganser, Carbon Lighthouse, August 2013 Technology Has Changed Direction
  6. 6. Copyright © 2011 IHS Inc. All Rights Reserved. Horizontal Fracturing is On the Rise Source: Matthew Ganser, Carbon Lighthouse, August 2013
  7. 7. Copyright © 2011 IHS Inc. All Rights Reserved. US (Lower 48) Natural Gas Production by Type: 2000-2011
  8. 8. Copyright © 2011 IHS Inc. All Rights Reserved.
  9. 9. Copyright © 2011 IHS Inc. All Rights Reserved. Impact of Unconventional Fuels on the United States 9 Producing States Non-Producing States Top 10 Other Top 10 Other Extensive supply chain will spread economic impacts beyond producing states…
  10. 10. Copyright © 2011 IHS Inc. All Rights Reserved. 1) Transforming import/ export dynamics 10 NOTE: Net natural gas imports equals total natural gas imports minus total natural gas exports. Source: EIA
  11. 11. Copyright © 2011 IHS Inc. All Rights Reserved. 11 0 50 100 150 200 250 300 350 400 2012 2015 2020 2025 2030 2035 Unconventional Oil and Gas Capital Expenditures (billions of 2012 dollars) Unconventional Gas Unconventional Oil 2) Driving New Investment
  12. 12. Copyright © 2011 IHS Inc. All Rights Reserved. 3) Creating New Industries in Producing States Source: Kansas Geological Survey, Public Information Circular (PIC) 32
  13. 13. Copyright © 2011 IHS Inc. All Rights Reserved. "Come fall in Love with Louisiana all over again." 13 Image courtesy of Sasol
  14. 14. Copyright © 2011 IHS Inc. All Rights Reserved. 14 Oil & Gas Extraction 210,758 Professional, S cientific, and Technical Services 102,294 Food Services & Drinking Places 157,807 Machinery Manufacturing 115,730 Real Estate 107,660 Wholesalers 102,294 Others 2,188,625 4) Creating New Industries in Non-Producing States Employment Contribution in 2020, US
  15. 15. Copyright © 2011 IHS Inc. All Rights Reserved. 5) New Innovations & Start-Ups 15 new company which brings brackish water to fracking companies working in arid areas where water is expensive “manufacturing water”: Treat produced water to reuse standards using a ceramic durable membrane during the microfiltration phase of wastewater treatment. Using geospatial tools to cite projects “mining water” to separate commodities of value, e.g. Lithium, calcium carbonate, etc., and restore cleaner water to CO.
  16. 16. Copyright © 2011 IHS Inc. All Rights Reserved.
  17. 17. Copyright © 2011 IHS Inc. All Rights Reserved. © Andy Cross, The Denver Post EcoVapor Recovery
  18. 18. Copyright © 2011 IHS Inc. All Rights Reserved. 18 - 500 1,000 1,500 2,000 2,500 3,000 3,500 4,000 2012 2015 2020 2025 2030 2035 Employment Contributions of Unconventional Oil and Gas Activity (thousands of workers) Induced Indirect Direct Smart Specialization Working
  19. 19. Copyright © 2011 IHS Inc. All Rights Reserved. Additional Long Term Benefits 19 0 50 100 150 200 250 300 350 400 450 500 2012 2015 2020 2025 2030 2035 Value Added Contributions to GDP of Unconventional Oil and Gas Activity (billions of 2012 dollars) Induced Indirect Direct
  20. 20. Copyright © 2011 IHS Inc. All Rights Reserved. 20 What opportunities does new technology enable for my region?
  21. 21. Copyright © 2011 IHS Inc. All Rights Reserved. Thank you • For more information on past IHS work see: 21 America’s New Energy Future Volumes I & II http://www.ihs.com/info/ecc/a/americas-new-energy-future.aspx http://www.ihs.com/info/ecc/a/americas-new-energy-future-report-vol- 2.aspx?ocid=anefvol2-21350:consulting:dm:0001

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