Summary:
Climate change initiative has the utility sector looking at different ways to reduce its emission through clean sources of power.
Utility sector is also looking at ways to mitigate impact of wildfires cause by fallen transmissions line - https://www.coloradopolitics.com/energy-and-environment/xcel-spent-597-million-fire-mitigation/article_9292caec-3c66-5681-9a4a-9e9eb7bf7aa9.html
1. Battery costs - https://www.mining.com/ev-battery-costs-set-to-rise-in-2022/
2. Battery production https://www.electronicsweekly.com/news/business/shortage-raw-materials-hit-ev-battery-production-2022-01/
3. Critical metals - https://www.scmp.com/news/china/diplomacy/article/3161804/china-urged-sharpen-rare-earths-edge-race-us
4. Smart grids - https://spectrum.ieee.org/chinas-ambitious-plan-to-build-the-worlds-biggest-supergrid
5. Reliability - https://www.realclearenergy.org/articles/2022/01/03/heres_how_dsos_can_create_a_reliable_and_secure_smart_grid_810332.html
6. eVehicle - https://medium.datadriveninvestor.com/the-blinded-costs-behind-evs-and-why-they-arent-really-saving-the-planet-after-all-e2ccaffe3eaf
7. Smart Grid and EMEA - https://www.smart-energy.com/industry-sectors/energy-grid-management/europes-transmission-systems-can-benefit-from-smart-grid-technologies/
8. Canada and smart grids - https://www.smart-energy.com/industry-sectors/smart-grid/canada-invests-in-smart-grid-modernisation-and-renewables/
9. USA and smart grids - https://www.smart-energy.com/industry-sectors/smart-grid/canada-invests-in-smart-grid-modernisation-and-renewables/
10. Electricity by source - https://ourworldindata.org/electricity-mix
2. PAUL YOUNG - BIO
• CPA, CGA (1996)
• Academia (PF1, FA4, FN2, MU1. and MS2)
• SME – Customer Success Management
• SME – Risk Management
• SME – Close, Consolidate and Reporting
• SME – Public Policy
• SME – Emerging Technology
• SME – Business Process Change
• SME – Financial Solutions
• SME – Macro/Micro Indicators
• SME – Supply Chain Management
• SME – Data, AI, Security, and Platform
• SME – Internal Controls and Auditing
Contact information email: Paul_Young_CGA@hotmail.com
LinkedIn: https://www.linkedin.com/in/paul-young-055632b/
SlideShare - https://www.slideshare.net/paulyoungcga
Twitter: https://twitter.com/paulyoungcpa
YouTube - https://www.youtube.com/user/youngercga1968/videos
3. AGENDA
• Climate Change and Emissions
• Battery Market
• Leading players / Battery
• Leading Players / Micro Grids
• Data, AI, Platform, and Security
4. CLIMATE CHANGE AND EMISSIONS
https://www.bloomberg.com/news/articles/2021-12-14/wall-street-may-trigger-climate-financial-crisis-green-
insight?utm_source=twitter&utm_medium=social&cmpid=socialflow-twitter-
climate&utm_content=climate&utm_campaign=socialflow-organic
This ties nicely into my work on ESG
• My box folders - https://ibm.box.com/s/vmyitcackqevvm1hcxv7wke6gudrpnce
• My video - https://www.youtube.com/watch?v=M-IEsfJWxXo&t=40s and https://www.ibm.com/blogs/journey-to-
ai/2021/12/aligning-esg-with-enterprise-risk/
7. MICRO GRIDS – TOP STARTUPS
Source - https://tracxn.com/d/trending-themes/Startups-in-Microgrid
1. Bboxx - Provider of distributed energy resource grid
2. Spark Power - Provider of project development solutions for microgrid infrastructure
3. CleanSpark - Provider of microgrid optimizer software solutions
4. Younicos - Battery parks and microgrid systems
5. Scale Microgrid solutions - Provider of microgrid solutions
6. Powerhive - Provider of cloud-based asset intelligence solutions for microgrids
7. Enervalis - SaaS platform for electric vehicles, microgrid and buildings
8. ME SOLshare - Provider of microgrid networks solutions for solar home systems integrations
9. Xendee - Offering project design software for smart grid
10. Canopy Power - Microgrid project developer
8. MAJOR PLAYERS
Source - https://www.businesswire.com/news/home/20210902005351/en/42.3-Bn-Microgrid-
Markets-by-Connectivity-Offering-End-Use-Pattern-Type---Global-Forecast-to-2026---
ResearchAndMarkets.com
$42.3 Bn Microgrid
Markets by Connectivity, Offering, End Use, Pattern, Type - Global Forecast to 2026 - ResearchAndMarkets.com Business Wire.pdf
9. POWER GENERATION / KEY COUNTRY –
Source - https://www.iea.org/reports/monthly-oecd-electricity-statistics and
https://www.slideshare.net/paulyoungcga/world-electricity-analysis-and-commentary-september-2021
10. DATA, AI, PLATFORM, AND SECURITY
1. IBM / Microgrids - https://www.ibm.com/blogs/industries/electricity-is-infrastructure-green-grid-
american-jobs-plan/
2. ESG - Getting started with Environmental, Social, and Governance (ESG) reporting
https://www.linkedin.com/feed/update/urn:li:activity:6877584657475624960
3. Monitoring - https://ibm.box.com/s/ow662tdpto1c1p6d9u2waqxwli40x0la
4. Analytics and Climate - https://ibm.box.com/s/p9yzecfcp956l2d7jh25uflo3q8uof6j
5. Close, consolidate, and reporting - https://ibm.box.com/s/i7efp948qvb5l8bt96y8sigsup8yes2u