Can renewable energy save the world? Panel discussion held by University of California, Santa Cruz February 11 2009. Peter Borden, Awais Khan, Ali Shakouri.

1. Clean Energy

2. Table of Contents
• Why Now?
• Sectors and Opportunities
• Investment Trends
• Industry Growth
• Predicting the Future
• Summary
2

3. Why Now?
Energy Independence
Climate Change
Economic Opportunity
3

4. And its not just the United States….
China
India
UAE, Pakistan….
4

5. Clean Energy
Sectors and Opportunities

6. Sectors and Opportunities
Transportation
Industrial
Energy Efficiency Energy Generation
Carbon Sequestration Sustainable Materials
Water
Energy Storage
Agriculture
6

7. Green Building Materials
“Buildings are the single largest contributor to global warming, accounting
for almost half of total energy consumption and CO2 emissions.”
‐ US Energy Information Administration
Industry
25%
Buildings Cars
(Materials and 12%
Operations)
48%
Other
Transport
27%
7

8. Green Building Materials
Embodied Energy to build One House
• 1 Billion BTU’s
• 8,000 Gallons of
gas
• Drive around the
world 6 times
Data Source – The Deconstruction Institute
8
Source: McGraw Hill, US Green Building Council

9. Waste to Energy
Just in the US alone, every 5 min, 2 Million plastic bottles are
discarded – not recycled – but discarded, which end up in landfills.
As of 2004 in the U.S., 850 billion gallons of raw sewage are being
dumped into waterways every year
9

10. Waste is valuable….
Most expensive coffee
in the world??
10

11. Chemicals and Fuels
• Biology
• Synthetic Genomics
• Microbial engineering
11

12. Clean Energy
Investment Trends

13. Investment Trends
Source: CleanTech.com
13

14. Hot Investment Sectors
• Energy Efficiency
• Energy Storage
• Building Materials
• Water
• Solar
• Bio‐Plastics
14

15. Demand Side is Under Represented
In the last 12 months, most Cleantech private investments have been made
in the Energy Supply Side.
$3,500
$3,000
$2,500
Investment
$2,000
($ MM)
$1,500
$1,000
$500
$0
Solar Biofuels Wind Storage Efficiency
Source – Morgan Stanley, AlwaysOn
15

16. Clean Energy
Industry Growth

17. Industry Growth
• Capital availability
• Stimulus Package
– Opportunities
– Challenges
17

18. Clean Energy
Predicting the future

19. Predicting the Future…
“The best way to predict
the future is to invent it.”
– Alan Kay
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20. Ignore the “experts”….
“There is no reason for any individuals to have a
computer in their home” ‐ Ken Olsen, President,
Chairman and Founder of DEC, 1977
quot;Everything that can be invented has been
invented.quot; ‐ Charles H. Duell, Commissioner,
U.S. Office of Patents, 1899
“Who the hell wants to hear actors talk?” ‐ Harry M.
Warner, Warner Bros, 1927
20

21. Clean Energy
Summary

22. Take away…
“It is not because things are difficult that
we do not dare; it is because we do not
dare that they are difficult” – Seneca
Only those who risk going too far can
possibly find out how far they can go.quot;
— T.S. Eliot
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23. Clean Energy
Thank you