The CleanTech Market Opportunity

The CleanTech Market Opportunity Confidential

Element Ventures - Highlights ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

What is CleanTech? ,[object Object],[object Object],[object Object],Sourcing & Delivery Management & Optimization Disposal & Reuse Resource Lifecycle ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

EnviroTech to CleanTech ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],Economic Decisions Productivity-based Purchasing Proactive (“clean fuels”) Material Science Collaborative Engineering Rapid Growth Markets “ Entrepreneurial” Mentality CleanTech (Late 1990’s – Today) EnviroTech (1980 – Early 1990’s)

CleanTech Market Overview CleanTech products & services account for $150 billion globally with 5 – 10 year growth rates projected at 35% 4 Sources: 1. http://hebe.statenet.com/leg/wp/snlegwhitepaper.pdf . 2. A typical eight inch silicon wafer requires 2,800 - 3,200 gallons of “high purity” water to manufacture. PPRC. 3. US Department of Commerce; Manufacturing in America, January 2004. 4. CleanTech Venture Network, CleanTech – Achieving Competitive Venture Returns” October, 2004. ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],Manufacturing and Industrial ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],Energy and Power ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],Air and Water

CleanTech Market Drivers ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

Historical Commodity Prices Source: FactSet Research Systems; Bloomberg.

Attractive Investment Opportunity ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],Source: 1. Vortex Energy LLC; “CleanTech Venture Investing: Patterns and Performance;” March 2005.

Environmental Tech vs. CleanTech Source: Vortex Energy LLC Environmental Technology CleanTech WAVE WAVE

Growing CleanTech Exit Opportunities ,[object Object],[object Object],Sources: Capital IQ, New Energy Finance. As of 12/31/2005.

Emerging: Number of Nanotech & Cleantech Co’s 2005 72 64 41 101 United States Europe Biopharma: 13 Biopharma: 1 Med Devices: 3 Comm: 4 Electronics: 8 Electronics: 10 Info Services: 1 Semi: 18 Semi: 1 Software: 4 Software: 4 Products: 1 Products: 1 Services: 1 Mat/Chem: 16 Mat/Chem: 8 Agriculture: 2 Energy: 3 Energy: 21 Other : 1 Other : 15 Nano Clean Tech Biopharma: 8 Biopharma: 4 Med Devices: 6 Comm: 1 Electronics: 4 Electronics: 7 Semi: 3 Semi: 1 Software: 1 Software: 1 Products: 8 Services: 2 Services: 6 Retail: 1 Mat/Chem: 14 Mat/Chem: 15 Agriculture: 1 Energy: 1 Energy: 24 Other : 1 Other : 33 Nano Clean Tech Source: Ernst & Young / Dow Jones VentureOne

Emerging: Cumulative Capital in Nanotech & Cleantech 2005 € 165 M $1182 M € 348 M $1173 M United States Europe Biopharma: $276 Biopharma: $78 Med Device: $18 Comm: $146 Electronics: $107 Electronics: $245 Info Services: $5 Semi: $320 Software: $87 Software: $86 Products: $20 Mat/Chem: $207 Mat/Chem: $105 Agriculture: $70 Energy: $8 Energy: $407 Other : $6 Other: $166 Nano Clean Tech Biopharma: € 47 Biopharma: € 9 Med Device: € 13 Electronics: € 16 Electronics: € 46 Semi: € 9 Semi: € 3 Software: € 0.1 Software: € 1 Products: € 11 Services: € 0.4 Services: € 23 Mat/Chem: € 79 Mat/Chem: € 42 Agriculture: € 1 Energy: € 0.1 Energy: € 135 Other : € 0.2 Other : € 80 Nano Clean Tech [$197 M] [$415 M] Source: Ernst & Young / Dow Jones VentureOne .

Generation Technology Costs, 1980–2004 Drivers: technology changes, fuel prices and interest rates

The CleanTech Market Opportunity

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The CleanTech Market Opportunity