The document analyzes the solar industry and identifies several key factors driving its growth. Short term, government incentives like feed-in tariffs have led to rapid installation increases in some countries. However, the industry faces uncertainties from changes in political will that could cut incentives. Long term trends around rising energy costs, population support for renewables, and falling production costs point to continued expansion, though external shocks could also influence growth. China in particular is becoming a major producer and market as it works to increase energy access.
The document discusses energy transitions on a global scale. It defines energy transitions as shifts from one dominant energy source to another that typically take decades to occur across countries. While governments are driving transitions to meet climate goals, there is no single global transition but rather many national transitions due to differing resources and goals. Key challenges of transitions include reducing fossil fuel use, increasing renewable electricity and electrifying other sectors like transport and industry in a cost-effective way while ensuring grid reliability. Opportunities exist for distributed renewable resources and new digital technologies to empower individual citizens and communities in transitions.
The document discusses the history of solar power usage and development in Germany. It describes how ancient Greeks and Romans began utilizing passive solar energy in their architecture. It then outlines Germany's rise as a global leader in solar photovoltaic capacity and industry due to supportive policies like feed-in tariffs introduced in the 1990s and 2000s. Germany's renewable energy act and energy saving ordinances promoted solar adoption. However, high costs remain a challenge as Germany aims to generate 20% of its electricity from renewables.
Energy efficiency has become a major energy resource in the United States, reducing energy use and costs. Through policies and programs since 1990, energy efficiency is now the third largest electricity resource in the US, greater than nuclear power. If energy efficiency continued to be supported and expanded, it could become the largest electricity resource by 2030, providing one-third of total generation and avoiding the need for capacity from hundreds of additional power plants. Energy efficiency investments have saved customers and the environment billions while creating jobs and advancing technologies.
The document outlines AllianceBernstein's plans to create and distribute an educational multimedia program on investment implications of climate change. It will include 5 segments covering topics like opportunities in shifting to renewable and nuclear power, investing in "clean" fossil fuels through carbon capture, and increasing energy efficiency. Metrics on viewership will be collected. The program aims to demonstrate their thought leadership on this issue and promote their climate change research to clients and the media.
Impact Of Renewable Energy On Economic GrowthPartha_Doc
The document discusses the impact of renewable energy on economic growth, noting that renewable energy can help create jobs, increase opportunities, and provide a more robust economy. It provides an overview of the global energy generation market and renewable energy sources, and explores the advantages of renewable energy including environmental and employment benefits. The implications of increased renewable energy investment and use in countries like the US, China, India, and Europe are also examined.
This document discusses the investment case for solar power, outlining long term bullish factors such as projected spending of $3.7 trillion on new solar installs through 2040. It notes solar costs are falling due to improved technology and economies of scale, and grid parity is being reached in more markets. Advantages of solar include being clean, having fixed upfront costs with no fuel costs, and falling installation costs. The document recommends investing in the MAC Solar Index ETF to gain diversified exposure to the growing global solar sector.
Despite the United States leaving the Paris Climate Change agreement, the state governments will continue to aim to honor the agreement. The Americas, including North and Latin America will continue to grow and expand their wind energy industries. This book provides an insight into the wind energy industry throughout the Americas.
Scott Sklar, President of the Stella Group and former Executive Director of the Solar Energy Industries Association, presented on April 19, 2010 at the GW Solar Institute Second Annual Symposium. more information at http://solar.gwu.edu/Symposium.html
The document discusses energy transitions on a global scale. It defines energy transitions as shifts from one dominant energy source to another that typically take decades to occur across countries. While governments are driving transitions to meet climate goals, there is no single global transition but rather many national transitions due to differing resources and goals. Key challenges of transitions include reducing fossil fuel use, increasing renewable electricity and electrifying other sectors like transport and industry in a cost-effective way while ensuring grid reliability. Opportunities exist for distributed renewable resources and new digital technologies to empower individual citizens and communities in transitions.
The document discusses the history of solar power usage and development in Germany. It describes how ancient Greeks and Romans began utilizing passive solar energy in their architecture. It then outlines Germany's rise as a global leader in solar photovoltaic capacity and industry due to supportive policies like feed-in tariffs introduced in the 1990s and 2000s. Germany's renewable energy act and energy saving ordinances promoted solar adoption. However, high costs remain a challenge as Germany aims to generate 20% of its electricity from renewables.
Energy efficiency has become a major energy resource in the United States, reducing energy use and costs. Through policies and programs since 1990, energy efficiency is now the third largest electricity resource in the US, greater than nuclear power. If energy efficiency continued to be supported and expanded, it could become the largest electricity resource by 2030, providing one-third of total generation and avoiding the need for capacity from hundreds of additional power plants. Energy efficiency investments have saved customers and the environment billions while creating jobs and advancing technologies.
The document outlines AllianceBernstein's plans to create and distribute an educational multimedia program on investment implications of climate change. It will include 5 segments covering topics like opportunities in shifting to renewable and nuclear power, investing in "clean" fossil fuels through carbon capture, and increasing energy efficiency. Metrics on viewership will be collected. The program aims to demonstrate their thought leadership on this issue and promote their climate change research to clients and the media.
Impact Of Renewable Energy On Economic GrowthPartha_Doc
The document discusses the impact of renewable energy on economic growth, noting that renewable energy can help create jobs, increase opportunities, and provide a more robust economy. It provides an overview of the global energy generation market and renewable energy sources, and explores the advantages of renewable energy including environmental and employment benefits. The implications of increased renewable energy investment and use in countries like the US, China, India, and Europe are also examined.
This document discusses the investment case for solar power, outlining long term bullish factors such as projected spending of $3.7 trillion on new solar installs through 2040. It notes solar costs are falling due to improved technology and economies of scale, and grid parity is being reached in more markets. Advantages of solar include being clean, having fixed upfront costs with no fuel costs, and falling installation costs. The document recommends investing in the MAC Solar Index ETF to gain diversified exposure to the growing global solar sector.
Despite the United States leaving the Paris Climate Change agreement, the state governments will continue to aim to honor the agreement. The Americas, including North and Latin America will continue to grow and expand their wind energy industries. This book provides an insight into the wind energy industry throughout the Americas.
Scott Sklar, President of the Stella Group and former Executive Director of the Solar Energy Industries Association, presented on April 19, 2010 at the GW Solar Institute Second Annual Symposium. more information at http://solar.gwu.edu/Symposium.html
Solar Americas - EcoEnergyBook is a professional tool for the Renewable Energy Industry. The tool provides industry insight, company profiles, contact information, media companies, events, resources and more.
Wind Europe - EcoEnergyBook is a professional tool for the Renewable Energy Industry. The tool provides industry insight, company profiles, contact information, media companies, events, resources and more.
Solar Asia - EcoEnergyBook is a professional tool for the Renewable Energy Industry. The tool provides industry insight, company profiles, contact information, media companies, events, resources and more.
John Laitner discusses how energy efficiency investments can generate net savings, increase jobs, and significantly reduce greenhouse gas emissions. He argues that purposeful efforts are needed to fully tap into the benefits of energy efficiency. If policies promote smart grid technologies and other innovations, energy productivity gains could meet 60% of emission reduction targets while saving money and boosting the economy. Energy efficiency has been the largest source of new energy in the US for decades and offers many untapped opportunities.
The document summarizes opportunities in the US energy market, sources of financing, and services available to start operations. It discusses the American Recovery and Reinvestment Act (ARRA) which provides $98 billion for energy and environment projects, and clean energy programs funded by ARRA including renewable energy, efficiency, and smart grid projects. Services offered by Virginia to help startups include business formation assistance and L-1 visas.
Solar Europe - EcoEnergyBook is a professional tool for the Renewable Energy Industry. The tool provides industry insight, company profiles, contact information, media companies, events, resources and more.
Wind Asia - EcoEnergyBook is a professional tool for the Renewable Energy Industry. The tool provides industry insight, company profiles, contact information, media companies, events, resources and more.
Global warming concerns leading to decarbonization is shifting energy from fossil fuels to renewable energy. The slides briefly touch on different ways of decarbonizing & alternative energy resources.
Climate change poses an urgent threat that requires global cooperation and action. While reducing emissions will be challenging, as emissions are linked to economic growth, countries must work together to reinvent growth through low-carbon development strategies. Equity is needed between rich and developing countries, with the rich reducing emissions more to allow space for poorer countries' growth. The Commonwealth is well positioned to lead global negotiations and provide solutions to fund the transition to low-carbon economies through reformed carbon markets and other financial mechanisms.
A chronology in pictures and charts of selected developments in climate, ener...Jeremy Leggett
One person’s collated precis-for-the-busy of the last three months in the related dramas of climate change, energy transition, big tech and the future of civilisation.
The slideshow is derived, as ever, from entries in the Future Today chronology. Those who would like the original powerpoint, with source urls as notes, can find it – with all the other source files, for free use – in the folder linked to from my website www.jeremyleggett.net.
The document summarizes a presentation by Kateri Callahan, President of the Alliance to Save Energy, about the potential for increased energy efficiency. The Alliance is a nonprofit organization that works with public and private sectors to promote energy efficiency. Callahan discusses how energy efficiency has quietly achieved success in reducing costs and emissions. New "game changers" like climate change, energy security concerns, and economic savings create opportunities for much greater efficiency gains. Leadership from companies like Walmart and utilities investing more in efficiency show the enormous untapped potential. Public policy support for efficiency standards, codes, and financing can help efficiency "roar" in the coming decade to address energy and climate challenges.
Investment on the global energy transition: a report from the front lines as ...Jeremy Leggett
A global energy transition is underway: a system change driven by exponential growth in clean-energy technologies. But there is an investment gap. Much will depend on closing it. What will happen next?
This presentation was the keynote for Business Green's 2019 Tech and Investment Forum.
Europe's Changing Energy Future - MSLGROUP Energy Report July 2014MSL
A few years ago, who would have imagined a world where shale is rewriting geopolitics, where solar and wind are supplanting coal in Germany, or where there are serious concerns over the lights starting to go out in the UK. One thing is clear – the European Energy landscape is changing at a pace that has never been seen before. In our fifth report, we bring you in-depth commentary from energy experts in Brussels, France, Italy, Germany, Poland, Sweden, the Netherlands and the UK. Connect with us to seek advice on attracting the best talent, investor communication; crisis preparedness and corporate reputation management. http://www.mslgroup.com
To find out more about MSLGROUP’s services, please contact Nick Bastin on nick.bastin@capitalmsl.com | Share your feedback with us on twitter @msl_group.
1. The solar industry experienced rapid growth until 2008 but then saw a steep decline in 2009 as investors fled. However, the industry is now rebounding with analysts predicting strong future growth.
2. For solar companies to survive, they must successfully adapt to changing government subsidies, dramatically reduce production costs, drive innovation, and quickly scale up production.
3. The two most important factors for solar companies going forward are adapting to changes in government policy on subsidies and slashing production costs, such as by moving manufacturing to low-cost countries.
Solar power technologies have been around for years but didn't achieve a high enough penetration rate in the mass markets for economies of scale, to be affordable.
Would that change in the next few years?
The document discusses energy efficiency and the Alliance to Save Energy. It notes that the Alliance is a non-profit organization led by a Senator and utility CEO that includes members of Congress and leaders from various sectors. The Alliance works across all economic sectors on initiatives to advance energy efficiency through research, advocacy, education, technology deployment, and communications. The document summarizes that improving energy efficiency is important given tight global energy supplies, growing demand, and concerns over climate change and the unsustainability of business as usual approaches. Energy efficiency is described as cheaper, quicker, cleaner, and more secure than other energy resources.
Annual Energy Conference Presentation May 2015karen abbott
This document summarizes the key topics from Skadden's 19th Annual Energy Projects Conference. It discusses the collapse of oil prices in 2014 and resulting cuts to exploration budgets. It also notes projections that the US will become a net energy exporter by 2030 due to the growth of natural gas. Renewable energy growth is discussed, with record global capacity additions in 2014 unaffected by falling oil prices. Government policy support and developments in distributed solar plus storage are highlighted as areas of uncertainty and potential transformation in the energy industry.
This document discusses leadership qualities and figures. It mentions Bernhard Baumgartner's email address and then lists leadership traits like vision, involvement of followers, charisma, and balanced family life alongside leaders who embodied those traits such as Barack Obama, Randy Pausch, and Curtis Jackson. Other pairs of leadership qualities and figures mentioned include passion and persuasion with Robert Cialdini, staying on time and budget with information and field of work exemplified by Donald Trump, and strategic skills and ability to work with enemies through Abraham Lincoln's fight for a cause.
1) China's market share of solar panel production increased dramatically from 2009 to 2011, accounting for over 70% of the top 10 producers' market share in 2011. Taiwan is also becoming a major producer.
2) The price of solar panels strongly influences sales and market ranking - companies with lower prices saw higher sales and rankings. To remain competitive, companies must reduce costs throughout the supply chain.
3) First Solar has been the only Western company able to keep pace with the rapid growth of Asian solar panel producers such as Suntech, Yingli Green Energy, and Trina Solar.
Do you want to know how well your State performs in the solar? Take a look at this document to know everything about the policies available in your State.
This document outlines various principles of persuasion that can be used ethically or unethically. It discusses principles like reciprocity, social proof, authority, and scarcity. It notes that while persuasion can be used for positive outcomes, it is important to always consider ethical implications and make sure any persuasion techniques are not deceptive or harmful to others.
Renewable Portfolio Standard: a State by State Analysis of the future of the ...bernhardbaumgartner
A State by State analysis of the advancement of the RPS and the future of the solar industry.
Key figures: cost of electricity, breakdown of electricity consumption, RPS targets...
Solar Americas - EcoEnergyBook is a professional tool for the Renewable Energy Industry. The tool provides industry insight, company profiles, contact information, media companies, events, resources and more.
Wind Europe - EcoEnergyBook is a professional tool for the Renewable Energy Industry. The tool provides industry insight, company profiles, contact information, media companies, events, resources and more.
Solar Asia - EcoEnergyBook is a professional tool for the Renewable Energy Industry. The tool provides industry insight, company profiles, contact information, media companies, events, resources and more.
John Laitner discusses how energy efficiency investments can generate net savings, increase jobs, and significantly reduce greenhouse gas emissions. He argues that purposeful efforts are needed to fully tap into the benefits of energy efficiency. If policies promote smart grid technologies and other innovations, energy productivity gains could meet 60% of emission reduction targets while saving money and boosting the economy. Energy efficiency has been the largest source of new energy in the US for decades and offers many untapped opportunities.
The document summarizes opportunities in the US energy market, sources of financing, and services available to start operations. It discusses the American Recovery and Reinvestment Act (ARRA) which provides $98 billion for energy and environment projects, and clean energy programs funded by ARRA including renewable energy, efficiency, and smart grid projects. Services offered by Virginia to help startups include business formation assistance and L-1 visas.
Solar Europe - EcoEnergyBook is a professional tool for the Renewable Energy Industry. The tool provides industry insight, company profiles, contact information, media companies, events, resources and more.
Wind Asia - EcoEnergyBook is a professional tool for the Renewable Energy Industry. The tool provides industry insight, company profiles, contact information, media companies, events, resources and more.
Global warming concerns leading to decarbonization is shifting energy from fossil fuels to renewable energy. The slides briefly touch on different ways of decarbonizing & alternative energy resources.
Climate change poses an urgent threat that requires global cooperation and action. While reducing emissions will be challenging, as emissions are linked to economic growth, countries must work together to reinvent growth through low-carbon development strategies. Equity is needed between rich and developing countries, with the rich reducing emissions more to allow space for poorer countries' growth. The Commonwealth is well positioned to lead global negotiations and provide solutions to fund the transition to low-carbon economies through reformed carbon markets and other financial mechanisms.
A chronology in pictures and charts of selected developments in climate, ener...Jeremy Leggett
One person’s collated precis-for-the-busy of the last three months in the related dramas of climate change, energy transition, big tech and the future of civilisation.
The slideshow is derived, as ever, from entries in the Future Today chronology. Those who would like the original powerpoint, with source urls as notes, can find it – with all the other source files, for free use – in the folder linked to from my website www.jeremyleggett.net.
The document summarizes a presentation by Kateri Callahan, President of the Alliance to Save Energy, about the potential for increased energy efficiency. The Alliance is a nonprofit organization that works with public and private sectors to promote energy efficiency. Callahan discusses how energy efficiency has quietly achieved success in reducing costs and emissions. New "game changers" like climate change, energy security concerns, and economic savings create opportunities for much greater efficiency gains. Leadership from companies like Walmart and utilities investing more in efficiency show the enormous untapped potential. Public policy support for efficiency standards, codes, and financing can help efficiency "roar" in the coming decade to address energy and climate challenges.
Investment on the global energy transition: a report from the front lines as ...Jeremy Leggett
A global energy transition is underway: a system change driven by exponential growth in clean-energy technologies. But there is an investment gap. Much will depend on closing it. What will happen next?
This presentation was the keynote for Business Green's 2019 Tech and Investment Forum.
Europe's Changing Energy Future - MSLGROUP Energy Report July 2014MSL
A few years ago, who would have imagined a world where shale is rewriting geopolitics, where solar and wind are supplanting coal in Germany, or where there are serious concerns over the lights starting to go out in the UK. One thing is clear – the European Energy landscape is changing at a pace that has never been seen before. In our fifth report, we bring you in-depth commentary from energy experts in Brussels, France, Italy, Germany, Poland, Sweden, the Netherlands and the UK. Connect with us to seek advice on attracting the best talent, investor communication; crisis preparedness and corporate reputation management. http://www.mslgroup.com
To find out more about MSLGROUP’s services, please contact Nick Bastin on nick.bastin@capitalmsl.com | Share your feedback with us on twitter @msl_group.
1. The solar industry experienced rapid growth until 2008 but then saw a steep decline in 2009 as investors fled. However, the industry is now rebounding with analysts predicting strong future growth.
2. For solar companies to survive, they must successfully adapt to changing government subsidies, dramatically reduce production costs, drive innovation, and quickly scale up production.
3. The two most important factors for solar companies going forward are adapting to changes in government policy on subsidies and slashing production costs, such as by moving manufacturing to low-cost countries.
Solar power technologies have been around for years but didn't achieve a high enough penetration rate in the mass markets for economies of scale, to be affordable.
Would that change in the next few years?
The document discusses energy efficiency and the Alliance to Save Energy. It notes that the Alliance is a non-profit organization led by a Senator and utility CEO that includes members of Congress and leaders from various sectors. The Alliance works across all economic sectors on initiatives to advance energy efficiency through research, advocacy, education, technology deployment, and communications. The document summarizes that improving energy efficiency is important given tight global energy supplies, growing demand, and concerns over climate change and the unsustainability of business as usual approaches. Energy efficiency is described as cheaper, quicker, cleaner, and more secure than other energy resources.
Annual Energy Conference Presentation May 2015karen abbott
This document summarizes the key topics from Skadden's 19th Annual Energy Projects Conference. It discusses the collapse of oil prices in 2014 and resulting cuts to exploration budgets. It also notes projections that the US will become a net energy exporter by 2030 due to the growth of natural gas. Renewable energy growth is discussed, with record global capacity additions in 2014 unaffected by falling oil prices. Government policy support and developments in distributed solar plus storage are highlighted as areas of uncertainty and potential transformation in the energy industry.
This document discusses leadership qualities and figures. It mentions Bernhard Baumgartner's email address and then lists leadership traits like vision, involvement of followers, charisma, and balanced family life alongside leaders who embodied those traits such as Barack Obama, Randy Pausch, and Curtis Jackson. Other pairs of leadership qualities and figures mentioned include passion and persuasion with Robert Cialdini, staying on time and budget with information and field of work exemplified by Donald Trump, and strategic skills and ability to work with enemies through Abraham Lincoln's fight for a cause.
1) China's market share of solar panel production increased dramatically from 2009 to 2011, accounting for over 70% of the top 10 producers' market share in 2011. Taiwan is also becoming a major producer.
2) The price of solar panels strongly influences sales and market ranking - companies with lower prices saw higher sales and rankings. To remain competitive, companies must reduce costs throughout the supply chain.
3) First Solar has been the only Western company able to keep pace with the rapid growth of Asian solar panel producers such as Suntech, Yingli Green Energy, and Trina Solar.
Do you want to know how well your State performs in the solar? Take a look at this document to know everything about the policies available in your State.
This document outlines various principles of persuasion that can be used ethically or unethically. It discusses principles like reciprocity, social proof, authority, and scarcity. It notes that while persuasion can be used for positive outcomes, it is important to always consider ethical implications and make sure any persuasion techniques are not deceptive or harmful to others.
Renewable Portfolio Standard: a State by State Analysis of the future of the ...bernhardbaumgartner
A State by State analysis of the advancement of the RPS and the future of the solar industry.
Key figures: cost of electricity, breakdown of electricity consumption, RPS targets...
A slideshow to demonstrate how much human beings fail at predictions. Even reknowned experts are unable to predict future evolutions of their subject of expertise
Study: The Future of VR, AR and Self-Driving CarsLinkedIn
We asked LinkedIn members worldwide about their levels of interest in the latest wave of technology: whether they’re using wearables, and whether they intend to buy self-driving cars and VR headsets as they become available. We asked them too about their attitudes to technology and to the growing role of Artificial Intelligence (AI) in the devices that they use. The answers were fascinating – and in many cases, surprising.
This SlideShare explores the full results of this study, including detailed market-by-market breakdowns of intention levels for each technology – and how attitudes change with age, location and seniority level. If you’re marketing a tech brand – or planning to use VR and wearables to reach a professional audience – then these are insights you won’t want to miss.
A comparative study on solar photovoltaic industrial development in germany, ...Alexander Decker
This document provides a comparative study of solar photovoltaic (PV) industrial development in Germany, China, and the US. It discusses the historical stages of PV market diffusion from the 1950s invention of silicon solar cells to the current dominance of roof-top and utility-scale PV installations. Germany, China, and the US have seen rapid PV sector growth driven by support policies and increased production and demand. The document aims to examine regional PV system development, market share, policies, and future forecasts in these three countries.
The Future Of Renewable Energy And RE Policy MechanismsSheri Elliott
The document discusses renewable energy policy mechanisms and the future of renewable energy. It notes that renewable energies can compete with fossil fuels if subsidies are leveled between the industries. Currently, fossil fuels receive over 85% of energy subsidies in the US. Investments in wind energy, stimulated by the production tax credit, have significantly lowered costs and increased domestic manufacturing jobs. For renewable energies to effectively replace fossil fuels, policies need to incentivize their growth and competitiveness.
The article describes the approach to development of renewable generation, especially solar photovoltaic, in different countries.
Italy, Spain, Germany and France business systems are compared as far as incentive schemes are concerned.
The possibility of a "green bubble" and the preconditions for it to develop are described.
The document discusses how renewable energy is disrupting traditional large energy firms. It describes how the costs of renewables like solar and wind have declined significantly, allowing them to compete with and even beat fossil fuels on price in some areas. This is reducing profits for large utilities that rely on fossil fuels. Additionally, hundreds of thousands of households and businesses have invested in small-scale renewable systems, creating a decentralized "people's army" that is challenging the dominance of large energy companies. As a result, the large utilities, once comfortable monopolies, are now under threat and on the run as the energy system transforms dramatically around them due to the rise of renewables.
The document discusses opportunities for transitioning to a low-carbon economy through innovation. It notes that traditional energy efficiency solutions are insufficient and that moving to low-carbon energy sources requires decoupling energy consumption from greenhouse gas emissions. Information and communication technologies can play an important role by helping address issues with renewable energy sources and enabling reliable services even when renewable power availability fluctuates. The document advocates developing zero-carbon strategies using renewable energy to allow continued growth without increasing emissions.
The document discusses accelerating the adoption of solar energy in the United States to reduce reliance on natural gas for electricity generation. It argues that solar photovoltaics have the potential to significantly displace natural gas if costs can be reduced through manufacturing improvements, economies of scale, and limited public subsidies over 10 years. With the right policies and market conditions, solar could achieve cost parity with retail electricity and create many local jobs in manufacturing and installation. Political will is needed to pass mandates and use public benefits to justify initial cost reductions that drive the solar industry to self-sufficiency.
The PVs in Bloom Project was created to support the installation of small to medium-sized photovoltaic plants in marginal areas across Europe. The project aims to promote the sustainable diffusion of solar power according to environmental and functional criteria. While Germany and Italy are leading the growth of solar installations in Europe, policy changes like retroactive cuts to feed-in tariffs in some countries threaten to reduce profits and investor confidence. Global solar module production is expected to increase significantly in coming years, but supply may exceed demand in 2011, leading to price drops and order cancellations for inverter suppliers. European solar markets are forecasted to grow moderately without policy support, but could reach over 13 GW by 2014 under a policy-driven scenario.
The document discusses three possible scenarios for the world's future energy supply:
1) "Business as usual" reliance on fossil fuels which could lead to energy demands outpacing supplies after 2015 and increasing climate change impacts.
2) A "multi-energy solution" combining renewable, non-renewable and nuclear sources to ensure energy security and affordable supplies as demand rises.
3) "Energy conservation" decreasing energy usage through more efficient technologies and policies like carbon taxes to cut costs, emissions and improve security.
Rhone Resch, President & CEO of the Solar Energy Industries Association (SEIA), presented at the GW Solar Institute Symposium on April 19, 2010. For more information visit: solar.gwu.edu/Symposium.html
Renewable energy realities in the united states finalDeepa Sanyal
Renewable energy sources generated 11.73% of US energy in early 2011, projected to reach 15% by 2035 if federal subsidies expire as planned. In 2012, focus will shift to state policies like renewable portfolio standards as federal action is unlikely in an election year. Key federal incentives that support renewable projects expire in 2012-2016, so the industry outlook is cautious without extensions. Solar continues advancing towards grid parity while targeting new applications, and geothermal and biomass also see some growth potential depending on policy clarity.
Created virtual company which provides solutions on Project Feasibility, Viability Alternatives, Current Scenario Project Development, Plans Budgeting and Costing, Strategic Management of Solar energy.
Former Ambassador and head of the US delegation to the Kyoto Protocol negotiations, Stuart Eizentstat, Partner with law firm of Covington & Burling LLP, delivered the keynote address at the GW Solar Institute Symposium on April 19, 2010. View more info at: solar.gwu.edu/Symposium.html
This document discusses the possibility of Germany generating 100% of its electricity from renewable sources by 2020. It outlines Germany's current energy situation, including its reliance on fossil fuels and plans to phase out nuclear power. Transitioning to 100% renewable electricity would require significant expansion and upgrades to Germany's electrical grid at a cost of billions of euros. It also examines the job creation potential in the renewable energy sector and various renewable technologies available in Germany, including their potential contributions to reaching the 100% renewable goal. Cooperation with neighboring countries would be needed to address challenges in balancing supply and demand from fluctuating renewable sources.
100 Renewable Electricity A Roadmap To 2050 For Europe And North AfricaJasmine Dixon
This document summarizes a report about achieving 100% renewable electricity in Europe and North Africa by 2050. It acknowledges contributions from various organizations that helped develop the report. The report examines the current electricity situation and challenges facing the region, and presents a roadmap to transition to an integrated power market with 100% renewable electricity generation by 2050. Key components of the vision include a "SuperSmart Grid", rapid scaling up of all forms of renewable power, and large-scale imports of renewable power from North Africa to Europe.
The document discusses solar energy trends in Arizona since 2009. It notes that while US solar development has grown significantly since 2009, Arizona's growth has slowed recently. It also discusses the challenges of integrating utility and non-utility solar providers as the electricity market changes rapidly due to technological advances. Finally, it calls for continued investment and partnerships to rapidly deploy renewable energy in Southern Arizona.
This document provides an overview and analysis of the global energy and clean tech sector for investment purposes. It discusses macro trends in energy consumption and production, then analyzes the status and outlook for various renewable energy industries like wind, solar, and water. It outlines the author's investment research approach, then briefly summarizes and evaluates several companies as potential long or short investment opportunities based on their fundamentals and outlook. Risk factors are disclosed at the back.
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Discover the Beauty and Functionality of The Expert Remodeling Serviceobriengroupinc04
Unlock your kitchen's true potential with expert remodeling services from O'Brien Group Inc. Transform your space into a functional, modern, and luxurious haven with their experienced professionals. From layout reconfiguration to high-end upgrades, they deliver stunning results tailored to your style and needs. Visit obriengroupinc.com to elevate your kitchen's beauty and functionality today.
AI Transformation Playbook: Thinking AI-First for Your BusinessArijit Dutta
I dive into how businesses can stay competitive by integrating AI into their core processes. From identifying the right approach to building collaborative teams and recognizing common pitfalls, this guide has got you covered. AI transformation is a journey, and this playbook is here to help you navigate it successfully.
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𝐔𝐧𝐯𝐞𝐢𝐥 𝐭𝐡𝐞 𝐅𝐮𝐭𝐮𝐫𝐞 𝐨𝐟 𝐄𝐧𝐞𝐫𝐠𝐲 𝐄𝐟𝐟𝐢𝐜𝐢𝐞𝐧𝐜𝐲 𝐰𝐢𝐭𝐡 𝐍𝐄𝐖𝐍𝐓𝐈𝐃𝐄’𝐬 𝐋𝐚𝐭𝐞𝐬𝐭 𝐎𝐟𝐟𝐞𝐫𝐢𝐧𝐠𝐬
Explore the details in our newly released product manual, which showcases NEWNTIDE's advanced heat pump technologies. Delve into our energy-efficient and eco-friendly solutions tailored for diverse global markets.
Best Competitive Marble Pricing in Dubai - ☎ 9928909666Stone Art Hub
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The report *State of D2C in India: A Logistics Update* talks about the evolving dynamics of the d2C landscape with a particular focus on how brands navigate the complexities of logistics. Third Party Logistics enablers emerge indispensable partners in facilitating the growth journey of D2C brands, offering cost-effective solutions tailored to their specific needs. As D2C brands continue to expand, they encounter heightened operational complexities with logistics standing out as a significant challenge. Logistics not only represents a substantial cost component for the brands but also directly influences the customer experience. Establishing efficient logistics operations while keeping costs low is therefore a crucial objective for brands. The report highlights how 3PLs are meeting the rising demands of D2C brands, supporting their expansion both online and offline, and paving the way for sustainable, scalable growth in this fast-paced market.
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Emerging industry solar bernhard baumgartner ss
1. Bernhard Baumgartner BUMO 756 Industry and Competitor Anaysis
Bernhard.baumgartner@skema.edu Oliver Schlake
Emerging Industry Analysis
Solar Industry
University of Maryland, Spring 2011
2. Bernhard Baumgartner BUMO 756 Industry and Competitor Anaysis
Bernhard.baumgartner@skema.edu Oliver Schlake
I. I. Industry
I identified five major forces for the development of the solar industry in the future. Some are short
termed and some are integrated in a longer process.
1. Rise in cost of energy
Energy prices are on an increasing slope for decades, the resources (petrol, gas) are not unlimited so
there is a need for an alternative. The following graph shows the increase in the price of petrol since
the 80’s. This trend is not going to reverse in the future and the costs of the ‘traditional energies’ is
going keep on increasing.
(Source: US Energy Information Administration)
2. Will of population
In the developed countries the population is in favor of the development of alternative energies. The
following graph shows the plebiscite for green energies in France.
(Source: BVA Poll: Les Français et les Energies Renouvelables 2010
3. Bernhard Baumgartner BUMO 756 Industry and Competitor Anaysis
Bernhard.baumgartner@skema.edu Oliver Schlake
Question: You personally, are you very favorable, fairly favorable, fairly not or very favorable to the development of renewable energies in
France’)
97% of the population is either ‘slightly in favor’ or ‘completely in favor’ to the development of
renewable energies in France. The same study shows that on average, French people would accept a
increase of 10% on their energy bill in order to develop green energies.
3. Problem in nuclear industry
Many developed countries have nuclear power plants on their territory. It’s a clean source of energy
(if we ignore the problem of the waste) and it’s reliable. But some accidents like Chernobyl of more
recently Fukushima change people’s mind on nuclear energy. For instance in France, an Ifop (poll
institute) poll showed that 70% of French people are in favor of abandoning the nuclear strategy.
This figure will of course decrease in the coming weeks when the emotions of the drama disappears
but if another accident occurs the politicians will take some further steps (like Germany already did).
4. Decrease in cost of production
The cost of production of a kWh of solar energy is consistently decreasing. With the increasing
production and the outsourcing in low cost countries the costs will decrease rapidly.
(Source: Solarbuzz LLC, Federal Reserve Bank of St Louis)
4. Bernhard Baumgartner BUMO 756 Industry and Competitor Anaysis
Bernhard.baumgartner@skema.edu Oliver Schlake
For instance the First Solar (thin film) panels cost $0.75 per Watt down from $1.59 in 2005 (1) First
Solar Corporate Overview March 1 2010
(First solar Corporate Overview March,1 2010)
These decreasing costs will start being competitive with other energies in a few years. Of course the
grid parity will be reached quicker in sunnier countries where the energy yield is higher.
5. Innovation
A lot of research money is allocated to solar companies and many labs are working on increasing the
energy yields of the panels. Here is a summary of the energy yields obtained with different
5. Bernhard Baumgartner BUMO 756 Industry and Competitor Anaysis
Bernhard.baumgartner@skema.edu Oliver Schlake
technologies
(Source: Data compiled by Lawrence Kazmerski, National Renewable Energy Laboratory (NREL))
As we can see the panels become more and more effective and there is a constant growth since
1975. Unfortunately there is no breakthrough technology which suddenly increases the efficiency of
the panels and there is a very low probability that this will happen. Nevertheless the long term trend
is an increased efficiency.
All these trends lead us to believe that the solar industry has a bright future. Out of curiosity I
checked the word ‘solar energy’ in the Google trends tool. It appears that since 2004 the number of
searches in volume is constantly growing so that’s one more early warning of an industry in
expansion.
(Source: http://www.google.com/trends?q=solar)
II. II. My Opinion
1. Long term trends
a. HUMAN BEHAVIOR
The use of energy by humans changes every century. Before 1800 the energy resources were mainly
renewable (hydro…) and the needs weren’t that high. Then coal started to be used more and more.
6. Bernhard Baumgartner BUMO 756 Industry and Competitor Anaysis
Bernhard.baumgartner@skema.edu Oliver Schlake
Petrol and gas started to be used as well at the turn of the twentieth century. These three sources
still account for 82% of the energy use in the world today. (See graph below + projections).
(Source: AEO 2011 Early Release Overview: http://www.eia.gov/forecasts/aeo/pdf/0383er%282011%29.pdf )
I believe that with the increase in cost of oil and gas the world will go back to greener energy sources.
We already analyzed some trends in the first part. We have some more leads that go towards the
same direction. The electrification of third world countries may not be on the same model as the
developed countries. In order to save money on electrical lines and in order to have a decentralized
energy production, non-electrified towns can opt for local energy production (solar or other source
of renewable energy). This also applies to richer countries. For instance in France there are two
regions who are in a constant threat of energy shortage (due to the centralized production and the
way the electrical grid was build). These two regions are Bretagne and Provence Alpes Cote D’Azur,
and they are looking for local ways to produce energy.
b. REGULATIONS
The European Union set a target for 20% of its energy production coming from renewable sources by
2020. To comply with this rule many incentives have been given to consumer in order to produce
solar energy (Feed in Tariffs in almost every country). Some American states also have such targets.
The Renewable Portfolio Standards (RPS) adopted in many American States will also push the
demand.
c. CHINA
Many green energy companies already outsourced their production in low cost countries, mostly in
Asia. Thus, China is now the biggest green energy producers before the United States and Brazil.
7. Bernhard Baumgartner BUMO 756 Industry and Competitor Anaysis
Bernhard.baumgartner@skema.edu Oliver Schlake
(Source: Renewable Energy Data book 2009).
With its development China will also have to increase its energy production. Chinese officials already
signed agreements for huge solar plants to be built in the desert (First Solar won the market). 2Gwp
are projected to be installed in the Mongolian desert over a 10 years’ time span.
2. Short term trends
Having worked in this industry in France for one year I have a good insight of the development of the
solar industry. Here is a graph that describes the take-off of solar energy production in France over
the past few years.
8. Bernhard Baumgartner BUMO 756 Industry and Competitor Anaysis
Bernhard.baumgartner@skema.edu Oliver Schlake
(Source: estimations SER-SOLER, d’après ERDF, EDF-SEI
Evolution of the grid-connected projects in MW (France))
These figures have again doubled at the end of 2010. This explosion can be seen under two angles.
On one side it’s good for the electricity mix and it goes towards the European regulation. On the
other hand this costs a lot of money to the consumer and in a time of crises politicians want to save
money and avoid a green bubble. That leads us to our third part: the uncertainties.
III. III. Uncertainties
I identified three major uncertainties in the development of the solar industry:
1. Political will
The development in Europe is solely based on the Feed in Tariffs (FIT) these are set by every
government. In order for the industry to take off some countries like Germany and Spain set some
very high FITs a few years ago. The demand exploded and the tactic fired back. Spain was the world
leader in installation in 2008 with 2,5 GWp installed. The FITs were drastically cut and in 2009 only 69
MWc were installed (a 93% decrease) (2). A whole industry and many investments were rendered
useless in one political move. The same is likely to happen in France; the government issued three
different laws reducing the FITs in less than a year. Half of the jobs created during the last 3 years are
likely to vanish. (3)
2. External shocks
Two external factors could greatly influence the expansion of the solar industry:
9. Bernhard Baumgartner BUMO 756 Industry and Competitor Anaysis
Bernhard.baumgartner@skema.edu Oliver Schlake
A. ENVIRONMENTAL CATASTROPHY
An event like the nuclear accident in Fukushima in Japan changes the opinion from people on the
energy concerns. The solar energy, even if it can’t be the only energy source (due to the impossibility
of storing it) is a reliable option once the costs will go down enough. The risks of accident are very
low and the implementations of big scale projects are severally controlled by authorities.
B. TECHNOLOGICAL BREAKTHROUGH
I already discussed this part the first part. It’s a low probability high impact case so we have to keep
in mind that it could happen.
3. Alternative energies
The solar industry has many alternatives. The expansion of other renewable energies (wind,
geothermal…) could hinder the development of the solar industry. The decision might be a cost-
based decision and right now the solar kWh is more expensive than the wind kWh
(Source: AEO, EPA, EPRI, NREL, McGowin, DeMeo et al. US. Energy Background Information August 2010)
Other than the cost side, other alternative energies have advantages the capacity factor are higher
for the wind energy (20-40%) (4) for hydro (44%) or even nuclear (90%) (5)
IV. Natural position for players in the
industry.
For me there are 3 strategies that will lead to success in the long term.
1. Be close to decision making centers
10. Bernhard Baumgartner BUMO 756 Industry and Competitor Anaysis
Bernhard.baumgartner@skema.edu Oliver Schlake
The companies who are ‘insiders’ of the political decisions have a greater chance to shape the future
of the industry. They can use their lobbying skills to change the political decisions. In France, a
company like EDF Energie Nouvelles (a subsidiary of EDF), takes advantage from the fact that it is EDF
who buys back the ‘sun-produced’ electricity to make their projects advance quicker, and to get a
guaranteed FIT. (6)
2. Aim at ‘Sun Belt’ countries
The ‘Sun Belt’ countries are the majority of the countries located between the 35th degree North
latitude and 35th degree South latitude
(Source: EPIA: Unlock the Sun Belt Potential of Photovoltaic Second Edition October 2010)
They are sunnier than most of the developed countries and thus provide a huge potential for growth.
Very large projects can be designed in order to maximize the sun potential. But the solar energy can
also be used to provide electricity to villages that are too far away from the grid. The following graph
shows how much more efficient those countries are compared to where the solar industry is
booming now.
11. Bernhard Baumgartner BUMO 756 Industry and Competitor Anaysis
Bernhard.baumgartner@skema.edu Oliver Schlake
(Source: EPIA: Unlock the Sun Belt Potential of Photovoltaic Second Edition October 2010)
This discrepancy can be reduced by using a more clever way to use the sun. The ‘Sun belt’ countries
are usually low cost countries, thus the panels could be produced and used in one country: this offers
a huge potential for many companies.
3. Vertical and Horizontal Integration
Another strategy is to control the whole process of production from the silicon extraction to the
installation of the systems. Companies using this strategy will make big economies of scale. Other
companies like Conergy and Inventux also started a horizontal integration: they produce their own
inverters (a complementor) in order not to be dependent on a possible shortage of inverters.
IV. V. Winning Strategies
1. Size matters
The barrier to entry is quite high. The initial investment in capital is quite high and it’s a time-
consuming process: it takes an average of 18 months to complete a production plant. Of course no
revenue is made during that time-span and the panels can’t be tested and improved. Therefor the
established players have a big advantage.
12. Bernhard Baumgartner BUMO 756 Industry and Competitor Anaysis
Bernhard.baumgartner@skema.edu Oliver Schlake
2. Multi-activity
Companies who already are big players in the energy industry will also be good competitors. For
instance BP, Bosch, Sanyo are now producing solar panels. The can streamline their income with
other products when the solar industry takes a hit (like in Spain in 2009). They’re also less dependent
of the erratic decisions of politicians in their energy policies.
3. The run for economies
The ultimate goal is grid-parity: the first company that will be able to produce solar energy at the
price of every other energy will be a huge player in the energy market. When approaching this grip
parity those companies could get passed the FITs (and sometimes the caps set up by governments)
by installing their panels and not connect them to the grid (self-sufficient plant…)
13. Bernhard Baumgartner BUMO 756 Industry and Competitor Anaysis
Bernhard.baumgartner@skema.edu Oliver Schlake
References:
(1) First Solar: corporate datasheet: MD-5-601 NA 28FEV11
(2) Source: EPIA: Global Market Outlook for Photovoltaic until 2014 May 2010 Update
(3) (http://www.lefigaro.fr/flash-eco/2011/03/08/97002-20110308FILWWW00548-solaire-la-
filiere-se-sent-bernee.php).
(4) (Renewable Energy Research Laboratory, University of Massachusetts at Amherst.
http://www.ceere.org/rerl/about_wind/RERL_Fact_Sheet_2a_Capacity_Factor.pdf
(5) (Nuclear Energy Institute.
http://www.nei.org/resourcesandstats/documentlibrary/reliableandaffordableenergy/graphi
csandcharts/usnuclearindustrycapacityfactors/
(6) http://www.francebtp.com/environnement/e-
docs/00/00/CE/5F/document_articles.php?titre=photovoltaique---edf-energies-nouvelles-
aurait-floue-la-concurrence