1. What in the world is going on? Aaron Fyke Founder and President

2. Framework Hot – Global warming due to greenhouse gases Flat – Everyone else is getting richer Crowded – And there are a lot more of us

3. Percent Job Losses in Recessions

4. Hot

6. Today’s CO2 Concentration After 45 More Years of current energy use patterns 600 500 400 300 280 260 240 CO2 Concentration CO2 [ppmv] 220 200 180 0 °C Temp. in F° Temp. in °C -8 °C Dan Miller – Climateplace.org 0 100,000 200,000 300,000 400,000 500,000 600,000 Age (yr BP)

7. Today’s CO2 Concentration After 45 More Years of current energy use patterns 600 500 400 300 280 260 240 CO2 Concentration CO2 [ppmv] 220 200 180 0 °C Temp. in F° Temp. in °C -8 °C Dan Miller – Climateplace.org 0 100,000 200,000 300,000 400,000 500,000 600,000 Age (yr BP)

8. NASA Goddard Institute for Space Studies

9. Feedback Loops – Tipping Points At greater than 2°C average temperature increase, we risk unstoppable, runaway temperature increases: Polar Ice Caps Melting- reduced reflection Drought, insect infestations and fires killing/burning biomass Permafrost methane thawing – Contains as much GHG as currently in atmosphere Ocean methane thawing – Teratonnes of methane released

10. Flickr: DanielKHC Flat Flickr: Mark Austria

11. The “Poor” are Getting Richer 300m Indian middle class becoming used to Western culture and consumption China car sales surpassed the US in December, 2008 – 872,900 vehicles sold/month 52% of Brazil (100m+ citizens) now has a car, access to credit, and holds a middle class job

14. MTOe

15. Crowded Flickr: B℮n

18. Resulting Trends Higher Energy Prices and Volatility Price on Carbon Changing Consumer Preference Increased Energy Efficiency Increased Use of Renewable Energy

19. Peak Oil – Hubbert’s Prediction Flickr: weatherjester

21. US Oil Production

22. World Oil Production

23. World Oil Production P2 P P Before Peak Oil After Peak Oil Supply Increases Supply Decreases Q Q P1 P1 Demand Increases Demand Increases Q1 Q2 Q2 Q1

24. Peak Oil - Actuals Ex-OPEC and USSR USA Peak – 1971 Hubbert Predicted – 1965-1970 Wikipedia

26. Increased Price of Carbon Flickr: davipt

27. Price on Carbon Baseline and Credit: Kyoto – Clean Development Mechanism (CDM) Allows Annex A countries to invest in projects that reduce emissions in developing countries as an alternative to more expensive emission reductions in their own countries Sets targets for emissions reduction for each country Ratified by all Annex A nations except the US Uses principal of “additionality” Cap and Trade: Fix pollution, price floats European Emissions Trading Scheme (ETS) Waxman-Markey (US) Carbon Pollution Reduction Scheme (Australia) Carbon Tax: Fix price, pollution floats

28. Price on Carbon

29. Price on Carbon http://climateinteractive.org/

30. Changing Consumer Preference

31. 1 M Vehicles

32. 1 M Vehicles

33. 1 M Vehicles US Gas Prices $ 2009

34. 1 M Vehicles US Gas Prices $ 2009 Total US Hybrid Sales

35. Cash for Clunkers, 2009 Edmunds.com – 2009 and 2006 vehicle models

36. Increased Efficiency

39. Smart Grid "Our expectation is that this network will be 100 or 1,000 times larger than the Internet. If you think about it, some homes have Internet access, but some don't. Everyone has electricity access--all of those homes could potentially be connected,” Marie Hattar, VP Marketing

40. Increased Use of Renewables

41. Increased Use of Renewables Saul Griffith, Makani Power: Cannot be about “What is politically feasible”. Nor should it be constrained by “What is economically feasible”. If you want clean power for America (and the World), it must be about “What is Technically Necessary”

42. Courtesy: Saul Griffith

43. Courtesy: Saul Griffith

44. Courtesy: Saul Griffith

45. Courtesy: Saul Griffith

46. Courtesy: Saul Griffith

47. Courtesy: Saul Griffith

48. Courtesy: Saul Griffith

49. More People Consuming More With fewer resources

50. Energy prices will remain high To avoid runaway climate change, carbon will be priced

51. Opportunities: Energy efficiency Addressing customers needs Clean energy

52. Opportunities: Energy efficiency Addressing customers needs Clean energy