the state of clean tech innovation 2014

The state of

Clean Tech Innovation

2014

8 January 2014 Valencia@fnauta

1 Wind

Wind capacityG

W

0

100

200

300

400

1996 1998 2000 2002 2004 2006 2008 2010 2012 2014source: IEA, How2Guide for Wind Energy Roadmap, 2014

Per country

source: IEA, Technology Roadmap: Wind Energy, OECD/IEA, 2013

Price per kWh

source: NREL, The Past and Future Cost of Wind Energy, 2012

MHI-Vestas 8 MW

source: MHI-Vestas

Algorithms

by Niels Diepeveen / TU Delft

2 Solar

Solar PV installed capacityG

W

0

50

100

150

200

2005 2007 2009 2011 2013source: EPIA Global Market Outlook for Photovoltaics 2014-2018, 2014

Capacity vs potential

source: EPIA Global Market Outlook for Photovoltaics 2014-2018, 2014

Price per W

source: Economist & Bloomberg

Price per MMBTU

source: Bernstein Research, If Solar wins, who loses?, 2014

Hybrid panels

Panel optimization

KhepriCoat Solar Application Lab

Silicon production

Silicon production

Silicon production

Perovskite

Image: Wikipedia

CaTiO3

3 Storage

image: Sony

Storage: Effiency & Capex

Source: Neetu Meena et. al., International Journal of Applied Engineering Research, pp. 177-184, 2014

Storage: Effiency & Capex

Source: Neetu Meena et. al., International Journal of Applied Engineering Research, pp. 177-184, 2014

Hydrogen

)Fuel)Cell)

OR-KESS Outer-Rotor Kinetic Energy Storage Systems

schaede@ims.tu-darmstadt.de

EnerVault

Image: EnerVault

Gigafactory

4 EV

Sales

=

Image: Ed Uthman

5 Energy Efficiency

Bettervest

6 Who’s playing?

Denmark

• Started experimenting 70ies

• Lots of money for research (DTU)

• Wind > 25% production

• World market share wind turbines ca. 40%

• Revenue industry > 3 bilion euro

Germany

• 1988: 100 MW wind & 1.000 roofs program

• 1990: Einspeizegezetz (Feed-in)

• 1999: 100.000 roofs

• 90's: 2 bilion euro research

• 2005 ca. 50% wind world capacity world

• 2013: Utilities (RWE, EON) restructure

USA

• ARPA-e & DOE have spent > $10 bilion in R&D grants and loans

• US military heavily interested in solar and biofuel for deployment

• Obama administration uses EPA mandate for CO2 reduction policy

• CO2 deal with China

China

• 2013 major shift in policy

• 250 bilion dollar Beijing region for cleaner air

• 250 bilion dollar for cleaning up water

• Next 5 year plan (2016) will blow us all away

7 Funding

Clean Tech Investment

Source: Bloomberg New Energy Finance, 2014

Bill

ion

$

0

100

200

300

400

2004 2005 2006 2007 2008 2009 2010 2011 2012 2013

EMEA AMER ASOC

Clean Tech Venture Capital

Source: Bloomberg New Energy Finance, 2014

Bill

ion

$

0

3

6

9

12

15

2004 2005 2006 2007 2008 2009 2010 2011 2012 2013

Q1 Q2 Q3 Q4

Clean Tech VCBill

ion

$

0

1000

2000

3000

4000

5000

2009 2010 2011 2012 2013 2014

EU+IS North America Rest of World

Source: Clean Tech Groep, I3 database, 2014

8 Closing thought

Enjoy the ride!

@fnauta

www.climate-kic.org

frans.nauta@climate-kic.org