catenaria overview ce(8)

8/9/2019 Catenaria Overview CE(8)

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Catenaria

Overview of Services

for theClean Energy Industry in Asia

Build on a founda tion of strong advic e

Strategy + Ma rkets + Insight + Struc turing + Financ e + Transac tions + Policy


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CatenariaCopyright 2010 Catenaria Pte. Ltd.ACRA No. 200909588Z

Catenaria

Sector Clean Energy

Wind, hydro, solar, biomass Agribusiness / feedstocks

Suport Infrastructure Power Distribution Water/Wastewater

Scope

Financial advisory

Commercial development advisory

Strategy and Planning Market assessment

Due diligence

Catenaria provides expert commercial/financial advisory and consultingservices to the clean energy sector.

Experience with investors, developers, financial institutions, and governments

Draw upon broad experience in Asian regional energy sector development

Geography Vietnam, Cambodia, Laos

India, Pakistan, Bangladesh

Philippines, Indonesia, Thailand

China, Japan, Korea, Taiwan

Philosophy Seek practical solutions

Maintain expert knowledge

Understand mechanics in context

Take a hands-on approach


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Holistic approac h

Debt

Equity

Currency

Prices

Environment

Policy

Markets

Reliability

Safety

Employment

Suppliers Exports

Catenarias services sit at the intersection of what isrequired to create a sustainable investment, integratingbusiness, political and economic considerations into

balanced and rational solutions

Construction

Operations Economics

Finance

Society Politics

Catenaria

Tech

nical Commercial

Public


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Catenaria servic es

Intrados Strategy

Markets

Governance Policy

Extrados Transactions

Partnerships

Investments

Insight and Action

This characterizes Catenarias two primary lines of service:


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Intrados servic es

Intradosprovides internal assessment and strategic planning

Intradosassists our clients: assess the market opportunity and

put in place investment plans and strategy founded onpracticality

Catenarias Intradosservices provide:

strategic planning

asset strategy market assessment

risk management

corporate governance We consider the ground realities of both business and market so our

insight can be put into action

Intrados: ac tionable expert insight


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Extrados servic es

Extradosdelivers world class transaction advisory services

Catenarias Extradosservices focus on supporting delivery ofcomplex transactions in energy and infrastructure.

Extradosencompasses: project commercial and financial advisory services

tender design and management

due diligence reviews

partner identification

negotiation support and financial modelling

We take hands-on action, partnering with you to assure yourtransaction gets completed to market standard and as planned

Whether in a core market or cross-border into uncharted waters,Catenaria brings to bear experience and grounding in thechallenging Asian markets but with international context

Extrados: transac tions in context


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Integra ting vision with ac tion

Suppliers

Economy

Technology

ServiceProviders

Investment

Policy

Markets

Strategy

Competitors

Regulation

Society

Complementors

Budgets

DecisionCriteria

Expansion

CapitalOptimisation

Endowments

Transa

ctio

ns

Opportunit

ies

Partne

rships

In

vestments

The synergy between Intradosand Extradossupportsthe pathway for our clients solid future


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Catenaria MarketsKey

Catenaria Marketswithin 6 Hours of

Singapore

Indonesia

Japan

Philippines

Vietnam

Korea

Singapore

China

Taiwa n

Malaysia

Cambodia

Laos

Thailand

Bangladesh

India

Saud i Arab ia

Pakistan

Geographic sc ope

Catenaria has experience across the breadth of Asia

In-depth marketknowledge

Financial

Investment

Energy Markets

Regulation

Political

Extensive network

of local andregionalrelationships


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Manag ing Direc tor p rofile

J. Grant Hauber Over 18 years experience in energy and infrastructure through leading roles as

Clean energy boutique advisor and principal developer Aequero Pte. Ltd (Singapore) Lead project developer Consolidated Electric Power Asia (HK) Project finance investment banker ANZ Investment Bank (HK) Energy/infrastructure management consultant PA Consulting Group / Hagler Bailly Energy policy analyst State of Connecticut Utility Regulator (US)

Active in the Asian energy and infrastructure markets for more than 14 years with5 years in the clean energy sector

Leader in development, structuring, financing and negotiation of transactions Deep background in sector investment strategy and policy Extensive regional networks within professional services, governments, investors Accomplished civil / structural engineer design/bid/construction Education

MBA Yale School of Management B.S. Civil Engineering Carnegie-Mellon University


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Catenaria

Summary of experienc e



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Experienc e Wind EnergyIntrados India Wind Energy Financing Market

Assessment European Wind EnergyAssociation & Confederation of IndianIndustry.Authored white paper Wind Energy Finance:mobilizing European investment in the Indianwind sector for the EU-sponsored Europe-India Wind Energy Network to identify meansto encourage cost-effective European capitalinvestment in the burgeoning Indian windmarket. Analyzed available sources of

financing, terms of lending, equity investmentreturn requirements and industry players torecommend appropriate investment financingstructures and needed policy supports. Ledfocus group discussions and lectured atEIWEN meetings to explore practical issues

and develop consensus for white paper.

Extrados 127.5 MW Wind Farm, Heilongjiang

Province, China.Provided comprehensive financial andcommercial advisory services to a Hong Kong-based company exploring development of and

funding for three wind farms. Responsible forproject viability assessment, commercialproject structuring, JV and EPC contractnegotiation, detailed financial modeling,marketing, equity and debt fundraising.

1000 MW Wind Farm, Ningxia-Inner

Mongolia, China.Provided commercial development advisoryservices to a Hong Kong-based companyexploring development of and funding for aseries of wind power generation projectstotaling over 1000 MW in Northwest China.


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Experienc e Sola rIntrados

Concentrated Solar Thermal Power MarketAssessment Confidential Client. Onbehalf of a major technology developer andmanufacturer of CDP technology, performed a

broad, multi-market, pan-Asian marketassessment study for pushing their productand project development capabilities.Assessed policy environment, macro-economic conditions, receptivity to technology,and competitiveness of their product across

other solar technology as well as otherrenewables. Explored opportunities for powergeneration, combined heat and power, andsolar heat augmentation for fossil-basedthermal processes.

Extrados Concentrated Solar Thermal Business

Development Agency Confidential Client.Seeking to promote adoption of a clients CSPtechnology through formation of partnerships,

joint ventures and EPC relationships in Southand Southeast Asia. Guiding client onidentifying project opportunities to act as eitherEPC or project developer and assisting theclient in assembling bidding packages.


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Experienc e HydroIntrados

Emerging market hydroelectric businessunit strategy Statkraft International.Advised this Norwegian internationalhydroelectric generation company on its long-

term strategy for investing in emerging marketpower generation worldwide. Developed proformaassessments to determine capitalbudgeting and human resource requirements.Strategy and investment recommendationsimplemented through the creation of SN Power

with its strategic partner Norfund.

Extrados 45 MW Run-of-River Hydro Project

Assessment, Lao PDR.Conducted a fundamental assessment ofproject commercial and financial feasibility of a

small hydro project in Laos on behalf of aLondon-based infrastructure developmentfund. Constructed a comprehensive financialmodel to perform analysis.


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Experience Water/ wastewa ter

Intrados Market Entry Strategy and Business Model,

US Water/Wastewater Treatment Market Asian Client.Conducted a comprehensive marketassessment of the US water and wastewater

treatment market for MF/UF/NF/ROtechnologies. Assessed adoption drivers,technology applications, cost trends, andcontracting vehicles. Advising client ondevelopment of a market entry strategy bycreating an optimal business model and

identifying strategic partners or acquisitiontargets. Developed staffing and recruitmentplan.

China Water/Wastewater Treatment MarketAssessment Asian Client.Assessed the market potential for foreign

investors/service providers in the Chinesewater and wastewater treatment markets usingMF/UF/NF/RO technology. Quantifiedopportunities in municipal and industrialmarket segments. Identified drivers of demandfor treatment and specific technology

applications.

Extrados M&A Advisory Listed water treatment

services company, Mumbai, India.Provided comprehensive advisory services toa European multi-utility company, VivendiWater, looking to acquire a publicly listed

Indian water treatment company. Developedacquisition valuation model following IndianAccounting Standards and conducted detailedcorporate and comparative market duediligence. Developed acquisition strategy andpost-merger planning.


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Experienc e Polic y

Intrados Pakistan Private Power Investment Board (PPIB)

strategic assessment.Advising the PPIB on means to improve the tender,grant, negotiation and closure of new powerinfrastructure projects. Soliciting input from all relevantgovernment ministries, state-owned enterprises,private sector developers and financial institutions.

Report will be presented to government. Wholesale Energy Spot Market (WESM),

Emergency Capacity Procurement Measures Department of Energy, Government of Philippines.Advised DOE on identifying issues, creatingprocedures, and designing processes to transparentlyand cost-effectively procure emergency powergeneration in event of a market failure to invest incapacity as needed to meet demand and maintainsystem security margins in a manner that would attractcompetitive, commercial investment.

Government of Tunisia private power investmentframework review.Performed for the Government of Tunisia and its utility,STEG, a comprehensive analysis of andrecommended modifications to the tendering andnegotiation process supporting limited recoursefinanced private investment in power generation.Review focused on an ex-post factoanalysis of theRades II IPP bidding and negotiation process,examining documentation, internal governmentprocesses, and results achieved.

Extrados Water-Energy Nexus Activity I & II, Commercial

Framework Advisor, USAID, AndhraPradesh/Karnataka, India.Lead commercial and financial advisor to this USAIDproject that addressed the water and energyconsumption crisis in Indias agricultural sector.Designed field level interventions with farmers to shift

irrigation practices and crop choices to less water andenergy intensive applications. Worked with powerdistribution utilities on improvement of delivered powerquality, reduction of technical losses and mechanismsfor improving fiscal performance. Designed financingoptions for both farmers and utilities in conjunction witha broad range of central government developmentfinance and commercial finance institutions.

Coordinated with state and central energy, water andagricultural ministries.


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Experience - Other

Intrados Global Nuclear Reactor Market Strategy

and Assessment Atomic Energy CanadaLimited.

Led analytical effort to assess the globalmarket for next generation nuclear reactors.Analyzed potential of 15 markets in 8countries, looking at total demand for power,long-run marginal costs of competingtechnologies, potential financing structures,and likely political impediments. Determinedcompetitive pricing points and implementation

timing requirements to achieve anadvantageous position in each market.Devised market strategy and prioritization.

Extrados Shanghai Baoshan Iron & Steel Co.

Hot Rolled Coil Mill, Shanghai, China Advisor/Arranger.Acted as advisor for a prospective US $282million limited recourse finance of a state-of-the-art hot rolling facility for a Sino-foreign jointventure company with Italys Duferco.Conducted comprehensive market duediligence study of the regional steel market.Led the drafting of contracts to provide resilientcash flow in difficult climate. Structured projectto facilitate debut of SACE (Italy) export creditin a Chinese project.


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Speaking , lec tures, thought leadership

Catenaria shares its insight with the market in order to help advance the industry through challenging times.

Biomass Energy: our past, our futureBioPower Generation Asia, Chair and Speaker, March 2009, Singapore

Practical Challenges for Investments in Clean EnergyThai Renewable Energy Forum, March 2009, Bangkok

Rising to the Challenge of Funding Clean Energy and Energy Efficiency in AsiaSustainable and Clean Energy, Regional Industry Network Conference, Singapore Polytechnic, November 2008

Practical Challenges for Investments in Clean EnergyHerbert Smith Sustainable Energy Seminar, International Energy Week, November 2008, Singapore

Structuring Green Investments in Clean EnergySingapore Business Federation Green Investment Forum, June 2008

Renewable Energy and the Peak Oil Debate, Panelist,Asian Commodities Investment Forum, April 2008, Singapore

Mastering the Mechanics of Investing in Renewable EnergyJanuary 2008, Singapore

Clean Energy Investment: Opportunities for Exim Banks in AsiaAsia Exim Bank Forum, November 2007, Bali

Catalysing Clean Energy Capital: the early stage challengeEnergex2007, November 2007, Singapore

Balancing Growth and Sustainability in Asian Energy MarketsNorway-Singapore Business Association Conference, October 2007, Singapore

Meeting the Challenge of Funding Renewable Energy Projects in Asia

PowerGenAsia, September 2007, Bangkok Clean Energy Financing: Issues for Exim banks

Asia Exim Bank Forum, June 2007, Manila

Investing in Asian Renewable Energy: Mind the GapEuromoney Renewable Energy Finance Forum, May 2007, Singapore

Wind Energy Finance: mobilising European capital in the Indian marketFinancing wind energy in India, January 2007, EIWEN, Brussels/AmsterdamFinancing wind energy in India, April 2006, EIWEN, New Delhi


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Catenaria

Contact:

J. Grant HauberMa naging Direc tor

Ca tena ria Pte. Ltd .14 Robinson Road# 13-00 Fa r East Financ e Build ingSinga pore 048545e: grant.haub er@c atena ria-ad visors.c omt: +65 6494 9129m: +65 9005 7800f: +65 6725 8038

s: g ranthaube r


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