the state of clean tech innovation 2014
TRANSCRIPT
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)
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
