Cleantech: Enabling Eco City Developmentevents.cleantech.com/.../0...Cleantech_Focus_2010.pdf ·...

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1 Cleantech: Enabling EcoCity Development Nicholas Parker Executive Chairman Cleantech Group, LLC September 28 st 2010 SSTEC Cleantech Focus Event, Tianjin

Transcript of Cleantech: Enabling Eco City Developmentevents.cleantech.com/.../0...Cleantech_Focus_2010.pdf ·...

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Cleantech: Enabling Eco‐City Development

Nicholas ParkerExecutive ChairmanCleantech Group, LLC

September 28st 2010

SSTEC Cleantech Focus Event, Tianjin

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investments and news locks us onto the pulse of innovation

Skilled team of advisors helps global enterprises and institutions decipher the cleantech landscape and capitalize on opportunities

Cleantech Group: Experts on global cleantech innovation

ENERGYEnergy Generation, Storage, Infrastructure and Efficiency

TRANSPORTATION Vehicles design and technology, 

fuels and logistics

AIR & ENVIRONMENTRemediation, emission control, 

trading and offsets

RECYCLING & WASTEVarious recycling services and waste treatment services

WATERFiltration, purification, water conservation and wastewater 

treatment

MANUFACTURINGMonitoring/control appliance and smart production industries

MATERIALSNanotech, biotech, chemical 

materials

AGRICULTURELand management, natural pesticides, natural fertilizers, 

irrigation 

Covering A Broad and Global Spectrum of InnovationCleantech Group tracks innovation across covers the widest cleantech spectrum, with particular focus on some key areas: energy efficiency, the smart grid, transportation and water

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Clients Include Global Sector Leaders

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Diversified Industrial

Utilities & Energy

Investors

ICT

Water, Waste & Transport

Governments & Education

Business Services

A broad range of market leading clients rely on cleantech’s insight and global network

In China since 2006

• Published first Cleantech China Capital Report• China Advisory Board since 2007• China Research Briefings Series: Rare Earths, Chinese

Innovation, Water Membranes etc.• Weekly Insight Analysis of China Cleantech Innovation

Financing and Business Development.• Three Cleantech Forums in Beijing and Shanghai with

over 1000 key innovators, investors, influencers• Advise on Cross Border Technology Cooperation,

Business Development and Investment Strategies• Staff at this event: Sheeraz Haji, Kenny Liu, Kim Pargoff.

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At current growth rates, 10 Billion Population and 400 Megacities by 2050

More people today than all our ancestors combined

At current growth rates, 10 Billion Population and 400 Megacities by 2050

More people today than all our ancestors combined

18 Megacities in the World Today

18 Megacities in the World Today

Source: Earth Presentation, Global Education Project

Population Growth x Urbanization x Resource Demands

Clean Infrastructure ‐ $40T Global Opportunity

UbiquitousGlobal 

Applications

CLEANTECH encompasses knowledge‐based technology products/services that: 

• Provide superior performance at lower costs

• Greatly reduce or eliminate negative ecological impact

• Improve the productive and responsible use of natural resources

ENERGY: Includes Energy Generation, Storage, Infrastructure and Efficiency

TRANSPORTATION: Includes vehicles design, fuels and 

logistics

AIR & ENVIRONMENT: Includes remediation, emission control, trading and offsets

RECYCLING & WASTE: Includes various recycling 

services and waste treatment services. 

WATER: Includes filtration, purification, water conservation 

and wastewater treatment

MANUFACTURING/INDUSTRIAL: Includes monitoring/control 

appliance and smart production industries.

MATERIALS: Includes environmental friendly 

nanotech, biotech, chemical materials

AGRICULTURE: Includes land management, natural pesticides, natural fertilizers, irrigation, 

Cleantech: Enabling Sustainable Prosperity

Private Capital for Cleantech Innovation tops $170B

Cleantech share of overall VC market trends upwards

Source: Cleantech Group, PWC/NVCA MoneyTree Report

Cleantech VC Investment in China by Year

Cleantech M&A in China by Year

China accounted for 17% of the total M&A amount in 2009, slightly lower than the leading country (U.S., with 22%)

China dominating globally by number of IPOs

Source: Cleantech Group * 2009 up to and including 3Q09

Cleantech IPOs in China by Year

In 2009 for the first time, China/Hong Kong accounted for the largest share of global money raised (69%), well ahead of the U.S. (26%). 

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Stimulas: Building a green recovery: USD521bn

Total Package- $977bnGreen- 12%CC-33%, EE-50%, WW-17%

Total Package- $32bnGreen- 9%CC-39%, EE-51%, WW-10%

Total Package- $537bnGreen- 10%CC-30%, EE-68%, WW-2%

Total Package- $44bnGreen- 23%CC-35%, EE-65%

Total Package- $649bnGreen- 34%EE-84%, WW-16%

Total Package- $712bnGreen- 6% CC-32%, EE-67%

Total Package- $8bnGreen Component- 11%EE-88%, WW-12%

Total Package- $76bnGreen- 79%CC-51%, EE-25%, WW-23%

CC‐ Low carbon powerEE‐ energy efficiencyWW‐ water & waste

Asia leads the way with almost 2/3rd of green stimulus

Source: HSBC estimates, government websites, others

Cleantech Stimulus; China Spending Fastest

As of Dec 09 China has so far accounted for $51bn of the $59bn spent by governments worldwide.

The possibility of stimulus spending commitments being withdrawn in 2010 and 2011 are more likely in debt‐ridden western countries. 

Clean economies become the new space race

• Race to dominate the emerging clean economy is underway … not tied to global climate talks

• Cities, states, provinces and countries will increasingly compete to grow cleantech businesses, attract investment and brand as cleantech hubs

• Major East Asian economies are leading the way with China and Korea making cleantech innovation and infrastructure their top priority. – Momentum changes in Australia, Singapore,

France, Germany, Scandinavia, Israel, select U.S. states, Ontario, Maharashtra, Malaysia etc

Opportunity: Smart Grid Based Utility Services

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Increasing # of Services

Selling Watts

Pricing Models

Selling Service Plans

Future Fuels Provider

Systems Integrator

Electricity‐As‐A‐Service

Solar Integrator

Electricity‐As‐A‐Commodity

Source: Cleantech Group analysis

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Opportunity: A Smart Mobility Strategy

• In 2010, clean cars will accelerate a broader shift, influencing the new energy paradigm and the design of urban systems– Roll out of infrastructure to accommodate eco cars,

from Better Place-type models to green car insurance

– Smart grid enables plug-in cars, which start to displace need for new power plants

– Shipping and ports begin to embrace smart mobility (LA and Rotterdam already making moves)

– Increased greening of industrial supply chains– Transportation costs rise as recession

recedes, reigniting interest in local consumption (e.g. “slow food”) & changing notions of mobility

– Above increasingly integrated into eco-city designs based on concepts such as “new urbanism.”• Tax system changes• Fiscal incentives and budgets to encourage

greener forms of work and transport

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