Cleantech: Enabling Eco City Development

Transcription

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

2 Cleantech Group: Experts on global cleantech innovation We convene the industry s most dynamic events, deliver cutting edge market research, and provide high impact advisory services EVENTS RESEARCH ADVISORY 24 Cleantech Forums worldwide since 2002 in San Francisco, Boston, New York, Toronto, Washington DC, Paris, London, Frankfurt, Brussels, Copenhagen, Shanghai, Beijing, Delhi, Mumbai Industry s most extensive and widely cited data on cleantech 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

3 Covering A Broad and Global Spectrum of Innovation Cleantech Group tracks innovation across covers the widest cleantech spectrum, with particular focus on some key areas: energy efficiency, the smart grid, transportation and water ENERGY Energy Generation, Storage, Infrastructure and Efficiency TRANSPORTATION Vehicles design and technology, fuels and logistics WATER Filtration, purification, water conservation and wastewater treatment AIR & ENVIRONMENT Remediation, emission control, trading and offsets MATERIALS Nanotech, biotech, chemical materials MANUFACTURING Monitoring/control appliance and smart production industries AGRICULTURE Land management, natural pesticides, natural fertilizers, irrigation RECYCLING & WASTE Various recycling services and waste treatment services 3

4 Clients Include Global Sector Leaders A broad range of market leading clients rely on cleantech s insight and global network Utilities & Energy ICT Diversified Industrial Water, Waste & Transport Business Services Investors Governments & Education 4

5 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. 5

6 Population Growth x Urbanization x Resource Demands 18 Megacities in the World Today At current growth rates, 10 Billion Population and 400 Megacities by 2050 More people today than all our ancestors combined Source: Earth Presentation, Global Education Project

7 Clean Infrastructure $40T Global Opportunity

8 Cleantech: Enabling Sustainable Prosperity Ubiquitous Global 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 WATER: Includes filtration, purification, water conservation and wastewater treatment AIR & ENVIRONMENT: Includes remediation, emission control, trading and offsets MATERIALS: Includes environmental friendly nanotech, biotech, chemical materials MANUFACTURING/INDUSTRIAL: Includes monitoring/control appliance and smart production industries. AGRICULTURE: Includes land management, natural pesticides, natural fertilizers, irrigation, RECYCLING & WASTE: Includes various recycling services and waste treatment services.

9 Private Capital for Cleantech Innovation tops $170B

10 Cleantech share of overall VC market trends upwards Source: Cleantech Group, PWC/NVCA MoneyTree Report

11 Cleantech VC Investment in China by Year

12 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%)

13 China dominating globally by number of IPOs Source: Cleantech Group * 2009 up to and including 3Q09

14 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%).

15 Stimulas: Building a green recovery: USD521bn Asia leads the way with almost 2/3 rd of green stimulus Total Package- $32bn Green- 9% CC-39%, EE-51%, WW-10% Total Package- $537bn Green- 10% CC-30%, EE-68%, WW-2% Total Package- $649bn Green- 34% EE-84%, WW-16% Total Package- $712bn Green- 6% CC-32%, EE-67% Total Package- $977bn Green- 12% CC-33%, EE-50%, WW-17% Total Package- $76bn Green- 79% CC-51%, EE-25%, WW-23% CC Low carbon power EE energy efficiency WW water & waste Total Package- $8bn Green Component- 11% EE-88%, WW-12% Total Package- $44bn Green- 23% CC-35%, EE-65% Source: HSBC estimates, government websites, others 15

16 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.

17 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

18 Opportunity: Smart Grid Based Utility Services Selling Service Plans Pricing Models Solar Integrator Electricity As A Service Systems Integrator Future Fuels Provider Selling Watts Electricity As A Commodity Increasing # of Services Source: Cleantech Group analysis 18

19 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 19

20 Thanks! Access our Services to Participate in the Emerging Clean Economy Research Events Advisory 20