CLEAN ENERGY DATA / / / / / / / / / / / / / / / / / / / / / / / / / / / / PRIVATE AND PUBLIC CAPITAL FLOWS / / / / ABRAHAM LOUW 10 NOVEMBER 2011

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1 CLEAN ENERGY DATA PRIVATE AND PUBLIC CAPITAL FLOWS ABRAHAM LOUW 10 NOVEMBER 2011 CLEAN ENERGY DATA, 10 NOVEMBER

2 SECTOR COVERAGE RENEWABLE ENERGY ENERGY SMART TECHNOLOGIES CARBON RECs OTHER Wind Solar Bio -Energy Geothermal Hydro & Marine Smart Grids Power Storage Energy Efficiency E-Mobility EU ETS Australia Global / Kyoto North America Voluntary Europe Asia/Oceania North America Carbon Capture and Storage Nuclear Policy Channel Power Water FAST FACTS >>>>FOUNDED IN 2004, TO PROVIDE INVESTMENT GRADE DATA AND ANALYSIS ON THE SHIFT TO A LOW-CARBON ENERGY ARCHITECTURE >>>>CURRENTLY OVER 180 PEOPLE IN 14 OFFICES IN 12 COUNTRIES >>>>ACQUIRED BY BLOOMBERG IN DEC 2009 Launched recently CLEAN ENERGY DATA, 10 NOVEMBER

3 GLOBAL FOODPRINT 180+ staff in 13 offices worldwide North America (39) San Francisco New York Washington London Zurich Europe (88) New Dehli Beijing Tokyo Hongkong Singapore Asia Pacific (21) South America (5) Sao Paulo Cape Town Africa (29) Sydney CLEAN ENERGY DATA, 10 NOVEMBER

4 WHAT DATA DO WE TRACK Asset finance Corporate finance Public markets M&A Funds VC/PE JV s Corporate debt CLEAN ENERGY DATA, 10 NOVEMBER

5 WHAT DATA DO WE TRACK Sectors Wind Solar Biomass Waste-to-energy Marine Small hydro Biofuels Geothermal Energy smart technologies (Smart metering, smart grids, electrical vehicles etc.) CLEAN ENERGY DATA, 10 NOVEMBER

6 HOW WE PRESENT DATA Relational data CLEAN ENERGY DATA, 10 NOVEMBER

7 HOW WE PRESENT DATA CLEAN ENERGY DATA, 10 NOVEMBER

8 HOW WE PRESENT DATA CLEAN ENERGY DATA, 10 NOVEMBER

9 HOW WE PRESENT DATA CLEAN ENERGY DATA, 10 NOVEMBER

10 HOW WE PRESENT DATA CLEAN ENERGY DATA, 10 NOVEMBER

11 HOW WE PRESENT DATA CLEAN ENERGY DATA, 10 NOVEMBER

12 COVERAGE Definitions Renewable energy = Wind + Solar + Biomass + Waste-to-energy + Marine + Small hydro + Biofuels + Geothermal Clean energy = Renewable energy + Energy smart technologies (Smart metering, smart grids, EV s etc.) New energy = Clean energy + CCS + Carbon markets CLEAN ENERGY DATA, 10 NOVEMBER

13 COVERAGE Definitions Conventional energy = Nuclear, Coal, Gas, large hydro etc. CLEAN ENERGY DATA, 10 NOVEMBER

14 COVERAGE Thresholds (across all sectors): Utility scale (>1 MW / >8,000 m 3 /annum) Special projects (eg, next generation biofuel) CLEAN ENERGY DATA, 10 NOVEMBER

15 COVERAGE Country by country, time series of total installations Stats (end 2010) Wind Small hydro Biomass & waste Solar Geothermal Marine Biofuels 196 GW 77 GW 49 GW 43 GW 11 GW 0.3 GW 155m m 3 /annum (biodiesel and petroleum substitute) CLEAN ENERGY DATA, 10 NOVEMBER

16 COVERAGE Eg, total installations Denmark CLEAN ENERGY DATA, 10 NOVEMBER

17 TOTAL NEW INVESTMENT IN CLEAN ENERGY BY REGION ($BN) EMEA AMER ASOC Note: Includes corporate and government R&D, and small distributed capacity. Adjusted for re-invested equity. Does not include proceeds from acquisition transactions Source: Bloomberg New Energy Finance CLEAN ENERGY DATA, 10 NOVEMBER

18 GLOBAL TOTAL NEW INVESTMENT IN CLEAN ENERGY ($BN) 30% $243bn 19% $180bn 4% $186bn 34% $151bn 48% $113bn 48% $76bn $52bn Note: Includes corporate and government R&D, and small distributed capacity. Adjusted for reinvested equity. Does not include proceeds from acquisition transactions Source: Bloomberg New Energy Finance CLEAN ENERGY DATA, 10 NOVEMBER

19 COPYRIGHT AND DISCLAIMER This publication is the copyright of Bloomberg New Energy Finance. No portion of this document may be photocopied, reproduced, scanned into an electronic system or transmitted, forwarded or distributed in any way without prior consent of Bloomberg New Energy Finance. The information contained in this publication is derived from carefully selected public sources we believe are reasonable. We do not guarantee its accuracy or completeness and nothing in this document shall be construed to be a representation of such a guarantee. Any opinions expressed reflect the current judgment of the author of the relevant article or features, and does not necessarily reflect the opinion of Bloomberg New Energy Finance. The opinions presented are subject to change without notice. Bloomberg New Energy Finance accepts no responsibility for any liability arising from use of this document or its contents. Bloomberg New Energy Finance does not consider itself to undertake Regulated Activities as defined in Section 22 of the Financial Services and Markets Act 2000 and is not registered with the Financial Services Authority of the UK. CLEAN ENERGY DATA, 10 NOVEMBER

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