This document summarizes the state of clean technology innovation in areas like wind, solar, storage, electric vehicles, and energy efficiency. It outlines key metrics for each sector such as installed capacity, production costs, and sales. It also profiles major players in the cleantech industry from countries like Denmark, Germany, the US, and China. Finally, it reviews trends in cleantech investment and venture capital funding globally.

1. The state of
Clean Tech Innovation
2014
8 January 2014
Valencia
@fnauta

3. 1 Wind

4. Wind capacity
GW
0
100
200
300
400
1996 1998 2000 2002 2004 2006 2008 2010 2012 2014
source: IEA, How2Guide for Wind Energy Roadmap, 2014

5. Per country
source: IEA, Technology Roadmap: Wind Energy, OECD/IEA, 2013

6. Price per kWh
source: NREL, The Past and Future Cost of Wind Energy, 2012

7. MHI-Vestas 8 MW
source: MHI-Vestas

8. Algorithms

9. by Niels Diepeveen / TU Delft

11. 2 Solar

12. Solar PV installed capacity
GW
0
50
100
150
200
2005 2007 2009 2011 2013
source: EPIA Global Market Outlook for Photovoltaics 2014-2018, 2014

13. Capacity vs potential
source: EPIA Global Market Outlook for Photovoltaics 2014-2018, 2014

14. Price per W
source: Economist & Bloomberg

15. Price per MMBTU
source: Bernstein Research, If Solar wins, who loses?, 2014

16. Hybrid panels

17. Panel optimization
KhepriCoat Solar Application Lab

18. Silicon production

19. Silicon production

20. Silicon production

21. Perovskite
Image: Wikipedia
CaTiO3

22. 3 Storage
image: Sony

23. Storage: Effiency & Capex
Source: Neetu Meena et. al., International Journal of Applied Engineering Research, pp. 177-184, 2014

24. Storage: Effiency & Capex
Source: Neetu Meena et. al., International Journal of Applied Engineering Research, pp. 177-184, 2014
Hydrogen)
Fuel)Cell)

25. OR-KESS
Outer-Rotor Kinetic Energy Storage Systems
schaede@ims.tu-darmstadt.de

26. EnerVault
Image: EnerVault

27. Gigafactory

28. 4 EV

29. Sales

30. =
Image: Ed Uthman

31. 5 Energy Efficiency

33. Bettervest

36. 6 Who’s playing?

37. 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

38. 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

39. 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

40. 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

41. 7 Funding

42. Clean Tech Investment
Source: Bloomberg New Energy Finance, 2014
Billion$
0
100
200
300
400
2004 2005 2006 2007 2008 2009 2010 2011 2012 2013
EMEA AMER ASOC

43. Clean Tech Venture Capital
Source: Bloomberg New Energy Finance, 2014
Billion$
0
3
6
9
12
15
2004 2005 2006 2007 2008 2009 2010 2011 2012 2013
Q1 Q2 Q3 Q4

44. Clean Tech VC
Billion$
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

45. 8 Closing thought

46. Enjoy the ride!
@fnauta
www.climate-kic.org
frans.nauta@climate-kic.org