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The growth of ICT innovation in
cleantech: smartening up dumb assets
“Nine for 2009” (Cleantech Group’s annual predictions) December 2008
Prediction 1 - Energy efficiency infrastructure boom initiated The Cleantech Group sees a quadruple bottom-line benefit driving a global focus on energy efficiency in 2009. Energy efficiency drives job creation, boosts secular competitiveness, addresses the need for carbon reduction and reduces the demand for imported energy.
“Ten for 2010” (Cleantech Group’s annual predictions) November 2009
Prediction 6 - Energy efficiency, driven by ICT, eclipses solar
The digital revolution and the clean economy imperative will converge even more dramatically in 2010. In the
coming year, software-based innovations are going to make-up a much larger proportion of cleantech
venture and PE investment than they currently do in a wide range of areas .....
Richard Youngman, VP, Global Research & MD Europe, Cleantech Group
richard.youngman@cleantech.com
Cleantech Group: Experts on cleantech innovation - globally
EVENTS RESEARCH ADVISORY
27 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
venture investments and news
locks us onto the pulse of
innovation
Skilled team of advisors helps
global enterprises decipher the
cleantech landscape and
capitalize on business
opportunities
We deliver leading market research, convene the industry’s most
dynamic events, and provide high impact advisory services for
investors, corporations, service providers, and entrepreneurs
ENERGY Energy Generation, Storage, Infrastructure and Efficiency
TRANSPORTATION Vehicles design and technology,
fuels and logistics
AIR & ENVIRONMENT Remediation, emission control,
trading and offsets
RECYCLING & WASTE Various recycling services and
waste treatment services
WATER Filtration, purification, water conservation and wastewater
treatment
MANUFACTURING Monitoring/control appliance
and smart production industries
MATERIALS Nanotech, biotech, chemical
materials
AGRICULTURE Land management, natural
pesticides, natural fertilizers, irrigation
…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 (areas where IT intersects industry)
3
Our Clients Include Sector Leaders
4
Diversified Industrial
Utilities & Energy
Investors
ICT
Water, Waste & Transport
Governments & Education
Business Services
The growth of ICT innovation in cleantech: smartening up dumb
assets
• Smart ICT’s Innovation: In context
• Smart ICT’s today: In the Built Environment & In the Grid
• Smart ICTs tomorrow: Towards Digital Water and Smart
Mobility
Cleantech has become the largest innovation theme - measured
by the proxy of venture capital $’s (Over $20bn in last 4 years)
Sources: Cleantech Group, PWC/NVCA MoneyTree Report
Energy Efficiency emerged in 2009 as the most active
cleantech innovation area – by deal count
Source: Cleantech Group
Energy Efficiency =
Capital efficiency.
Less than 10% of all
capital raise, but
>20% of deal count
The growth of ICT innovation in cleantech: smartening up dumb
assets
• Smart ICT’s Innovation: In context
• Smart ICT’s today: In the Built Environment & In the Grid
• Smart ICTs tomorrow: Towards Digital Water and Smart
Mobility
Most of the innovation investment activity to date has been around the
enablers and the measurers – and lighting. Optimising the status quo
Ballasts & Controls 1%
Building Envelope & Insulation
9% Glass
5%
Efficient Motors 5%
ESCOs 3%
Chips & Energy-Saving Enablers
26% Building Automation 5%
Home Automation 9%
HVAC_R 4%
Monitoring, Metering & Control
8%
Sensors & Controls 2%
Smart Lighting Systems 7%
Solid State Lighting 16%
0%
VC Investment by Energy Efficiency Subsector 2009-2010
Source: Cleantech Group
The U.S. market
alone for energy
efficiency in
buildings is
approximately
$236 billion
annually, and is
expected to triple
by 2030
Retrofit is creating
demand for ICT-based
solutions that can give
visibility into current
energy use, optimize
the timing of energy
consumption, and build
the foundations for the
enablement of future
control and
automation systems
(to make reductions
based off user
preferences).
Low-cost and market-ready solutions are being
implemented. The game-changers are still to come.
US
$B
Distribution Grid Management
Advanced Metering
Demand Response
TOTAL
(4) $2.75B in 2010 Smart Grid Product Sales
Distribution Automation
Substation Automation
Meters
Communication
MDM DR Technology
DMS Software
Source: Cleantech Group Analysis
Just the
communications
portion is expected
to be worth $20
billion a year over
the in 5 years,
according to
Cisco.
Improving the efficiency of the U.S.
electricity grid by 5% would alone be
the equivalent of eliminating the fuel
use and carbon emissions of 53
million cars.
Smart Grid market set to rise dramatically in the next 5-10 years
US Market Only
Product Sales
2010 est.
Total: $1.68B in Venture Spend
Smart Grid Venture Capital Spending; 2007-2010
Source: Cleantech Group Venture Data
Innovation activity is on the rise, specially around metering and management
Company Category
Mapping of Smart Grid vendors in the US shows relationship
between ICT and US “Venture States”
% o
f co
mp
anie
s in
cat
ego
ry in
a h
igh
ve
ntu
re s
tate
(C
A, M
A, N
YC)
Total C
ou
nt o
f com
pan
y by catego
ry
Source: Cleantech Group Analysis
The growth of ICT innovation in cleantech: smartening up dumb
assets
• Smart ICT’s Innovation: In context
• Smart ICT’s today: In the Built Environment & In the Grid
• Smart ICTs tomorrow: Towards Digital Water and Smart
Mobility
Water Use Efficiency is a big opportunity – waiting to happen
Water Treatment
Distribution Use Collection WWT / Reuse
System, Monitoring &
Control
(Analytics and
instrumentation providers for
water quality, energy and
system management.)
System, Monitoring &
Control
Storm Water
Management
Efficiency Technologies
Leak Detection / Efficient
Pumps
Digital Water
Smart Irrigation is a Big Opportunity – starting to happen
• Agricultural irrigation accounts for 70 percent of global water use while 58 percent
of commercial and residential water is used for landscape irrigation.
ICT is poised to transform water use. Increases in the price of water
in parallel with reductions in water allocation will necessitate water
analytics that not only calculate demand and track use, but control
demand .
Smart irrigation investments pay back in under two years today.
Some companies (profiled in this briefing) are exhibiting payback
periods in the range of three to 24 months.
Greening the supply chain is growing in importance. At the
moment the measurement focus remains largely on efficiency in carbon
and energy terms. We believe the emphasis on water use and water
efficiency will grow, especially within the food and consumer goods
world. Smart irrigation solution vendors have the opportunity to benefit.
Electric cars to take a (future) back seat to smart mobility?
• Electrification of cars will accelerate a broader shift,
towards a new convergence of transport, energy, and
urban/industrial systems
– Shipping and ports begin to embrace smart mobility
(e.g. LA and Rotterdam already making moves)
– Increased greening of industrial supply chains
– Transportation costs rise again as recession
recedes, sparking focus on inefficiencies of current
systems and interest in new notions of mobility
• Growth in manufacturing and consumption in
developing nations will lead to increased market
opportunities for efficient third party logistics providers.
It has been estimated that underdeveloped trade and
logistics infrastructure conversely affects the GDP in
Western Europe and North America by less than 10%.
In India, the estimated impact on GDP is as high as
13%.
Case Studies: ICT innovation in Transport/Logistics today
RouteMatch reduces energy use and carbon emissions through a computer-assisted data management
system to automate trip scheduling and routing, and gives dispatchers the ability to electronically
assign trips and send schedule changes to vehicles instantly. RouteMatch’s offering is comprised of
multiple software modules that can deliver results of 10% to 20% increase in schedule and route
efficiency.
Green Road Technologies’ brains are in the vehicle, a friendly backseat driver with a remarkable mind for
calculating risk and a keen ability to cut your fuel use and emissions by improving driver behavior through
real-time feedback.
Driving behavior contributes up to 33% of fuel consumption due to subtle decisions that drivers make.
In addition, driver behavior leads to over 90% of vehicle crashes, with an estimated annual cost of $200
billion in the U.S. on physical losses alone.
GreenRoad employs sensors to monitor up to 120 separate driving events in five categories: speed
handling, cornering, land handling, braking, and acceleration. to calculate the relative risk of different
driving maneuvers, then communicates that to the driver by illuminating either a red, yellow or green light.
The technology analyzes a driver’s maneuvers, recognizing unsafe or inefficient movements. The in-
vehicle display provides immediate feedback and coaching to the driver, and seeks consistent patterns of
behavior.
The technology is initially being adopted by medium and large fleets, which range from several hundred to
thousands of vehicles, because fuel efficiency has a great impact on profitability. GreenRoad reports that it
currently has 90 fleets as customers, in sectors such as trucking, public transit, telecommunications,
service delivery, passenger transportation and public safety. 10% average fuels savings reported ($1500
per vehicle per annum)
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