cleantech today and the future
TRANSCRIPT
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CleanTech: Today and The Future
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Table of Contents
I. Situation Overview
II. Drivers of Change
III. Major Themes of Clean Technology
A. Energy Efficiency
B. Energy Storage
C. Water Technology
D. Internet of Things (IoT)
E. Industrial Technology
IV. Recent Investments and Transactions
V. Cascadia Capital Overview
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Situation Overview
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A Perfect Commodity Storm is on the Horizon
Increased Demand40% by 2030 (IEA)
ENERGY
Climate Change
Source: World Economic Forum, Bank of America Merrill Lynch
Water, energy and food are inextricably linked. Water is an input for producing agricultural goods and producing energy, and energy is required to produce and distribute food and water. Advances in technology are needed to meet growing resource demand
Pressures of Increased Demand The interlinkage between the water,
energy and food supply systems is a major consideration in countries development of clean technology strategies
Rapid economic growth, expanding populations and an expanding middle class are increasing the demand for energy, food and water
Energy supply accounts for nearly 15% of global annual freshwater withdrawals
The agri-food supply chain accounts for 30% of the worlds energy consumption and consumes approximately 70% of all freshwater use
The challenge of meeting the growing energy, food and water demand is further compounded by climate change impacts and drives the need for clean technology solutions
Major Themes Energy
- Energy Production: the increase in renewable resources as an energy source
- Energy Storage: the ability to more efficiently store produced energy
- Energy Efficiency: increase in efficiencies to reduce waste and cost of generation
Water Technology: technology that focuses on the treatment, management, infrastructure and supply of water
Internet of Things (IoT): the connected network of devices and infrastructure to allow for seamless sourcing and distribution of information
Industrial Technology: use of engineering and manufacturing technology to make production faster, simpler and more efficient
FOODIncreased Demand
40% by 2030(IFAO)
WaterIncreased Demand
30% by 2030(IFPRI)
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The Change in Energy Climate Clean technology is propelling the world to become more efficient due to finite resources through energy
efficiency, energy storage, water technology, IoT and industrial technology The combination of renewable resources and increased efficiency are the answers to increased global energy
demand
Coal ReservesThe U.S. has the largest coal reserve in the world, with Russia coming in second and China third
Oil ReservesVenezuela has most of the worlds reserves, followed by Saudi Arabia, Canada, Iran and Iraq
Sea Levels RiseThe rise in atmospheric temperature is causing the worlds ice caps to melt, leading to a rise in sea levels
Gas ReservesThe country with the worlds largest natural gas reserves is Iran, followed by Russia and Qatar
Oil SupplyThe worlds oil supply is expected to run out within the next 50 years
Extreme WeatherGlobal warming also affects weather patterns, leading to more extreme weather like droughts, flooding and hurricanes
Coal SupplyThe worlds coal supply is projected to run out in the next 250 years
Climate ChangeGases such as carbon dioxide continue to trap heat within earths atmosphere
Gas SupplyThe worlds supply of natural gas is likely to run out in the next 70 years
Source: World Atlas
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0 200 400 600 800 1000
1990
2000
2012
2020
2030
2040
Non-OECD OECD Quadrillion Btu
The Need for More Power
Overall the U.S. has more than tripled its electrical consumption since 1960 on a per capita basis, increasing from 4,050 kWh in 1960 to 13,000 kWh in 2013
World electrical consumption was roughly 3,100 kWh on a per capita basis In 2015, fossil fuels made up 82% of total U.S. energy consumption, the
lowest fossil fuel share in the past century
The consumption of biofuels and non-hydroelectric renewable energy sources more than doubled from 2000 to 2015, mainly because of state and federal government mandates and incentives for renewable energy
In 2015, the renewable share of energy consumption in the United States was its largest since the 1930s at nearly 10%
Projected World Energy Consumption
Source: EIA Short-Term Energy Outlook, December 2016
Years
Global Power Generation by Source (2015)
36%
29%
16%
9%
10%
Petroleaum Natural GasCoal Nuclear Electric Power
Current Renewable Energy Landscape (2015)
2% 6%
19%
49%
25%
0%
12%
24%
36%
48%
60%
Geothermal Solar Wind Biomass Hydroelectric
Percentage of Renewable Energy
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6
World population growth is expected to hit 9 billion people before 2050
Global demand for power / electricity will climb to over 300.0 quadrillion Btus, or 8,800 terawatts, by 2040
Non-OECD countries are expected to be a primary driver of both population growth and energy consumption
Not all countries have direct access / accessible fossil fuel reserves to promote this growth
Challenge of Population Growth and Power Consumption
2.53
3.84.5
5.26
6.97.7
8.29.0 9.2
0
2
4
6
8
10
1950 1960 1970 1980 1990 2000 2010 2020 2030 2040 2050
World Population (1950-2050)Billions of People Trillion kWh
World Energy Consumption
World Net Electricity Generation by Energy Source
0
8
16
24
32
40
2012 2020 2025 2030 2035 2040Renewables Natural gas Nuclear Coal Liquids
0
125
250
375
500
625
1990 2000 2010 2020 2030 2040OECD Non-OECD
Quadrillion Btu
Source: EIA Short-Term Energy Outlook, December 2016Definition: OECD Organization for Economic Co-operation and Development
Overview
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The International Energy Outlook 2016 reference case projects significant growth in global energy demand over the 28-year period from 2012 to 2040
The energy market is expected to increase from 620 quadrillion Btu in 2020 to 815 quadrillion Btu in 2040, a 48% increase from 2012 to 2040
Government policies and incentives worldwide support the rapid construction of renewable generation facilities
By 2040, renewables, natural gas and coal will each hold a similar share of global electricity generation
Net electricity generation is expected to increase by 2% per year on average from 2012 to 2040
Coal, a source for electricity, is expected to decline from 40% of world generation to 28% by 2040
Natural gas is excepted to grow its percentage of electrical generation from 22% in 2012 to 28%
Renewables, led by hydropower and wind are expected to increase by roughly 2 trillion kWh in the U.S. IEA base case scenario from 2012 to 2040
Future Power Consumption Breakdown
0
8
16
24
32
40
2012 2020 2025 2030 2035 2040
Renewables Natural gas Nuclear Coal Liquids
Trillion kWh
0.0
1.5
3.0
4.5
6.0
7.5
2012 2040 2012 2040
OECD Non-OECD
Nonhydropower renewables Hydropower
Trillion kWh
World Net Electricity Generation by Source
World Net Electricity Generation by Renewable Source
Source: EIA Short-Term Energy Outlook, December 2016
20.5%9.7%
8.5%9.1% 8.3%
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Paris Agreement: Universally adopted in October 2016 by all parties to the UN Framework Convention on Climate Change, provides policy signals the private sector has asked for to help accelerate the low-carbon transformation of the global economy
The Paris Conference produced an unprecedented agreement among 195 countries to act for zero net emissions in the second half of the century
The global emission trends show energy-related emissions are not forecast to peak until the late 2020s, at the earliest
Global investments in renewable energy for 2015 reach $286 billion but still remains relatively immature
Total generating capacity from wind and solar photovoltaics increased by 118GW in 2015
Overall renewables, excluding large hydro, made up 53.6% of the gigawatt capacity of all technologies installed in 2015, the first time it has represented a majority
Global Trends in Renewable Energy
$0
$2
$3
$4
$6
$110
$161
Marine
Geothermal
Biofuels
Small hydro
Biomass
Wind
Solar
Global New Investment in Renewable Energy Sector 2015
12%
4%
-42%
-35%
-23%
-42%
-29%
Growth$ Billions
$103
$49
$48
$10
$44
$13$13 China
Europe
ASOC (excl. China & India)
India
United States
Americas (excl. U.S & Brazil)
Middle East & Africa
Global New Investment in Renewable Energy Sector 2015
Source: Global Trends in Renewable Energy Investment 2016
$ Billions
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Global Water Shortages in the Near-Term
Lack of Renewable Freshwater in Populated Areas The World Economic Forum (WEF) has recognized water as one of the top three risks for
the 21st century- The WEF estimates that by 2030, 50% of the worlds population will experience water stress
- The WEF projects that 45% percent of global GDP will be at risk in as many as 50 countries due to potential conflicts over water
Currently, over 47 countries suffer from water stress to water scarcity- 18 countries facing water stress: when annual water supplies drop below 1,700m3 per person
- 9 countries face water scarcity: when annual water supplies drop below 1,000m3 per person
- 20 countries face absolute water scarcity: when annual water supplies drop below 500m3 per person
10 Countries with Most Renewable Freshwater
Oceans 97.5
Fresh water 2.5
Glaciers 68.7
Groundwater 30.1
Permafrost 0.8
Surface and 0.4atmosphere
Freshwater 67.5lakesSoil moisture 12.0
Atmosphere 9.5
Wetlands 8.5Rivers 1.5Vegetation 1.0
Percent
The Earths Water
Source: Bank of America Merrill Lynch Thematic Investing
Tota
l Wat
er o
n Ea
rth
Tota
l Fre
shw
ater
Tota
l Sur
face
&
Atm
osph
ere
Wat
er
Country Total Renewable Water (10m3 / person / yr)*Brazil 8,233Russian Federation 4,508United States 3,069Canada 2,902China 2,840Colombia 2,132Indonesia 2,019Peru 1,913India 1,911Democratic Republic of the Congo 1,283
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Water Intensive Power Production
Water Use by Plant Type
Population, Energy and Water Consumption (2005-2050)
370.0
714.0 720.0
480.0
1,040.0
30.0 1.00
200
400
600
800
1000
1200
Water ConsumptionGallons / Megawatt-Hour
Non-renewable Energy Production is Highly Reliant on Water The largest single use of water by industrials is for cooling purposes in
power generating plants- Other uses include producing steam, condensing and processing waste,
removing impurities and transporting fuel through pipelines
- Gas-fired plants consume the least amount of water per unit of energy produced (from traditional fossil fuels)
The future for non-renewable fuel sourced power plants is unclear- Integrated gasification combined cycle is able to reduce a coal plants water
consumption by 50%
- Greenhouse reduction technologies such as carbon capture and sequestration potentially increase water consumption by 30-50%
Dry Summers Put Electricity and Water Supplies at Risk Water and energy generation are highly interlinked over 90% of global
power generation is water intensive Cooling power plants requires the single largest share of U.S. freshwater
withdrawals at 41% of all withdrawals annually Lack of water has and will continue to force power plants to decrease
consumption Hot weather can make water supplies too warm for cooling, forcing power
plants to reduce their electricity production when it is needed most Outgoing water has the potential to be too hot or polluted and can
potentially harm or kill wildlife
World 2005 2020 2035 2050Population (mm) 6,290 7,842 8,601 9,439Energy consumption 329 400 465 519Energy consumption (GJ/capita) 52 51 54 55Water for Energy (bn m3/yr) 1,816 1,986 2,088 2,020Water for Energy (m3/capita) 289 253 243 214With Improved Energy EfficiencyWater for Energy (bn m3/yr) 1,816 1,869 1,831 1,764Water for Energy (m3/capita) 289 238 213 187
Source: Bank of America Merrill Lynch Thematic Investing
H2O by Power Plant
Water Use By Power Plant Type
Energy SourceWater ConsumptionGallons/ Megawatt-Hour
Natural Gas370
Coal714
Nuclear720
Biomass480
Solar-Thermal1040
Solar Photovoltaic30
Wind1
H20 by country
CountryTotal Renewable Water (10m3/person/yr)*
Brazil8,233
Russian Federation4,508
United States of America3,069
Canada2,902
China2,840
Colombia2,132
Indonesia2,019
Peru1,913
India1,911
Democratic Republic of the Congo1,283
Aquastat * Total annual actual renewable water resources: natural resources that, after exploitation, can return to their previous tock levels by natural processes of growth or replenishment
Sheet3
Population, Energy Consumption and Water Consumption for energy, 2005- 2050
World2005202020352050
Population (mm)6,2907,8428,6019,439
Energy consumption329400465519
Energy consumption (GJ/capita)52515455
Water for Energy (bn m3/yr)1,8161,9862,0882,020
Water for Energy (m3/capita)289253243214
With Improved Energy Efficiency
Water for Energy (bn m3/yr)1,8161,8691,8311,764
Water for Energy (m3/capita)289238213187
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Energy Efficiency: energy efficiency has to be increased at all stages of the energy chain from generation to final consumption. At the same time, the benefits of energy efficiency must outweigh the costs, for instance those involved in renovations and adaptations of the current grid system
Energy Storage: technological advancement in energy storage sector allows for the increased capture and preservation of energy for use at a later time. The biggest opportunity for energy storage technology is to provide utilities with ancillary aggregation capabilities. Optimized by software controls, energy management services add more value to solar storage without impeding the end customer application
Water Technology: water technology for the advancement of water extraction, filtration and re-use will become exceedingly important
Internet of Things (IoT): IoT is a system of interrelated computing devices, mechanical and digital machines, objects, animals or people that are provided with unique identifiers and the ability to transfer data over a network without requiring human-to-human or human-to-computer interaction
Industrial Technology: is the use of engineering and manufacturing technology to make production and processes faster, streamlined and more efficient
The Major Themes That Will Define Energy of the Future
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Drivers of Change
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The Confluence of Forces to Propel the CleanTech Industry
EnvironmentalConcern
Clean TechnologyExpansion
Political and Social Pressures
Energy Uncertainty
TechnologicalAdvances
InvestmentOpportunities
SustainableDevelopment
Energy Concerns Advances in Technology
Environmental Concern:concern about the effects of using carbon-based resources for energy and the effect it has on the earth, including global warming, pollution and loss of natural habitat
Energy Uncertainty: nations that do not have abundant natural fuel resources readily available and want to have reliable energy alternatives
Political Pressure: pressure to reduce exposure to spikes in commodity prices and to decrease foreign political risk of importing fuel and resources
Technological Advances: cleantech has become an immediately actionable alternative or improvement to the current source, production distribution and consumption of energy
Sustainable Development: dramatic improvement through commercial and broad scale development of wind, solar and alternative energy sources
Investment Opportunities: recent technological advances in energy production, distribution and efficiency has made clean technologies a viable investment prospect, with significant upside as the industry is still relatively young
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In 2014, electricity production in the U.S. accounted for 30% of the greenhouse gases produced or roughly 2 billion metric tons of carbon dioxide
The U.S. was the 2nd highest emitter of greenhouse gases in the world at 6,870 million metric tons of carbon dioxide
On a per capita basis the U.S. is second to Canada, emitting 20 metric tons per person
Energy production, distribution and consumption has been noted as a highly inefficient, with fossil fuel usage as the primary source of green house gases
Obama administration has focused on reducing the number of coal-powered electricity plants in the U.S. by over one third since 2010 - Coal is the worst emitter of greenhouse gases in the energy production
phase
Global Warming has become an undisputed fact about our current livelihoods; the earth is heating up due to the increase in greenhouse gases, 30% of which come from electricity production
Environmental Concern
81%11%6%3%
Fluorinated Gases Nitrous Oxide (N2O)
Methane (Ch4)
Carbon Dioxide (CO2)
30%Electricity
26%Transportation
21%Industry
13%Commercial/Residential
6%Agriculture
Total U.S. Greenhouse Gas Emissions by Economic Sector in 2014
U.S. Greenhouse Emissions in 2014
Source: EIA
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Energy Uncertainty
0
100,000
200,000
300,000
400,000
500,000
2001 2003 2005 2007 2009 2011 2013 2015
0
8,000
16,000
24,000
32,000
40,000
2001 2003 2005 2007 2009 2011 2013 2015
U.S. Reserves of Oil in Millions of Barrels
U.S. Natural Gas Reserves in Billions of Cubic Feet
U.S. Productive Capacity of Coal by Type
Reverses in Billions of Cubic Feet
Reverses in Millions of Barrels
0
300,000
600,000
900,000
1,200,000
1,500,000
2008 2009 2010 2011 2012 2013 2014 2015underground thousand short tons surface thousand short tonstotal thousand short tons
Reverses in Thousands of Short Tons
The U.S. has a finite amount of resources at its disposal for power production
At its the current run rate of 7 billion barrels of petroleum products per year, the U.S. would only have reserves left for 5 years
Overall the U.S. is estimated to have:- Oil for 5 years at current consumption*
- Natural gas for 55 years at current consumption
- Coal for 120 years at current consumption
The energy difference is made up through importing energy from foreign countries, predominately Canada
Source: EIA U.S Crude Oil and Natural Gas Proved Reserves, Year-end 2015* Not including imported oil
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Social, political and economic pressures have forced Fortune 100 companies to change their methods for sourcing power for their offices, installations and corporate entities
60% of Fortune 100 companies have renewable electricity or climate change policies, and 81 companies globally have committed to get 100% of their energy from renewable sources, according to Bloomberg New Energy Finance
Leading the 2016 charge, Amazon has signed a deal to source 417 MW from wind energy sources
Since 2008, U.S. companies have signed agreements to purchase 10 GW of wind and solar power equivalent of $10 billion worth or enough energy to power 2 million U.S. households each year
Over the next decade, BNEF researchers expect to dramatically increase with an additional 50 U.S. companies signing long-term agreements to buy an additional 22 gigawatts of clean-sourced energy
The ability to lock in long-term, 15-year electricity prices let companies hedge exposure to volatile natural gas and coal prices, which have historically determined wholesale power prices in the U.S.
As wind and solar energy decrease in price, companies have the ability to lock in renewable power for less than the average wholesale power price
Political and Social Pressure Commercial Companies
10 Largest Signers of Renewable Energy Deals in (2016)
Source: Bloomberg News, Moodys investor Services
Megawatts
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17
Technological Advances and Sustainable Development
0
50,000
100,000
150,000
200,000
250,000
300,000
$0.0
$16.0
$32.0
$48.0
$64.0
$80.0
1977
1979
1981
1983
1985
1987
1989
1991
1993
1995
1997
1999
2001
2003
2005
2007
2009
2011
2013
2015
PV Cost $ / kWh vs. Cumulative World PV Installations$/kWh Total Megawatts
Source: Earth Policy Institute
1977: $75.0 / kWh
2015: $0.3 / kWh
0
80,000
160,000
240,000
320,000
400,000
Worldwide Cumulative Wind InstallationsTotal Megawatts
2015:245,337 MWh
2015: 369,597MWh
In the U.S., the price of electricity produced from wind generated sources has declined from 55 / kWh in 1980 to 5 / kWh in 2012
Total worldwide wind energy generation capacity has increased from 0 in 1970 to over 350,000 MW in 2015
From 2008 to 2014, wind energy generation capacity has increased 3x, going from 120,715 MW in 2008 to 369,597 MW in 2014
2014 was the single largest increase in worldwide MW capacity, increasing by 50,953 MW
Worldwide the price of electricity produced from solar generated sources has declined from $75 / kWh to 30 / kWh in 2015
Total worldwide solar generation capacity has increased from 0 in 1970 to over 240,000 MW in 2015
From 2008 to 2015, solar energy generation capacity has increased 15x, increasing from 16,063 MW in 2008 to 245,337 MW in 2015
2015 was the single largest increase in worldwide megawatt capacity in history, increasing by 58,100 MW
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Investment Opportunities Venture Capital Investment
Venture Capital Activity in CleanTech 2010-2016P
Source: Pitchbook, Reuters
Venture capital investment and deal count have recently seen highs in 2010 with $4 billion invested and 320 deals closed. In 2016 large private capital investors, such as Bill Gates, have pledged to dramatically increase investment in cleantech, pledging $5 billion over the next 5 years
Microsoft co-founder Bill Gates and a group of high-profile executives have invested an initial $1 billion in a fund to spur clean energy technology in 2016- The new fund, Breakthrough Energy Ventures fund seeks to increase financings of emerging energy research and reduce
greenhouse emissions to help meet goals set in the Paris climate change accord
- Breakthrough Energy Ventures has pledged to invest in early-stage startups in nations that were ramping up their public, R&D funding for cleantech, with the expectation of $30 billion invested by 2020
Note: Projected close for 2016
Deal CountInvestment $ in Billions
$4.6 $4.7 $4.5
$2.3 $2.5 $2.1
$3.2
320 355 331
344
311
234
333
0
80
160
240
320
400
$0
$2
$3
$5
$6
$8
2010 2011 2012 2013 2014 2015 2016
Investment Deals
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CleanTech Hype Cycle Coming Out of the Trough
Source: Gartner, Kachan & Co 2013
Innovation Trigger Peak of Inflated
Expectations
Trough of Disillusionment Slope of Enlightenment Plateau of Productivity
High-growth adoption phase starts 20-30% of potential audience has adopted
Third-generation commercial products
Methodologies and best practices developing
Second-generation commercial products
Less than 5% of potential audience has fully developed
Multiple financing rounds
Supplier consolidation and failures
Negative press begins
Activity beyond early adoptersSupplier proliferation
Mass media hype begins
Supplier proliferation
Startup companies, first round of venture capital funding
R&DCurrent State of CleanTech
CleanTech investment is coming out of a period of underwhelming returns generally used across the industry, with reasons varying from uncertainty in national policy to overhyped technologies
Since 2008 to 2013, cleantech faced low returns for investors, but
renewed investment and focus on the long term investment horizon combined with the rapid increase in technology adoption and social / political pressures have made the sector exceedingly attractive for new investment
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Major Themes of Clean Technology
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0
2,500
5,000
7,500
10,000
12,500
1990 1995 2000 2005 2010 2015Hydroelectric Power Geothermal EnergySolar Energy Wind EnergyWood Energy Waste EnergyBiofuels Total Biomass Energy
Trillion Btu
Wind energy accounted for 5% of total U.S. electricity generation in 2015, producing 182 billion kWh
Hydro power energy accounted for 6% of total U.S. electricity generation in 2015 and 46% of all renewables
Geothermal energy in the U.S. produced roughly 17 billion kWh in 2015, less than 1% of total U.S. electricity generation
Biomass fuels accounted for 5% of the energy generated in 2015, 43% of which was derived from wood and 46% from biofuels such as ethanol
Solar energy accounted for 1% of the energy generated in the U.S. in 2015, which amounts to roughly 25 billion kWh
Sustainable Energy Production
U.S. Renewable Energy Consumption by Source New Investment in Renewable Energy by Country
U.S. Renewable Energy Supply
Source: EIA Short-Term Energy Outlook, December 2016; Global Trends in Renewable Energy Investment 2016
0
2
4
6
8
10
2006 2007 2008 2009 2010 2011 2012 2013 2014 2015 2016 2017
Solar Geothermal Other biomass Wind power
Liquid biofuels Wood biomass Hydropower
Quadrillion Btu
$3.4
$4.0
$4.5
$7.1
$8.5
$10.2
$22.2
$36.2
$44.1
$102.9
0 20 40 60 80 100 120
Chile
Mexico
South Africa
Brazil
Germany
India
United Kingdom
Japan
United States
China 17%
19%
25%
22%
-46%
-10%
.1%
Growth
105%
151%
329%
$ in Billions
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Energy Efficiency The Outdated and Inefficient Grid
Generating Stations
Generating Step Up Transformer
Transmission Lines
Substation Step Down Transformer
Sub transmission Customer
Primary Customer
Secondary Customer
Energy lost in power plants equates to 65%of energy produced or 22 quadrillion Btus
Energy lost in transmission and distribution equates to 6% or 69 trillion Btus of total energy distributed
Current U.S. Grid Structure
Source: EIA, InsideEnergy.org, npr.org, North American Energy Advisory
The current U.S. power grid is three geographic grids that were developed in the 1950s for companies that adopted AC technology to transmit energy over long distances- The three grids that make up the national power grid are the Western Connection which stretches from the West Coast
to the Rocky Mountains, the Eastern Connection which connects the Midwest and the East Coast and the Texas Interconnection which incorporates the majority of Texas
- Approximately two thirds of the fuel burned to generate electricity is lost in the generation and delivery process for our current gird
- Large scale rolling blackouts from the 1950s to the 1980s averaged fewer than five per year, with increased demand on an aged network has increased to 76 major blackouts in 2011 and over 300 major blackouts in 2011
- Grid inefficiency and poor allocation of generation resources directly contribute to blackouts
- Electricity price fluctuations can fluctuate by the hour, and there is currently not a uniform, low cost solution outside of increasing power generated at local power stations
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Energy Efficiency The Smart Grid Overview
SmartGrid
Increase in Advanced Metering Infrastructure
Smart Grid Streamlines and Simplifies Energy Transfer
U.S. Smart Grid Spending (2008-2017)
The Smart Grid: technology that enables the electrical grid to possess demand response capacity to help balance electrical consumption and supply to maximize efficiency
Subsectors: Transmission & Distribution Equipment, Automated Control Systems, Advanced Metering Infrastructure and Consumer Smart Grid Interface
Estimated Market Size 2016: $20 billion Expected Growth: $65 billion by 2021 a CAGR of 27% Leading Countries: China, U.S., Japan, South Korea
$ in Billions
0.1 0.20.8 0.4 0.4 0.6 0.4 0.3 0.2 0.2
0.6 0.8
11.2 1.3
1.4 1.5 1.6 1.7 1.90.71.2
3.1 3.6 3.01.2
0.6 0.6 0.81.2
$0.0
$1.3
$2.5
$3.8
$5.0
$6.3
2008 2009 2010 2011 2012 2013 2014 2015 2016P 2017P
Advanced Smart Grid Project Distribution Automation Smart Metering
Source: Bloomberg New Energy Finance, US Department of Energy, Statista
0
15,000
30,000
45,000
60,000
75,000
2007 2008 2009 2010 2011 2012 2013 2014 2015AMR AMI
Meters in Thousands
Smart Grid spending in the U.S. was forecasted to increase $800 million from 2015 to 2016
Automated Meter Reading (AMR) or one-way meter reading was overtaken by Advanced Metering Infrastructure (AMI) for the first time in 2013. AMI allows for both the utility and the consumer of energy to monitor energy usage
Overview
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Transmission entails moving large amounts of power over long distances and is separate from distribution, which refers to the process of delivering electric energy from the high voltage transmission grid to specific locations such as a residential street or commercial space
The U.S. Department of Energy estimates that increasing energy efficiency has the ability to reduce national energy consumption by 20% or more by 2020
Electricity prices are usually highest for residential and commercial consumers because it costs more to distribute electricity to them. Industrial consumers use more electricity and can receive it at higher voltages, so it is more efficient and less expensive to supply electricity to these customers- The average prices by major type of utility customers were:
Residential: 13 / kWh Commercial: 11 / kWh Industrial: 7 / kWh
Energy Efficiency Transmission & Distribution Equipment
Electric Power Transmission and Distribution Losses
Major Components of the U.S. Average Price of Electricity
Source: EIA Factors Affecting Electricity Prices; The World Bank
Generation, 65%
Transmission, 9%
Distribution, 25%
* 2014 data
0
6
12
18
24
30
1990 1993 1996 1999 2002 2005 2008 2011
China India United States World
(Losses as a % of Output)
-
25
8.7%
25.8% 29.7%
37.6%
0%
8%
16%
24%
32%
40%
2010 2011 2012 2013
43
53 59
65
0
14
28
42
56
70
2012 2013 2014 2015
Advanced metering infrastructure (AMI) is an integrated system of smart meters, communications networks and data management systems that enables two-way communication between utilities and customers- As of 2015 approximately 64 million smart meters had been installed across
commercial, residential, industrial and transportation assets
Benefits associated with AMI deployment entail the following:- System operation benefits: primarily associated with reduction in meter
reads and associated management and administrative support, increased meter reading accuracy, improved utility asset management, easier energy theft detection and easier outage management
- Customer service benefits: primarily associated with early detection of meter failures, billing accuracy improvements, faster service restoration, flexible billing cycles, providing a variety of time-based rate options to customers and creating customer energy profiles for targeting energy efficiency / demand response programs
- Financial benefits: these accrue to the utility from reduced equipment and equipment maintenance costs, reduced support expenses, faster restoration and shorter outages and improvements in inventory management
Energy Efficiency Advanced Metering Infrastructure
U.S. Advanced Metering Infrastructure Installations
Advanced Meter Penetration Rates
Source: EIA, SmartGrid.Gov, Electric Power Institute, Federal Energy Regulatory Commission
Millions of Installations
As a % of Total Meters
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26
As of 2015, residential and commercial buildings consumed around 40% of total national energy. To address energy security issues and environmental concerns there was a need to develop alternative technologies and systems that significantly reduce energy use and peak electric power in buildings
Intelligent building automation systems can reduce energy consumption by up to 30%- Improved energy efficiency leads to lower operating costs and substantial
environmental benefits all without sacrificing comfort
Building automation control systems monitor, optimize, interlock and control:- Heating systems
- Air conditioning systems
- Cooling systems
- Lighting systems
- Fire and security systems
Energy Efficiency Automated Control Systems
Total Energy Consumption by Sector
Average Retail Prices of Electricity
Source: EIA Factors Affecting Electricity Prices; The World Bank
0
8,000
16,000
24,000
32,000
40,000
1990 1995 2000 2005 2010 2015Residential Sector Commercial SectorIndustrial Sector Transportation Sector
Trillion Btu
11.5 11.7 11.9 12.112.5 12.7
0
3
6
9
12
15
2010 2011 2012 2013 2014 2015
Residential Sector Commercial Sector Industrial Sector Transportation Sector
Cents per kWh
-
27
Disclosed Investments in Energy Storage
Investment in Millions
Energy Storage Overview
Smart Grid Streamlines and Simplifies Energy Transfer
U.S. Energy Storage Deployment (Q3 2013-2016)
Energy Storage Systems: provide a wide array of technological approaches to managing our power supply in order to create a more resilient energy infrastructure and bring cost savings to utilities and consumers
Subsectors: Reserve & Response Services, Transmission & Distribution Grid Support, Bulk Power Management
Estimated Market Size 2016: $528 million in the U.S. Expected Growth: $3 billion in the U.S. by 2021 Leading Countries: China, Japan, U.S., Spain, Germany
Energy Storage Deployments MWH
Source: EIA, US Department of Energy, GTM Research/ES A, IBIS World
The U.S. deployed 32 MWh of energy storage in Q3 2016, down 43% from 55 MWh in Q3 2015, driven by a slow quarter in the front-of-the-meter segment
Power Generation
Power Storage
Power Load
13.5
46.6
26.3
3.70.1 1.7
28.8 27.7
13.6
48.355.1
31.4
0.0
12.0
24.0
36.0
48.0
60.0
Q3 2013 Q3 2014 Q3 2015 Q3 2016Front of the Meter Behind the Meter Total
Overview
212
502
183 161
801
416167
172
64522
29
24
32
39
35
38
0
10
20
30
40
50
$0.0
$250.0
$500.0
$750.0
$1,000.0
$1,250.0
2010 2011 2012 2013 2014 2015 Q1-Q3 16
VC Project Finance Deal Count
Number of Deals
-
28
$0
$2
$4
$6
$8
$10
Lead acidbatteries
Flowbatteries
(VRB)
Lithiumion
batteries
NaSbatteries
PHS CAES CSP(storage)
Energy Storage Opportunity to Expand
Current energy storage is inefficient to support peak demand times, forcing plants to peak in order to meet demand
Energy plants that run at full capacity for longer duration are more likely to fail
Energy plants running at full capacity require 3x the energy of the typical plants and therefore increase the cost of production by 4x
98% of U.S. electricity storage is pumped hydroelectric, however these facilities are expensive to build and have stringent siting requirements
0
150
300
450
600
750
Flow batteries Advanced lead-acid
Litium-ion Sodium sulphur Sodium metalhalide
2014 2017 2020
Energy Storage Technologies Capital Costs (Installed) Total Operational Battery by Country
Battery Cell Price by Type for Utility-Scale Applications$ per kWh
0
40
80
120
160
200
UnitedStates
China Japan SouthKorea
Germany UnitedKingdom
Italy Australia
Project Count
$3.5
Source: AECOM Energy Storage Study
Capital Costs ($ / W)
Overview
-
29
Water Industry Overview
Peak Water: the 21st Centurys Most Valuable Commodity
Increase in Annual Water Demand (2005-2030)Overview The Water Industry: encompasses technology and practices that are
set to improve the sourcing, distribution and use of water through its end uses in agriculture, energy production, municipal and consumer consumption
Subsectors: Treatment, Management, Water Infrastructure & Supply, Water-friendly Energy
Estimated Market Size 2015: $625 billion Expected Growth: $1 trillion by 2020 Leading Countries: China, Japan, United States, Spain, Germany
Billion m3
176
338
320
243
181
72
59
85
300
89
117
124
100
68
54
40
92
80
12
0 100 200 300 400 500 600
China
India
Sub-Saharan Africa
Rest of Asia
North America
Europe
South America
MENA
Oceania
Municipal & Domestic Industry Municipal and AgricultureSource: KPMG
0
1,500
3,000
4,500
6,000
7,500
2000 2005 2010 2015 2020 2025 2030 2035 2040 2045 2050
Agriculture Domestic Electricity Manufacturing
Water Use (km3)
Water is the most heavily sought after natural resource or commodity, with significant supply and demand side pressures
The supply side of water is facing a combination of insufficient freshwater, uneven distribution, widely varying quality, water losses and adverse impacts from climate change
The demand side of water will increase steadily over the next 20 years from agricultural, industrial and municipal / residential usage
It is estimated that unless more sustainable behavior and practices are developed and adopted, 45% of projected 2050 GDP (at 2000 prices) or $63 trillion could be at risk
Source: OECD, BofA Merrill Lynch Global Research
Change from 2005 (%)
61
58
283
54
43
50
95
47
109
Power Generation
EIA, Renewable Energy Explained
http://www.eia.gov/energyexplained/index.cfm?page=renewable_home
Power generation around thte world by source:
Petroleaum36%
Natural Gas29%
Coal16%
Nuclear Electric Power9%
Renewable Energy10%
Geothermal2%
Solar 6%
Wind19%
Biomass49%
Hydroelectric25%
World Energy Consumption
Figure 1-1. World energy consumption, 1990-2040 (quadrillion Btu)
https://www.eia.gov/outlooks/ieo/world.cfm
Non-OECDOECD
History1990154.94201.06
2000173.59236.21
2012310.83238.44
Projections2020375.01253.94
2030450.50267.23
2040532.84282.12
Electricity Production Sources
Figure 1-6. World net electricity generation by energy source, 2010-40 (trillion kilowatthours)
https://www.eia.gov/outlooks/ieo/world.cfm
201220202025203020352040
Renewables4.736.877.898.689.6410.63
Natural gas4.835.266.307.478.7810.14
Nuclear2.343.053.403.954.254.50
Coal8.609.7310.0710.1210.3110.62
Liquids1.060.860.690.620.590.56
World Energy Consumption by Reg
International Energy Outlook 2016
https://www.eia.gov/outlooks/ieo/electricity.cfm
Figure 1-2. World energy consumption by region, 1990-2040 (quadrillion Btu)
OECDNon-OECD
1990201.06154.94
1991203.73150.95
1992205.68148.71
1993209.12150.25
1994213.29150.85
1995218.05155.69
1996224.98158.15
1997227.79157.90
1998227.42159.31
1999231.37164.36
2000236.21173.59
2001234.64179.61
2002236.43185.78
2003238.44197.31
2004243.93213.94
2005243.75228.40
2006245.03241.66
2007245.94252.35
2008239.85260.84
2009228.65261.53
2010243.69284.16
2011241.98298.55
2012238.44310.83
2013239.76318.85
2014241.78327.63
2015242.91332.47
2016246.74341.38
2017247.81348.89
2018249.95357.04
2019252.07366.23
2020253.94375.01
2021255.36382.77
2022256.77390.95
2023257.97398.31
2024259.42405.60
2025260.61413.30
2026261.80420.68
2027263.10428.04
2028264.56435.59
2029265.88443.01
2030267.23450.50
2031268.53458.69
2032269.81466.94
2033271.20474.75
2034272.78482.93
2035274.33491.22
2036275.82499.43
2037277.47507.80
2038279.05516.21
2039280.60524.37
2040282.12532.84
World Population
United Census Bureau
https://www.census.gov/population/international/data/idb/worldpopgraph.php
World PopulationU.S Census Bureau
Year19501960197019801990200020102020203020402050
#2.533.84.55.266.97.78.299.2
14%
World Electricity Generation
International Energy Outlook 2016
https://www.eia.gov/outlooks/ieo/electricity.cfm
Figure 1-6. World net electricity generation by energy source, 2010-40 (trillion kilowatthours)
201220202025203020352040
Renewables4.736.877.898.689.6410.63
Natural gas4.835.266.307.478.7810.14
Nuclear2.343.053.403.954.254.50
Coal8.609.7310.0710.1210.3110.62
Liquids1.060.860.690.620.590.56
Net Electricity Generation
Figure 1-7. World net electricity generation from renewable energy sources, 2012 and 2040 (trillion kilowatthours)
https://www.eia.gov/outlooks/ieo/world.cfm
OECDNon-OECD
2012204020122040
Nonhydropower renewables0.792.290.292.77
Hydropower1.371.702.273.87
Global Investment in Renwables
Source: Bloomberg, Global Trends in Renewable Energy Investment 2016 Report
http://fs-unep-centre.org/sites/default/files/publications/globaltrendsinrenewableenergyinvestment2016lowres_0.pdf
Page 22
Page 15
Global Investment in Renewables
Global New Investment in Renewable Energy Sector
$BnGrowth
China102.9Solar 16112%
Europe48.8Wind1100.04
ASOC (excl. China & India)47.6Biomass 6-0.29
India10.2Small hydro4-0.42
United States44.1Biofuels3-0.35
Americas (excl. U.S & Brazil)12.8Geothermal2-0.23
Middle East & Africa12.5Marine0.2-0.42
Marine0.2
Geothermal2
Biofuels3
Small hydro4
Biomass6
Wind 110
Solar161
H2O and Pop
Population, Energy Consumption and Water Consumption for energy, 2005- 2050
World2005202020352050
Population (mm)6,2907,8428,6019,439
Energy consumption329400465519
Energy consumption (GJ/capita)52515455
Water for Energy (bn m3/yr)1,8161,9862,0882,020
Water for Energy (m3/capita)289253243214
With Improved Energy Efficiency
Water for Energy (bn m3/yr)1,8161,8691,8311,764
Water for Energy (m3/capita)289238213187
H2O by Power Plant
Water Use By Power Plant Type
Energy SourceWater ConsumptionGallons/ Megawatt-Hour
Natural Gas370
Coal714
Nuclear720
Biomass480
Solar-Thermal1040
Solar Photovoltaic30
Wind1
U.S. Components of Crude Oil
Yearextensionsnew fieldsnew reservoirsnet revisions & adjustmentsproductionnet acquisitions & salesnet reserves changes
EIA U.S Crude Oil and Natural Gas Proved Reserces, Year-End 2015 Page 10
http://www.eia.gov/naturalgas/crudeoilreserves/pdf/usreserves.pdf
19847442421582,604-3,0370711
1985742841692,027-3,0520-30
19864054881912-2,9730-1,527Page 10
1987484961112,549-2,8730367
1988355711271,827-2,8110-431
1989514112901,546-2,5860-324
1990456981351,569-2,5050-247
19913659792386-2,5120-1,572
19923918851,025-2,4460-937
1993356319110766-2,3390-788
1994397641111,196-2,2680-500
19955001143431150-22130-106
1996543243141912-21730-334
19974776371191434-21380529
1998327152120-120-19910-1,512
19992593211451958-19520731
2000766276249889-1880-20280
20018661407292-162-1915-87401
20026003181871105-208251179
2003530717137183-2068-416-917
200473136159524-200137-514
200594620957795-1907327427
20066853862152-1834189-708
200786581871296-187244501
2008968166137-1871-1845187-2,258
20091305141952054-1929951,761
201017661241692131-19916672,866
20113107481881621-20655373,769
20125191551291049-23864154,453
20134973191343-50-27293893,117
20145021164219856-32003533,413
201531862041-4493-3427-30-4,703
Yearextensionsnew fieldsnew reservoirsnet revisions & adjustmentsproductionnet acquisitions & salesnet reserves changes
19850.7420.0840.1692.027-3.052-0.03
19860.4050.0480.0810.912-2.973-1.527
19870.4840.0960.1112.549-2.87300.367
19880.3550.0710.1271.827-2.8110-0.431
19890.5140.1120.091.546-2.5860-0.324
19900.4840.0960.1112.549-2.87300.367
Yearextensionsnew fieldsnew reservoirsnet revisions & adjustmentsproductionnet acquisitions & salesnet reserves changes
19910.3650.0970.0920.386-2.5120-1.572
19920.3910.0080.0851.025-2.4460-0.937
19930.3560.3190.110.766-2.3390-0.788
19940.3970.0640.1111.196-2.2680-0.5
19950.50.1140.3431.15-2.2130-0.106
19960.5430.2430.1410.912-2.1730-0.334
19970.4770.6370.1191.434-2.13800.529
19980.3270.1520.12-0.12-1.9910-1.512
19990.2590.3210.1451.958-1.95200.731
20000.7660.2760.2490.889-1.88-0.020.28
20010.8661.4070.292-0.162-1.915-0.0870.401
20020.60.3180.1871.105-2.0820.0510.179
20030.530.7170.1370.183-2.068-0.416-0.917
20040.7310.0360.1590.524-2.0010.037-0.514
20050.9460.2090.0570.795-1.9070.3270.427
20060.6850.0380.0620.152-1.8340.189-0.708
20070.8650.0810.0871.296-1.8720.0440.501
20080.9680.1660.137-1.871-1.8450.187-2.258
20091.3050.1410.0952.054-1.9290.0951.761
20101.7660.1240.1692.131-1.9910.6672.866
20113.1070.4810.0881.621-2.0650.5373.769
20125.1910.0550.1291.049-2.3860.4154.453
20134.9730.1910.343-0.05-2.7290.3893.117
20145.0210.1640.2190.856-3.20.3533.413
20153.1860.020.041-4.493-3.427-0.03-4.703
Figure 9b. Components of U.S. crude oil and lease condensate reserves changes, 2005-15
U.S Components of Nat Gas
YearNet revisions & adjustmentsextensionsnew fieldsnew reservoirsproductionnet acquisitions & salesnet reserves changes
19848888,2992,5362,686-17,1930-2,784EIA U.S Crude Oil and Natural Gas Proved Reserces, Year-End 2015 Page 20
19857637,1699992,960-15,9850-4,094
19864,8926,0651,0991,771-15,6100-1,783
19874,5644,5871,0891,499-16,1140-4,375
1988-12,8676,8031,6381,909-16,6700-19,187
19896,0436,3391,4502,243-16,9830-908
19907,0957,9522,0042,412-17,23302,230
19917,3765,0908481,604-17,2020-2,284
19928,3284,6756491,724-17,4230-2,047
19936,3216,1038991,866-17,7890-2,600
19947,4296,9411,8943,480-18,32201,422
19958,3146,8431,6662,452-17,96601,309
19967,8717,7571,4513,110-18,86101,328
19974,31210,5852,6812,382-19,2110749
19984,1058,1971,0742,162-18,7200-3,182
199911,4867,0431,5682,196-18,92803,365
20006,07114,7871,9832,368-19,2194,03110,021
2001-58917,1833,6682,898-20,6422,7155,233
20025,04415,4681,3741,752-20,2484283,818
200360817,1951,2521,653-20,2311,1071,584
200499519,0687901,244-20,0171,9754,055
20054,40822,0699731,243-19,2592,67412,108
2006-1,15322,8344251,197-19,3733,1786,700
200716,92628,2558141,244-20,31845227,373
2008-2,98327,8001,2291,678-21,4159377,246
20094,02443,5001,4232,656-22,537-22228,844
20105,34746,2838951,701-23,2242,76633,768
20112,60347,6359871,260-24,6213,29831,162
2012-46,42447,053780408-26,097-1,859-26,139
20133,48751,0742631,680-26,4671,28731,324
20145,88947,0716712,745-28,0946,56534,847
2015-71,33232,940311,735-29,3291,417-64,538
19850.7637.1690.9992.96-15.985-4.094
Yearnet revisions & adjustmentsextensionsnew fieldsnew reservoirsproductionnet acquisitions & salesnet reserves changes
19864.8926.0651.0991.771-15.610-1.783
19874.5644.5871.0891.499-16.1140-4.375
1988-12.8676.8031.6381.909-16.670-19.187
19896.0436.3391.452.243-16.9830-0.908
19907.0957.9522.0042.412-17.23302.23
19917.3765.090.8481.604-17.2020-2.284
19928.3284.6750.6491.724-17.4230-2.047
19936.3216.1030.8991.866-17.7890-2.6
19947.4296.9411.8943.48-18.32201.422
19958.3146.8431.6662.452-17.96601.309
19967.8717.7571.4513.11-18.86101.328
19974.31210.5852.6812.382-19.21100.749
19984.1058.1971.0742.162-18.720-3.182
199911.4867.0431.5682.196-18.92803.365
20006.07114.7871.9832.368-19.2194.03110.021
2001-0.58917.1833.6682.898-20.6422.7155.233
20025.04415.4681.3741.752-20.2480.4283.818
20030.60817.1951.2521.653-20.2311.1071.584
20040.99519.0680.791.244-20.0171.9754.055
20054.40822.0690.9731.243-19.2592.67412.108
2006-1.15322.8340.4251.197-19.3733.1786.7
200716.92628.2550.8141.244-20.3180.45227.373
2008-2.98327.81.2291.678-21.4150.9377.246
20094.02443.51.4232.656-22.537-0.22228.844
20105.34746.2830.8951.701-23.2242.76633.768
20112.60347.6350.9871.26-24.6213.29831.162
2012-46.42447.0530.780.408-26.097-1.859-26.139
20133.48751.0740.2631.68-26.4671.28731.324
20145.88947.0710.6712.745-28.0946.56534.847
2015-71.33232.940.0311.735-29.3291.417-64.538
Figure 11b. Components of U.S. natural gas proved reserves changes, 2005-15
Source: U.S. Energy Information Administration, Form EIA-23L, Annual Report of Domestic Oil and Gas Reserves, 2005-15
World PV Installations
World Solar Photovoltaics Installations, 1996-2013, with Projection to 2015
YearCumulative InstallationsAnnual Addition
Megawatts
1996309
1997422113
1998566144
1999807241
20001,250443
20011,569320
20022,012443
20032,575563
20043,6981,123
20055,0481,350
20066,6191,570
20079,2912,672
200816,0636,772
200924,2658,202
201041,33017,065
201171,21829,888
2012102,07630,858
2013139,63737,561
2014187,23747,600
2015245,33758,100
Source: Compiled by Earth Policy Institute with 1996-2013 from BP, Statistical Review of World Energy June 2014 (London: 2014); and with 2014 and 2015 from Bloomberg New Energy Finance, "Chinese PV Shipments Surge in Q4 2014 According to BNEF Shipment Survey," press release (London: 3 February 2015).
Year$Annual Additions
197776.000
197858.000
197940.000
198030.000
198124.000
198218.000
198316.000
198415.000
198512.000
198611.000
198710.000
19887.500
19896.000
19906.500
19916.750
19926.800
19937.250
19947.400
19957.000
19967.30309
19977.00422
19986.00566
19996.20807
20005.001,250
20015.001,569
20024.502,012
20034.002,575
20043.753,698
20053.505,048
20062.506,619
20072.509,291
20082.2516,063
20092.0024,265
20101.7541,330
20111.2571,218
20121.00102,076
20130.75139,637
20140.50187,237
20150.30245,337
Green Companies
CompanyMegaWatts
Amazon417
Microsoft257
Google200
Dow Chemical150
3M120
Swith SuperNAP117
Walmart108
Johnson & Johnson100
Iron Mountain52
Digital Realty45
Cleantech
PeriodInvestmentDeals
20104.59320
20114.69355
20124.45331
20132.27344
20142.49311
20152.06234
20163.2333
Renewable Energy Supply
Short-Term Energy Outlook, December 2016, page 21
U.S. Renewable Energy Supply (Quadrillion Btu)
Energy Source2008200920102011201220132014201520162017
Hydropower2.5112.6692.5393.1032.6292.5622.4672.3892.5902.504
Wood biomass2.0591.9311.9812.0102.0102.1702.2302.0401.9632.004
Liquid biofuels0.8710.9681.1411.2731.2171.2701.3441.3821.4531.470
Wind power0.5460.7210.9231.1671.3391.6001.7261.8122.1032.244
Other biomass0.4350.4520.4680.4620.4670.4960.5160.5140.5210.516
Geothermal0.1920.2000.2080.2120.2120.2140.2140.2240.2290.230
Solar0.0740.0780.0900.1110.1570.2250.3370.4500.5940.744
Source: Short-Term Energy Outlook, December 2016.
Note: Hydropower excludes pumped storage generation. Liquid biofuels include ethanol and biodiesel. Other biomass includes municipal waste from biogenic sources, landfill gas, and other non-wood waste.
Forecast
8.50
8.51
Note: Hydropower excludes pumped storage generation. Liquid biofuels include ethanol and biodiesel. Other biomass includes municipal waste from biogenic sources, landfill gas, and other non-wood waste.
Renewable Energy Consumption
U.S. Energy Information Administration
November 2016 Monthly Energy Review
https://www.eia.gov/totalenergy/data/annual/showtext.php?t=ptb1001
Note: Information about data precision.
(Trillion Btu)
Release Date: November 22, 2016
Next Update: December 22, 2016
Table 10.1 Renewable Energy Production and Consumption by Source
Hydroelectric Power Geothermal Energy Solar Energy Wind Energy Wood Energy Waste Energy Biofuels Total Biomass Energy Total Renewable Energy
19903046.391170.74758.75429.0072216.166408.079110.8672735.1126040.011
19913015.943177.62661.60830.7962214.082439.7151282781.7976067.77
19922617.436178.69962.86429.8632313.471473.202145.0052931.6785820.54
19932891.613185.67365.17230.9872259.774479.336169.0622908.1726081.617
19942683.457173.46467.10735.562323.82515.323188.3913027.5345987.122
19953205.307152.05768.2132.632369.869531.476199.7973101.1426559.346
19963589.656163.35969.10833.442437.027576.99142.7893156.8067012.368
19973640.458166.69868.13833.5812370.991550.602183.6273105.227014.094
19983297.054168.4567.41730.8532184.161542.295201.0342927.496491.263
19993267.575170.92166.02845.8942214.167540.156208.9672963.296513.709
20002811.116164.36463.42757.0572261.715510.8235.7123008.2276104.191
20012241.858164.46161.62269.6172005.834363.875252.6472622.3565159.914
20022689.017171.16459.919105.3341995.284402.004303.3332700.6215726.055
20032792.539173.44558.361113.2732002.037401.347403.0872806.4715944.089
20042688.468178.14758.289141.6642121.252389.043497.7773008.0736074.64
20052702.942180.70357.764178.0882136.697403.219574.0143113.936233.426
20062869.035181.260.568263.7382099.319396.561766.263262.146636.681
20072446.389185.77465.356340.5032088.775413.235982.8143484.8246522.846
20082511.108192.43373.784545.5482058.985435.2631357.1443851.3927174.265
20092668.824200.18577.614721.1291931.01451.6871553.3343936.037603.782
20102538.541207.97990.34923.4271980.687467.9121821.1214269.728030.007
20113102.852212.311110.6791167.6362010.246461.7931933.4134405.4528998.931
20122628.702211.592156.6921340.0592010.266466.6041892.2524369.1228706.167
20132562.382214.006224.5521601.3592169.543496.4362002.8734668.8529271.152
20142466.577214.49337.3111727.5422229.612515.8772066.8334812.3229558.241
20152388.612224.066449.8961815.7162040.33513.8422144.9784699.1499577.439
New Investments by Country
AECOM Energy Storage Study
https://arena.gov.au/files/2015/07/AECOM-Energy-Storage-Study.pdf
Chile3.4
Mexico4
South Africa4.5
Brazil7.1
Germany8.5
India10.2
United Kingdom22.2
Japan36.2
United States44.1
China102.9
Financing and Deals - Efficienc
Energy Efficiency - i3
Q1 2012Q2 2012Q3 2012Q4 2012Q1 2013Q2 2013Q3 2013Q4 2013Q1 2014Q2 2014Q3 2014Q4 2014Q1 2015Q2 2015Q3 2015Q4 2015Q1 2016Q2 2016Q3 2016Q4 2016
Number of deals6668737575906287666361794544374256704445
Funding293437617519311697341586483339685490704406366244366574369581
292,818,250437,254,328616,603,843518,530,832310,541,727697,131,778340,759,216585,921,115482,767,902338,650,188684,938,871490,191,213704,095,092405,903,888366,032,206243,656,585365,513,551573,674,616369,074,218580,646,794
Smart Grid
YearAdvanced Smart Grid ProjectDistribution AutomationSmart Metering
20080.10.60.7
20090.20.81.2
20100.813.1
20110.41.23.6
20120.41.33
20130.61.41.2
20140.41.50.6
20150.31.60.6
2016P0.21.70.8
2017P0.21.91.2
Meters
YearResidentialCommercialIndustrialTransporationTotal
AutomatedMeterReading(AMR)YearResidentialCommercialIndustrialYearAMRAMI
200725785782232232944015109281522352007200728,1522,473
20083642594335299857712213400330632008200840,0334,647
200941462111423953110703311458086862009200945,8099,611
2010439132254611877159315626486850432010201048,68520,335
201141451888434110517269277459657622011201145,96637,290
2012434554374691018185862125483308222012201248,33143,165
20134249124246327441961321202473213202013201347,32153,341
20144183078147811672164591252468296592014201446,83058,546
20154232630250499782269081023476042112015201547,60464,744
AdvancedMeteringInfrastructure(AMI)
20072202222262159910622473489
2008419024444400312757124647016
2009871229787641922675109611401
2010183699081904983595676720334525
2011334535483682159154659737290373
20123852463944613501791593543165183
201347321995577006724851584553341422
201451710725656361427068391658545938
201557107785732434531088981364743832
Standard(non-AMR/AMI)Meters
2007
2008
2009
2010
2011
2012
201332059522510432224411413237408090
2014329951765642247254621133138893375
201532430105574483129035443238465722
TotalNumberofMeters
2007
2008
2009
2010
2011
2012
20131218727591550713368876121791380708321,500,000,000136,363,636.4
2014126536682169870287417633499144268972
2015131864192181191548281512268150813765ERROR:#NAME?
Transmission and Distribution
World Bank
http://data.worldbank.org/indicator/EG.ELC.LOSS.ZS
Data SourceWorld Development Indicators
Last Updated Date12/21/16
199019911992199319941995199619971998199920002001200220032004200520062007200820092010201120122013
China6.99537075797.19424460437.24070709627.38431224276.42147277937.38674132917.12295415837.02868592686.77456102786.95145762616.90609303046.97490311797.06123186376.594225116.44311544546.81907728856.47716130136.27136121676.13983115956.03485712446.11880085575.74023334595.81005461075.8015039386
India19.308104341219.244117573418.258739371418.016322797917.800840811318.732710192120.564023736520.715793838522.130774926525.681697418327.220689219428.241956845926.680010876326.740182257625.663349371625.165582346823.655567962122.768507084521.25537068820.953949735219.640071226119.394417683518.89775067718.4550222878
United States9.26323204017.01704205067.26023414077.45105439456.97589394616.99063673466.9061393875.91693852766.00546089585.68816704095.69127036664.41420838796.19946011315.61264365926.41062853186.30520320646.22868572746.1759553965.66698572576.25890371965.99397614575.99839366716.29284501565.9558613759
World8.50287846497.9938914188.0934884678.45170981868.39802205898.58922959918.72970954598.41635312448.66028244148.70927243158.87909827138.64253294919.00337572378.67786677758.8508812868.89480098828.68064112648.50137123148.39101959818.57945466838.25847880948.15559516528.23115752688.162783317
Average Electricity Prices
Major Components of the U.S. Average Price of Electricity, 2014
https://www.eia.gov/Energyexplained/index.cfm?page=electricity_factors_affecting_prices
Generation0.65
Transmission0.09
Distribution0.25
Advanced Metering Inf.
Data is in Advanced_Meters 2015 excel file
http://www.eia.gov/electricity/data/eia861/index.html
U.S. AMI Installations
201243
201353
201459
201565
AMI Market Penetration
20108.7%
201125.8%
201229.7%
201337.6%
Energy Consumption by Sector
U.S. Energy Information Administration
December 2016 Monthly Energy Review
https://www.eia.gov/totalenergy/data/monthly/pdf/mer.pdf
Note: Information about data precision.
Page 40
Release Date: December 22, 2016
Next Update: January 27, 2017
Table 2.1 Energy Consumption by Sector(Trillion Btu)(Trillion Btu)(Trillion Btu)(Trillion Btu)(Trillion Btu)
Residential SectorCommercial SectorIndustrial SectorTransportation SectorPrimary Energy Consumption Total
199016944.41913319.93931809.80522419.62484484.452
199117419.32713499.96831399.3422117.98784437.216
199217354.7713441.08332570.88422415.07385782.165
199318216.51713819.79232627.87722711.7387365.426
199418110.26114097.33133520.31323365.13389087.339
199518516.65514689.91933969.7623851.12991030.611
199619501.83515171.89934903.24224439.20894020.526
199718962.25415681.20735199.39224751.33894600.335
199818951.91715967.51234841.56425260.11495017.733
199919553.5116376.26934762.83825949.48996648.388
200020421.0417175.37134662.49726555.32998816.542
200120037.5917136.77632719.22626282.15396169.665
200220785.79117345.74832661.06726845.74997643.473
200321119.31817346.10232553.07626900.17597917.499
200421081.38517655.43633515.62227842.772100089.696
200521612.64217853.39532441.50128280.349100187.712
200620670.31517707.14332390.75528716.6599484.477
200721518.98318252.86232385.23128858.342101014.734
200821667.61218402.08431334.24227486.25398890.725
200921077.34917887.23828465.926687.06694117.574
201021794.51918058.29730525.63227059.07297444.39
201121300.37517978.51630843.1326712.11696841.665
201219857.92917421.79830914.82226219.25894415.976
201321067.25817931.88431409.36926749.77897156.956
201421419.32818259.02331647.03926986.43198317.365
201520520.7117825.35231378.76127599.77797343.568
Retail Electricity Prices
U.S. Energy Information Administration
December 2016 Monthly Energy Review
https://www.eia.gov/totalenergy/data/monthly/pdf/sec9_11.pdf
Note: Information about data precision.
Release Date: December 22, 2016
Next Update: January 27, 2017
Table 9.8 Average Retail Prices of Electricity(Cents per Kilowatthour, Including Taxes)(Cents per Kilowatthour, Including Taxes)(Cents per Kilowatthour, Including Taxes)(Cents per Kilowatthour, Including Taxes)
Residential SectorCommercial SectorIndustrial SectorTransportation Sector
201011.5410.196.7710.56
201111.7210.246.8210.46
201211.8810.096.6710.21
201312.1310.266.8910.55
201412.5210.747.110.45
201512.6510.646.9110.09
Financing and Deals - Storage
Energy Storage - i3
Q1 2012Q2 2012Q3 2012Q4 2012Q1 2013Q2 2013Q3 2013Q4 2013Q1 2014Q2 2014Q3 2014Q4 2014Q1 2015Q2 2015Q3 2015Q4 2015Q1 2016Q2 2016Q3 2016Q4 2016
Number of deals2123241618321816251515201918151520241710
Funding10516215613913912792561252087210212731018711112816073146
105,399,054162,119,502156,479,798138,817,246139,154,899126,807,36491,877,04256,323,889124,731,401208,018,00071,520,000101,664,885126,547,000310,336,590186,731,000111,122,545128,117,793159,940,44772,652,439145,848,289
Annual562,815,600414,163,194505,934,286734,737,135506,558,968-0.3105575533
4 year average544,841,837
U.S. Annual Energy Storage
U.S. Annual Energy Storage
https://www.greentechmedia.com/research/subscription/u.s.-energy-storage-monitor
ResidentialNon-ResidentialUtility
2012008383
2013004646
20140106373
20151020196226
20161530215260
20173080368478
201880140435655
2019200180584964
20203502518501451
202160040010452045
ResidentialNon-ResidentialUtility
2012010250260
2013020130150
2014040170210
20155080300430
201688160280528
2017100180350630
2018140220400760
20193004507501500
202060050010002100
2021100060012552855
VCProjected FinancingDeal Count
2011502029
2012183024
2013161532
201455117239
2015416035
201664516738
Energy Storage Meter
YearFront of the MeterBehind the MeterTotal
Q3 201313.50.113.6
Q3 201446.61.748.3
Q3 201526.328.855.1
Q3 20163.727.731.4
Corporate Investments in Energy Sto
YearVCProject FinanceDeal Count
2010212022
2011502029
2012183024
2013161532
201480117239
2015416035
Q1-Q3 1616764538
Energy Storage
AECOM Energy Storage Study
https://arena.gov.au/files/2015/07/AECOM-Energy-Storage-Study.pdf
Page 32
201420172020
Flow batteries680550350
Advanced lead-acid600550500
Litium-ion550300200
Sodium sulphur535535500
Sodium metal halide488465400
Page 33
Project Count
United States155
China 57
Japan29
South Korea27
Germany18
United Kingdom15
Italy 11
Australia7
Page 29
xy
Lead acid batteries1.753.25
Flow batteries (VRB)31
Lithium ion batteries0.755.250.75
NaS batteries2.50.5
PHS13
CAES0.98.1
CSP (storage)2.32.8
Financing and Deals - Water
Water and Wastewater - i3
Q1 2012Q2 2012Q3 2012Q4 2012Q1 2013Q2 2013Q3 2013Q4 2013Q1 2014Q2 2014Q3 2014Q4 2014Q1 2015Q2 2015Q3 2015Q4 2015Q1 2016Q2 2016Q3 2016Q4 2016
Number of deals41371227433631262628181618138101016106
Funding260131444195262104828716997485162204721772351
259,831,179130,689,42244,189,99540,886,93994,945,166261,669,940103,718,78582,268,92087,426,027169,108,03397,419,01948,155,00051,105,32062,307,00020,412,00046,689,94621,262,21077,156,25423,187,00051,499,644
Global h2o demand
Global Water Demand to 2050 (water use km3 )
YearAgricultureDomesticElectricityManufacturing
2000300020080050
2001292520581575
20022920210830100
20032915215845125
20042910220860150
20052905225875175
20062900230890200
20072895235905225
20082890240920250
20092885245935275
20102880250950300
20112875255965325
20122870260980350
20132865265995375
201428602701010400
201528552751025425
201628502801040450
201728452851055475
201828402901070500
201928352951085525
202028303001100550
202128253051115575
202228203101130625
202328153151145675
202428103201160725
202528053251175775
202628003301190825
202727953351205875
202827903401220925
202927853451235975
2030278035012501025
2031277535512651075
2032277036012801125
2033276536512951175
2034276037013101225
2035275537513251275
2036275038013401325
2037274538513551375
2038274039013701425
2039273539513851475
2040273040014001525
2041272540514151575
2042272041014301625
2043271541514451675
2044271042014601725
2045270542514751775
2046270043014901825
2047269543515051875
2048269044015201925
2049268544515351975
2050268045015502025
World h20 demand
CountryMunicipal & DomesticIndustryMunicipal and AgricultureTotalChange from 2005 (Percent)
China1763005453061
India338894046758
Sub-Saharan Africa3202892440283
Rest of Asia2431178044054
North America1811242132643
Europe721001218450
South America59682315095
MENA856910047
Oceania217028109
h20 mgmt solutions
Country20102016
China10,88719,308
United States6,56810,741
France1,3871,608
Germany1,2731,121
South Africa1,041882
Brazil5971,334
India4151,385
Egypt440829
Dirp Irrigation Market
YearMarket Share
20131,500
20141,750
20152,000
20162,250
20172,500
20182,750
20193,000
20203,250
US Household water use statisics - daily US average vs. efficient water use average
UseDaily avg. Gallons% Daily UseDaily Efficient Gallons% daily use% Improvement
Showers11.616.7%8.823.0%24.1%
Clothes Washing1521.6%1026.2%33.3%
Dishwashers1.11.6%1.12.9%0.0%
Toilets18.526.7%0.71.8%96.2%
Baths1.21.7%1.23.1%0.0%
Leaks9.513.7%410.5%57.9%
Faucets10.915.7%10.828.3%0.9%
Other Domestic1.62.3%1.64.2%0.0%
Total69.438.2
wastewater treatment
Top ten desalination markets by expected contracted capcity2007-20112012-2016
Saudi Arabia3.83.6
China31.5
UAE3.12.6
USA2.61.6
Libya2.20.2
Israel2.21.2
Kuwait20.5
Algeria1.71.5
India1.21.2
Australia1.91.1
Jordan10.2
Treated Wastewater Discahrged and Reused (North America)
YearDischarged Reused
20150.750.25
YearDischarged Reused
20120.870.13
Water Supply and investment in water treatment per inhabitant, 2010
CountryWater Treatment (USD Millions)Water Supply (m3 /yr/inhab)
USA3603198
China286938
France70793
South Africa46978
Germany40362
Brazil37873
India11322
Egypt43101
Hungary2987
Water Equipment
Global Water equipment Capex by 2018 forecast
CapexAmount
Pipes$132
Pumps$71
Automation & Control$63
Valves/fitting$56
Aeration$33
Agitation/Mixing / Setting$28
Screening grit removal$19
Disinfection$18
Non-membrane filtration$17
Meters$17
Testing$15
Chemical Feed Systems$14
Sludge$32
Membrane Elements$11
Thermal process$1
Ion exchange / EDI $3
Other equipment$125
655
h2o supply
Number of Connected Devices
Number of Connected Devices Worldwide 2012-2020
Devices
20128.7
201311.2
201414.4
201518.2
201622.9
201728.4
201834.8
201942.1
202050.1
U.S. IoT Penetration
Percentage
PC / Mac97%
Smartphone91%
Tablet71%
Streaming Device39%
Gaming Console32%
Handheld Device18%
Smart TV16%
DVR15%
Blu-ray Player8%
Number of Developers
Developers
20140.3
20150.8
20161.5
20172.2
20182.8
20193.5
20204.5
M&A Indust. Tech
Industrial Technology
Source: William Blair and Company June 2016 Industrial Tech Update
YearAvg. Deal ValueNumber of DealsAprox. Deal Value
2005$19138$7,258
2006$51736$18,612
2007$29846$13,708
2008$21955$12,045
2009$12742$5,334
2010$43434$14,756
2011$32644$14,344
2012$62235$21,770
2013$56343$24,209
2014$28566$18,810
2015$1,06286$91,332
industrial tech
Expert Systems
Year
2013
2014
2019
2024
Embedded Systems
YearEmbedded SystemsExpert Systems
2013$450$3,050
2014$585$3,508
2019$2,175$7,055
2024$8,075$12,433
U.S.
Robots 2015 to 2020
Country201520162017201820192020
Germany700110030005000900015000
United States100013006000110001600028000
China800250012000200003000049000
Japan70020006000100001600027000
South Korea7002200200060001000016000
Other Countries400100030006000900015000
Co-Robots Research Market Demand Projections
CountryCurrent Maunfacuting Workforce (mm)Robot Penetration by 2020Robot Penetration by 2025
Germany7.81.0%4.0%
United States12.21.0%5.0%
China530.3%2.0%
Japan10.40.3%5.0%
South Korea4.110.0%7.0%
Estimated Wordwide Annual Supply of Industrial Robots
Year#
2005120
2006112
2007114
2008113
200960
2010121
2011166
2012159
2013178
2014229
20152407.2%
Industrial MEMs Sensors
2014$1,121
2015$1,262
2016$1,415
2017$1,536
2018$1,792
2019$1,885
2020$2,106
Sensor End Markets
Industrial37%
Automtive & Transportation21%
Consumer19%
Medical12%
Aerospace, Defense & Marine5%
Other6%
Capital Intensity of Pressure Sensor manufacturing
Economy0.14
Technology0.14
Pressure Sensor Manufacturing0.08
6000
Extra Graphs --->
Total Industrial Production
EIA Short-Term Energy Outlook, December 2016, page 22
Industrial
ProductionAnnual
MonthIndexChange
Jan 2012993.1%
Feb 20121003.8%
Mar 2012992.2%
Apr 20121003.5%
May 20121003.5%
Jun 20121003.3%
Jul 20121003.1%
Aug 20121002.1%
Sep 20121002.3%
Oct 20121001.8%
Nov 20121012.5%
Dec 20121012.4%
Jan 20131011.6%
Feb 20131011.8%
Mar 20131022.7%
Apr 20131021.7%
May 20131021.6%
Jun 20131021.8%
Jul 20131010.9%
Aug 20131022.2%
Sep 20131022.5%
Oct 20131022.2%
Nov 20131032.0%
Dec 20131031.9%
Jan 20141021.5%
Feb 20141031.8%
Mar 20141042.4%
Apr 20141042.6%
May 20141053.0%
Jun 20141053.2%
Jul 20141053.9%
Aug 20141053.1%
Sep 20141063.0%
Oct 20141063.1%
Nov 20141073.8%
Dec 20141073.5%
Jan 20151063.4%
Feb 20151062.5%
Mar 20151061.4%
Apr 20151051.0%
May 20151050.4%
Jun 2015105-0.2%
Jul 20151050.3%
Aug 20151060.4%
Sep 2015105-0.3%
Oct 2015105-0.5%
Nov 2015104-2.1%
Dec 2015104-2.3%
Jan 2016105-1.4%
Feb 2016104-1.4%
Mar 2016103-2.0%
Apr 2016104-1.4%
May 2016104-1.3%
Jun 2016104-0.6%
Jul 2016105-0.7%
Aug 2016104-1.3%
Sep 2016104-1.0%
Oct 2016104-1.1%
Nov 2016104-0.5%
Dec 2016104-0.1%
Jan 2017104-0.6%
Feb 2017104-0.4%
Mar 20171040.7%
Apr 20171040.4%
May 20171050.8%
Jun 20171050.5%
Jul 20171050.5%
Aug 20171051.3%
Sep 20171061.5%
Oct 20171062.0%
Nov 20171062.3%
Dec 20171072.6%
Source: Short-Term Energy Outlook, December 2016.
Forecast
59.5-0.2
59.50.6
CO2 Emissions
Short-Term Energy Outlook, December 2016, page 22
Annual CO2 Emissions (Million metric tons)Annual Growth
Energy Source201320142015201620172014201520162017
All fossil fuels5,3495,3955,2535,1855,2310.9%-2.6%-1.3%0.9%
Coal1,7181,7131,4831,3821,406-0.2%-13.5%-6.8%1.7%
Petroleum2,2312,2522,2952,3152,3241.0%1.9%0.9%0.4%
Natural gas1,4001,4301,4761,4891,5012.1%3.2%0.9%0.8%
Source: Short-Term Energy Outlook, December 2016.
Forecast
2.50
2.51
Energy Expenditures
Short-Term Energy Outlook, December 2016, page 22
Energy
Expenditures
as % of GDP
19917.6%
19927.3%
19937.2%
19946.9%
19956.7%
19966.9%
19976.6%
19985.8%
19995.8%
20006.7%
20016.6%
20026.0%
20036.6%
20047.1%
20058.0%
20068.4%
20078.5%
20089.6%
20097.4%
20108.1%
20119.0%
20128.4%
20138.3%
20148.0%
20156.1%
20165.4%
20175.7%
Source: Short-Term Energy Outlook, December 2016.
Forecast
25.50
25.51
Electricity Generation by Fuel
Short-Term Energy Outlook, December 2016, page 21
Electricity Generation, All Sectors (thousand megawatthours per day)Share of Total Generation
NaturalHydroNonhydroOtherTotalNaturalHydroNonhydro
YearCoalGasPetroleumNuclearPowerRenewablesSourcesGenerationCoalGasPetroleumNuclearPowerRenewablesOther
20085,4262,4131262,2036793456411,255200848.2%21.4%1.1%19.6%6.0%3.1%0.6%
20094,8112,5231072,1897363956210,823200944.4%23.3%1.0%20.2%6.8%3.7%0.6%
20105,0612,7061022,2116984586611,302201044.8%23.9%0.9%19.6%6.2%4.1%0.6%
20114,7492,777832,1658575317011,233201142.3%24.7%0.7%19.3%7.6%4.7%0.6%
20124,1373,349632,1027415977011,059201237.4%30.3%0.6%19.0%6.7%5.4%0.6%
20134,3323,082742,1627236957211,140201338.9%27.7%0.7%19.4%6.5%6.2%0.7%
20144,3333,087832,1846947657011,215201438.6%27.5%0.7%19.5%6.2%6.8%0.6%
20153,7053,653772,1846688097411,172201533.2%32.7%0.7%19.6%6.0%7.2%0.7%
20163,4053,815662,1807249257411,189201630.4%34.1%0.6%19.5%6.5%8.3%0.7%
20173,5323,691722,1727071,0147511,263201731.4%32.8%0.6%19.3%6.3%9.0%0.7%
Source: Short-Term Energy Outlook, December 2016.
Note: Labels show percentage share of total generation provided by coal and natural gas.
Forecast
8.50
8.51
Note: Labels show percentage share of total generation provided by coal and natural gas
U.S Electricity Price
Short-Term Energy Outlook, December 2016, page 21
Residential PriceAnnual
(Cents/kWh)AverageAnnual
MonthHistoryForecastYearPriceGrowth
Jan 20058.50ERROR:#N/A20048.95
Feb 20058.74ERROR:#N/A20059.435.4%
Mar 20058.86ERROR:#N/A200610.4010.3%
Apr 20059.21ERROR:#N/A200710.652.4%
May 20059.55ERROR:#N/A200811.265.7%
Jun 20059.77ERROR:#N/A200911.512.2%
Jul 20059.75ERROR:#N/A201011.540.2%
Aug 20059.91ERROR:#N/A201111.721.6%
Sep 20059.91ERROR:#N/A201211.881.4%
Oct 20059.73ERROR:#N/A201312.132.1%
Nov 20059.74ERROR:#N/A201412.523.2%
Dec 20059.25ERROR:#N/A201512.651.1%
Jan 20069.55ERROR:#N/A201612.53-1.0%
Feb 20069.80ERROR:#N/A201712.872.7%
Mar 20069.87ERROR:#N/A
Apr 200610.32ERROR:#N/A
May 200610.61ERROR:#N/A
Jun 200610.85ERROR:#N/A
Jul 200610.96ERROR:#N/A
Aug 200610.94ERROR:#N/A
Sep 200610.94ERROR:#N/A
Oct 200610.58ERROR:#N/A
Nov 200610.18ERROR:#N/A
Dec 20069.84ERROR:#N/A
Jan 200710.06ERROR:#N/A
Feb 20079.89ERROR:#N/A
Mar 200710.27ERROR:#N/A
Apr 200710.63ERROR:#N/A
May 200710.77ERROR:#N/A
Jun 200711.09ERROR:#N/A
Jul 200711.07ERROR:#N/A
Aug 200711.07ERROR:#N/A
Sep 200710.96ERROR:#N/A
Oct 200710.82ERROR:#N/A
Nov 200710.70ERROR:#N/A
Dec 200710.33ERROR:#N/A
Jan 200810.14ERROR:#N/A
Feb 200810.16ERROR:#N/A
Mar 200810.45ERROR:#N/A
Apr 200810.93ERROR:#N/A
May 200811.40ERROR:#N/A
Jun 200811.77ERROR:#N/A
Jul 200812.07ERROR:#N/A
Aug 200812.09ERROR:#N/A
Sep 200811.92ERROR:#N/A
Oct 200811.81ERROR:#N/A
Nov 200811.42ERROR:#N/A
Dec 200810.86ERROR:#N/A
Jan 200910.98ERROR:#N/A
Feb 200911.18ERROR:#N/A
Mar 200911.28ERROR:#N/A
Apr 200911.50ERROR:#N/A
May 200911.78ERROR:#N/A
Jun 200911.81ERROR:#N/A
Jul 200911.85ERROR:#N/A
Aug 200911.94ERROR:#N/A
Sep 200911.96ERROR:#N/A
Oct 200911.65ERROR:#N/A
Nov 200911.26ERROR:#N/A
Dec 200910.90ERROR:#N/A
Jan 201010.49ERROR:#N/A
Feb 201010.89ERROR:#N/A
Mar 201011.11ERROR:#N/A
Apr 201011.71ERROR:#N/A
May 201011.91ERROR:#N/A
Jun 201011.91ERROR:#N/A
Jul 201012.04ERROR:#N/A
Aug 201012.03ERROR:#N/A
Sep 201011.95ERROR:#N/A
Oct 201011.86ERROR:#N/A
Nov 201011.62ERROR:#N/A
Dec 201011.06ERROR:#N/A
Jan 201110.87ERROR:#N/A
Feb 201111.06ERROR:#N/A
Mar 201111.52ERROR:#N/A
Apr 201111.67ERROR:#N/A
May 201111.93ERROR:#N/A
Jun 201111.97ERROR:#N/A
Jul 201112.09ERROR:#N/A
Aug 201112.09ERROR:#N/A
Sep 201112.17ERROR:#N/A
Oct 201112.08ERROR:#N/A
Nov 201111.78ERROR:#N/A
Dec 201111.40ERROR:#N/A
Jan 201211.41ERROR:#N/A
Feb 201211.51ERROR:#N/A
Mar 201211.70ERROR:#N/A
Apr 201211.92ERROR:#N/A
May 201211.90ERROR:#N/A
Jun 201212.09ERROR:#N/A
Jul 201212.00ERROR:#N/A
Aug 201212.17ERROR:#N/A
Sep 201212.30ERROR:#N/A
Oct 201212.03ERROR:#N/A
Nov 201211.75ERROR:#N/A
Dec 201211.62ERROR:#N/A
Jan 201311.46ERROR:#N/A
Feb 201311.63ERROR:#N/A
Mar 201311.61ERROR:#N/A
Apr 201311.93ERROR:#N/A
May 201312.40ERROR:#N/A
Jun 201312.54ERROR:#N/A
Jul 201312.65ERROR:#N/A
Aug 201312.53ERROR:#N/A
Sep 201312.51ERROR:#N/A
Oct 201312.36ERROR:#N/A
Nov 201312.10ERROR:#N/A
Dec 201311.72ERROR:#N/A
Jan 201411.65ERROR:#N/A
Feb 201411.94ERROR:#N/A
Mar 201412.25ERROR:#N/A
Apr 201412.31ERROR:#N/A
May 201412.85ERROR:#N/A
Jun 201412.99ERROR:#N/A
Jul 201413.09ERROR:#N/A
Aug 201413.04ERROR:#N/A
Sep 201412.95ERROR:#N/A
Oct 201412.60ERROR:#N/A
Nov 201412.48ERROR:#N/A
Dec 201412.17ERROR:#N/A
Jan 201512.10ERROR:#N/A
Feb 201512.29ERROR:#N/A
Mar 201512.33ERROR:#N/A
Apr 201512.62ERROR:#N/A
May 201512.93ERROR:#N/A
Jun 201512.92ERROR:#N/A
Jul 201512.94ERROR:#N/A
Aug 201512.91ERROR:#N/A
Sep 201513.03ERROR:#N/A
Oct 201512.72ERROR:#N/A
Nov 201512.71ERROR:#N/A
Dec 201512.32ERROR:#N/A
Jan 201611.98ERROR:#N/A
Feb 201612.14ERROR:#N/A
Mar 201612.57ERROR:#N/A
Apr 201612.43ERROR:#N/A
May 201612.79ERROR:#N/A
Jun 201612.72ERROR:#N/A
Jul 201612.68ERROR:#N/A
Aug 201612.90ERROR:#N/A
Sep 201612.87ERROR:#N/A
Oct 201612.62ERROR:#N/A
Nov 201612.5312.53
Dec 2016ERROR:#N/A12.03
Jan 2017ERROR:#N/A12.04
Feb 2017ERROR:#N/A12.35
Mar 2017ERROR:#N/A12.68
Apr 2017ERROR:#N/A12.63
May 2017ERROR:#N/A13.03
Jun 2017ERROR:#N/A13.07
Jul 2017ERROR:#N/A13.14
Aug 2017ERROR:#N/A13.39
Sep 2017ERROR:#N/A13.45
Oct 2017ERROR:#N/A13.15
Nov 2017ERROR:#N/A12.98
Dec 2017ERROR:#N/A12.48
Source: Short-Term Energy Outlook, December 2016.
Forecast
U.S Electricity Consumption
Short-Term Energy Outlook, December 2016, page 20
Consumption (million kilowatthours per day)Consumption Growth (million kWh per day)
201320142015201620172014201520162017
Residential sales3,8213,8553,8473,8483,85334.0-8.51.45.1
Industrial sales2,7002,7332,7032,5982,66133.5-30.3-104.462.3
Commercial and transportation3,6843,7263,7493,7463,74841.723.2-2.61.9
Direct use of electricity393380384389393-13.44.15.14.3
Total consumption10,59810,69410,68210,58210,65695.7-11.5-100.573.6
Source: Short-Term Energy Outlook, December 2016.
Total Consumption (million kWh/day)
HistoryForecast
Jan 201411,396ERROR:#N/A
Feb 201411,415ERROR:#N/A
Mar 201410,123ERROR:#N/A
Apr 20149,556ERROR:#N/A
May 20149,762ERROR:#N/A
Jun 201411,139ERROR:#N/A
Jul 201411,738ERROR:#N/A
Aug 201411,752ERROR:#N/A
Sep 201411,284ERROR:#N/A
Oct 20149,932ERROR:#N/A
Nov 20149,890ERROR:#N/A
Dec 201410,381ERROR:#N/A
Jan 201511,144ERROR:#N/A
Feb 201511,324ERROR:#N/A
Mar 201510,195ERROR:#N/A
Apr 20159,524ERROR:#N/A
May 20159,641ERROR:#N/A
Jun 201511,262ERROR:#N/A
Jul 201512,111ERROR:#N/A
Aug 201512,074ERROR:#N/A
Sep 201511,486ERROR:#N/A
Oct 20159,909ERROR:#N/A
Nov 20159,572ERROR:#N/A
Dec 20159,980ERROR:#N/A
Jan 201610,623ERROR:#N/A
Feb 201610,502ERROR:#N/A
Mar 20169,470ERROR:#N/A
Apr 20169,238ERROR:#N/A
May 20169,429ERROR:#N/A
Jun 201611,240ERROR:#N/A
Jul 201612,247ERROR:#N/A
Aug 201612,533ERROR:#N/A
Sep 201611,466ERROR:#N/A
Oct 201610,112ERROR:#N/A
Nov 20169,6289,628
Dec 2016ERROR:#N/A10,465
Jan 2017ERROR:#N/A10,954
Feb 2017ERROR:#N/A10,684
Mar 2017ERROR:#N/A9,741
Apr 2017ERROR:#N/A9,415
May 2017ERROR:#N/A9,641
Jun 2017ERROR:#N/A11,289
Jul 2017ERROR:#N/A12,100
Aug 2017ERROR:#N/A12,323
Sep 2017ERROR:#N/A11,262
Oct 2017ERROR:#N/A10,086
Nov 2017ERROR:#N/A9,788
Dec 2017ERROR:#N/A10,558
Global Electricity Consumption
World Bank Global Electricity Consumption Data, IEA Statistics
http://data.worldbank.org/indicator/EG.USE.ELEC.KH.PC
Data Source
Last Updated Date
196019611962196319641965196619671968196919701971197219731974197519761977197819791980198119821983198419851986198719881989199019911992199319941995199619971998199920002001200220032004200520062007200820092010201120122013
China151.9893473466163.9119288192175.9337369889174.2333536958199.0397154066204.0303647314220.6570530656246.5557722778267.3742653547281.6246872564285.8177756984299.1979219337317.0202577909336.4116413088362.8120718526391.3516249684426.5544931667461.797518223487.3731730211510.6198549135548.9537531066604.6936830991662.6370455857727.1073596597770.2802411908821.0808591023852.7406865435870.6172223184913.9634479758993.4304574921077.13802728311195.53811308971380.29105867741586.86650078121783.86770165372041.96503485842330.259468772457.54177502822632.66304102882943.58995443693298.0039133123474.9836195443762.0769423448
India97.9905941666100.5276586177100.8556904265104.2248132465114.8167636355124.40606498126.5479235278136.2367265578136.0678597073142.0579094772152.2672037563158.5190351439166.1428652612183.8218471087194.0977967223208.5924097473220.8809086865240.7513610754257.8230058873272.8997419367291.8029859138305.3875353394321.5660742028342.3165271643359.9000978048360.946036487376.6451221404387.0335250822393.2069476514394.8025370882394.953507231411.8229523205431.7079879575452.8961732893469.3687484816510.7030140881543.356622439562.9352825149601.5505834527643.8797543141698.4302264926724.4907458441765.0034086704
Russian Federation6673.17859358566541.171008726107.47936969115724.09103151095190.72915543095101.55549297875016.44701207634935.6217068194848.03037287864998.83870049885198.4167677285274.37772117785304.4317233715478.1441300055633.85574608895770.11233595266098.53812310386286.05053623866399.6844664536095.38057484926409.89521772676485.76084470896617.13624077976539.2112021699
United States4049.7866