global cleantech 2012

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Global Cleantech Report 2012COPENHAGEN CLEANTECH CLUSTER

May, 2012

- EXECUTIVE PRESENTATION -

A SNAPSHOT OF FUTURE GLOBAL MARKETS

www.quartzco.com

DENMARKRyesgade 3A2200 CopenhagenT: +45 33 17 00 00

NORWAYWergelandsveien 210167 OsloT: +47 22 59 36 00

SWEDENBirger Jarlsgatan 7111 45 StockholmT: +46 (0)8 614 19 00

DOWNLOAD REPORTcphcleantech.com/global-cleantech-report


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Table of contents

1) Executive Summary

The cleantech platforms and global markets: a sector in growth The cleantech sector will continue to grow towards 2015 with green buildings, smart grid and offshore wind as the f astest-growing platforms

The centre of gravity for cleantech growth is moving East and West

The megacities are the main growth engines as ECO-city ambitions and principles seem to be "the new normal"

The world's urbanisation rate will continue to be rapid, and large investments will be made in developing megacities and suburb areas

The six megacity cleantech clusters including the four American Hotspots and the two Great Turks will account for the majority of the cleantech growth

The global cleantech challenge: a complex value system

To unleash the full global potential, the cleantech sector must cross the cost of energy chasm and accelerate the industrialisation Complex value-creation models need to be investigated and developed in order to meet the demand for competitive integrated solutions with local content

The traditional Go-to-Market approaches will not be suitable when addressing this new market as demand is moving towards complex value systems

Large Public-Private Partnerships (PPP) will be a cornerstone to overcome shortage in capital and competences in the "greening" of megacities

The global majors will presumably lead the industrialisation and set the standards for future partnering regimes

The cleantech sector in a Danish context: an opportunity or a threat?

Today, Danish companies are well-positioned to capture value in the attractive parts of the cleantech sector

Neglecting the change agenda can be lethal to both small and big companies in the Danish cleantech sector

In the near future, new and more decisive intervention strategies must be developed to win the battle of the cleantech sector

2) Appendix

EXECUTIVE PRESENTATION

p. 3

p. 4

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p. 7

p. 9 p. 10

p. 11

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p. 13

p. 15

p. 16 p. 17

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The cleantech sector will continue to grow towards 2015 with green buildings, smart grid and offshore windas the fastest-growing platforms

2010 Market

2015 Growth

7% 84%CAGR

Cleantech plaforms market size (USD billions)

Note: Markets include all major CAPEX but not operations or commodities. Total may vary due to roundingsSources: MEC Intelligence; Quartz+Co analysis

28% 39%3% -7%26% 4% 66%74%6% 18%

THE CLEANTECH PLATFORMS AND GLOBAL MARKETS

113 15

63

59

-28

72

13 8

Geothermal

521 3

Energystorage

7

1 6

Maritimecleantech

8

Clean roadtransport

13

1

Bioenergy

13

10 4

Solid waste

31

26

5

Offshorewind

73

14

Solar PV(2011-2015)

79

107

Smart grid

89

26

Onshorewind

110

95

Buildingefficiencymaterials

160

47

Clean water

243

171


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Cities have the power to influence cleantech investments

through large projectsTop-30 cities will drive 20% of the GDP growth from 2010-20

The megacities are the main growth engines as ECO-city ambitions and principles seem to be "the newnormal"

Top-30cities

Total GDP growth,2010-2020

Total populationgrowth, 2010-2020

20%

60%

100%

10% 100%

Top-600cities

ROW

Source: McKinsey & Co, Brookings Institute, PWC, UN, World Bank, C40, MEC Intelligence analysis; Quartz+Co analysis


Area

Transport

Buildings

Waste

Water

Energy supply

Outdoor lighting

City power Number of city projects

ECO-city definition

ECO-cities cover five focus areas which contribute to improve thequality of life in cities while using resources in a sustainable wayand reducing environmental impact

Urban transport Waste Renewable and smart energy generation and distribution Water Building energy efficiency


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The world's urbanisation rate will continue to be rapid, and large investments will be made in developingmegacities and suburb areas

2010 2015 2020

Ruralareas 50%

(6,84)

48%

(7,22)

46%

(7,57)

2025 2030

43%

(7,91)

41%

(8,22)

50%Urbanareas52% 54%

57% 59%

Share of the world's population living in urban areasPer cent (billion people)

Example of Chinese investments in megacity developments

China is planning toinvest DKK 1.800billion across 160infrastructure projectsover the next coupleof years to mergenine cities in SouthChina, creating a citywith 42 millioninhabitants*

Total investment in urban infrastructure in China over the nextfive years is expected to hit GBP 685 billion, with an additional

GBP 300 billion spend on high-speed rail and GBP 70 billion onurban transport

British Chamber of Commerce


*The Telegraph, 24 Jan 2011, by Malcolm Moore in Shanghai and Pet er Foster in BeijingSource: World Economic Forum; The Economist; British Chamber of Commerce


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-

1.000

2.000

3.000

4.000

5.000

6.000

7.000

8.000

9.000

10.000

- 50 100 150 200 250 300

The six megacity cleantech clusters including the four American Hotspots and the two Great Turks willaccount for the majority of the cleantech growth

Indian megagrowth

Wealth creators

Rapidurbanisation

Great BRIC+

Absolute GDP Growth ($ billion)

A b s o

l u t e P o p u

l a t i o n

G r o w

t h ( 1 0 3 )

THE CLEANTECH PLATFORMS and GLOBAL MARKETS

Great Turks

Note: The majority of these cities have set Eco city targets for e.g. emissions and have Eco city projects under waySource: MEC Intelligence analysis; Quartz+Co analysis

1

2

5

6

4

3

Top-200 large cities' growth trajectories, 2012-2020

AmericanHotspots


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Table of contentsEXECUTIVE PRESENTATION

1) Executive summary

The cleantech platforms and global markets: a sector in growth

The cleantech sector will continue to grow towards 2015 with green buildings, smart grid and offshore wind as the fastest-growing platforms






To unleash the full global potential, the cleantech sector must cross the cost of energy chasm and accelerate the industrialisation

Complex value-creation models need to be investigated and developed in order to meet the demand for competitive integrated solutions with local content








2) Appendix

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p. 9

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p. 15

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So far, no cleantech or clean energy industry has managedto cross the cost of energy chasm without legislative supportthrough incentives or codes

In order to become a viable global industry, cleantech mustreduce cost of energy to become independent of governmentalsupport

To unleash the full global potential, the cleantech sector must cross the cost of energy chasm and acceleratethe industrialisation

In 2035, subsidies to renewables reach almost USD 250billion in the New Policies Scenario. Onshore wind becomescompetitive around 2020 in the European Union All other technologies require continuing subsidies

World Energy Outlook 2011

243Offshore wind

Coal 109

smart grid and building energy efficiency equipment andservices are the most probable ones crossing the cost ofenergy chasm since they are able to reduce alternativeinvestments in infrastructure while reducing the operating cost

The Global Cleantech Report 2012

* Estimated for plants entering into service in 2016. Unit is 2012 USD** The extra cost varies between count ries due to difference in local build culture, certif ication programmes and green build material production

Source: World Energy Outlook; Reuters; World Business Council Sustainable Development BCI Survey; Quartz+Co analysis; MEC Intelligence analysis

Time

M a r k e

t p e n e t r a

t i o n

Cost of energy chasm

56

7

89

1

23

4

56789

1234

Green buildingsSolar PVSolid wasteOffshore windOnshore windBioenergySmart gridGeothermalClean road transport

CoalGas Oil

Next gen.cleantech

THE GLOBAL CLEANTECH CHALLENGE

Sample technology maturity curveEXAMPLES ILLUSTRATIVE Coal vs. wind global average costs* (USD/MWh)

"Non-green" vs. green building extra up-front cost for green building**

Green building China 28%

Green building Germany 17%

Green building US 16%


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Transport infrastructure CAPEX saving

Water utility CAPEX saving

Energy/water subsidy saving

Energy infrastructure CAPEX saving

Green building extra CAPEX

0

Net benefit

Retaining attractive population

Attractive lucrative jobs

Job creation from local content

0 0

Affordable Greening - e.g. Lagos Comfort Evolution - e.g. Mexico City Branded City - e.g. London

$Business case = (utility CAPEX saving) + (OPEX saving) + (job creation) + (less CO2 emissions) + ....Complex value creation

Financial Societal Environmental


City segment

Value (USD)

Savings from integrated "One System" solutions across city segments

Source: MEC Intelligence analysis; Quartz+Co analysis

ILLUSTRATIVE

City segment description Driven by extreme urbanization and low GDP Need to create a large growth in new housings Making these housings and infrastructure

green can create the lowest total CAPEX for water, electricity and waste

Evident in most large and fast growing citiesin developing countries

Strong urbanization in recent years Focus on livability through buildings with

improved comfort, more efficienttransportation and typically most important clean water and clean air

Large cities in the developed world which arecompeting against each other to attract theright companies and to be a very attr activeplace to live for its citizens

The ECO city projects are not a need drivenambition but a strive towards being a trulybetter place


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to a macro approach where purchasing decisions are co -

ordinated and made on an aggregated level across sectors

From a micro-thinking approach with multiple customer

touch- points across sectors

Master

planning

The traditional Go-to-Market approaches will not be suitable when addressing this new market as demand ismoving towards complex value systems

Traditional go-to-market approach Market approach towards megacities

Suppliers Suppliers Suppliers Suppliers

Energy Transport Water Buildings

Energy Transport Water Buildings

Suppliers

ILLUSTRATIVE ILLUSTRATIVE


Source: Quartz+Co analysis


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Large Public-Private Partnerships (PPP) will be a cornerstone to overcome shortage in capital andcompetences in the "greening" of megacities

Lack of capital

Cities areempowered toimplement newsustainable projectsbut limited by accessto capital

30%57%

100%

PPP & ADB's

Gov. Funds

Urban Local

2020

20%

50%

2011

10%

33%

Note: PPP = Public-Private Partnerships, ADB = Asia Development BankSource: MEC Intelligence analysis; Quartz+Co analysis

Lack ofcompetences

Competences for sustainable planningand implementationare in shortage


India case: Expected development in fundingof regional projects in India

Competition for resources is fierce.Because of growth pressures andcapital constraints , compromisesare often reached to serve moreinterests rather than to serve morepeople more effectively

The World Bank Ecological Cities as Economic Cities 2010

Cities in developing countries facemuch tougher challenges than dotheir counterparts in developedcountries. Technical capacity isoften lacking

The World Bank Ecological Cities as Economic Cities 2010


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Case 1: Veolia and Suez

Global leaders in water, FrenchVeolia Environnement (Vivendi)

and Suez Environnement havepartnered on PPP water projects and have pioneeredthe PPP model, injectingfinance into the system anddriving market growth andconsolidation.

In a PPP, ownership of assetsremains public and only certainfunctions are delegated to aprivate company for a specificperiod.

Case 2: Toshiba

The Japanese major globalplayer Toshiba is driving some

part of the Delhi MumbaiCorridor through large scalePPP projects funded by JapanInc.

Consortium of Japanesecompanies (Toshiba-TokyoGas-NEC) have signed a MoU*on a priority ECO-city project.

Case 3: Keppel Corp

Tianjin Eco-city is sponsoredby Keppel Corp from

Singapore.The Keppel Group wasentrusted to lead the Singaporeprivate sector consortium for abilateral co-operation projectand works in close tandem witha Chinese consortium partner to guide the 50-50 joint venture

Sino-Singapore Tianjin Eco-City Investment andDevelopment Co.,Ltd. (SSTEC) in its role asmaster developer of the TianjinEco-city.

The global majors will presumably lead the industrialisation and set the standards for future partneringregimes


* Memorandum of UnderstandingSource: MEC Intelligence analysis; Quartz+Co analysis

Case 4: Siemens

Siemens' new Infrastructure &Cities Sector will manage the

company's global business withcities and infrastructures. Thenew Sector, with around 87.000employees, will contain theMobility and BuildingTechnology Divisions from theIndustry Sector, as well as thePower Distribution Division andSmart Grid business from theEnergy Sector.

Key Public-Private Partnerships (PPP) success cases


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Table of contentsEXECUTIVE PRESENTATION

p. 3

p. 4

p. 5

p. 6

p. 7

p. 9

p. 10

p. 11

p. 12

p. 13

p. 15

p. 16

p. 17

p. 18


The cleantech platforms and global markets: a sector in growth

The cleantech sector will continue to grow towards 2015 with green buildings, smart grid and offshore wind as the fastest-growing platforms






To unleash the full global potential, the cleantech sector must cross the cost of energy chasm and accelerate the industrialisation









2) Appendix


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Clean water

1. Grundfos

2. Novozym es3. 7T

1. Top 50

2. Top 1003. Top 50

Green buildings

1. Rockwool2. VKR3. Grundfos4. Danfoss5. Kamstrup

1. Top 52. Top 103. Top 104. Top 105. Top 50

Onshore wind

1. Vestas2. Siemens3. AH industr ies4. Hydratech

1. Top 102. Top 103. Top 104. Top 10

Smart grid 1 . DONG Energy2. EnergiNet1. Top 502. Top 50

Solar 1. Danfoss Power Electronics 1. Top 50

Offshore wind

1. Vestas/Siemens2 . DONG Energy3. A2Sea4. NKT5. Bladt

1. Top 52. Top 53. Top 54. Top 105. Top 10

Solid waste1 . DONG Energy2 . Kommune Kemi3. Hrslev Industries

1. Top 502. Top 503. Top 10

Bioenergy1. Babcock2. Novozym es

3 . DONG Energy

1. Top 102. Top 10

3. Top 50

Clean road transport 1 . Bet te r P lace2. Danfoss1. Top 102. Top 20

Maritime cleantech1. Desmi2. Alfa Laval Aalborg3. AP Mller Maersk

1. Top 102. Top 53. Top 5


* Indicative global rating in niche mark et, e.g. Rockwool in the insulation market or Grundfos in the water utility equipment market based on MEC Intelligence analysisSource: MEC Intelligence analysis; Quartz+Co analysis

THE CLEANTECH SECTOR IN A DANISH CONTEXT

Cleantech industry Competence level in DK Global market size 2015 Sample companies Global ranking within market*


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Business cases

Innovation

Markets

Partners

Sales and marketing

Customer relations

Business models

Neglecting the change agenda can be lethal to both small and big companies in the Danish cleantech sector THE CLEANTECH SECTOR IN A DANISH CONTEXT

B u s

i n e s s s

t r a

t e g y

V a

l u e

p r o p o s

i t i o n

G o

t o M a r k e

t

Strategic focus area

Risk diversification and avoidance

Stand-alone (single bottom line)

Walled garden

BRIC market, Europe and North America

DIY

"Push"

Industrial

From ... ... to

Risk sharing/Risk management

Integrated system business case(multiple bottom lines)

Open garden

Mega- and large cities focus on globalscale

Partner with lead turnkey providers

Push/pull (key opinion leaders)

Institutional and industrial


Products Engineering and "High end"Scalable "mass production" developedto local needs


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In the near future, new and more decisive intervention strategies must be developed to win the battleof the cleantech sector

THE CLEANTECH SECTOR IN A DANISH CONTEXT


The right place: large cities

Relations must be build with stakeholder on city level globally

Community presenceand relationships arecritical to pave the wayfor commercial successin megacities

The right partners: leading solution

providers

Participate in PPP and Partner withleading solution/turnkey providers

Megacities are

demanding integratedsolutions in whichpreviously independentcomponents andservices are bundled

The right offering: local needs and local value creation

Develop offering and new businessmodels embracing complex value creationand multiple bottom lines at local level

Local economies andsocietal agendas arehighest priority for megacity stakeholders

Go-to-marketmodel

How can your company best succeed inthe market with the new channel needsand market logic?

As a stand-alone company only offering own products and services

Through partnerships with other players offering more integrated solutions

Valueproposition

To what extent is your stand-alone offeringunique and innovative in the market interms of other solutions from competitorsand substitutes?

Businessstrategy

How, and in what order, should you

address the different subsegmentsin the market (cities/geographies)?

Organisational capabilities

What are the organisational requirementsneeded to be able to address this newchannel/market?

To what extent do your current governanceand competences match the needs?

Key considerations Key beliefs "Recommendations "


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Table of contents


2) Appendix

Cleantech sectors

Clean water

Green buildings

Onshore wind

Smart grid

Solar

Offshore wind

Solid waste

Bioenergy

Clean road transport

Geothermal

The Megacity Clusters

EXECUTIVE PRESENTATION

p. 19 + 20

p. 21

p. 22

p. 23

p. 24

p. 25

p. 26 + 27

p. 28

p. 29

p. 30

p. 31


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As the largest and fastest-growing market globally, Asia dominates the water market as key developedmarkets mature

Clean water CAPEX and OPEX made by Utilities, Municipalities and Industries Global market across regions, 2010-2015E(USD billions)

~2%% CAGR (2010-2015)

~5%~6%

~5%

~7%

Government support

Addressable market

Solution attractiveness

Five-year market growth potential

Market accessibility

Profit opportunity

Government support

Addressable market




Profit opportunity

Government support

Addressable market




Profit opportunity

Government support

Addressable market




Profit opportunity

~3%

Source: MEC Intelligence; Quartz+Co analysis

High/Large

Low/Small

2520

Africa

20152010

160

Asia

2015

220

2010

3124

Australia

20152010

159140

Europe

20152010

157142

North America

20152010

3325

South America20152010

APPENDIX

ESTIMATE

Government support

Addressable market




Profit opportunity

Government support

Addressable market




Profit opportunity


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The capital expenditure in the water sector is expected to grow from USD ~170 billion in 2010 to USD~245 billion in 2015 or nearly 30-35% of the total water market

Clean water CAPEX Water and Waste Water Infrastructure Global market across regions, 2010-2015E (USD billions)

~5%

~8%~9%

~8%

~10%

~6%


107

Africa

20152010

85

54

Asia

20152010

128

Australia

20152010

62

47

Europe

20152010

61

48

North America

20152010

13

8

South America

20152010

APPENDIX

% CAGR (2010-2015)

High/Large

Low/Small

ESTIMATE

Government support

Addressable market




Profit opportunity

Government support

Addressable market




Profit opportunity

Government support

Addressable market




Profit opportunity

Government support

Addressable market




Profit opportunity

Government support

Addressable market




Profit opportunity

Government support

Addressable market




Profit opportunity


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Europe is projected to be the largest market for green buildings in 2015 followed by North America and Asia Asia is expected to grow at almost double the rate of Europe

Green building materials CAPEX Global market across regions, 2010-2015E (USD billions)

~32%

425

107

20152010

563

202

20152010

00

20152010

81

20152010

35

6

20152010

321

60

20152010

NorthAmerica

SouthAmerica

Europe

Africa andMiddle East

Asia

Australia

N.a.~52%

~42%

~40%

~23%


APPENDIX

% CAGR (2010-2015)

High/Large

Low/Small

ESTIMATE

Government support

Addressable market




Profit opportunity

Government support

Addressable market




Profit opportunity

Government support

Addressable market




Profit opportunity

Government support

Addressable market




Profit opportunity

Government support

Addressable market




Profit opportunity

Government support

Addressable market




Profit opportunity


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Value-wise, the key onshore wind markets are large and stagnant. Growth is coming from new regions

Onshore wind CAPEX Global market across regions, 2010-2015E (USD billions)

~3%

2219

20152010

2524

20152010

32

20152010

92

20152010

41

20152010

4747

20152010

North

America

SouthAmerica

Europe

Africa

Asia

Australia

~11%~31%

~25%

~0%*

~1%

* Global price-erosion of 5% p.a., based on sample analysis of key turbine manufacturers, balancing out increase in number of GW installe d p.a. in AsiaSource: MEC Intelligence ; Quartz+Co analysis

APPENDIX

% CAGR (2010-2015)

High/Large

Low/Small

ESTIMATE

Government support

Addressable market




Profit opportunity

Government support

Addressable market




Profit opportunity

Government support

Addressable market




Profit opportunity

Government support

Addressable market




Profit opportunity

Government support

Addressable market




Profit opportunity

Government support

Addressable market




Profit opportunity


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Asia (China) is expected to become the predominant smart grid market by 2015 growing rapidly from 2010to 2015 and outpacing both Europe and North America

Smart grid CAPEX Global market across regions, 2010-2015E (USD bill ions)

~11%

74

20152010

94

20152010

00

2010 2015

21

20152010

71

19

2010 2015

NorthAmerica

SouthAmerica

Europe

Africa

Asia

Australia

NA~21%

NA

~31%~22%

Source: MEC Intelligence ; Quartz+Co analysis

APPENDIX

00

20152010

% CAGR (2010-2015)

High/Large

Low/Small

ESTIMATE

INDICATIVE

Government support

Addressable market




Profit opportunity

Government support

Addressable market




Profit opportunity

Government support

Addressable market




Profit opportunity

Government support

Addressable market




Profit opportunity

Government support

Addressable market




Profit opportunity

Government support

Addressable market




Profit opportunity


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2011 was "PEAK Solar". Towards 2015 the European solar market will drop significantly while all other markets demonstrate strong growth led by North America

Solar energy CAPEX Global market across regions, 2011-2015E (USD billions)

SouthAmerica

~29%

~5%

~-22%


2011 2015

Asia

1417

2011 2015

Australia 01

2011 2015

Africa 00

2011 2015

Europe

82

30

2011 2015

North America

9

26

~30%

2011 2015

South America 00

NA. NA.

APPENDIX

% CAGR (2010-2015)

High/Large

Low/Small

ESTIMATE

INDICATIVE

Government support

Addressable market




Profit opportunity

Government support

Addressable market




Profit opportunity

Government support

Addressable market




Profit opportunity

Government support

Addressable market




Profit opportunity

Government support

Addressable market




Profit opportunity

Government support

Addressable market




Profit opportunity


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Northern Europe is projected to maintain its status as the largest offshore wind market in 2015 and Asia,North America and South America is projected to experience rapid growth

Offshore wind CAPEX Global market across regions, 2010-2015E (USD billions)

~72%

12

0

20152010

38

14

20152010

00

20152010

20

2010 2015

00

20152010

21

0

20152010

NorthAmerica

SouthAmerica

Europe

Africa

Asia

Australia

NA.~60%

NA.

~74%

~22%


% CAGR (2012-2015)

APPENDIX

% CAGR (2010-2015)

High/Large

Low/Small

ESTIMATE

INDICATIVE

Government support

Addressable market




Profit opportunity

Government support

Addressable market




Profit opportunity

Government support

Addressable market




Profit opportunity

Government support

Addressable market




Profit opportunity

Government support

Addressable market




Profit opportunity

Government support

Addressable market




Profit opportunity


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The global market for solid waste management is expected to grow from nearly USD 425 billion in 2005to nearly USD 500 billion in 2020

Solid waste* CAPEX and OPEX Global market across regions, 2010-2015E (USD bill ions)

~3%

~7%

~4%

~3%

* The water market comprises expenditure on both equipment and services. The waste market for Africa is primarily comprised of investment into the collection servicesand hence has not been studied. The Australian market is comprised of only 2% of the global market and hence is considered too small to be considered for the study


2010

153

2015

184

Asia2010 2015

Europe

129 149

2010 2015

North America

110 128

1410

2010 2015

South America

APPENDIX

00

20152010

00

20152010

NA.

NA.

% CAGR (2010-2015)

High/Large

Low/Small

ESTIMATE

INDICATIVE

Government support

Addressable market




Profit opportunity

Government support

Addressable market




Profit opportunity

Government support

Addressable market




Profit opportunity

Government support

Addressable market




Profit opportunity

Government support

Addressable market




Profit opportunity

Government support

Addressable market




Profit opportunity


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More than 90% of the expenditure on solid waste is in services or operations. The new investments neededin the municipal waste management sector are only a fraction of the market size amounting to nearly USD25-35 billion annually

Solid waste* 10-year investments needed by sector (percentage)

* This investment size might not be realised due to lack of policy and institutional supportSource: MEC Intelligence ; Quartz+Co analysis

57

21

8

10

4

Africa100% = USD 11 billion*

43

12

16

23

6

Asia100% = USD 86 billion

25

4

10

29

32

Australia100% = USD 4 billion

Europe100% = USD 87 billion

53

37

10

0

Mechanical and Biological Treatment

Waste to Energy

Dump Upgrade and Closure

Landfill and Composting

0

Collection and Transfer

South America100% = USD 16 billion*

33

23

25

19

0

Landfill and Composting

Mechanical and Biological Treatment

Waste to Energy

Dump Upgrade and Closure

Collection and Transfer

North America100% = USD 45 billion

33

23

25

19

0

APPENDIX

% CAGR (2010-2015)

High/Large

Low/Small

ESTIMATE

INDICATIVE


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North America to be the largest bioenergy market in 2015 followed by South America and Europe Australia is growing rapidly

Bioenergy CAPEX Global market across regions, 2010-2015E (USD billions)

~5%

NorthAmerica

SouthAmerica

Europe

Africa

Asia

Australia

~19%

~5%~4%

~10%

~7%


1926

2010 2015

4152

20152010

2010 2015

0 1

20152010

59

2010 2015

2127

2010 2015

0 0

Biomass electricity production

Biofuel

APPENDIX

% CAGR (2010-2015)

High/Large

Low/Small

ESTIMATE

INDICATIVE

Government support

Addressable market




Profit opportunity

Government support

Addressable market




Profit opportunity

Government support

Addressable market




Profit opportunity

Government support

Addressable market




Profit opportunity

Government support

Addressable market




Profit opportunity

Government support

Addressable market




Profit opportunity


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Asia and Europe are expected to become the leading EV and PHEV markets looking towards 2015 followedby North America

EV and PHEV CAPEX Global market across regions, 2010-2015E (USD billions)

~79%

20

20152010

50

20152010

00

20152010

00

20152010

00

20152010

60

20152010

North

America

SouthAmerica

Europe

Africa

Asia

Australia

~73%NA.

NA.

~72%

~94%


Charging infrastructureGlobal market, 2010-2015E (USD billions) 10

20152010

~95%

APPENDIX

% CAGR (2010-2015)

High/Large

Low/Small

ESTIMATE

INDICATIVE

Government support

Addressable market




Profit opportunity

Government support

Addressable market




Profit opportunity

Government support

Addressable market




Profit opportunity

Government support

Addressable market




Profit opportunity

Government support

Addressable market




Profit opportunity

Government support

Addressable market




Profit opportunity


31/32

31

Asia is poised to become the largest geothermal market in 2015 followed by North America and Europe

Geothermal CAPEX Global market across regions, 2010-2015E (USD millions)

~11%

899

2015

1.530

2010

336

2015

1.096

2010

142

61

20152010

00

20152010

00

2010 2015

778

2015

1.922

2010

NorthAmerica

SouthAmerica

Europe

Africa

Asia

Australia

~18%

NA.

NA.

~20%

~27%


APPENDIX

% CAGR (2010-2015)

High/Large

Low/Small

ESTIMATE

INDICATIVE

Government support

Addressable market




Profit opportunity

Government support

Addressable market




Profit opportunity

Government support

Addressable market




Profit opportunity

Government support

Addressable market




Profit opportunity

Government support

Addressable market




Profit opportunity

Government support

Addressable market




Profit opportunity


32/32

32

The top-30 megacities can be divided into six cleantech clusters with the Great Turks growing at the samepace as Great BRIC+

Segment Cities

Rapidurbanisation

Lagos

KaraciJakartaWuhanChongqing

Indianmegagrowth

DelhiMumbaiKolkotta

Wealthcreators

New YorkBeijingTokyoShanghaiLondonSeoul

Great BRIC+

ShenzenSao PaoloHong KongMoscowMexico CityBangkokTianjinGuangzhouHangzhouBangalore

Great Turks IstanbulIzmir

AmericanHotspots

Los AngelesHoustonChicagoWashington

APPENDIX

Note: The majority of these cities have set Eco city targets for e.g. emissions and have Eco city projects under waySource: MEC Intelligence analysis; Quartz+Co analysis

1

2

3

4

5

6

0 50 100 150 200 250

LagosWuhan

Izmir Karachi

BangaloreHangzhou

Jakarta

HoustonHong KongChongqing

WashingtonBangkokIstanbulMoscowKolkataTianjin

ChicagoMexicoShenzhen

Los AngelesGuangzhou

Sao PaoloSeoul

BeijingDelhi

LondonNew York

Tokyo

ShanghaiMumbai

Top-30 absolute GDP growth, 2010-2020 (USD billions)

5.985

2.723

2.152

7.405

2.439

1.4428.779

1.060

723

4.539

616

1.201

2.581

659

2.824

818

790

2.266

2.592

526

494

2.283

1.226

1.045

9.259

5.768

1.204

463

579

1.069

0 2 .0 00 4 .0 00 6 .0 00 8 .0 00 1 0.0 00

LagosWuhan

Izmir Karachi

BangaloreHangzhou

Jakarta

HoustonHong

ChongqingWashington

BangkokIstanbulMoscowKolkataTianjin

ChicagoMexicoShenzhen

Los AngelesGuangzhou

SaoSeoul

BeijingDelhi

MumbaiShanghai

LondonNew York

Tokyo

Top-30 absolute population growth, 2010-2020 (103)

global cleantech 2012

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