Archive for the ‘ Alternative Energy ’ Category
Boston Consulting Group released a research update on energy storage. The global market demand for energy storage solutions is likely to scale as Renewable Energy becomes more widespread amongst the energy mix. The addressable market is estimated to be €1bn today, increasing to €2-3bn pa until 2015 after which this could steadily rise to €4-6bn annually to 2020. After 2020, BCG sees the global market at €10bn per annum and possibly more[ READ MORE ]
It is great to see that battery demand is on the up. Yet the YoY growth rate, as reported by Bloomberg below, appears relatively modest. Lithium-ion battery supply is only modestly raising. We have yet to hear a statement from EV manufacturers how they deal with input prices. Passing those costs on to the consumer [ READ MORE ]
China Daily reports an interesting story on Energy Storage, aka Batteries, today. (see: Green opportunities for storage-battery production) According to the paper, China account for about 25% of global lead-acid storage batteries. These batteries are widely used in Electric Vehicles. The export growth has been a staggering 23% p.a. CEEIA estimates that annual growth is likely to [ READ MORE ]
Black Coral Capital, Flybridge Capital Partners, Stata Venture Partners landed a coup when they announced that A123 CFO Michael Rubino was going to join their venture backed firm Digital Lumens. A123 – The consequence This move may be a blow to A123 but a great opportunity for Digital Lumens. We wrote about ‘The Past, the [ READ MORE ]
We have reached 50,000 readers on our blog – we are surprised about the level of interest and like to thank our readers for the continued support. If you haven’t subscribed to our RSS feed yet, you may want to consider to add http://cleaninvest.wordpress.com/feed/ to your RSS feed either in MS Outlook, netvibes.com or any other [ READ MORE ]
Acquamarine Power, an Edinburgh based business, received another £11m in funding. One of its Investors, Scottish and Southern Energy wrote an investment case study that is worth taking a look at. Some details on the technology concept can be found here. Another key investor is Edinburgh based Sigma Capital Group. The Press release can be [ READ MORE ]
HaloSource‘s $80m IPO on London’s AIM market marks another interesting listing. Origo Partners and Masdar Clean Tech Fund are among some VC funds that were able to orchestrate a nice (partial) exit in this difficult economic period. Net proceed raised are some £28.9m. Other selling shareholder include Unilever Swiss Holdings AG, Britannia Holdings Ltd, and Washington Research [ READ MORE ]
We just saw CNBC’s Liquid Assets – Big Business of Water (opens CNBC video, 42:43min). Although very US centric, the overall message is pointing in the right direction. The cost of water is simply too low. As Peter Gleick puts it: “An oil tanker filled up with oil may be worth $200m – $300m. The [ READ MORE ]
Deutsche Bank’s piece on the Water sector (World Water Markets, pdf) presents an interesting read. Following on from our research Water Scarcity – An investment Opportunity, Deutsche Bank echoed some of our thoughts. In particular, two areas stand out. First, the agriculture sector plays a vital part within the water value chain. We maintain our [ READ MORE ]
Are the days counted for China’s top-down macro economic decisions and for its state-owned monopolies? The next 5-year plan proposed by the Chinese Government focuses its attention on new energy and clean-energy cars. According to China Daily the government intents to ‘speed up new energy development and promote clean and efficient use of traditional energy, develop [ READ MORE ]
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