Posts Tagged ‘ Energy Efficiency ’

Capturing the value in Efficiency

Reducing energy use through improved efficiency measures is often a better investment when compared to investing in cleaner energy generation sources as we have noted on this blog. While the returns to the consumer are documented well in our previous posts (3.0x-4.0x ROI)- how do investors capture these excellent returns? Let’s first identify the business. [ READ MORE ]

Efficiency, the alternative Alternative

Earlier we wrote about the superior returns on investment efficiency plays offer when measuring reduced energy and emissions per dollar spent. Today we tackle the question- what does a region do that is renewable energy resource poor? What if there are no windy areas? When solar, biomass, geothermal and nuclear play a limited role- how [ READ MORE ]

Incandescent lights to start dimming

On the continued theme of the superior value of efficiency plays, news breaks out just this week that Toshiba will halt production of their incandescent lighting business, a product they have sold since 1890. The company will now focus on LED lights instead. For reasons of: consumer preferences, government legislation and frankly, common sense, the [ READ MORE ]

Efficiency, King of Power

A recent panel discussion with John Doerr (KPCB), Vinod Khosla (Khosla Ventures) and John Holland (Foundation Capital) in the WSJ caught my attention. The lesser known of the three panelists, John Holland, had a quote I felt trumped his two better known colleagues when asked what is “hot” in the CleanTech sector. Mr. Holland:  “We’ve [ READ MORE ]

CleanTech Investing in 2009 & 2010

356 investments in CleanTech occurred in 2009, a new high. However the dollar amount is down to $4.85B from $7.6B in 2008 over 350 deals comparatively, according to a new report from GreenTech Media. The downward trend over more deals may reflect the global capital markets as much as it does the CleanTech sector itself. [ READ MORE ]

Clean Energy vs. Conservation

As governments around the world enact legislation to reduce dependence on foreign fuel sources, clean up domestic energy generation and attempt to spur green industries in their own countries- many researchers and company spokespeople are pointing out that these goals are most easily met and with less cost by conservation rather than renewable energy. Take [ READ MORE ]

McKinsey’s take on Unlocking the Energy Efficiency potential in the US

McKinsey published another thought leading piece on the potential value add investing in Energy Efficiency projects (McKinsey, July 2009). Their NPV calculation, excluding program costs, stands at $1.2tr. Net-Net the NPV comes down to some $600bn – still worth accepting one would think. Upfront Investment to saving $1.2tr The McKinsey team comprising the report (Hannah [ READ MORE ]

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