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Global New Energy Innovation Indexing And Some Issues In New Energy Advocacy
November 21, 2008 Sarasota, FL, USA
Prepared By:
Joshua Landess
Owner: First Energy Research LLC
Partner: WilderHill New Energy Finance
520-281-5760
Event Details:
Annual Conference
National Foundation For Women Legislators
Energy, Natural Resources & Agriculture Policy Committee
21 November 2008
2:30 PM
Sarasota Ritz-Carlton
(Where We Are)
Notes:
11434 Mtoe = 479 Exajoules = 479 * 1018
Joules
US 2005 Supply & Consumption per IEA = 2340 Mtoe = about 20.5% of world.
Source: Global Wind Energy Council
Some Perspective On Global Wind Installations
Denmark (if not Massachusetts)
Almeria, Spain 23.2 MW(8th Largest Solar PV Plant In The World)
42 of the 50 Largest Solar PV installations are in Spain. One is in the US.
(Nellis Air Force Base: 20th Largest)
According to: PVResources.com
Source: New Energy Finance, BloombergIndex Values as of 03 November 2008; AMEX Oil, NASDAQ and S&P 500 rebased to 100 on 30 Dec 2002
NEX vs. AMEX Oil, NASDAQ and S&P 5002003 - 2008
Joint Venture Partnership With New Energy Finance
Sources: New Energy Finance, First Energy Research LLC.Jobs Data From Thomson ONE Equity: Available For 79 of 87 companies. Not all of these jobs are in New Energy.
Weightings distributions are based on a quarterly measurement of market capitalizations of 600+ quoted companies on major exchanges with sufficient activity in new energy to be included in the survey.
WilderHill New Energy Global Innovation IndexTicker: NEX
87 Companies 23 Exchanges
19 Countries 15 Currencies
680,000+ Employees*
Total Market Cap (November 7, 2008)** $174.6bn USD
Average Market Cap (November 7, 2008)** $2.0bn USD
Approximate P/E Ratio (September 24, 2008)** 18.9**
Preserving A Record Of An Earlier Run-up
The Best (Or Even Very Good) Technology Does Not Always Win
NEX -58.9%---------------------------
Power Storage -12.8%Renewable - Other (Includes Geothermal, Low-Impact Hydro) -43.5%Energy Efficiency -53.7%Hydrogen & Fuel Cells -54.1%Renewable - Wind -62.9%Renewable - Biofuels & Biomass
(includes Waste-To-Energy) -65.4%Renewable - Solar -67.1%
2008 Year-To-Date Sector Performance Data As Of November 3, 2008
WilderHill New Energy Global Innovation Index
Source: New Energy Finance
NEX Top 2 Index Components In Each Sector By % Weight, Nov. 4 2008
NAME Sector WEIGHT COUNTRY CURRENCY TICKER
Rockwool International A/S B Efficiency 2.45% Denmark DKK ROCK-B
EPISTAR Corp. Efficiency 2.29% Taiwan TWD 2448
FuelCell Energy Inc. Hydrogen And Fuel Cells 0.90% United States USD FCEL
Plug Power Inc. Hydrogen And Fuel Cells 0.57% United States USD PLUG
BYD Co. Ltd. Power Storage 1.55% Hong Kong HKD 1211
Sanyo Electric Co. Ltd. Power Storage 0.93% Japan JPY 6764
Covanta Holding Corp. Renewable - Bioenergy, Waste To Energy 1.59% United States USD CVA
Abengoa S.A. Renewable - Bioenergy, Waste To Energy 1.38% Spain EUR ABG
Energy Development Corp. Renewable – Other (Hydro, Geothermal) 1.62% Philippines PHP EDC
BKW FMB Energie AG Renewable - Other (Hydro, Geothermal) 1.60% Switzerland CHF BKWN
Evergreen Solar Inc. Renewable - Solar 1.91% United States USD ESLR
First Solar Inc. Renewable - Solar 1.79% United States USD FSLR
EDP Renovaveis S/A Renewable - Wind 2.71% Portugal EUR EDPR
EDF Energies Nouvelles S.A. Renewable - Wind 2.47% France EUR EEN
Source: First Energy Research LLC
Plug-In Vehicles
Searching For What Is Already FoundSampling Of Some Vehicle High-Efficiency Numbers (Pump Or Grid To Wheel)
Vehicle Type Miles Per Megajoule
Miles Per kWh
MPG (Gasoline), or Equivalent
Data Source Notes
Genuinely widely available to US consumers
2008 Vectrix (2-Wheeler, 62 mph)
Plug-In (NiMH) 2.84 10.22* 340 * Calculated From Manufacturer Battery and Range Data. Probably Optimistic
Yes
Electric Light Intra-city Rail [under “typical” passenger load]
[Grid] [1.67] [6.01] [200 passenger-mpg]
*strickland.ca under “typical” passenger load. These numbers should be treated as very general estimates.
[Yes]
2009 BMW Mini-E Plug-In (Lithium Ion) 1.50 5.40* 179.63 * Manufacturer Claim, Probably Optimistic
No
1997 EV1 Plug-In (Panasonic Advanced Lead-Acid Version)
0.99 3.58* 119.09 * Compiled From A Government Testing Report
No
2009 Tesla Plug-In (Lithium Ion) 0.99 3.57* 118.76 * Manufacturer Statement Of Government Estimate
Yes (but expensive).
2002 Toyota RAV4 EV
Plug-In (NiMH) 0.94 3.37 112* * fueleconomy.gov No
2005 Prius PHEV Effort
Plug-In Hybrid
(Gasoline/Lithium Ion)
0.71 2.56 85. 21* ** 3rd party Conservative Estimate
Very Limited
2009 Honda Clarity FCX
Hydrogen Fuel Cell 0.62 2.22 74* * Manufacturer Claim No
2002 Toyota RAV4 Gasoline 4 Cyl 2WD 5-Speed
Internal Combustion 0.20 0.72 24* * fueleconomy.gov Yes
Table: First Energy Research LLC. Approximations: 1 gallon gasoline = 113,500 BTU = 33.26 kWh = 119.75 MJ
Renewable Energy Harvesting + Millions Of Plug-In Vehicles = Symbiosis= Demand Destruction For Oil
All Of These Leading EVs “Decided” To Skip NiMH Batteries
Photo Source: Vehicle Manufacturers, Wikipedia
Advanced Battery Investments
Source: First Energy Research LLC, Thomson ONE Equity
This is what happened to GM’s 100+ MPGE EV1.
It was never offered readily and widely for sale to consumers (or anyone else) … anywhere… ever.
(About 15 kWh Per Day, About 7.2 kWh From Solar)
Significant Progress
