Cleantech taxonomy

A new cleantech taxonomy

2012 09 05

Dallas Kachan

Managing Partner

With Jeff Wen, Shannon Payne and Megan Amaral

Kachan & Co.

+1 415-390-2080 x.5

[email protected]

This presentation may be freely distributed in its original, unmodified form. Cite or reproduce taxonomy freely, but please credit Kachan & Co.

© 2010-2012 Kachan & Co.

2www.kachan.com Freely distributable in original, unmodified form

11010011

The cleantech, or greentech, category has evolved since it was first defined in 2002; Now, in 2012, Kachan & Co. has revisited its definition of the category and offers the following taxonomy

• Classic definitions of cleantech and the industries under its umbrella have not kept pace with innovation because data organizations’ legacy taxonomies are hard-coded to custom, difficult-to-change systems

• Analysts at cleantech research and advisory firm Kachan & Co. have recast their taxonomy of cleantech, detailed on the following pages

– Revisited 11 legacy categories of cleantech, reorganized as now just 8– Adopted terms the market has settled on and redacted outdated terminology– Categorization of technologies, not financed projects or players in the value chain– Inclusion of newly emerged, and emerging, technologies

• This new taxonomy shows where a clean technology “fits”; it helps entrepreneurs, investors, service providers and large corporations understand the breadth and depth of the cleantech category, and can help research organizations such as Kachan & Co. and others report consistently

• Dozens of others’ frameworks were reviewed, including taxonomies from Cleantech Group, China Greentech Initiative, StrategyEye, Greentech Media, Skipso and Wikipedia, all of which helped inform the final structure in the following pages



11010011

•Wind

•Solar

•Renewable fuels

•Marine

•Biomass

•Geothermal

•Fuel cells

•Waste-to-energy

•Nuclear

•Emerging

•Measurement & analytics

•Batteries

•Thermal storage

•Mechanical storage

•Super/ultracapacitors

•Hydrogen storage

•Smart grid

•Green building

•Cogeneration

•Data centers & devices

•Semiconductors

•Collaborative consumption systems

Energy

•Vehicles

•Traffic management

•Fueling/charging infrastructure

•Carbon sequestration

•Carbon trading/offsets

•Emissions control

•Bioremediation

•Recycling & waste

•Monitoring & compliance

•Materials innovation

•Design innovation

•Equipment innovation

•Production


•Advanced packaging

•Production

•Treatment

•Transmission

•Efficiency


Water

•Crop farming

•Controlled environment agriculture

•Sustainable forestry

•Animal farming

•Aquaculture

The cleantech sector can be categorized as spanning eight over-arching energy, manufacturing, environmental and resource categories

Source: Kachan & Co., 2012

Energy storageClean energy Efficiency Transportation

Air & environment Clean industry Water Agriculture

Eight categories of cleantech



11010011A new cleantech taxonomy

• Marine

– Tidal

– Wave

– Run-of-river and other small scale hydro

– Ocean thermal

• Biomass

– Wood combustion

• Geothermal

– Natural aquifer

– Hot dry rock enhanced

• Fuel cells

– PEM

– DMFC

– SOFC

– MCFC

– Zinc air

• Waste-to-energy

– Waste heat recovery

– Anaerobic digestion

– Landfill gas

– Gasification

– Plasma torching

• Wind– Turbines– Components, incl.

gearboxes, blades, towers

• Solar– Crystalline silicon– Thin film– Other emerging

photovoltaic– PV module technologies– Inverters– Thermal– Concentrated solar power

• Thermal• Photovoltaic

– Financing providers– Systems

• Renewable fuels– Ethanol– Cellulosic ethanol– Biobutanol– Biodiesel– Methanol– Drop-in synthetic fuels– Biogas– Hydrogen [non-fossil

feedstock]

Clean energy

Renewable energy generation spans conventional renewable and new emerging forms of renewable power, and includes related measurement & analysis systems

• Nuclear

– New fission designs

– Fusion

– Non-uranium fuels

– Waste disposal

• Emerging

– Osmotic power

– Kinetic power

– Others

• Measurement & analysis

– Software systems

– Sensor and other hardware




Energy storage

Energy storage encompasses technologies that preserve energy for use at a later time, with applications both in electronics and grid-scale power storage

• Batteries– Wet cells (e.g. flow, lead-acid,

nickel-cadmium, sodium -sulfur)– Dry cells (e.g. zinc-carbon,

lithium iron phosphate)– Reserve batteries– Charging & management

• Thermal storage– Molten salt– Ice– Chilled water– Eutectic

• Mechanical storage– Pumped water– Compressed air– Flywheels– Other moving mass

• Super/ultra capacitors

• Hydrogen storage




Efficiency

Efficiency is a superset of smart grid, green building, cogeneration and even collaborative consumption “sharing” technologies intended to help us do more with less

• Smart grid– Transmission

• Sensors & quality measurement

• Distribution automation• High voltage DC• Superconductors• High voltage control devices

– Demand management/response– Management

• Advanced metering infrastructure (AMI) & smart meters

• Monitoring & metering• Networking equipment• Quality & testing• Self repairing technologies• Power conservation• Power protection• Data analysis systems

• Green building– Design– Building automation

• Software & data analysis• Monitoring, sensors and

controllers• Metering• Networking &

communication

– Lighting

• Ballasts & controllers

• Solid state lighting

• CFLs

• Daylight harvesting

– Systems

• HVAC

• Refrigeration

• Water heating

– Consulting/facilities management

• ESCOs

• Cogeneration

– Combined heat and power (CHPDH)

• Data centers & devices

– Component efficiency improvement

– Virtualization

– Intelligent power management

– Smart appliances

• Semiconductors

• Collaborative consumption systems

– Bartering

– Bike sharing

– Carpool/Ride sharing

– Car sharing

– Collaborative workspace

– Co-housing

– Coworking

– Garden sharing

– Fractional ownership

– Peer-to-peer lending

– Seed swap

– Shared taxi

– Time banks

– Virtual currencies




Transportation

Vehicles are the most visible category within transportation, but innovation is also taking place across traffic management and next generation fueling/charging infrastructure

• Vehicles– Improved internal combustion– Hybrid electric– Plug in hybrids– All electric– eBikes– New vehicle types– Rail transport innovation– Water transport innovation– Components– System integration

• Traffic management– Fleet management– Traffic & route management– Lighting & signals– Parking management systems– Behavior management

• Fueling/charging infrastructure

– Vehicle-to-grid (V2G)

– Fast charging

– Battery swapping

– Induction

– Alternative fuel conversion




Air & environment

Opportunities in air & environment include carbon sequestration, trading/offsets, emissions control technologies, bioremediation, recycling and waste technologies and monitoring

• Carbon sequestration– Carbon capture & storage

• Geological• Ocean• Mineral• Bio capture, incl. algae• Co2 re-use

– Geoengineering – Biochar– Forestry/agriculture

• Carbon trading/offsets– Software systems

• Emissions control– Sorbents & scrubbers– Biofiltration– Cartridge/electronic– Catalytic converters

• Bioremediation

• Recycling & waste

– Materials reclamation

– New sorting technologies

– Waste treatment

– Waste management & other services

• Monitoring & compliance

– Toxin detection


– Sensors & other measurement/testing hardware




Clean industry

Cleantech for industrial use is based largely on advanced materials, along with design innovation, equipment efficiency, production, monitoring & compliance and advanced packaging

• Materials innovation– Nano

• Gels• Powders• Coatings• Membranes

– Bio• Biopolymers• Biodegradables• Catalysts• Timber reclamation

– Glass• Chemical• Electronic• PV

– Chemical• Composites• Foils• Coatings

– Structural building material• Cement• Drywall• Windows

– Ceramics– Adhesives

• Design innovation

– Biomimicry

– Software

• Equipment efficiency

– Efficient motors

– Heat pumps & exchangers

– Controls

• Production

– Construction/fabrication

– Resource utilization

– Process efficiency

– Toxin/waste minimization



– Automation


• Advanced packaging

– Packing

– Containers




Water

Water opportunities lie in technologies for generation, treatment, transmission, efficiency and monitoring & compliance




• Production– Desalination– Air-to-water

• Treatment– Filtration– Purification– Contaminate detection– Waste treatment

• Transmission– Mains repair/improvement

• Efficiency– Recycling– Smart irrigation– Aeroponics/hydroponics– Water saving appliances




Agriculture

Clean technologies in agriculture are aimed at improving yields and quality of consumable food, and are further categorized under crop farming, animal farming, aquaculture and other areas

• Crop farming– Natural fertilizers and amendments– Biological weed, pest and disease control– Precision irrigation and fertilization– Land management– Biotechnology– Tools and equipment– Waste innovations– Transport decay prevention

• Controlled environment agriculture– Hydroponics, aeroponics and vertical farming– Improved greenhouses

• Sustainable forestry

• Animal farming– Waste innovations

• Aquaculture– Health & yield– Containment– Waste innovations



11010011

About Kachan & Co.

• Cleantech research and consulting firm– Helps cleantech market participants profit from new opportunities, and– Helps cleantech companies differentiate themselves and raise their profiles

• Managing Partner Dallas Kachan is author of 400+ cleantech articles and reports, a respected cleantech analyst, presenter and editor since 2006

• Contributors include recognizable cleantech analysts, thought leaders and expert writers in Silicon Valley, Toronto, Vancouver and London

• Frequently quoted in global cleantech and business press, including:– ABC News, Associated Press, BBC News, Bloomberg, BusinessWeek, Canadian Business,

Christian Science Monitor, CNBC, CNET, Forbes, MarketWatch, National Post, Red Herring, Reuters, San Francisco Chronicle, San Jose Mercury News, The New York Times, Treehugger, USA Today, Wall Street Journal, Wired, and more



11010011

Cleantech research and analysis

• Trend reports

• Equity analyst-style reports on specific companies, examining

– Target customers– Wants/needs– Propositions– Differentiation– Market validation, customer

interviews

• Strengths and weaknesses, recommendations

• Marketed to cleantech infrastructure

Insight for cleantech investors, service providers and large

corporations

Standalone

reports

Previous Upcoming

Cavet Lumismart New Nuclear Innovations

Osmotic Power Mantra ERC

Bio Natural Gas (BNG) Aviation Biofuels

Water Management Agricultural Innovations



11010011

Cleantech industry advisory services

• Total addressable market sizing

• Competitive assessments

• Economic (ROI, TCO) assessments

• Proposition testing

• Business plan assistance

• Corporate/product positioning

• Target segment validation, profiling

Answers to specific cleantech questions for large corporates

• Market infrastructure mapping

• Market-centric product definition

• Marketing diagnostic

• Marketing programs strategy & execution

• Cleantech industry public relations

Strategic services, management of tactical programs for cleantech vendors



11010011

Contact

Contact Kachan & Co. to learn how we can accelerate your

returns in clean technology

San Francisco | Toronto | Vancouver

www.kachan.com

+1 415 390-2080

[email protected]


Environment

Cleantech taxonomy