1. Cleantech and Clean Energyin Greater China:Opportunities & Risks for U.S. Business Terry Cooke, PhD Founder, GC3 Strategy 2010 Public Policy Scholar, Woodrow Wilson Center Nov. 5, 2010 1 Temple Going Global Asia (Cooke)
2. Cleantech & Clean Energy Sectors Nov. 5, 2010 Temple Going Global Asia (Cooke) 2
5. Tech Trend: Coal-based Economy Nov. 5, 2010 Temple Going Global Asia (Cooke) 5 Coal Consumption by Sector Tech Development Priority Source; EIA
6. Tech Trend: Nuclear 11 of 438 nuclear reactors globally currently in China Projected to expand to 185 by 2100 according to MIT Fast-breeder vs light-water scenarios Cost profile is dramatically different as is orientation to reprocessing and public safety Nov. 5, 2010 Temple Going Global Asia (Cooke) 6
7. Tech Trend : Solar c-Si firms challenge status quo $33 bn state bank credits Shandong Province case Suntech USA ‘Toyota Strategy’ Taiwan in global value chain U.S. trade action in Oct 2010 Nov. 5, 2010 7 Temple Going Global Asia (Cooke)
8. Tech Trend: Wind Currently, 1% from wind Doubled capacity from 12 25 GW last year Goal of 150 GW by 2020 #1 buyer & installed capacity worldwide Nov. 5, 2010 Temple Going Global Asia (Cooke) 8
9. Tech Trend: Water China has 20% of the world’s population and only 7% of its water 70% of China’s rivers and lakes are polluted 50% of China cities have contaminated groundwater Chinese industry uses 3-10 times more water per product than US/EU Nov. 5, 2010 Temple Going Global Asia (Cooke) 9
10. Two Highest ROI Sectors (McKinsey) Nov. 5, 2010 Temple Going Global Asia (Cooke) 10 #1 – Building Efficiency #2 – Clean Transportation
15. Investment Driver & Risk Factor: FDI, Regional & International Dynamics Nov. 5, 2010 Temple Going Global Asia (Cooke) 15 Door to FDI: Open or closing on the “China lobby”? China’s Military Rise Makes Neighbors Nervous China’s Economic Statecraft Becomes Issue in US & EU
17. Opportunity: DoE Programs for BE Nov. 5, 2010 Temple Going Global Asia (Cooke) 17 U.S. National Center in PA (Navy Yard) U.S.-China Center in CA (LBNL)
18. Thank you for vCard full contact info for China cleantechnewletter access to publications, etc Nov. 5, 2010 17 Temple Going Global Asia (Cooke) Please visit at … www.terrycooke.com Please contact at … mtcooke@gc3s.com