坎昆商界气候变化峰会 － 笔记 1

(2010-12-05 00:55:57)

正参加可再生能源分会，联合国基金会负责新能源的负责人在谈政策、技术和市场同步思考的重要性。

美国： 谈判进程似乎很艰难，大家都在降低预期。但是，商界必需展现领导力，否则，政策不会前进。 风能已经快速发展，预计到2020，可达到4GW 的能力。太阳能甚至可能达到1tera kw，到2020年。技术上是可能的。如何捕捉到这些潜力。

大家认识到，为了实现潜力，政府必需支持。美国联邦政府和地方政府，比如，加州的AB32，得到公众对清洁能源的支持。

市场，G-tons Award, 今晚上会有一个颁奖晚会，影响和贡献最大的公司会得到认可和奖励。

加州是全球第六大经济，积极支持新能源的发展。

哥本哈根： 5。5百万人口，世界上最富有竞争力的国家，欧盟中人均收入最高的国家之一。2008年，3000亿GDP。出口1400亿美元。

"Denmark, which as so badly hammered by te 1972 abrab oil embargo that it banned all Sunday driving for a while, respsonded to that crisis by alternative energies." Very high energy taxes introduced, even though energy prices lowered dramatically later. Shift from fossil fuels to renewable energy. Achieved obviously decoupling of economic growth, energy consumption and carbon emissions. This shows that you can achieve decouple if you do it in a right way.

Times are changing. RE sector has been impacted by financial crisis. Where is the next green growth adventure? RE accounts for 20% to total energy supply, 30% of total electricity supply. Offshore wind, biofuels (2nd generation of bio-ethenol), and energy efficiency. Today, with Japan, Denmark is most energy efficient country.

Wave power is another sector examined. Green transportation that BetterPlace is working with Denmark on EVs. But still need bright new ideas.

Green Vision: Green growth society independent of all fossi fuels by 2050. Increased production of RE. the world's best infrastructure, highly siilled workforce, 40 yrs of experience within RE, political focus on innovation. (Climateconsortium)

Key drivers are innovation and political leadership.

Christina Wyly: Satori Capital: the shining example of US - Green Mountain Energy, family-founded company, established in 1997, when there was no green energy market. 40 new wind facilities, 11.3 billion tons of carbon emissions reduced. September 2010, purchased by an energy giant, a utility loved by the customs, electricity provider. Sell the mission and an idea.

The way the market is regulated not in favor to clean energy utility. From a national one to a regional one in Texas, in order to do so. The R20 initiative launched lately by former CA governor, when you have a few governors signing up to the initiative. There is business opportunity for green energy business.

Create a demand for clean energy in the market - changing the way people relate to clean energy. Start with light switch, provide the perception of the whole invisible process of how electricity is generated. Once you give mom an option, they would go out to their schools, supermarkets, local churches, action to choose clean energy company.

50 million dollars in revenue every year. FWT to build transmission of clean energy from Texas to other places in the US. There is tremendous room.

South Africa: Special project advisor to private sector leadership for South Africa - industrial policy, the link between industrial policy and climate change agenda, the need to integrate climate financing and sustainable economic strategy at national level: South Africa RE Initiative - to see how to integrate the carbon or climate change agenda into SA industrial policy
- localization of supply chain
- localization of manufacture
- local capability to import the equipment and build up the facilities

Growing sense of sensitivity of global market to carbon content: commodities exported are carbon intensive or energy intensive. from industrial policy perspectives, that needs to be better managed. RE has the potential to enhance energy security. For RE to be meaningful, you have to achieve critical mass. Otherwise there is no business case for manufacturing wind blades, turbines, to build a vibrant sector. Localization takes time but you need the critical mass. If technology takes up 2-3% of the mix, institutionally, it does not make sense. You have to increase that to 15%. Then is the infrastructure to the scale.

Localized industrial supply chain - a whole new cartel of industries and financing institutions.

SA has extremely cheap coal supply. The marginal cost of producing energy needs to be closed. Integrate climate financing with industrial agenda.

Siemens lead on RE in Americas: Siemens Energy Sector RE (Petro)