Global Cleantech 100 - smart-energy.com · Energy Companies Utilities, Power & Water Consumer...
Transcript of Global Cleantech 100 - smart-energy.com · Energy Companies Utilities, Power & Water Consumer...
Insight into innovation
A Barometer of the Changing Face
of Global Cleantech Innovation
Global Cleantech 100
Sheeraz Haji
CEO, Cleantech Group
cleantech.com
Insight into innovation Industry Leaders Rely on our Research
Energy
Companies Utilities, Power
& Water
Consumer
Products Finance and
Investing Technology
Professional
Services
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About the Global Cleantech 100
• A list of 100 private and independent
companies
• A celebration
• A barometer
According to the world’s cleantech
community, which 100 of today’s
private cleantech companies are the
most likely to make the most
significant market impact over the
next 5-10 years?
“Global Cleantech 100 is providing examples of some of the most
transformational companies of our time – creating new solutions and
growth, in an ever increasingly challenged global environment. These are
the companies you want to keep an eye on!”
Henrik Olsén
Managing Partner
Environmental Technologies Fund
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Proactive
Nominations
130+
Awards
& Rankings
CTG research: passive nominations
from investment rounds and
customer/partner announcements
Filtered and weighted according to
relevance of sources and number of
nominations
213 Company
Shortlist
Final 100
Weightings guarantee
some geographical &
sectoral ‘balance’ End result cannot be all solar
or all American.
Mostly investors &
corporations, voted
positively & negatively
on the shortlist. Scores
combined with phase 1.
4,274 Companies
Assessed by 70-strong
Expert Panel
How does the list come together?
A two-stage process
Scoring system rewards
multiple validations
Methodology enforces
objectivity ‘Association’ votes only count
if you nominate 2 where there
is no association
All input is blind
1
2
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What is the sub-sectoral profile of this global portfolio, and how is it changing?
0 5 10 15 20
Other
Air & Environment
Wind
Agriculture
Recycling & Waste
Smart Grid
Materials
Transportation
Biofuels & Biomaterials
Energy Storage
Water & Wastewater
Solar
Energy Efficiency
Sector Representation in 2010 and 2011 Lists
2011
2010
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Where are the 100 companies HQ’d?
Country Companies
in 2010 Companies
in 2011 Change
2010 to 2011
USA 55 58 +3
United Kingdom 11 9 -2
Germany 7 5 -2
Israel 5 4 -1
Netherlands 2 4 +2
China 3 3 0
Canada 2 3 +1
France 2 3 +1
Denmark 3 2 -1
Sweden 2 2 0
Australia 0 2 +2
India 3 1 -2
Norway 2 1 -1
New Zealand 1 1 0
Belgium 0 1 +1
Finland 0 1 +1
Switzerland 2 0 -2
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Who are the stakeholders of this global portfolio?
Investor Total Companies
Kleiner Perkins Caufield & Byers (KPCB) 14
VantagePoint Capital Partners 12
Draper Fisher Jurvetson 9
Environmental Technologies Fund 5
Foundation Capital 5
Generation Investment Management 5
Khosla Ventures 5
Identifiable Activity of Corporations with
2011 Global Cleantech 100 companies Who is backing the 2011 Global
Cleantech 100 companies?
Source: Cleantech Group’s i3 Platform cleantech.com/i3
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Who or what is in favor, who or what is top of
mind around the global cleantech innovation world?
The serious point behind the ‘Marmite List’ is to identify those companies (and
sub-sectors) which attracted the strongest split of opinions across the expert panel,
a mix of positive and negative votes.
Better Place will definitively be one
of the big winners of the electric
mobility trend.
It is still changing the industry on
what is possible for EV’s on a large
country scale and they continue to
prove the validity of their approach.
Fisker has unique technologies
integrated into a desirable platform,
and an appealing design. With
product beginning to ship, it is
executing on plan
Better Place has a controversial
business model that is at risk of
becoming obsolete by the time it
matures. It is a niche play for as long
the big automotives don't buy in
If it weren't for the federal loan
guarantee, this [Fisker] would not be a
company. It is way too capital
intensive, producing an average car in
an overly competitive market. Product
release has constantly been delayed.
• Depot-based model
Electric Vehicles Require a New Fueling Model
Network facilitates
transition from the old
to the new model of
powering transportation
Gas Station / Depot Model Ubiquitous,
Park and Charge Model
• Short fueling time
• Attended
• Anonymous
• Large transaction size
• Stations owned by fuel company
• Distributed model
• Long fueling time
• Unattended
• Identified Driver
• Small transaction size
• Stations owned by corporations,
cities, counties, parking garages
Coulomb is the Leader in EV Charging Solutions
• Operating in 14 countries
• 35 patent applications, 9 granted patents
• Over 30,000 ChargePoint mobile app downloads
• 4000 charging spots up and running
• EV drivers plug in for over 1,200 charging sessions every day
• Nearly 50% of EV drivers carry a ChargePoint ChargePass Card
• 180 MWhs of electric fuel dispensed monthly by ChargePoint stations
• Over 700 companies providing charging through ChargePoint Network
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Trilliant Overview
CONFIDENTIAL | 12
200+ Customers around the World
Major Smart Grid Project
Smart Grid Pilot
Highlighted Channel
Customers
Enterprise Software Platform
Multi-Tier, Multi-Technology IP Network
CONFIDENTIAL | 13
Metering Consumer Network
Management