cvc sustainable investments november 2007 investing in environmental sustainability

Download CVC Sustainable Investments November 2007 Investing in Environmental Sustainability

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  • *Global Issues Multiple Drivers Climate ChangeResource Shortages UrbanisationResource Security TechnologyRegulation and Policy

  • *Investment a Significant Part of the SolutionAddressing these problems requires the creation of a new clean infrastructureThis provides great opportunities for the companies developing the new technologies and services that make up this new clean alternative

    SectorsBusinesses / TechnologiesClean energy wind, hydro, geothermal, tidal, biomass, solar, low emission fuelsBiofuelsethanol, biodiesel, plastics to dieselWaterWaste water treatment , black and grey water recyclingWasterecycling and waste reduction technologiesSustainable agricultureorganic farming and composting, resource and yield efficiencyAdvanced materialsbiodegradable materials and plastic substitutes

  • Investment review methodology

    Positive ScreenNegative ScreenCommercial Screen"Clean" Technology Destruction of native forestsManagement teamRenewable Energy and Energy Efficiency Tobacco cultivation and tobacco-related productsIndustry and productWaste Management Systems and TechnologiesProducing, distributing or selling alcoholMarket size and structureMaterials Development GamblingCompetitive advantage and strategic differentiationSustainable / Cleantech Business Models Manufacture of cosmetics involving animal testing.Risk assessmentOther Environmentally Beneficial Technology Manufacture of nuclear or chemical weaponsPortfolio fit and co-investment

    Source UNEP Global Trends in Sustainable Energy Investment 2007

    *The ResponseUS$100 bn new clean energy investment in 2006Out-performance of clean companies internationallyOver 1000 listed companies dedicated to environmental solutionsOver 100 dedicated ASX listed companies brokers initiating coverageGlobal Investment in Sustainable Energy

    Source UNEP Global Trends in Sustainable Energy Investment 2007

    Investment by Technology*Global Investment in Sustainable Energy by Technology

    Source UNEP Global Trends in Sustainable Energy Investment 2007

    Investment by Type and Region*

    Source UNEP Global Trends in Sustainable Energy Investment 2007

    Current Energy Cost Structure in Australia*

    Source UNEP Global Trends in Sustainable Energy Investment 2007

    Australian Emissions Trading SystemBi-partisan support for emissions trading schemeDesigned to put an effective price on carbon emissionsStructure Cap and Trade effective price on carbonCommences in 2012Renewable and low emission technology approximately 30,000 GwH per year - approx. 15% of installed capacity$20 - $30 billion of new investment required

    *

    Source UNEP Global Trends in Sustainable Energy Investment 2007

    Opportunities for investorsRenewable energy developersEnergy efficiency and abatement product providersCarbon trading and consultingInvestment into developing countries*

    Source UNEP Global Trends in Sustainable Energy Investment 2007

    SummaryNow a major, mainstream asset class globallyMature technology assets are becoming infrastructure commoditiesSignificant opportunity in developing countriesInvestment still policy driven - Australia laggingImplementation of emissions trading scheme should see significant growth in Australia

    *

    Source UNEP Global Trends in Sustainable Energy Investment 2007

    *ContactsCVC SUSTAINABLE INVESTMENTSChristian Jensen +61 2 9087 8000cjensen@cvc.com.au

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