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glen hiemstra exponential energy and the preferred future 1

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glen hiemstra

exponential energy and the preferred future

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what is your image of the future?

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when we make, not avoid, disruptions we change human future

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✦so you must ✦ look for disruptive changes ✦see Preferred Future

directions as early as possible

when we ignore disruptions

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what is your image of the future?

probable?

possible?

preferred?

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not a mystery

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✦ generations, in cities ✦ intelligent systems ✦ environment imperatives ✦ emerging electric century ✦ reinvented energy

longtermfuture

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✦ global population growth from 7.6 billion to ~ 9.8 billion....

✦ with 80% living in cities / metro areas

✦ requires energy transition

genera&onsinci&es

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80%+ living in cities 2050

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✦ in the next 30 years we have to produce about 50% more food annually than we do today

globalfoodchallenge

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sky greens urban farm, Singapore Mithun Architects 23 story proposal for Seattle, 300 residences, 1.35 acres crops, chicken farm, cafe, etc.

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Teekay Corporationvia YouTube 9 Feb 2018

environmental imperatives

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how will we power a smarter future?

We're coupling the price of energy to the ever-declining cost of technology.

Ramez Naam

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nano | bio | info | cogno | robo | space

autonomy | mixed reality 3D | AI | blockchain

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cost of natural gas peaking or power plant?

about 6 cents per Kw/hr

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courtesy ramez naam

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UScentsp

erkwh

1

10

100

1980 1983 1986 1989 1992 1995 1998 2001 2004 2007 2010 2013 2016

57₵/kwh

4₵/kwh

15xPriceDeclineWindPowerCost–USInterior(Unsubsidized)

courtesy ramez naam

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Morocco 2.8c/kwhBrazil 2c/kwhMexico 2c/kwh

U.S 2c/kwh Aug 2018

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74GW

487GW6.5xGrowth 10Years

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PRICESFALL

TAPINTONEW

MARKETS

INCREASEDDEMAND

LEARNING

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courtesy ramez naam

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courtesy ramez naam

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$0.10

$1.00

$10.00

$100.00

1977 1981 1985 1989 1993 1997 2001 2005 2009 2013 2017

cost of solar power$77.00

$0.30

250x price decline

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India 3.8c/kwh

Mexico 2.5c/kwh

Abu Dhabi 2.4c/kwh

Chile 2.15c/kwh

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Tucson: 3.3 cents per kwh (2.3 cents w/ ITC)

courtesy ramez naam

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50xGrowth 10Years

courtesy ramez naam

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PRICESFALL

TAPINTONEW

MARKETS

INCREASEDDEMAND

LEARNING

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JavierGilcourtesy ramez naam

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courtesy ramez naam

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Germany

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36yearsofUSWeather/DemandData

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ENERGY STORAGE

courtesy ramez naam

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TESLA

USDepartmentofEnergyForecast

courtesy ramez naam

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courtesy ramez naam

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Chile:Solar+Storage:3.4cents/kwh

courtesy ramez naam

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MANYMORESTORAGETECHNOLOGIES

courtesy ramez naam

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FLOWBATTERIESBig&HeavyBut20xLIFETIMEofLithium-Ion=LOWERCOST

courtesy ramez naam

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exponential energy

Solar

SOLAR

WIND

BATTERIES

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courtesy ramez naam

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GlobalPipelineofNewCoalPowerPlantsShrinkingFast

Planned coal power capacity in pre-construction status has declined from 1,090GW in 2015 to 364GW in July 2018, with the biggest drops in China (light blue) and India (dark blue). Source: Global Coal Plant Tracker, July 2018.

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NEWSOLARCOST

COALOPERATINGCOST

courtesy ramez naam

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now, what if you disrupt the disruption

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“It’s a solar roof, as opposed to modules on a roof” Musk said during the earnings call. “I think this is really a fundamental part of achieving a differentiated product strategy, where you have a beautiful roof. It’s not a thing on the roof. It is the roof.”

http://www.digitaltrends.com/home/elon-musk-solar-roof/#ixzz4HhUDQApB

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ELECTRIC CENTURY

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PRICESFALL

TAPINTONEW

MARKETS

INCREASEDDEMAND

LEARNING

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courtesy ramez naam

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TeslaModel3

$35,000goal 220+milerange

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ElectricVehicleProjections-USA

EIA:20,000EVswith200milerangeby2040

courtesy ramez naam

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courtesy ramez naam

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courtesy ramez naam

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90%FewerMovingParts

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courtesy ramez naam

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where do you go from here?

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what is your image of the future?

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most planning is a search for more efficient past...

rather than a search for new future

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The future is not something that just happens to us

The future is something we do

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www.futurist.com

[email protected]

twitter.com/glenhiemstra

linkedin.com/glenhiemstra

thank you for your time

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