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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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✦ 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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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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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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