v12 sp master_bittmap_bg_final
TRANSCRIPT
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IntroductionsJoel Makower Executive Editor, GreenBiz Group
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Thanks to our sponsors
PATROCINADOR
PATROCINADOR PREMIER PARCEIRO PREMIER
PARCEIROS DE DIVULGAÇÃO
CEBDS
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Needed: Radical efficiencies in building & transportation energy
70% of petroleum is used by vehicles
75% of electricity is used by buildings
Buildings &
transportation
consume the
majority of
the world’s
energy.
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Energy systems are becoming increasingly complex
Buildings,
energy &
transportation
are becoming
inextricably
linked.Centralized Distribution
Diversified Distribution
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IT and ubiquitous connectivity change the game
“VERGE is right
at the center of
where
sustainability
needs to go.”
Tim O’Reilly
Founder & CEO
O’Reilly Media
Smart Grid
Social Internet
Big Data
Sensors/RFID
Geolocation/Mobile Cheap Computational
Power
Internet of Things
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New products, services and business models for consumers
The lines are blurring between hardware, software, products, and services
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Vast opportunities for radical resource efficiency
• Vast new operational efficiencies for
companies, campuses and cities
• Lower operating costs and new efficiencies
throughout the supply chain
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GreenBiz created VERGE to define and accelerate these opportunities
market development alongside tech innovation.
ENERGIZEproducts and services for
vendors as well as specifiers and decision-makers
LEGITIMIZEa framework for evaluating new developments in the
space.
STANDARDIZEthe community around a
common definition and set of issues.
FOCUS
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Nurturing the emerging ecosystem
Supply Demand
Policy Finance Research NGOs
San Francisco
Philadelphia
institutional campuses
cities
military
corporate campuses
commercial buildings
retail
utilities/industrial
meter
monitor
control
manage
Hardware, Software, & Services:
renewable energyon-site generation
storage
electro mobility CONVERGING ENERGY, INFORMATION, BUILDINGS & TRANSPORTATION
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Chief Technology Officer, IBMJose Carlos Duarte
Big Data Operations & Cities 2.0
Smarter Planet
INSTRUMENTED INTERCONNECTED INTELLIGENT+ +
Jose Carlos Duarte Chief Technology Officer, IBM
In 2007, for the first time in history, the majority of the world’s population lived in cities – 3.3 billion. By 2050, city dwellers are expected to make up70 percent of the Earth’s total population – 6.4 billion.
These Challenges are most obvious in Cities
Brasil: 81% already live in cities – source: ibge 2010Jose Carlos Duarte Chief Technology Officer, IBM
A Smarter City is one that increases prosperity by…
Using information to make insightful decisions
Predicting problems to resolve them proactively
Coordinating its resources to operate effectively
Jose Carlos Duarte Chief Technology Officer, IBM
Gather data about city systems.
Apply analytics & optimization. Delivering insight in “near real time”.
Integrating insight to reduce costs, cut emissions, reduce waste, improve public safety.
Provide continuously updated views of possible “future states” to support decision making
Smarter cities leverage their collective intelligenceHow is this done…
Jose Carlos Duarte Chief Technology Officer, IBM
IBM and the City of Rio collaborated to deliver a successful Operations Center in record time
Jose Carlos Duarte Chief Technology Officer, IBM
Total precipitation forecast 48 hours ahead90x90km at 1km resolution
high resolution area
Rio de Janeiro Incident Management: Research focus on fine-Grained Weather and Flood Modeling and Prediction, IBM Research Brazil
7
Rio de Janeiro City
Flooding points
Flooding prediction
topography
Jose Carlos Duarte Chief Technology Officer, IBM
Rio De Janeiro
Intelligent Opera1ons Center
"This Center positioned Rio among the WW Smarter Cities, and that was my dream when I became Mayor; now it is a reality." - Eduardo Paes, Mayor, City of Rio de Janeiro as quoted by O Globo
"We (from IOC) are very impressed about the Center. We can see Rio de Janeiro is very well advanced in terms of preparation for the Olympic Games. This Center is the most modern that we have seen." - Jacques Rogget, President, International Olympics Committee as quoted by O Globo
8Jose Carlos Duarte Chief Technology Officer, IBM
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CEO, General ElectricAdriana Machado
Innovative Waste to Energy Technology
GE Title or job number
10/14/12
Energy Management
GE today
~$147B Revenue in 2011 … $5B R&D 300,000 employees+100 countries
GE Energy 30% / $43.7 B GE Capital 30% / $45.7 B
Home & Business Solutions 6% / $8.5 B
Healthcare 12% / $18.1 B
Aviation 12% / $18.9 B
Transportation 3% / $4.9 B
Oil & Gas
Power & Water
2Adriana Machado CEO, GE
GE in Brazil
Campinas, SPMotor & Generators
56,000 m2 area
GEVISA GE Water
Sorocaba, SPReverse Osmosis & Chemicals
1,620 m2 area
GE Oil&Gas
Jandira, SPSubsea equipment
Dresser Masoneilan
São José dos Campos, SPO&G
Macaé, RJE&P services
GE Oil & Gas
Niterói, RJ… Offshore, risers & flowlines, well svcs
Dresser Wayne
Petrópolis, RJP&W
Bonsucesso, RJO&G
Wellstream
Aero shop
GE Industrial GE Healthcare
Contagem, MG Locomotives & OHVs Services
14,000 m2 area
Power Conversion
Betim, MG Switchgears & Control gears
Contagem, MG X-ray & Mammography
6,500 m2 area
Contagem, MG Electrical Components
GE Transportation
Brazil Technology Center
Rio de Janeiro, RJ (in construction)
92 years in the country14 Industrial Facilities &
Service Shops1Technology Center
+7.1k employees
GE HC XPRO
Belo Horizonte, MG X-ray
Petropolis, RJ Aviation
GE Celma
Ecomagination is about innovative solutions that optimize resources, deliver great economics and make the world work better.
Innovation Solutions Collaboration
Optimize resources
Drive operating performance
Portfolio of 140+ Products & Services
Adriana Machado CEO, GE
ecomagination Progress 2011 :
• Double R&D to $10B from 2010-2015
• Expand our focus beyond clean energy
• Grow 2x GE’s growth
• Reduce GE’s energy intensity by 50%
• Reduce water consumption by 25%
• Inspire a competitive energy future
Goals for 2015Our Progress in 2011
Adriana Machado CEO, GE
Landfill Gas…an opportunity for Clean Energy
Adriana Machado CEO, GE
Power Generation from Biogas with Jenbacher gas enginesBelo Horizonte, Brasil
Clean Energy
Power generation with landfill gas Asja Brazil Reduction of CO2 emission 4Mton in 10 years and generating 450,000 CERs per year. Technology: Jenbacher engines of 1.4MW Electricity generation of 5.5 MW (+5000 residences) Design and operation of the Consortium Horizonte Asja Commissioning in 2011
Adriana Machado CEO, GE
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Sustainability Superintendent, SantanderLinda Murasawa
Innovative Financing for Clean Technologies
19.3 millionCURRENT ACCOUNTS
3,775BRANCHES and MINI-BRANCHES
54,602EMPLOYEES
Social and Financial Inclusion
Social and Environmental Business Management.
Education
Re
sults fo
r Bu
sine
ss an
d F
or A
llOur Approach: Sustainability 3+1SANTANDER IN
BRAZIL
CORE BUSINESS
Linda Murasawa
Sustainability Superintendent, Santander
BANCARIZATIONSANTADER MICROCREDIT
CORE BUSINESS
More than 800,000 people attended since 2002 Operating in more than 600 communitiesBRL 1,2 billion total granted*
The Largest Private Microcredit Bank in Brazil
* December 2011
We started the first branch in one of the largest poor communities in Rio de Janeiro
COMPLEXO DO ALEMÃOBranch and Microcredit : offering the whole financing product portfolio
Employees were recruited from inside the community.
Linda Murasawa
Sustainability Superintendent, Santander
CORE BUSINESS
Clean Development Mechanism
Portfolio of 2 million tones of CO2 equivalent through Certificates of Emission Reduction (CER) and Emission Reduction Units (ERU)*
19 new projects: landfill waste, energy recovery from methane captured from coal mines and wind power in China, Thailand and Brazil.
Linda Murasawa
Sustainability Superintendent, Santander
CORE BUSINESS
FINANCINGFOR SUSTAINABILITY
* Corresponds to the total financing of sustainability in Wholesale in 2011
2011: disbursement of a further BRL 1,3 billion*on projects of sustainability for Global Clients
IFC: for renewable energy, energy efficiency and cleaner production projects.
Specific products for accessibility, energy efficiency and waste management.
Carbon Trading
Linda Murasawa
Sustainability Superintendent, Santander
CORE BUSINESS
Independent private equity investment fund manager
Investment portfolio counts with ten assets in the renewable energy, sewage and environmental services sectors.
Over US$ 1.2 billion assets under management *
Mantiq Investments
* June 2012
Asset & Capital Structuring
Line for purchase and monetization of carbon credits: € 50 MM
Investment in 10 wind farmsMonetization of ERPAs (contracts to purchase carbon credits).
Investment focused on renewable energy, energy efficiency and carbon credit
Linda Murasawa
Sustainability Superintendent, Santander
Influence over the resource allocation in primary debentures emissions
– Goal is to award most responsible companies– Premise is there is a risk reduction for observing
ESG issues
Methodology adopted is the same used for equity analysis
– Fixed income ESG analysis is applied to all funds that can buy debentures, and is not exclusive for SRI mandates.
CORE BUSINESS
534,46%
347,80%
IBVSP *
EthicalFund*
* From november 2001 to december 2011
Investments oriented by social and environmental criteria
Stock market fund composed by companies with high standard social and environmental indicators and corporate governance.
Ethical Fund
The First Socially
Responsible
Investment Fund
in Latin America
ESG criteria in private bonds
Linda Murasawa
Sustainability Superintendent, Santander
CORE BUSINESS
IPO of Renova Energia S/A, BRL 58.6 million.
Acquisition of part of Greenvana, the largest internet company for consumption of sustainable products in Brazil.
Focused on companies of renewable energy (wind, co-generation and solar, for example).
Santander Entrepreneur ProgramPrivate Equity for
Sustainability Lack of “capital” and “expertise” in managing
Businesses are among the main citted causes for the closures Businesses
Offer to the entrepreneur financial products and services, associated technical guidance and management by specialized institutions.
Communication Capacitation Consulting Credit
Phase1 Phase2
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Subsecretary of Renewable Energy, State of São PauloMilton Flávio Marques Lautenschlager
Projects & Partnerships for Energy Innovation
Milton Flávio Marques Lautenschlager State of São Paulo
Milton Flávio Marques Lautenschlager State of São Paulo
Milton Flávio Marques Lautenschlager State of São Paulo
Milton Flávio Marques Lautenschlager State of São Paulo
Milton Flávio Marques Lautenschlager State of São Paulo
Milton Flávio Marques Lautenschlager State of São Paulo
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We’ll be returning at:11:00 AM (BRT)10:00 AM (EST)
Networking Break
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Associate Professor, University of São PauloSergio Pacca
Integrating Renewable Energy
Energy flows based on 1 metric ton of sugarcane"
Source: Pacca & Moreira 2011"
Sergio Pacca Associate Professor, University of São Paulo
Alternative!Fuel!
Gasoline "Engine!
Diesel!Engine!
Source: Adapted from Toyota 2004"
Sergio Pacca Associate Professor, University of São Paulo
Cars powered based on 1 ha of sugarcane – US annual mileage"
For 2008"
- 56 Mha to power all globe cars today"- 36 Mha to power all globe trucks and buses"- 92 Mha to power all globe road vehicles"
For 2030, assuming 2 times bigger fleet but 33% more efficient"
- 123 Mha to power all globe road vehicles in use by 2030"
Comparatively:"
- Present wheat planted area of 250 Mha"- Land availability of 600 Mha by 2050 (IIASA-FAO, 2002)"
Source: Pacca & Moreira 2011"
Sergio Pacca Associate Professor, University of São Paulo
Biomass with carbon capture and storage"
Koornneef 2011, IEAGHG, 2011"
Sergio Pacca Associate Professor, University of São Paulo
Brazilian electricity mix!
Hydropower 91,2%
Thermal power plants 5,3%
Nuclear 3,2%
Windpower 0,4%
0" 0" 1" 1" 1" 1" 6" 19"19"19"22"29"29"29"
237"247"
414"
602"
931"
0!
500!
1000!
1992"
1993"
1994"
1995"
1996"
1997"
1998"
1999"
2000"
2001"
2002"
2003"
2004"
2005"
2006"
2007"
2008"
2009"
2010"
Installed wind capacity (MW)!
>> Uprating hydro"
>> Coupling hydro and wind"
Sergio Pacca Associate Professor, University of São Paulo
Hydro and wind, complimentary sources"
Jan " Feb Mar Apr "May " Jun " Jul Aug Sep " Oct" Nov Dec ""0!
100!
200!
300!
400!
Win
dp
ow
er
ave
rage
MW
!
2007" 2008" 2009" 2010" 2011"
Source: Simas 2012"
Sergio Pacca Associate Professor, University of São Paulo
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Climate Change & Energy Program Coordinator, WWFCarlos Rittl
Advancing Public-Private Partnerships
Where Brazil stands in terms of global clean technology innovation?
25°
Carlos Rittl Climate Change & Energy Program Coordinator, WWF
Brazil cleantech innovation Strengths and weaknesses
Strengths
. Strong entrepreneurial culture
. Respectable for commercialized cleantech innovation (primarily due biofuels industry)
. Average innovation drivers and commercialized cleantech innovation scores
Weaknesses
. Falls behind on emerging cleantech innovation
. Low VC investment and few new environmental patents
. Lacks general innovation inputs, public R&D spending, and cleantech-focused investors
Carlos Rittl Climate Change & Energy Program Coordinator, WWF
Drivers of innovation in energy sector
Source: Adapted from IEA, Energy Technology Perspectives, 2008
Carlos Rittl Climate Change & Energy Program Coordinator, WWF
Brazilian energy matrix
Energy and electricity by source
Renewables
Energy• Brazil – 45.4%
• World – 12.9%
Electricity• Brazil – 87.2%
• World – 18.7%
Sources: Brazilian Energy Research Company - EPE [BEN 2011] and IEA - Key World Energy Statistics – 2010 Carlos Rittl Climate Change & Energy Program Coordinator, WWF
Brazil - investments in energy – 2011-2020
Total investment: US$ 500 billion
• Oil and gas: US$ 337 billion (67%)
• Biofuels: US$ 48 billion (10%)
• Electricity: US$ 116 billion (23%)
• Power generation: US$ 93 billion
• Hydro: US$ 47 billion
• Small hydro, biomass, wind: US$ 34 billion
• Fossils: US$ 12 billion
• Power transmission: US$ 23 billion (19%)
Carlos Rittl Climate Change & Energy Program Coordinator, WWF
Some overarching challenges
• Energy sector – highly controlled by Federal government
• Planning, regulation, investments (generation, transmission, distribution), finance (subsidies, incentives), pricing
• Lack of sinergy/coordination among different policies
• Development plans, economic crisis recovery measures, climate policies, science, technology and innovation policies
• Sustainability, low carbon, cleantech – not mainstreamed in decision making processes
Carlos Rittl Climate Change & Energy Program Coordinator, WWF
How to change the scenario
• Move from renewable energy speech to sustainable energy debate
• Dialogue among academia, research institutions, business associations, finance institutions, NGOs, social movements – and Governments
• Alternative scenarios – a real long term sustainable energy security road map
• Strong recommendations for public policies and decision making processes – mainstreaming sustainable energy + cleantech from energy expansion planning to implementation Carlos Rittl Climate Change & Energy Program Coordinator, WWF
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VP, AESGustavo Pimenta
Energy Management & Smart Grids
IN THE WORLD
One of the largest global power companies
Present in 27 countries in the five continents
14 power utilities
104 generation plants (41 thousand MW)
28 thousand employeesAES
Gustavo Pimenta VP, AES
7.5 million customers(22 million clients)
Market Share in Brazil: 14,3% (distribution)
Installed capacity: 3.298 MW
Market Share in Brazil: 2,3% (generation)
7.700 employees
Ebitda: R$ 4,9 billion
Net income: R$ 3,0 billion
Investments: R$ 9,4 billion (1998-2011)
Generation
Distribution
Services
AESIN BRAZIL
Gustavo Pimenta VP, AES
• Grid applications – quality of services • Home area network
• Renewable/ distributed generation
• Electric vehicles, public lighting
• Smart meter
Smart Grid goes well beyond Smart Meters
Gustavo Pimenta VP, AES
Smart GridExtensive benefits to a sustainable society
SocialEnvironmentalEconomic▪ Reduced need for additional generation
and reserve ▪ Reduced need for additional
transmission▪ Direct reduction of CO2 footprint –
load (~10%) and losses (5-10%)▪ Indirect reduction of CO2 footprint –
through distributed generation
▪ Reduce technical losses▪ Savings from energy efficiency▪ Resources optimization at Discos▪ Residential consumer energy selling through
distributed generation
▪ Access to cheaper energy▪ Improved reliability▪ Improved quality of service▪ Possibility to have its own
residential generation plant▪ Knowledge and control of its
consumption
Gustavo Pimenta VP, AES
Some definitions are still needed to guarantee
successful implementation
NeedsCurrent framework
Technology standards to be defined
Partnership among different sectors (e.g. Utilities, Technology provider, Government, Banks…)
Regulatory framework still open Align proposals from utilities to define regulation
Gustavo Pimenta VP, AES
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Associate Professor, University of Sao PauloVanderley John
Next-Gen Buildings & Materials
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Closing RemarksJoel Makower Executive Editor, GreenBiz Group
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San FranciscoNov 12-13
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