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www.greenbiz.com/verge12 Introductions Joel Makower Executive Editor, GreenBiz Group

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www.greenbiz.com/verge12

IntroductionsJoel Makower Executive Editor, GreenBiz Group

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www.greenbiz.com/verge12

Thanks to our sponsors

PATROCINADOR

PATROCINADOR PREMIER PARCEIRO PREMIER

PARCEIROS DE DIVULGAÇÃO

CEBDS

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www.greenbiz.com/verge12

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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www.greenbiz.com/verge12

Energy systems are becoming increasingly complex

Buildings,

energy &

transportation

are becoming

inextricably

linked.Centralized Distribution

Diversified Distribution

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www.greenbiz.com/verge12

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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www.greenbiz.com/verge12

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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CONVERGING ENERGY, INFORMATION, BUILDINGS & TRANSPORTATION

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Smarter Planet

INSTRUMENTED INTERCONNECTED INTELLIGENT+ +

Jose Carlos Duarte Chief Technology Officer, IBM

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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

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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

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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

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IBM and the City of Rio collaborated to deliver a successful Operations Center in record time

Jose Carlos Duarte Chief Technology Officer, IBM

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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

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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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CONVERGING ENERGY, INFORMATION, BUILDINGS & TRANSPORTATION

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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

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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

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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

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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

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Landfill Gas…an opportunity for Clean Energy

Adriana Machado CEO, GE

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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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CONVERGING ENERGY, INFORMATION, BUILDINGS & TRANSPORTATION

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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

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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

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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

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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

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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

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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

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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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CONVERGING ENERGY, INFORMATION, BUILDINGS & TRANSPORTATION

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Milton Flávio Marques Lautenschlager State of São Paulo

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Milton Flávio Marques Lautenschlager State of São Paulo

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Milton Flávio Marques Lautenschlager State of São Paulo

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Milton Flávio Marques Lautenschlager State of São Paulo

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Milton Flávio Marques Lautenschlager State of São Paulo

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Milton Flávio Marques Lautenschlager State of São Paulo

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CONVERGING ENERGY, INFORMATION, BUILDINGS & TRANSPORTATION

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www.greenbiz.com/verge12

We’ll be returning at:11:00 AM (BRT)10:00 AM (EST)

Networking Break

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CONVERGING ENERGY, INFORMATION, BUILDINGS & TRANSPORTATION

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Energy flows based on 1 metric ton of sugarcane"

Source: Pacca & Moreira 2011"

Sergio Pacca Associate Professor, University of São Paulo

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Alternative!Fuel!

Gasoline "Engine!

Diesel!Engine!

Source: Adapted from Toyota 2004"

Sergio Pacca Associate Professor, University of São Paulo

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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

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Biomass with carbon capture and storage"

Koornneef 2011, IEAGHG, 2011"

Sergio Pacca Associate Professor, University of São Paulo

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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

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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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CONVERGING ENERGY, INFORMATION, BUILDINGS & TRANSPORTATION

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Where Brazil stands in terms of global clean technology innovation?

25°

Carlos Rittl Climate Change & Energy Program Coordinator, WWF

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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

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Drivers of innovation in energy sector

Source: Adapted from IEA, Energy Technology Perspectives, 2008

Carlos Rittl Climate Change & Energy Program Coordinator, WWF

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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

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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

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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

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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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CONVERGING ENERGY, INFORMATION, BUILDINGS & TRANSPORTATION

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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

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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

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• 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

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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

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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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CONVERGING ENERGY, INFORMATION, BUILDINGS & TRANSPORTATION

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CONVERGING ENERGY, INFORMATION, BUILDINGS & TRANSPORTATION

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www.greenbiz.com/verge12

Closing RemarksJoel Makower Executive Editor, GreenBiz Group

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www.greenbizgroup.com/verge12

San FranciscoNov 12-13

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CONVERGING ENERGY, INFORMATION, BUILDINGS & TRANSPORTATION