charting the future, connecting the...

Charting the Future, Connecting the Globe

CTG keeps you in touch with the emerging trends, the leading innovation companies, and the key players in sustainable innovation around the world.

Thank you

“Lay of the Land” The State of our Ecosystem

Significant and healthy diversification has taken place

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Percentage share of total global cleantech venture deal volume by sector over time*

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Source: CTG Quarterly Investment Monitor

Transportation dominates – even without mega $200m deals

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Percentage share of total global venture dollars invested by sector over time


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Europe & Israel differs from the global picture in a few ways

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The number of early-stage deals in Europe & Israel is greater than the later-stage

Cleantech Venture Activity, Europe & Israel, 2012-16


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Transportation is just as dominant an investment category



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Ag & Food is less so, but the segments most strongly related to Power & Utilities are more pronounced in the European portfolio



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VC’s proportion of the overall action has fallen

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Rounds with a VC have fallen by 18% more percentage points than the 30% fall in the count of investment rounds, 2013-16



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VC’s proportion of the overall action has fallen

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VC’s represent just less than 50% of the identified sources of capital (down from a high of 60%)



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A few regulars, A very long tail of investors

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780 is our count of “investors” who have appeared in just one round, 2012-16



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The Intersection of Industry and Digital widens the VC pool

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The presence of Asian investors in western start-ups is increasing

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Evident in our annual Global Cleantech 100 lists… …as well as across the whole portfolio

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Strategic M&A activity seems to be on the rise

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Evident in our annual Global Cleantech 100 lists…

…as well as in our public markets Cleantech Index

The number of companies in our Cleantech Index® (CTIUS) has reduced 2007-16 from a high ~80 to today’s 53, in part due to rising M&A activity: - 20 CTIUS companies were acquired 2007-12 - 26 CTIUS companies were acquired 2013-16

Select acquisitions of CTIUS companies in 2016

Select acquisitions of GCT100 alumni in 2016

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The flow of future-investable capital seems to be strengthening

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May 2016 Nov 2016 May 2017

$200m

(“opens” new industrial innovation fund – 5 LPs to date, ~ €30m)

€50m (first close)

€50m

€106m (first close)

£260m (final

close)

First close (€50m - target)

€100m

£21m (first close)

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CVCs

VCs

£100m

Final close

Thank you

Early Signs of the Next 100 Years: Charting the great, smart industrial transition

The Incumbents’ Challenges: Speed and DNA

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“Any company designed for success in the 20th century is doomed to failure in the 21st.”

David S. Rose - serial entrepreneur, author, the “father of angel investing in New York”, the “founder or funder over 100 pioneering companies”.

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The Innovators’ Challenges: Cost and Scale

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The size of the cost/scale challenge should not be underestimated

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CTG’s 18 cleantech sectors – the doing of more with less

Advanced Materials

Agriculture & Food

Air

Biofuels & Biochemic

als Biomass

Conventional Fuels

Energy Storage

Recycling & Waste

Water &

Wastewater

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Hydro & Marine Power

Solar

Smart Grid Wind

Fuel Cells &

Hydrogen

Energy Efficiency

Nuclear

Transportation

Geothermal

Digital Technologies have speed and scale

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Intel’s 1971 4004 had 2300 transistors.

Its 2016 22-core Xeon Broadwell-E5 has 7.2 billion

= 80k times faster and 2m times cheaper

5 billion people online by 2020?

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50 billion devices (each with multiple sensors) by 2020?

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In the past 10 years…

Processing costs have declined by 60x

The cost of bandwidth have declined by 40x

Sensor costs have dropped from $1.30 to $0.60


50 billion devices (each with multiple sensors) by 2020?

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Momentum is strongest on “all-efficiency” plays

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Examples of some key inter-related themes and technologies

(covered in CTG Insights)

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Next

Generation

Mobility

Services

Advanced

Manufacturing

Digital

+

Industrial

Blockchain

Meets Energy

& Industry

The Sharing

Economy

« At the Cutting

Edge »

(e.g. AR/VR, Gene

Editing, 5G, Soft

Robotics)

CTG’s 18 cleantech sectors – the doing of more with less

Advanced Materials

Agriculture & Food

Air

Biofuels & Biochemic

als Biomass

Conventional Fuels

Energy Storage

Recycling & Waste

Water &

Wastewater

Hydro & Marine Power

Solar

Smart Grid Wind

Fuel Cells &

Hydrogen

Energy Efficiency

Nuclear

Transportation

Geothermal

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At the Cutting Edge What new technologies will have an impact on energy, industry and agriculture in the next 10 years? Where

are they today? What are early applications in our world of energy and data?

What new technologies will have an impact on energy, industry and agriculture in the next 10 years? Where

are they today? What are early applications in our world of energy and data?

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At the Cutting Edge

Process transactions Record transactions/ownership data Execute smart contracts

P2P & wholesale energy trading Logistics and supply chain

Land registry

IoT and M2M comm’s EV charging & mobility

Coins & certificates

Measuring the speed and momentum of Industrial Change

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Measuring the speed and momentum of Industrial Change

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Signals on the “severity” of the potential disruption (threat levels)

Signals of the “urgency” felt by incumbents (response levels)

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Measuring the speed and momentum of change around Mobility

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Source: zirra.com


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Source: zirra.com


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Transport-relevant GCT100 companies with Q1 2017 raises

EU “mobility service” companies with Q1 2017 raises

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Acquirer Target (& country)

Netherlands

Belgium

USA

Israel

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Investor Investee company

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“We see autonomous vehicles as having as significant an impact on society as Ford’s moving assembly line did 100 years ago.” Mark Fields, CEO Ford


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Investor

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Investee company

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Investor

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Investee company

Thank you

Early Signs of the Next 100 Years: Charting the great, smart industrial transition

Digitalization can only take us so far

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Source: Roger Pielke Jr, Center for Science and Technology Policy Research, University of Colorado

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Completing the Puzzle: Is Fusion Energy Coming of Age? Carbon-based Products: An overlooked trillion dollar market opportunity? Clean Hydrocarbons: Oxymoron or Possibility? Empowering billions in Africa – The opportunities, the realities, and what’s next?

Source: Roger Pielke Jr, Center for Science and Technology Policy Research, University of Colorado

Core Energy & Carbon Topics…

11:15 AM - 12:15 PM, May 17 & 11:55 AM - 12:55 PM, May 18

3:15 PM - 4:15 PM, May 17

4:45 PM - 5:00 PM, May 17

10:50 AM - 11:50 AM, May 18

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Making Electronics Ever More Flexible and Efficient: The Metals and Material Building Blocks Avantium and the GCT100 Hall of Fame Cultivating a Successful Bioeconomy, Starting with Biomass Money can grow on trees - Combining Finland’s biomass supply with Western Europe’s chemical hub Building Green: Wood Alternatives

Plenty for the chemists and material scientists…

2:00 PM - 2:50 PM, May 18

10:00 AM - 10:20 AM, May 18

10:50 AM - 11:50 AM, May 18

11:55 AM - 12:55 PM, May 18

2:00 PM - 3:00 PM, May 17

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Thank you

If you remember nothing else from this morning, remember this….

“Rush Hour”

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https://vimeo.com/106226560

https://vimeo.com/106226560

Thank you for you your attention, and for being here

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CTG at a Glance

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charting the future, connecting the...

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