mantra venture group
TRANSCRIPT
Our Mantra:Our Mantra:
aggressively bring to market niche revolutionary sustainable energy technologies
Focus:
• Low-carbon energy technologies• Originate, commoditize and trade carbon
credits globally• Energy system design and installation
Structure:
• Rapid incubation & spin-off• Integrated family of companies
‘clean & enduring energy systems’
ProblemProblem
75 - 80% of current greenhouse gas emissions (GHGs) are from energy production and transportation sources
Global energy demand forecast to increase by 85% by 2020
1 new coal-fire plant commission every 5 days in China
Emerging regulatory structures to commoditize carbon from energy (California, RGGI, Europe)
Externalities (GHGs) are rapidly becoming internalized
SolutionsSolutions
• Niche Renewable Energy Technologies– Wind composite towers– 3-phase power signals
• Low-Carbon Transportation Alternatives– Biofuels (lifecycle reduced carbon)– Renewable Hydrogen– Bi-fuel / hybrid
• Coal & Biomass Gasification– Fluidizable Catalyst for Biomass gasification
• Carbon Capture & Sequestration– Electroreduction (to Formate)– Ol-well relationships
• Carbon Commoditization– Origination and trading
• Industrial Energy Services– Closing the loop
TechnologiesTechnologies
Renewables: Wind Composite Towers3-Phase Power Signals
Transportation: Biofuels trading platformRenewable HydrogenBi-fuel / Hybrid
Gasification: Fluidizable Catalyst
Carbon Capture: ElectroreductionOil-well destination
Carbon Credit: Origination & Trading
Energy Services: Closing the Loop
Biofuels Trading PlatformBiofuels Trading Platform
• Platform for spot & forward contracts in biofuels trading
• Market Liquidity & (much needed) Supply Chain Solution for Petroleum Distributors
• Revenues of $1.1 Million (YR1) growing to $11.2 Million (2010)
• Guaranteed Markets in North America– Mandated RFS
• Canada– 5% Ethanol by 2010– 3.1 billion litres
• US– Volumetric mandate– 9 Billion Gallons annually
Biofuels Market shareBiofuels Market share
Revenue Revenue
assumed 6% of North American transactions over
platform ($.002/g)
Arbitrage Advantage Arbitrage Advantage
North American Revenue
Wind Composite TowersWind Composite Towers
Windmill Shortage in US (WSJ July 9, 2007)(US Tax Credits/Foreign players)
Composite technology is cheaper (28%), lighter, more durable, allows for remote installations
Industry estimates 180,000 tons of composites required annually by 2010
Present market of $6 billion growing to $37 billion by 2010
Our Option: commercialize &/or license or outright sale?
Wind Composites Market Share Wind Composites Market Share
Projected Revenue
Carbon Commodity CorporationCarbon Commodity Corporation
Emerging markets & regulation grandfathering present GHG emissions reductions
All renewable and biofuel companies presently eligible for credit accumulation (jurisdictional-dependent)
Projected Mandate of 12 gigatons GHG reductions globally by 2014 (our market: Canada, US, China, India, Europe)
Our Role: origination, alliances, accreditation of offsets and reductions, trades - niche expertise
.1% market share (North America alone) yields revenues of $6.4 million in 2012 (at $6/ton*) (*currently $15/ton)
Carbon Commodity Corporation Carbon Commodity Corporation
Carbon Commodity Corporation Carbon Commodity Corporation
Potential Revenue
Business Model Business Model
Climate ESCO Ltd.Climate ESCO Ltd.
Industry & Manufacturing sector accounts for 32% of global energy consumption (petroleum refining, automobile production, smelting, cement..)
Energy Services companies leverage net present value of future energy savings to finance production installations (Amaresco*, others, European experience)
Climate ESCO: leverages affiliate technologies & strategic relations with industry leaders
Commoditization of carbon & productivity with energy services agreement
Installations of leading-edge carbon-reduced energy production technologies
12% market share (North America alone) yields revenues of $9.4 million in Yr 2
CO2 / Energy System Lifecycle CO2 / Energy System Lifecycle
1205 – 207 W. Hastings St Vancouver, BC
V6B 1H7Tel: 604.609.2898Fax: 604.609.2878