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Bloomberg New Energy Finance. April 2015. Bloomberg New Energy Finance Summit PDF

92 Pages·2015·5.07 MB·English
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BLOOMBERG NEW ENERGY FINANCE SUMMIT 2015 NEW YORK 14 APRIL 2015 Michael Liebreich, Chairman of the Advisory Board Twitter: @mliebreich NEW INVESTMENT IN CLEAN ENERGY 2004-14 ($BN) 600 400 400 7% -7% 355000 -8% 12% 350 16% -81%5% 35% -9% 300 31% 300 400 12% -9% Expected 250 Large hydro 250 1% 17% Large hydro 300 27% 200 Other 200 36% Other 50% SSoollaarr 150 200 45%150 30% Wind 46% Wind 100 100 100 50 50 00 0 2004 2005 2006 2007 2008 2009 2010 2011 2012 2013 2014 2004 2005 200620042002700520020806 20200097 22001080 22000191 220100122021101320122012402130152 0Q141 Note: Total values include estimates for undisclosed deals. Includes corporate and government R&D, and spending for digital energy and energy storage projects (not reported in quarterly statistics), as well as a BNEF estimate for large hydro investment. Source: Bloomberg New Energy Finance Michael Liebreich, New York, 14 April 2015 @MLiebreich #BNEFSummit 1 NEW INVESTMENT IN CLEAN ENERGY 2004-14 ($BN) 600 400 400 7% -7% 7% -7% 12% 350 -8% 12% 355000 353%5% -8% 300 300 12% -9% 400 12% -9% Large hydro 250 Expected 250 27% 27% LOathrgere hydro 200 300 200 Other 50% Solar 50% 150 Solar 15030% 200 30% Wind Wind 100 100 100 50 50 0 200004 2005 2006 2007 2008 2009 2010 2011 2012 2013 2014 2004 2005 2006 2007 2008 2009 2010 2011 2012 2013 2014 2004 2005 2006 2007 2008 2009 2010 2011 2012 2013 20142015 Q1 Note: Total values include estimates for undisclosed deals. Includes corporate and government R&D, and spending for digital energy and energy storage projects (not reported in quarterly statistics), as well as a BNEF estimate for large hydro investment. Source: Bloomberg New Energy Finance Michael Liebreich, New York, 14 April 2015 @MLiebreich #BNEFSummit 2 WTI CRUDE OIL PRICES, 2010–14 ($2014 / BARREL) 120 100 80 60 40 20 0 2010 2011 2012 2013 2014 2015 Note: WTI crude oil prices adjusted to inflation Source: Bloomberg New Energy Finance, World Bank Michael Liebreich, New York, 14 April 2015 @MLiebreich #BNEFSummit 3 WTI CRUDE OIL PRICES, 2000–14 ($2014 / BARREL) 180 160 140 120 100 or ? 80 60 40 20 0 2000 2002 2004 2006 2008 2010 2012 2014 Source: Bloomberg New Energy Finance, World Note: WTI crude oil prices adjusted to inflation Bank Michael Liebreich, New York, 14 April 2015 @MLiebreich #BNEFSummit 4 OIL PRICE CRASH – V OR L? Abdalla El-Badri, Secretary General, Bob Dudley CEO, BP OPEC “If you don’t invest in oil You won’t see $100 oil and gas, you will see again “for a long time” more than $200” Images: Bloomberg Michael Liebreich, New York, 14 April 2015 @MLiebreich #BNEFSummit 5 THE ECONOMIST COVER, “SHEIKHS VERSUS SHALE”, DECEMBER 2014 Source: The Economist Michael Liebreich, New York, 14 April 2015 @MLiebreich #BNEFSummit 6 US PETROLEUM PRODUCTION AND CONSUMPTION, 1970–2014 (BARRELS PER DAY) 22m 20m Consumption 18m 16m 14m 12m 10m 8m 6m Production 4m 2m 0m 0 2 4 6 8 0 2 4 6 8 0 2 4 6 8 0 2 4 6 8 0 2 4 7 7 7 7 7 8 8 8 8 8 9 9 9 9 9 0 0 0 0 0 1 1 1 9 9 9 9 9 9 9 9 9 9 9 9 9 9 9 0 0 0 0 0 0 0 0 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 2 2 2 2 2 2 2 2 Source: EIA Michael Liebreich, New York, 14 April 2015 @MLiebreich #BNEFSummit 7 US VEHICLE MILES TRAVELLED (MILLION MILES) 3,500,000 3,000,000 Gap to trend: 2,500,000 17% in 10 2,000,000 years 1,500,000 1,000,000 500,000 0 1975 1980 1985 1990 1995 2000 2005 2010 Note: Moving 12-month total of vehicle miles travelled in the US. Created from monthly data, and not seasonally adjusted Source: US Federal Highways Administration Michael Liebreich, New York, 14 April 2015 @MLiebreich #BNEFSummit 8 US TOTAL VEHICLE FLEET FUEL EFFICIENCY, 1990–2014 (AVERAGE MILES PER GALLON) Improvement 3311..66 60% in 13 years 2255..44 2244..55 2244..55 00 22 44 66 88 00 22 44 66 88 00 22 44 99 99 99 99 99 00 00 00 00 00 11 11 11 99 99 99 99 99 00 00 00 00 00 00 00 00 11 11 11 11 11 22 22 22 22 22 22 22 22 Source: US Department of Transportation NHTSA Michael Liebreich, New York, 14 April 2015 @MLiebreich #BNEFSummit 9

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BLOOMBERG NEW ENERGY. FINANCE SUMMIT 2015. NEW YORK. 14 APRIL 2015. Michael Liebreich, Chairman of the Advisory Board. Twitter: @
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