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2012 Energy Summit: The Business of Sustainability

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The 2012 Energy Summit focused on the business of sustainability. The document outlines key topics from the summit such as the impact of national election cycles on energy policy debates, historical shifts in US power generation sources, growth in US shale gas production, greenhouse gas emissions reductions targets, the timeline of extensions to the wind production tax credit, and trends in clean energy stock prices.

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2012 Energy Summit The Business of Sustainability IHS CERA • 16 November 2012
Terms of Use The accompanying materials were prepared by IHS CERA Inc. (IHS CERA) and are not to be redistributed or reused in any manner without prior written consent, with the exception of client internal distribution as described below. IHS CERA strives to be supportive of client internal distribution of IHS CERA content but requires that • IHS CERA content and information, including but not limited to graphs, charts, tables, figures, and data, are not to be disseminated outside of a client organization to any third party, including a client’s customers, financial institutions, consultants, or the public. • Content distributed within the client organization must display IHS CERA’s legal notices and attributions of authorship. Some information supplied by IHS CERA may be obtained from sources that IHS CERA believes to be reliable but are in no way warranted by IHS CERA as to accuracy or completeness. Absent a specific agreement to the contrary, IHS CERA has no obligation to update any content or information provided to a client. © 2012 IHS No portion of this presentation may be reproduced, reused, or otherwise distributed in any form without prior written consent. 2
Election 2012 and the US Power Business • National Election Cycles Advance the Political Debate around Power Issues • Energy independence, security and efficiency • Technology innovation and adoption • A level playing field and an “all of the above” energy policy • International competitiveness, jobs and clean energy Source: IHS CERA © 2012 IHS No portion of this presentation may be reproduced, reused, or otherwise distributed in any form without prior written consent. 3
Share of US Power Generation (kWh), 1950–2011 100% Renewable/Other Hydro 90% Nuclear 80% 70% Natural Gas 60% Oil 50% 40% 30% Coal 20% 10% 0% 1950 1960 1970 1980 1990 2000 2010 Source: IHS CERA and US Energy Information Administration. © 2012 IHS No portion of this presentation may be reproduced, reused, or otherwise distributed in any form without prior written consent. 4
Historical Growth in US Major Shale Play Production 20 18 Eagle Ford 16 14 Marcellus 12 Bcf 10 Haynesville per Day 8 Fayetteville 6 Woodford 4 2 Barnett 0 2003 2004 2005 2006 2007 2008 2009 2010 2011 Source: IHS CERA. Data source: Lippman Consulting. Note: Bcf = billion cubic feet. © 2012 IHS No portion of this presentation may be reproduced, reused, or otherwise distributed in any form without prior written consent. 5
Greenhouse Gas Emissions, History, and Policy Targets 7 Coal-fired Generation Carbon Footprint Natural Gas–fired Generation Carbon Footprint 6 5 Economywide 80% Reduction from Emissions Current Levels 4 Gigatons 3 Power Sector Share of Target (40%) 2 1 0 1990 2000 2010 2020 2030 2040 2050 Source: IHS CERA and US Energy Information Administration. © 2012 IHS No portion of this presentation may be reproduced, reused, or otherwise distributed in any form without prior written consent. 6
Timeline of Wind Production Tax Credit (PTC) Extensions 2000: 2002: 2004: 2005: 2008: PTC 2012: PTC PTC PTC PTC PTC set extended extended extended extended extended through to expire through through through through on December December December December December 2009 December 2001 2003 2005 2007 31st 1999 2000 2001 2002 2003 2004 2005 2006 2007 2008 2009 2010 2011 2012 1999: 2001: 2003: 2006: 2009: PTC expired PTC PTC PTC PTC on expired on expired on extended extended December December December through through 31st 31st 31st December December 2008 2012 Source: IHS Emerging Energy Research © 2012 IHS No portion of this presentation may be reproduced, reused, or otherwise distributed in any form without prior written consent. 7
PowerShares WilderHill Clean Energy Portfolio (PBW) versus S&P 500, 2005–12 Year-to-Date 2.0 S&P 500 1.8 PBW 1.6 Index 1.4 Value (March 1.2 2005 1.0 = 1) 0.8 0.6 0.4 0.2 0.0 2005 2006 2007 2008 2009 2010 2011 2012 Source: IHS CERA. Data source: Yahoo! Finance. Note: The PowerShares WilderHill Clean Energy Portfolio is based on the WilderHill Clean Energy Index . The index is designed to deliver capital appreciation through the selection of companies that focus on greener and generally renewable sources of energy and technologies that facilitate cleaner energy. © 2012 IHS No portion of this presentation may be reproduced, reused, or otherwise distributed in any form without prior written consent. 8
For more information about this presentation or IHS in general, please contact Kyle Taylor +1 303 466 3040 Kyle.Taylor@ihs.com © 2012 IHS No portion of this presentation may be reproduced, reused, or otherwise distributed in any form without prior written consent. 9

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2012 Energy Summit: The Business of Sustainability

  • 1. 2012 Energy Summit The Business of Sustainability IHS CERA • 16 November 2012
  • 2. Terms of Use The accompanying materials were prepared by IHS CERA Inc. (IHS CERA) and are not to be redistributed or reused in any manner without prior written consent, with the exception of client internal distribution as described below. IHS CERA strives to be supportive of client internal distribution of IHS CERA content but requires that • IHS CERA content and information, including but not limited to graphs, charts, tables, figures, and data, are not to be disseminated outside of a client organization to any third party, including a client’s customers, financial institutions, consultants, or the public. • Content distributed within the client organization must display IHS CERA’s legal notices and attributions of authorship. Some information supplied by IHS CERA may be obtained from sources that IHS CERA believes to be reliable but are in no way warranted by IHS CERA as to accuracy or completeness. Absent a specific agreement to the contrary, IHS CERA has no obligation to update any content or information provided to a client. © 2012 IHS No portion of this presentation may be reproduced, reused, or otherwise distributed in any form without prior written consent. 2
  • 3. Election 2012 and the US Power Business • National Election Cycles Advance the Political Debate around Power Issues • Energy independence, security and efficiency • Technology innovation and adoption • A level playing field and an “all of the above” energy policy • International competitiveness, jobs and clean energy Source: IHS CERA © 2012 IHS No portion of this presentation may be reproduced, reused, or otherwise distributed in any form without prior written consent. 3
  • 4. Share of US Power Generation (kWh), 1950–2011 100% Renewable/Other Hydro 90% Nuclear 80% 70% Natural Gas 60% Oil 50% 40% 30% Coal 20% 10% 0% 1950 1960 1970 1980 1990 2000 2010 Source: IHS CERA and US Energy Information Administration. © 2012 IHS No portion of this presentation may be reproduced, reused, or otherwise distributed in any form without prior written consent. 4
  • 5. Historical Growth in US Major Shale Play Production 20 18 Eagle Ford 16 14 Marcellus 12 Bcf 10 Haynesville per Day 8 Fayetteville 6 Woodford 4 2 Barnett 0 2003 2004 2005 2006 2007 2008 2009 2010 2011 Source: IHS CERA. Data source: Lippman Consulting. Note: Bcf = billion cubic feet. © 2012 IHS No portion of this presentation may be reproduced, reused, or otherwise distributed in any form without prior written consent. 5
  • 6. Greenhouse Gas Emissions, History, and Policy Targets 7 Coal-fired Generation Carbon Footprint Natural Gas–fired Generation Carbon Footprint 6 5 Economywide 80% Reduction from Emissions Current Levels 4 Gigatons 3 Power Sector Share of Target (40%) 2 1 0 1990 2000 2010 2020 2030 2040 2050 Source: IHS CERA and US Energy Information Administration. © 2012 IHS No portion of this presentation may be reproduced, reused, or otherwise distributed in any form without prior written consent. 6
  • 7. Timeline of Wind Production Tax Credit (PTC) Extensions 2000: 2002: 2004: 2005: 2008: PTC 2012: PTC PTC PTC PTC PTC set extended extended extended extended extended through to expire through through through through on December December December December December 2009 December 2001 2003 2005 2007 31st 1999 2000 2001 2002 2003 2004 2005 2006 2007 2008 2009 2010 2011 2012 1999: 2001: 2003: 2006: 2009: PTC expired PTC PTC PTC PTC on expired on expired on extended extended December December December through through 31st 31st 31st December December 2008 2012 Source: IHS Emerging Energy Research © 2012 IHS No portion of this presentation may be reproduced, reused, or otherwise distributed in any form without prior written consent. 7
  • 8. PowerShares WilderHill Clean Energy Portfolio (PBW) versus S&P 500, 2005–12 Year-to-Date 2.0 S&P 500 1.8 PBW 1.6 Index 1.4 Value (March 1.2 2005 1.0 = 1) 0.8 0.6 0.4 0.2 0.0 2005 2006 2007 2008 2009 2010 2011 2012 Source: IHS CERA. Data source: Yahoo! Finance. Note: The PowerShares WilderHill Clean Energy Portfolio is based on the WilderHill Clean Energy Index . The index is designed to deliver capital appreciation through the selection of companies that focus on greener and generally renewable sources of energy and technologies that facilitate cleaner energy. © 2012 IHS No portion of this presentation may be reproduced, reused, or otherwise distributed in any form without prior written consent. 8
  • 9. For more information about this presentation or IHS in general, please contact Kyle Taylor +1 303 466 3040 Kyle.Taylor@ihs.com © 2012 IHS No portion of this presentation may be reproduced, reused, or otherwise distributed in any form without prior written consent. 9