The Sleeping Giant: Energy Efficiency Asset Class

The Sleeping Giant: Energy Efficiency Asset Class

The Takeaway: We’ve been sleeping on a pile of cash. The opportunity in Energy Efficiency is being driven by improving technology, supportive policy and adapting financial innovation. Innovations in the renewables industry will speed the creation of an energy efficiency asset class. Energy Efficiency as an asset class represents an attractive uncorrelated alternative to hybrid fixed income instruments. The opportunity represents another trillion-dollar sustainability option. It’s time to wake the Sleeping Giant. The giant is snoring loudly—he’s waking his neighbors—there’s…

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Good Ideas: The Green Consumer

Good Ideas: The Green Consumer

The highest point of leverage in any economic system is consumer demand. That’s right, you are the pivot point and more and more you are asking for better access to clean, healthy and local products. Other monikers resonating with consumers these days: fair trade, non-GMO, biodegradable, cruelty free and antibiotic free. These are the descriptors consumers want. Increasingly successful and entrepreneurial company’s that have brought such products to life, and run the gamut to get them to market, are succeeding….

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Incubation – The Vibrant Loop

Incubation – The Vibrant Loop

This week a town called Columbia, MD, designed by James W. Rouse, became the 4th American city to join the 100% renewable energy crowd. The others; Burlington, VT, Aspen, CO and Greensburg, KS, make up an elite crowd recognizing the benefits of clean, local energy production. Long before renewable energy made prudent economic sense, as it does today, Columbia MD has been innovating as a sustainable community. In fact, Columbia’s design was premised on sustainability. For his part, Rouse was…

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Goldman: Solar = Yes / Coal = No

Goldman: Solar = Yes / Coal = No

If you saw Future Bright’s post earlier today on Goldman’s Coal divestment, you understand the second part of the title. As for the first, Goldman and Sunedison (SUNE) today announced a joint $1B investment vehicle warehouse to construct and purchase operating renewable energy assets. Goldman’s investment vehicle West Street Infrastructure Partners III (WSIP) will invest $300M of equity while Bank of America, Deutsche Bank and Morgan Stanley will offer up $700M in debt commitments. The investment warehouse is expandable up…

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Goldman sells $600M Coal investment for <$10M

Goldman sells $600M Coal investment for <$10M

For many, the etchings on the mine wall are clear; coal is in terminal secular decline. The message is clear – one option remains to divest from coal assets and that is to walk away. Effectively, that’s what Goldman has signaled in August when the firm ended its 5-year investment into Colombian coal mines. The company announced it would sell assets, originally purchased for roughly $600M, for less than $10M to private US coal company Murray Energy. After four years…

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Solar in 5 Pictures

Solar in 5 Pictures

1.) Solar Penetration is low making large market share gains possible. That’s been exactly what’s happening in terms of new capacity. Solar and Wind accounted for 74% of new capacity in the 1st half of 2015 (Cleantechnica) 2.) Solar has steadily exhibited rising efficiency with falling costs (CAPEX efficiency) while end consumer power prices have risen. A sampling of project shows total installed costs fell by more than half from 2011-2014. 3.) Overall Demand for electricity is expected to rise…

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The Solar Power Growth Story

The Solar Power Growth Story

The tailwinds supporting the secular shift from non-renewable to renewable energy are strong and growing. Solar PV is experiencing tremendous growth from a low installed base while gains in technological efficiency, favorable policy and financial innovation are all increasing prospects and visibility for investors. Global recognition of the economics for a solution with zero marginal cost of production and low potential future waste liabilities are cementing solar at the core of the massive replacement cycle for energy systems. The energy…

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Clean Power Plan in 5 Pictures

Clean Power Plan in 5 Pictures

Future Bright’s summary of the US administrations Cleans Power Plan (CPP) and implications for investors. The White House released its final proposal on the Clean Power Plan on Monday August 3rd. Bottom Line: Emissions of carbon dioxide (CO2) from power plants are to be reduced 32% below 2005 levels by 2030. State plans must finalize and agree their implementation plans with the federal government by 2018 with the compliance period beginning in 2022. If states do not submit a plan…

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Imagine

Imagine

Think – Act – Profit Future Bright Imagine a world of rising prosperity and growing natural beauty. Imagine a world of lasting wealth paying economic, social and cultural dividends now and the future. This is the Future Bright world. Future Bright started as a think tank centering on just such a world. Can we get there and if we can, will we? We can. By adopting new paradigms for Equity – Efficiency – Infrastructure – we can deliver profits today…

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Green or Bust

Green or Bust

It’s working. You’re working. Sustainability is impacting the mainstream. Industrial companies are being compelled to change. High efficiency companies are winning. It’s all about simplicity, transparency and accountability. The polarizing issues will improve over time, but only if we choose sustainable solutions with our dollars, our actions and our words. It involves shifting technology away from labor efficiency and resource liquidation and towards localization, import export and waste minimization. It’s time for resource restoration and efficiency… Which will means jobs,…

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