$11.5 TN invested globally in new power generationbetween 2018 and 2050. $8.4 TN invested in wind and solar. 2/3rds renewables by 2050.
Energy storage expected to be 1,674 MW in 2018.
Future might be ‘next-gen’ batteries such as solid-state, with energy densities above 300 Wh/kg, which could come to the market in the late 2020s.
EV charging infrastructure expected to be $2.7 BN by 2020 and $18.6 BN by 2030. 12 MM residential and 1.2 MM public charging points in the US by 2030.
$548 BN invested in energy storage by 2050, 2/3rd at the grid and 1/3 behind the meter.
Microgrid global marketexpected to be $33 BN by 2023. CAGR 11.5%.
Green Bonds 2017 $170 BN. Funding infrastructure, energy efficiency and clean energy. $30 BN of green municipal bonds have been sold in the US, exceeds $25 BN of green sovereign notes. Infra funds are seeking $291.3 BN in capital to deploy across infrastructure and energy. Track record is king. 2/3rds Honda vehicles will be electricby 2030. 300 MM EVs by 2030 representing 50% new car sales, 15% fleet. Replace 5% of total oil demand. Demand for gasoline peaks in the early 2030s and diesel plateaus shortly after. Global oil demand will peak in the mid-2030s at 110 MM BPD, declining just 500,000 BPD to 2040. Asia will have about 120 MM EVs by 2040, Europe 80 MM and the US 70 MM. Potential market sizefor cannabis beverages is “staggering".
Bond league tables 1H18.