Wind and Solar
US wind investment 1H18 $17.5 BN, 31% increase over 1H17.
Wind energy project cost $1,600/kW in 2016. Interior US accounted for nearly 90% of incremental capacity.
Energy storage demand response incentivesin NY. Pilot program expected to be expandedinto other New England states.
Microgrid as a Servicefor C&I customers, hospitals, universities, and remote areas. Market valued at $775 MM in 2015 expected to be $2.2 BN by 2022.
Data Centers candidates for microgrids. 6 projects representing 437 MW.
Duke Energy Microgrid as a Service for corporate customers. 3GW storage, solar and wind projects.
PE 2Q18 2,247 dealscompleted totaling $263.9 BN. 50 funds raised $32.1 BN in 2Q. 2,974 PE funds seeking $945 BN of capital. Uninvested capital committed by investors $1.09 TN. Buyout EBITDA multiples 2017 10.2x, YTD 2018 9.5x. Buyout debt levels averaged about 5.7x EBITDA in May. 2009 3.7x, 2007 6.05x. Institutional investors $85 TN in AUM and expect $110 TN by 2020. 1% of asset allocated to infrastructure. 35-50% infrastructure investment will need to come from the private sector. Energy efficiency LCOE2.8c/kWh. $40 MM 130,000 SQ FT indoor farm. 3 project located in CT and TX, future sites in CA, the Midwest, GA and OK. 13 cities representing 80 MM people and around 60,000 buses signed the C40 Fossil Fuel Free Streets Declaration, pledging to purchase only zero-emissions buses from 2025 forward. Energy production insurancefor flow batteries. LaaS energy production insurance, shared savings contracts, 75% savings on lighting cost. Maintains systems for 5 years. If all lights in the US were switched to LED by 2030, the energy savings would be 20x all the solar power generated in the US. Free EV charginguses advertising model.