Climate Change Business Journal Archives

CCBJ Vol II No 10: U.S. Electric Power Industry & Climate Change

CCBJ examines how players in the $350 billion U.S. electric power industry will likely respond to a cap-and-trade policy akin to Waxman-Markey, which passed the House in June. We also explore how a federal renewable energy standard (RES) may affect renewable power investment. Plus an overview of proposed nuclear projects and the structure of the U.S. nuclear industry. Also featured: an updated Overview of the Carbon Capture & Storage (CCS) industry. Discussion includes leading consultants and analysts from firms such as IHS CERA, Point Carbon, New Energy Finance, KEMA, Black & Veatch and TRC Companies.

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CCBJ Vol II No 08-09: Solar Energy

Hammered by the recession and excess capacity, the solar energy industry's revenues declined sharply in 2009, but CCBJ puts the downturn in the context of a longer-term trend toward a high-volume, lower-priced market, particularly for the photovoltaic (PV) segment. CCBJ's quantitative analysis includes the value of energy produced, both in electricity from PV and concentrating solar thermal power (CSTP) and heat and hot water from solar water heating (SWH) units. CCBJ estimates that lower pricing and decreased volume will reduce PV manufacturers' revenues by 27% in 2009, but that recovery will begin in 2010, followed by a return to double-digit growth in 2011 or 2012.

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CCBJ Vol II No 06-07: Energy Efficiency & Demand Response

In this double-edition, CCBJ estimates the industry generated $52.6 billion in revenues in 2008. We explore the policy and market drivers that animate the EE/DR industry, paying particular attention to the emerging business models that have built DR services into a $370 million market from virtually nothing 10 years ago. We examine the strategies of utilities and their consultants to leverage DR and EE to mitigate climate change exposure and limit the growth of expensive peak generation. And we explore the strategies of consulting engineering firms, technology developers, energy service companies and other participants in this robust and dynamic market.

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CCBJ Vol II No 04-05: Geothermal Power

CCBJ estimates the Geothermal Power industry generated global revenues of $6.8 billion in 2008, with power sales from the approximately 10 GW of geothermal power capacity currently online accounting for $4.8 billion or 71% of the total. In the United States, CCBJ shows power sales generating $1.5 billion in 2008, followed by sales of services such as exploration, resource development and plant construction at $540 million and equipment sales at $257 million.

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CCBJ Vol II No 01-03: First Annual Overview of the Climate Change Industry

CCBJ estimates the global climate change industry at $171 billion in the U.S. and $615 billion globally in 2008. While growth in 2009 will be flat due to the global recession, we expect growth to resume in 2010, with the industry reaching $380 billion in the U.S. and $960 billion worldwide by 2012.

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CCBJ Vol I No 12: Climate Change Consulting Industry

CCBJ estimates place today's climate change consulting market at $1.9 billion worldwide and $670 million in the United States, but those figures are expected to more than double in the next five years, fully accounting for the financial meltdown of 2008. The market is analogous to the U.S. environmental consulting & engineering market that was about $600 million in billings in 1976, six years after the foundation of the U.S. Environmental Protection Agency. That market doubled by 1980, grew 10-fold to $12 billion in 1990, and stood at $27 billion in 2008. Climate change consulting only counts for 2-3% of environmental C&E revenues today, but CCBJ believes a similar growth trajectory awaits.

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