Description
COP26 & New Eras in Climate Change Industry Segments: Hydrogen, Climate Tech, CCS and RE 3.0
INCLUDED IN CLIMATE CHANGE INDUSTRY IMPLICATIONS OF COP26
Climate Change Business Journal® assesses the likely implications of the COP26 meetings in Scotland in late 2021, coming at a time of dynamic change in the climate change industry. Investor, analyst and regulator ESG demands weigh on corporations and investment funds, but voluntary commitments to carbon neutrality and net zero targets have had similar impacts on demand for climate change solutions in engineering and technology. CCBJ’s third quarter 2021 analysis devotes some space to the run-up to COP26 and possible national commitments and policy that will ensue, but more analysis is devoted to segments that are in the early stages of ‘new eras’ of growth and market penetration. 1-16
Carbon Capture & Storage: Wyoming Integrated Test Center Provides Optimal Setting For Developing and Testing CCUS Technologies; Carbon Infrastructure Partners Makes Ambitious Bet On CCUS; CCS-Enabled Clean Energy: A Needed Portfolio Addition To Meet California’s Emissions Targets 17-21
Renewable Energy 3.0: Solar Demand Strong at 17.4 GW of New Projects; 62.5 GW of Wind Projects on Tap, But Retirements Starting; World’s Largest Solar Power Plants and Wind Farms; World Resources Institute Prioritizes USA Policy Options to Hit 2030 Emissions Targets; USA Sets Record For Renewables In 2020; Local Governments Commit to 3.7 GW in Renewables 22-30
Hydrogen: Hydrogen Investments Continue to Rise: 2021 Forecast More than Doubles Projections of Capacity by 2030;Pillsbury’s Dedicated Hydrogen Practice Anticipates Hydrogen’s Role in the Energy Transition, Launches Map Tracking Hydrogen Projects; Leadership in Green Hydrogen Development Coming From Europe; Offshore Green Hydrogen Partnership Between Lhyfe and Centrale Nantes; Royal HaskoningDHV Supports Europe’s Largest Green Hydrogen Project 31-40
Energy Storage: Primer on Electrical Energy Storage; Major Global Energy Storage Projects of 2020 41-43
Climate Tech: Global Investment Activity Stays High in 2021; Clean Tech & ESG Joined by Climate Tech; Cleantech to Climate Tech: What Has Changed?; PwC Taxonomy of Climate Tech Segments; $16 Billion in Climate Tech Investment Tracked in the First Half of 2021; Corporate Climate Venturing Taking Off 44-51
Big U.S. Transmission Projects Look to Unlock Renewable Energy; Florida Budgets $640 Million for Sea Level Rise; $47 Billion for Coastal Resilience in Senate infrastructure Bill; California Funds Landmark $536 Million Wildfire Resilience Package; Buffalo Hosts Hydrogen Project & Claims Status as a Climate Refuge City; Top Climate Tech Deals in Q3 2021; Largest Electric Power Plants 52-56
NCX Raises $20 Million and Big Forest Carbon Projects; PitchBook Tracks Global Forest Carbon Tech VC Deal Activity; 57
EXHIBITS IN CLIMATE CHANGE INDUSTRY IMPLICATIONS OF COP26 EDITION
Pre-COP26 Emissions and Temperature Scenario Outcomes for Nationally Determined Contributions and Net-Zero Pledges
Countries That Have Submitted Now or Updated Nationally Determined Contributions as of October 12, 2021
Cumulative GHG Emissions by Country 1850-2018
Carbon Emissions from Denmark, 1990-2040 Scenarios
Carbon Emissions from the United States, 1990-2040 Scenarios
Carbon Emissions from China, 1990-2040 Scenarios
What are your own expectations for COP26?
To what extent do you agree with COP26 approaches to China
Technology Potential in the Climate Change Industry
IPCC’s Five Scenarios for Global Temperatures to 2100
U.S. Electricity Use 1950-2020 (Billion Kilowatt-hours)
Percentage of Annual U.S. Electricity Net Generation: 2010-2021
U.S. Electricity Generation: 2010-2050 Energy Information Administration: Annual Energy Outlook 2021 Forecast
Range of Amounts for a Scaled Retroactive Carbon Tax on CO2 Emissions 1900-2019
U.S. Annual Added Wind & Solar PV Capacity, 2005-2020 (MW)
Change in Global Electricity Generation by Source in International Energy Agency’s ‘Stated Policies Scenario’, 2000-2040
Sankey Diagrams of US Energy Use and Global GHG Emissions
CCBJ Climate Change Industry Segments
U.S. Planned Solar Projects in Development or Under Construction
U.S. Wind Capacity By Quarter Added and Cumulative, 2015-2021
U.S. Wind Projects in Advanced Development or Under Construction
Largest Owners of Planned U.S. Wind Installations 2021-2025 (MW)
Utility-Scale vs. Distributed Solar Photovoltaic Electricity Net Generation 2010-2020 (Million Kilowatt Hours)
USA Distributed Solar Photovoltaic Generation 2010-2020 (Million Kilowatt Hours)
Regional Partner Collaboration Model for Renewable Energy
Cumulative Production Capacity in Hydrogen (million tonnes per annum)
Global Hydrogen Projects Across the Value Chain
Distribution of Global Hydrogen Resources and Demand Centers
Regional Cut-Outs of Pillsbury’s Hydrogen Map
Project Schematic for NortH2: Europe’s Largest Green Hydrogen Project
Maturity of Energy Storage Technologies
Characteristics of Energy Storage Technologies
U.S. Energy Storage Deployment Forecast to 2026
Global Venture Financing in All Sectors: 2013-Q3 2021 by Quarter
History of Global Investment in Clean Energy 2004-2018
PwC Taxonomy of Climate Tech Segments
Number of Climate Tech Venture Capital Deals by Sector 2020-2021
Climate Tech Venture Capital Total Investment in $Billion by Sector
Climate Tech Venture Capital Investment by Deal Stage
Most Active Investors in Climate Tech: # of Investments in 2020-2021
Matrix of Corporate Venture Capital Objectives
Climate Tech VC List of Leading Corporate Venture Capital Companies or Funds by Major Category
World’s 20 Largest Electric Power Plants Ranked by Capacity
Top Climate Tech Deals in Q3 2021
Global Forest Carbon Tech VC Deal Activity
