Description
Fourth Quarter 2020
CCBJ’s Climate Change Industry Overview 2020
The 2020s promises be the decade of the climate change industry as factors are aligned for scaling breakthroughs in key segments of the industry. The U.S. climate change industry represents 18% of the global climate change industry. One would expect that with 9 segments, 62 quantified sub-segments and a total of $446 billion in the US and $2.42 trillion worldwide, segment growth rates would not exhibit much volatility. But segment volatility has been in evidence for much of the 2010s, and more volatility may resurface in the 2020s as the next 10 years of the climate change industry is written. However, it seems certain that climate change industry growth will be at two times of more that of GDP growth for the foreseeable future.
CCBJ Table of Contents
CCBJ reviews the history and future of the climate change industry; Segment definitions and trends indicate an industry still a ways from maturity but poised for growth and significant breakthroughs in the 2020s ….. 1-16
LevelTen Energy Makes Five Renewable Energy Predictions for 2021; Envisions Pathways to 100% Renewable Power …. 15
American Council on Renewable Energy Accelerates the Transition to a Renewable Energy Economy; Clean Energy Jobs Pay More Than National Median ….. 19
Anthesis Partners Across the Industry To Enhance Its Reputation as Sustainability Activator; SupplyShift and Anthesis Form Strategic Alliance ….. 21
Anthesis Sees Momentum Building in ESG Finance ….. 23
LF Energy Advocates Ambitious Decarbonization Policy ….. 24
Center for Climate and Energy Solutions Sees a Big Role For Cities to Play in Building Global Climate Resilience; Climate Resilient Cities Set to Gain a Competitive Edge ….. 25
Clean Energy Associates Sees Battery Manufacturing as a Key Market Segment in the Energy Storage Supply Chain; U.S. Energy Storage Installations Taking Off ….. 28
Energy Storage Survey Projects Global Lithium-Ion Battery Cell Production Capacity to Exceed 770-GWH ….. 30
Jupiter Intelligence Launches New Generation of Climate Risk Models For Insurance, Utility, Oil & Gas, Banking and Real Estate Sectors ….. 32
Emergent’s Forest Finance Accelerator Mobilizes Private Sector & Civil Society Leaders on Tropical Forest Protection ….. 34
Finland Enhances ‘Bioneers’ and Sustainable Development Leadership in a Cooperative Innovation Program with its Ministry of the Environment and Michigan & Maine ….. 36
Marsh & McLennan Advances Innovations in Climate Risk and Risk Management Solutions ….. 39
SilverLining Launches Safe Climate Research Initiative; Funds Six Rapid Climate Intervention Projects ….. 42
Carbon Capture Coalition Builds Support for Carbon Capture in Power Generation and Industry; Active Carbon Capture Projects ….. 46
Exhibits:
USA vs. Global Climate Change Industry in 2019 ($billion)
U.S. Climate Change Industry & Growth ($billion)
Global Climate Change Industry & Growth ($billion)
CCBJ Definition of Climate Change Industry Segments
U.S. and Global Climate Change Industry & Growth ($billion)
US GDP as a Percentage of Gross World Product
U.S. GDP vs. Environmental & Climate Change Industry
Global GWP vs. Environmental & Climate Change Industry
Carbon Dioxide Emissions 1965-2019 (million tonnes of CO2)
Carbon Dioxide Emissions 1965-2019 (million tonnes of CO2)
Electricity Generation in Terawatt-Hours 1985-2019
The Global Solar Energy Industry: 2000-2022 ($bil)
USA vs Global Solar Energy Industry: 2000-2022 ($bil)
U.S. Annual Added and Cumulative Solar PV Capacity (MW)
Solar Photovoltaic Capacity by Nation: 2019 in Gigawatts
U.S. Solar Energy Market 2000-2022 ($mil)
U.S. Solar Energy Industry 2000-2022 ($mil)
U.S. PV Capacity Installed Each Year (in MW capacity)
Global vs. USA Carbon Markets ($bil): 2000-2022
U.S. Carbon Market: Voluntary vs. Regulated ($mil)
U.S. Green Building Construction & Market Penetration: 1995-2024
USA Renewable Energy & Power: 2000-2022 ($bil)
USA Energy Efficiency & Demand Response: 2000-2022 ($bil)
USA Energy Storage: 2000-2022 ($bil)
US Green Building Specialty Services & Supply: 2000-2022 ($bil)
USA Climate Change Consulting & Research: 2000-2022 ($mil)
USA Wind Energy Market ($mil)
USA Wind Energy Services Market ($mil)
USA vs Global Wind Energy Markets ($mil)
Transportation Segments in the U.S. Climate Change Industry ($mil)
Climate Change Transportation Segments 2000-22 ($mil)
USA Sales of Low-Emission Vehicles ($mil)
U.S. Energy Efficiency & Demand Response Industry ($mil)
Nations With Most CO2 Emissions in 2019
Most Populous Countries in July 2020
IMF Data: Leading Countries by GDP in 2020
Ranking of Corporate Leaders in Installed Capacity (MW)
Global Electricity Generation by Fuel in Terawatt-hours
U.S. Energy Storage Installations by Market Segment 2013-2019
Lithium-Ion Average Annual Battery Price in $/KWh 2010-2020
Cumulative Lithium-Ion Battery Demand for Electric Vehicle and Energy Storage Applications in 10k GWh
Climate Adaptation Funding Requirements for Developing Countries (2nd scenario in US$ bil)
Companies In the Edition of CCBJ
Companies Featured:
Aalto University 38
Abt Associates 25
American Council on Renewable Energy 1, 17, 19, 20
Anthesis 21
Anthesis Group 21
American Wind Energy Association 19
Bank of England 9
BlackRock 17
BW Research Partnership 20
Carbon Capture Coalition 13, 46
Center for Climate and Energy Solutions 25, 27
Clean Energy Associates 28, 30
Clean Energy Leadership Institute 20
Cornell University 45
Dolea 38
Duke University School of Law 19
E2 20
Emergent 34
Environmental Law Institute. 19
Ecosystem Marketplace 9
Environmental Defense Fund 34
Florida State University. 19
Global Optimism 17
Good Energies Foundation 34
Great Plains Institute 46
Institute of International Finance 9
International Energy Agency 13
Jupiter Intelligence 32
Kotkamills 38
LevelTen Energy 15
LF Energy 24
Marsh & McLennan 39
Ministry of the Environment of Finland 37
National Academies of Sciences 47
National Center for Atmospheric Research Climate and Global Dynamics Laboratory 45
Natural Resources Defense Council 19
Norwegian International Climate and Forests Initiative 35
Oak Hill Capital 34
Pew Center on Global Climate Change 25
Refinitiv 14
Rutgers University 45
Rockefeller Foundation 34
SilverLining 44
Solar Energy Industries Association 18
SRM Governance Initiative 45
State Street 17
StepOneTech 38
Sulapac 38
SupplyShift 21
Terra-Gen Power LLC 19
The Linux Foundation 24
University of Washington 45
U.S. Environmental Protection Agency 25
University of North Carolina 25
World Bank 14
Yale School of the Environment 25
