Clean Economy, Living Planet

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Clean Economy, Living Planet Building the Dutch clean energy technology industry

This report was commissioned by: WWF-Netherlands (Wereld Natuur Fonds) PO Box 7 3700 AA Zeist

This report was prepared by: Roland Berger Strategy Consultants World Trade Center Strawinskylaan 581 1077 XX Amsterdam The Netherlands Authors:

Ward van den Berg – Senior Research Associate Arnoud van der Slot – Partner

Editor:

Donald Pols Programme Leader Climate Programme [email protected]

© Copyright: Disclaimer:

Wereld Natuur Fonds, November 2009 While every effort has been made to ensure that this document and the sources of information used here are free of error, we are not responsible or liable for the accuracy, currency and reliability of any information provided in this publication.

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Clean Economy, Living Planet - Building the Dutch Clean Energy Technology Industry

Clean Economy, Living Planet Building the Dutch Clean Energy Technology Industry

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Executive Summary This report investigates the potential and challenges for a strong Dutch Clean Energy Technology industry with a focus on renewable energy and energy saving products, processes and technologies. For the first time countries are ranked by their Clean Energy Technology sales. To enable this comparison we have made an inventory of Clean Energy Technology companies in the Netherlands. On the basis of lessons from leading countries, an analysis of the situation in the Netherlands and interviews with experts we make recommendations for building a strong Clean Energy Technology industry in the Netherlands and quantify the potential contribution of this sector to CO2 reduction, jobs and future sales. The study has been overseen by an expert group consisting of representatives of Rabobank, Energy Research Centre of the Netherlands (ECN), Delft University of Technology, FME-CWM (technological-industrial sector association) and WWF – NL. The market for Clean Energy Technology (CET) is booming and was larger than the pharmaceutical industry in 2007. By 2020, at EUR 1,600 bn, it will be the third industrial sector in the world. The worldwide market for Clean Energy Technology is growing fast. Between 2000 and 2008 wind energy grew by 24% a year, biodiesel by 31% and solar by 53%. With a total volume of EUR 630 bn a year in 2007 the Clean Energy Technology market is already larger than the global pharmaceutical industry. Sales from energy efficiency products totaled EUR 540 bn and renewable energy technologies contributed EUR 91 bn. Despite the crisis growth is expected to continue at an annual rate of 5% for efficiency and 15% for renewables (in a scenario where CO2-emissions are reduced by 80% in 2050). This will result in a total market volume of EUR 1,600 bn in 2020, making it one of the largest industries in the world. WWF-NL ranked countries by Clean Energy Technology sales for the first time. The Netherlands is lagging behind in 17th place. If you look at relative income from sales (weighted by GDP), Denmark, Brazil and Germany rank highest. The Netherlands is at position 17. The Danes are global market leaders in wind turbines and insulation and number one overall. Brazil is number two because of its large scale production of bio-ethanol. Germany has a long tradition in building machinery and equipment that made a good basis for its clean technology industry. Germany excels in several technologies, particularly in wind- and solar energy. The Netherlands has a top 10 position only in insulation and solar energy.

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The Netherlands are missing out for three reasons: 1) Subsidies do not contribute sufficiently to a stronger economic position The Dutch government invests relatively high amounts in research and development, but this does not result in higher international sales. The most important reason for this is that individual technologies are not supported consistently over the product life cycle. For example: solar energy receives a considerable amount of R&D support, but a lot less support in the demonstration and market development phase. Another reason is that innovation in knowledge centers is not well connected to commercial companies. Furthermore, Clean Energy technologies hardly play a role in public private partnerships. 2) There is not enough capital, especially in the seed phase In the Netherlands there is a shortage of capita for Clean Energy Technology. In 2008 investments in clean technology decreased substantially in the Netherlands, by 34%. Meanwhile, in the rest of Europe they increased by 55%. In the seed phase especially, the Netherlands are far below the European average. Furthermore, Dutch Banks invest much more in fossil energy than in clean energy (<6%). 3) The Dutch home market for Clean Energy Technology is underdeveloped A well developed home market is a precondition for the development of Clean Energy Technology companies. It enables the experience and reference projects that businesses need to compete internationally. There is a clear correlation between a high share of wind energy in total electricity demand and international sales from wind energy products. The Netherlands has the potential as well as the responsibility to reach a global top 10 position in the clean tech market. Dutch CO2 emissions per capita are among the highest in the world (seventh place). The Netherlands emits three times the global average. This contrasts sharply with its 17th position in the Clean Energy Technology country rankings. However, the Netherlands has the knowledge (third place in basic science), wealth (sixth economy in GDP per capita) and capacity (> 260 companies active in Clean Energy Technology) to be a leader in the world market for

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Clean Energy Technology. We already rank 7th in solar PV and insulation and 11th in wind energy. That is a strong base to build on. A top-10 position in 2015 will bring large benefits:, 8,000 extra jobs, EUR 1.6 bn in additional sales, and 130 Mton less CO2. WWF-NL believes the Netherlands should strive for at least a top-10 position in 2015. This would lead to a reduction in CO2–emissions, both in the Netherlands and in the countries where Dutch products, processes and technologies are applied, of at least 130 Mton (more than six times the current Dutch Kyoto target of 20 Mton). Realizing a top-10 position would also lead to 8000 additional jobs and almost double employment in the Dutch Clean Energy Technology sector to 17,000 FTEs. Dutch sales will increase with EUR 1,6 bn to EUR 2,5 bn.

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Contents 1

The urgency of Clean Energy Technology

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1.1 CO2 emissions must be reduced to limit global warming to 2°C and limit the harmful

and irreversible impacts on ecosytems.

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1.2 Clean Energy Technology reduces CO2 emissions by increasing energy efficiency and

enabling alternative sources like solar, wind and biomass

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2

Clean Energy Technology and the position of the Netherlands

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2.1 Clean Energy Technology is a growth market that is expected to reach

EUR 1.6 trillion by 2020 and thus an attractive business opportunity

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2.2 The Netherlands ranks 17th in overall, GDP-weighted Clean Energy Technology

sales and achieves a top-10 position only in insulation

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The potential for Clean Energy Technology in the Netherlands

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3.1 The Netherlands has an excellent knowledge base but fails to turn it into practical

Clean Energy Technology solutions delivered on a commercial scale

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3.2 The Netherlands has the capital and CO2 emissions responsibility to contribute

more to Clean Energy Technology

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3.3 The Netherlands is home to more than 260 companies active in a broad range

of Clean Energy technologies

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Lessons from leading Clean Energy Technology countries

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4.1 The leaders Denmark, Brazil, Germany and Spain achieve success through early

and consistent government support, high investment and a strong home market

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4.2 Dutch government spending on Clean Energy Technology R&D is relatively high but

the same technologies are not consistently supported throughout the entire

innovation cycle

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4.3 Capital for Clean Energy Technology ventures in the Netherlands is scarce,

especially in the seed phase

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4.4 The Dutch home market is underdeveloped, with a low share of renewable energy

sources in the primary supply and modest energy efficiency gains in recent years

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Towards the worldwide top-10

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5.1 The Netherlands should aspire to a top-10 position in 2015 and the 15% annual

growth needed to achieve it

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5.2 A top-10 position will reduce CO2 emissions by 130 Mton in 2015 and add

8,000 jobs and EUR 1.6 billion in sales to the Dutch economy

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5.3 After a careful selection process, WWF NL has identified six companies that could

lead the industry’s growth, and has nominated these for the WWF Cleantech Star

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5.4 The six nominees demonstrate that a top-10 ambition is realistic. Such companies

will take the Dutch Clean Energy Technology industry a long way towards achieving

that ambition

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6

Epilogue

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Appendix 1 Sources

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Appendix 2 Expert group and jury

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Appendix 3 Profiles of WWF Cleantech Star nominees

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0 Preface In this report the World Wild Fund for Nature Netherlands (WWF NL) investigates the rationale, potential and challenges of building a strong Dutch industry in Clean Energy Technology and recommends three courses of action. WWF NL turns to Clean Energy Technology because energy efficiency and renewables are the most important options to reduce energy related CO2 emissions and prevent serious impacts of climate change. Recent studies indicate that an average global warming of 2°C will result in dangerous and irreversible effects to humans and nature, which rapidly worsen above 2°C warming. Ecosystems cannot adapt any longer and more than 30% of species may disappear. WWF NL wants to see fast and large-scale application of solutions that reduce CO2 emissions. This report finds that this is best achieved by stimulating Clean Energy Technology business, and goes on to examine what is happening in the Netherlands today, how that compares to other countries and what should be done to build a strong Dutch Clean Energy Technology industry. This report is structured in five chapters and an epilogue. The first chapter explains the threat of global warming and the potential contribution of Clean Energy Technology to reducing CO2 emissions. It also defines Clean Energy Technology for the purposes of this report. Chapter 2 looks at past and expected market growth based on two scenarios and ranks the Netherlands against other countries by (GDP-weighted) Clean Energy Technology sales. Chapter 3 is devoted to the potential of Clean Energy Technology in the Netherlands and assesses its knowledge position and current economic activity. In chapter 4 we analyze the success of the leading countries (Denmark, Brazil, Germany and Spain) and identify where the Netherlands can improve to build a strong domestic Clean Energy Technology industry. Chapter 5 quantifies the impact that a top-10 ambition will have on CO2 emissions reduction, jobs and sales. It also presents the six WWF Cleantech Star nominees that could lead the way. The epilogue briefly summarizes the main findings. For its data and insights, the report draws on many sources. A complete list can be found in appendix 1. Appendix 2 introduces the expert group that supervised the report and the jury that selected the WWF Cleantech Star nominees and winner. Finally, appendix 3 contains the visions of the nominees themselves. November 2009, World Wide Fund for Nature – The Netherlands

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1 The urgency of Clean Energy Technology Clean Energy Technology is essential to limiting global warming and protecting ecosystems by reducing CO2 emissions through energy efficiency and renewable energy Climate change comes at a cost to both our economy and our environment. As temperatures rise agricultural output will fall, damage from floods and storms will increase, (tropical) diseases will become more prevalent and access to water will become more of a problem for more people. The cost of inaction has been estimated between U-SD 20 and 26 trillion in 2100. The Stern report commissioned by the British government put the cost at a 5 to 20% reduction in GDP. But that is just the financial aspect. The cost to our environment is greater and irreversible. The Earth’s flora and fauna will suffer both directly from higher temperatures and indirectly through the damage to their habitats. Ecosystems will disappear. Even small temperature increases will cause coral bleaching and threaten some amphibians (see figure 1). Temperature rises of 3° or 4°C and more will lead to major extinctions around the globe. Figure 1 – The of impact of rising temperatures (examples) Examples impact of higher temperatures WATER

0.4 to 1.7 bn

1.0 to 2.0 bn

More than 30 % species at increasingly high risk of extinction

Increasing amphibian extinction

ECOSYTEMS

Increased coral bleaching

Most corals bleached

Major extinction around the globe

Wide spread coral mortality

low altitudes Decreases for some cereals Increase for some cereals high altitudes

Crop productivity

FOOD

additional people with increased water stress

1.1 to 3.2 bn

All cereals decrease Decrease in some regions

Increased damage from floods and storms

COAST

Addition people at risk of coastal flooding at year

0 to 3 m

Changed distribution of some disease vectors

HEALTH

2 to 15 m Substantial burden on health services

Increased burden from malnutrition and diarrheal , cardio respiratory and infectious disease

0

1

2

Source: WWF NL, UN Intergovernmental Panel on Climate Change

1

Average annual costs, based on Kemfert 2005, Watkiss, 2005 and Ackermann, 2006

3

4

5C

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1.1 CO2 emissions must be reduced to limit global warming to 2°C and limit the harmful and irreversible impacts on ecosytems. In 2009, G8 leaders agreed to CO2 emission cuts that would limit global warming to 2°C above pre-industrial levels. Any rise above that level risks the extinction of more than 30% of the Earth’s wildlife. Global warming’s threat to the natural habitats of at least 2,500 species has placed these species on the “red list”.2 Examples include polar bears on melting ice caps, tigers competing with men for food and orang utans finding less and less fruit due to shifting rain patterns. If we assume no new government policies beyond those already adopted by mid-2008, the International Energy Agency (IEA) has calculated that global primary energy demand will expand by 45% percent between 2006 and 2030, putting us on a path towards a 6°C rise in global temperatures. To limit global warming to 2°C, the IEA proposes a “450 Policy scenario” that aims to stabilize the amount of CO2-eq in the atmosphere at 450 ppm (parts per million), which requires at most 26.4 Gigatons of CO2 emissions by 2030. 3 Figure 2 – World energy-related CO2 emissions abatement and 2008 investments required [Gt, USD bn] 42 40

Reference scenario

38 36

End-use energy efficiency

34 Power plants energy efficiency

32

Renewables 30

Biofuels Nuclear

28 450 scenario

26 2007 2010

2015

2020

2025

CCS 2030

Source: IEA 2009

Figure 2 shows that energy efficiency and renewables are the most important options to achieve the 450 scenario. It should be noted that even in the 450 policy scenario there is a 50% probability that temperature increases will exceed 2°C. More needs to be done.4 However, it is encouraging that in July 2009, in L’Aquila, G8 leaders committed themselves to the 2°C ceiling and to working towards an 80% reduction in their CO2 emissions by 2050. However, there is no agreement yet on the financial support of developing countries’ climate policy. 5

Based on database retrieval from the International Union of Conservation of Nature’s red list From IEA World Energy Outlook 2009 excerpts 4 The 450 Policy scenario calls for significant mitigation measures to be taken immediately, achieving peak emissions as soon as possible (but no later than 2015) and reducing them by at least 3% annually thereafter. However, if we want to avoid additional irreversible consequences and (ecological and economic) costs, we need to cap emissions at 400 ppm CO2-eq or even reduce levels to 350 ppm CO2-eq (from today’s estimated 396 ppm CO2-eq). 5 NRC Handelsblad 2 3

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1.2 Clean Energy Technology reduces CO2 emissions by increasing energy efficiency and enabling alternative sources like solar, wind and biomass It is not energy use per se that causes global warming. It is the emission of CO2 that results from burning fossil fuels to generate energy. Solutions should therefore be sought not only in reducing primary energy demand but in alternative sources that do not emit CO2. In the 450 Policy scenario energy efficiency must result in a 16% reduction in total energy use relative to the reference scenario and renewable energy supply must increase by 42% – both by 2030 (see figure 3). Clean Energy Technology enables both. Energy efficiency is the most cost-effective way to reduce CO2 emissions. Simply put, using less energy not only saves fossil fuel but money. Thus the investments needed are offset by lower energy bills that result from lesser volumes and lower prices (due to falling demand). Clean Energy Technology contributes to energy efficiency by enabling, for example, low-energy lighting, better insulation and more effective energy storage. Solar, wind and biomass sources do not cause CO2 emissions. Solar and wind can be used to generate heat and electricity, and biomass has the additional advantage that it contains molecules that can be converted to liquid form to replace fossil-based transport fuels. Clean Energy Technology enables these solutions by developing solar cells and wind turbines, electric cars and biofuels. Clean Energy Technology therefore is defined as those technologies that contribute directly to reducing CO2 emissions. There are other technologies that are equally necessary and valuable, such as the recycling of fossil-based materials, material efficiency and carbon capture and storage. These, however, affect CO2 emissions only indirectly or in the case of CCS, only present a solution after CO2 has been created (end of pipe). Clean Energy Technologies, thus defined, are urgently needed to cut CO2 emissions, limit global warming and protect crucial ecosystems. The market is responding. The next chapter analyzes the size and growth of Clean Energy Technology markets and the position of the Netherlands therein.

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2 Clean Energy Technology and the position of the Netherlands The market is responding to climate change by developing Clean Energy Technologies but the Netherlands has yet to contribute. In the 450 policy scenario, energy efficiency and renewable energy solutions must be applied on a large scale. Clearly that implies significant business opportunities for any technology that enables these solutions. Clean Energy Technology is set to become the next economic boom, similar to the internet in the 1990s. This chapter analyzes that market, its expected growth and the relative position of the Netherlands compared to other countries.

2.1 Clean Energy Technology is a growth market that is expected to reach EUR 1.6 trillion by 2020 and thus an attractive business opportunity Clean Energy Technology is already a large and growing market today. With total sales of EUR 630 billion in 2007, it is bigger than the global pharmaceutical industry. The Clean Energy Technology market consists of two segments. Energy efficiency sales in 2007 totaled EUR 540 billion, renewable energy added EUR 90 billion (see figure 3). By 2020, Clean Energy Technology will be one of the world’s main industries. In a business-as-usual scenario, the energy efficiency and renewable energy segments will grow by 2.5% and 9% per year to EUR 790 billion and 275 billion respectively in 2020. This is not surprising. Between 2000 and 2008, worldwide annual growth averaged 24% for wind energy (from 4 to 27 GW annual installed capacity), 53% for solar (0.3 to 5.6 GW annual installed capacity), 31% for biodiesel (2 to 11 Mton output) and 29% for energy-saving light bulbs (from 528 million to 2.4 billion units sold).6 Figure 3 Market development energy efficiency and renewable energy Global renewable energy2) Global energy efficiency1) market [EUR bn] grows by 5 % market [EUR bn] grows by 15 %

Global market volume 2007 [EUR bn]

+5% p.a. 1,025

+15% p.a.

2007

2010

2020

2007

2010

Electr. industry

2,400

Automotive

2,000

CET in 2020

1,600

Engineering

1,350

CET in 2007

630

Pharmaceutical

520

2020

1) Energy efficiency includes insulation, electric engines, heating and cooling, household appliances and measurement and steering equipment 2) Renewable energy includes wind , solar , geothermal energy, hydropower, solar heating, biogas installations

2007-2020 [EUR bn] Source: GreenTech made in Germany 2.0, Roland Berger Strategy Consultants 6

Based on figures from GWEC, EPIA, Emerging Markets and World Watch Institute, energy-saving light bulbs includes figures from 2000 to 2006.

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In the 450 policy scenario, average annual growth is expected to be even higher: 5% for energy efficiency and 15% for renewable energy.7 That will result in a EUR 1,600 billion total market for Clean Energy Technology in 2020, making it one of the world’s biggest industries after automotive and electronics. Government targets will drive this market. The EU objectives of 20% renewable energy supply in 2020 alone translate into an annual additional market demand for more than 47 Gtoe in 2020, which shows an annual growth of 27% between 2012 and 2020. The US has no targets at the federal level, but 19 states have set targets for energy efficiency and 29 for renewable energy (of which 17 aim for 20% or more). China wants to see a 15% share of renewable sources in primary energy demand by 2020, but already has plans to increase it to 20 % and has included a reduction in energy consumption per unit GDP of20% per 2010.8 The financial and economic crisis will have limited impact on forecasted growth. (Private) investments may be delayed, but most public stimulus packages contain (incentives for) sustainable investments. Wind is one example (see box insert). In short, we can expect robust growth in demand for Clean Energy Technology and attractive business opportunities for companies that can make it work. The bottleneck to the large-scale application of Clean Energy Technology will clearly not be a lack of demand. True, wind parks will have to be built, solar cells installed, houses insulated and electronic and biodiesel fueled cars bought – all in large volumes.

BOX: Pre and postcrisis forecasts for wind energy   Before the crisis, wind energy was expected to add 17% of capacity (in gigawatts) each  year between 2008 and 2012. In 2009 this growth is now expected to slow to about 10‐ 11% , due to financing conditions (15‐30% equity now required), low oil prices (less  urgency, longer paybacks) and general economic uncertainty. 

  However, this will pick up. In 2012, worldwide capacity is still expected to reach 50 GW  (see graph). Both incidental and structural drivers remain. Wind is especially supported  in most economic stimulus packages, growth will be strong in countries less dependent  on financial markets (most notably China), governments have set ambitious targets in  the US, Europe, China and India, and Europe’s Emissions Trading Scheme (ETS) carries  cost penalties for fossil energies. 

The business cases for such investments depend in part on macro-trends such   as energy security (becoming less dependent on oil and gas from unreliable or politically undesirable sources), oil prices, CO2 pricing schemes and consumer and electoral appetites for sustainable products and policies. These level the playing field between Clean Energy Technology and

7 8

BMU Greentech 2.0 and Roland Berger analysis Based on Laura Fulley, American Council for an Energy-Efficient Economy, Directive 2009/28/EC of the European Parliament and of the Council and The Guardian (2009), Martinot (2007)

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fossil-based alternatives. However, these macro-trends are hard to influence and already increasingly favor cleaner solutions. The challenges are more on the supply side. To reach the targets, new technologies must be developed, technologies that exist today in the lab must be made to work and demonstrated under real-life conditions, and working applications must be made cost-competitive with existing alternatives. In other words, Clean Energy Technology businesses are needed to develop and deliver turbines, solar cells, cars, batteries, insulation materials and low-energy products – to name but a few examples. If and when Clean Energy Technologies become commercially available, they will be used. Contrary to the macro-trends that impact demand, the development of this supply side can be influenced. That makes stimulating these businesses, encouraging start-ups and helping ventures develop and grow, the best lever for accelerating the large-scale application of Clean Energy Technology.

2.2 The Netherlands ranks 17th in overall, GDP-weighted Clean Energy Technology sales and achieves a top-10 position only in solar and insulation The need and potential for Clean Energy Technology, both ecological and economic, have clearly been established. Unfortunately, the Netherlands does not seem to be succeeding in capturing (and contributing) its fair share. A ranking of countries’ sales in Clean Energy Technology does not exist anywhere. Yet there is no better way to assess both the technical and commercial viability of a country’s technologies and their success in finding large-scale application. If Clean Energy Technology products and services are actually supplied to and bought by customers, those customers must find them both useful and valuable. In this report we have therefore compiled the first such ranking. It includes the 27 EU member states and all G7 and BRIC countries and the major renewable energy and energy efficiency segments (see appendix 1 for a full list of countries and segments analyzed). Renewable energy consists of five major technologies to create heat, electricity and transportation fuels. The energy efficiency technologies are those that are only dedicated to increasing efficiency or replacing less efficient technologies. For example, insulation is only used to retain heat or cold in buildings. Heat pumps replace the older central-heating boilers. We have not included products in which incremental advances have or can be made, such as household appliances. Although the contribution of such products can be high, they are not solely dedicated to reducing CO2 emissions.

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It is important to note that we have excluded hydro power in this ranking. The environmental damage that hydro power and hydro dams may cause also contributes to global warming. Also, hydro power has been used for more than a century and so does not represent a new or innovative application of (Clean Energy) technology. We acknowledge that this is an important industry sector in countries like Austria, Germany, France and China. Country market shares and overall volumes are listed by technology, with each step in an individual technology’s value chain analyzed separately. For example, in solar we look into silicon, cells and modules. All segments sales are added to yield the world’s first aggregate country ranking by sales. A country’s position in the ranking reflects its ability to produce and sell products and services that reduce CO2 emissions. High ranking countries also generate high economic value and employment for a skilled workforce. Many have strong domestic demand and so the spin-off employment to install Clean Energy Technologies locally is also high. These so-called “green collar jobs” are local, not threatened by outsourcing and available to relatively low skilled workers. A broad range of sources was used to obtain and validate the necessary data (see appendix 1 for complete details): • • • •

Industry trade organizations – e.g. the Global Wind Energy Council, European Photovoltaic Industry Association, European Biodiesel Board; Broker and industry reports – e.g. from Sarasin, HSBC, Douglas-Westwood, Frost & Sullivan, Global Data, Jefferies; Company sources – e.g. annual reports, company websites, investor presentations, press releases; Other sources – e.g. IEA working group documents, Eurostat, data and insights available from expert group members (see appendix 2).

Based on this comprehensive study, figure 6 presents the first Global Clean Energy Technology rankings by aggregate product sales over 2008 in absolute (EUR billion) and relative terms (as a % of GDP). In absolute terms the Netherlands ranks 12th with sales of some EUR 900 million, its GDP-weighted ranking is 17th.

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Figure 4 Clean Energy Technology sales by country 2008 in absolute and relative terms [EUR bn, % GDP] Absolute global Clean Energy Technology product sales 2008 [EUR bn] 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26

DE US JP CN DK BR ES FR UK KR IN NL BE AT FI TW IT TR SE IL GR IE CA AU PL NO 0

5

10

15

20

21

Relative global Clean Energy Technology product sales weighted by GDP 2008 [% EUR] 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26

DK BR DE ES FI CN AT BE KR IL JP FR IN IE TW SK NL GR US UK SE TR KG HU PL NO 0

1

2

3

4

Denmark, Brazil and Germany top the GDP-weighted rankings. The Netherlands would have to increase its sales by a factor of four to challenge Germany for third place. Denmark has been able to capture a large share of the global wind market. Danish wind turbine manufacturer Vestas has a 20% market share, but component manufacturers like LM Glasfiber and offshore installation contractors such as A2Sea have also made Denmark their home. In energy efficiency, Danish Rockwool is a leader in global insulation markets.

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Brazil owes its second place almost exclusively to the large-scale production of bioethanol. Brazilian sugar cane provides its most efficient feedstock. The switch to bioethanol domestically has also made Brazil much less dependent on foreign oil. Germany has a long tradition in building machinery and equipment and this is the basis for its leading Clean Energy Technology industry. Germany excels in a broad range of technologies. Repower, Siemens and Enercon have strong positions in wind. Qcells is the world’s largest manufacturer of photovoltaic solar cells. Knauf is a European leader in insulation. Next to biodiesel, Germany is home to most of the world’s biogas installations. Wind energy and biofuels are the most important markets in Clean Energy Technology worldwide (with 29% and 27% of total sales respectively). The rapid expansion of wind power capacity in Europe, the US and China in recent years has created a 27 GW (capacity) market in 2008. The relatively low cost of wind and biomass favors their use over solar (12% of the overall market). The largest energy efficiency market is insulation with 13% of total Clean Energy Technology sales in 2008. Figure 5 shows the position of the Netherlands in each of these four main segments. Only in insulation and PV solar do the Netherlands achieve a top-10 position. Figure 5 Dutch market position in major Clean Energy Technology segments 2008 – weighted by GDP [%] Wind turbines 0,00 1 2 3 4 5

DK ES DE IN BE

11

NL

Biofuels 0,01

0,02

0,03

0,00

World market segments Biofuels

Wind

27%

29%

PV Solar 0,00 1 2 3 4 5

TW NO CN DE JP

7

NL

0,01

0,02

0,03

Solar

1 2 3 4 5

BR DE US AT FR

16

NL

0,01

0,02

0,03

0,01

0,02

0,03

Insulation 0,00

13%

12% 20% Other

Insulation

1 2 3 4 5

DK FI IE FR UK

7

NL

In wind, three of the four leaders (Denmark, Spain and Germany) hold sway; the fourth (Brazil) leads the field in biofuels (followed by Germany). Many lower ranked countries, however, show up in the top-5 in individual segments. Belgium owes its top-10 position overall to its strong position in wind (#5). Hansen transmission employs more than 1,300 people in Belgium.

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The US is 19th overall, but third in biofuels thanks to its extensive, mainly first generation ethanol production in the Midwest. The UK (20th overall) has a strong domestic insulation market with the company Kingspan, which takes it into the fifth position in that segment, behind France (8th overall), Ireland (14th), Finland (5th) and the leader Denmark. In PV solar, the ranks are led by Taiwan (15th overall) and Norway (26th overall). Norway is a dominant supplier of silicon for solar cells; Taiwan has become the major producer of PV solar cells. The Netherlands has no leading positions in any of the major segments. It has a few start-up companies in wind energy that are mainly focusing on developing prototypes for offshore wind turbines. The few suppliers to this industry are smaller still. A new initiative (FLOW, Far and Large Offshore Wind) may give these companies, like Darwind and 2-B Energy a much needed boost after earlier initiatives were denied the necessary permits. Offshore wind is yet to grow into a substantial industry and the Netherlands could still emerge as a major player. In biomass, the Netherlands still plays a modest role – despite the Port of Rotterdam that is a major point of entry for biomass into Europe and a strong petrochemical cluster that could pioneer biobased chemicals and materials. Although biomass co-firing in power plants is relatively common, the equipment can also be used to burn coal and is mostly supplied by foreign manufacturers. Biodiesel production is limited (certainly compared to the large fossil fuel refinery capacity in Pernis). Plans to increase capacity fivefold are yet to be realized. (First generation) biofuels have not found favor with government, although the biobased economy is now becoming a policy priority. For a gas country, biogas installations are few. In insulation, the Netherlands does have a strong company in Synbra. It would seem, therefore, that the Netherlands neither profits nor contributes as much as it should. Of the countries included in our ranking, the Netherlands is the 14th economy by GDP. In GDP per capita it even ranks sixth. It is an open, trading nation with a long tradition of science, (civil) engineering, even wind mills. Surely, then, the Netherlands could do much better. The next chapter examines the potential for Clean Energy Technology in the Netherlands.

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3 The potential for Clean Energy Technology in the Netherlands The Netherlands has the knowledge, capital, responsibility and (emerging) industry to play a much larger role in Clean Energy Technology The Netherlands may play a relatively minor role in this growing and attractive industry, but it has the potential to do much better. The Clean Energy Technology industry, for the most part, is relatively young. Countries that have the knowledge, capital, ambition and entrepreneurial drive can catch up quickly. This chapter examines the potential for Clean Energy Technology in the Netherlands.

3.1 The Netherlands has an excellent knowledge base but fails to turn it into practical Clean Energy Technology solutions delivered on a commercial scale The Netherlands historically has a strong tradition of R&D in areas related to Clean Energy Technology. Only five countries in our ranking spent more on renewable energy R&D in 2006 (latest available figures) and all but one rank higher in generating sales.9 Whereas Dutch expenditures saw a steady decline this decade (from 0.03% in 2000 to 0.02% in 2006), Denmark has raised its R&D investments almost sixfold since 2002. It is now first in our country rankings. Finland, long and by far the biggest spender, ranks fifth. Korea and Japan both outspend and outrank the Netherlands, too. Until the early 2000s, however, the Netherlands was the second or third largest spender on Clean Energy Technology related R&D. It has consistently managed to turn these investments into world-class (academic) knowledge. Citation scores for scientific disciplines related to Clean Energy Technology place the Netherlands squarely in the global top-3 (see figure 6).

9

Based on the IEA energy R&D expenditures database

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Figure 6 Publication productivity (OECD countries) and citation impact scores by discipline (NL) 2003-2006 Publication productivity

Citation impact score of Dutch universities 2003-2006

1.5

1.3 1.2 1.1 1.0 0.9

1.66

Physics and material sciences

1.4

US

Denmark

Switzerland

1.53

Chemistry and chemcial technology

1.41

Electrotechnology

Canada The Netherlands Mechanical engineering Sweden United Kingdom Belgium Norway Ireland Envirornmental sciences Germany Australia Instruments and armamentarium Austria Finland France Agricultural sciences

1.34 1.28 1.26 1.24

Average

Japan

0.8

South Korea

Biological sciences

1.21

General and production technology

1.20 Global average 1.00

# publication (2006) per EUR 1 m spent (2004)

Source: NOWT

What the Netherlands has not done, however, is turn this excellent knowledge base into true innovations: practical applications delivered on a commercial scale. Its low ranking in GDP-weighted Clean Energy Technology sales is evidence of that. So is the relatively modest number of 2.7 patents per million inhabitants when compared with Denmark’s whopping 20.3.10 The good news, however, is that although the Netherlands needs to raise the (economic and ecological) productivity of its knowledge, it does have a large and highquality knowledge base to leverage.

3.2 The Netherlands has the capital and CO2 emissions responsibility to contribute more to Clean Energy Technology The Netherlands is the sixth economy in the world in per capita GDP: about EUR 38,000 for each man, woman and child. However, half of the 15 largest economies (per capita) top it in the country rankings. Indeed, three of the top4 in GDP-weighted Clean Energy Technology sales are not even among that 15, having a GDP per capita of less than EUR 32,000. Only Denmark at EUR 44,000 per capita has more wealth to spend on sustainability.11 But the Netherlands also has a larger responsibility than most. In CO2 emissions per capita it is seventh in the world with annual emissions of more than 11 tons – roughly three times the global average.12 That may even be understating it. A lot of CO2 produced in the Netherlands is actually emitted (released) elsewhere. It is transported out of the Netherlands in the bunkers of

10 11 12

OECD Compendium of Patent Statistics 2008 GDP measured per head, US $, current prices, current exchange rates from OECD statistics IEA/OECD CO2 emissions from fossil fuel combustion, 2009

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international shipping, air freight and passenger flights. The high CO2 emissions are also related to our relatively large petrochemical industry. Clearly, the Netherlands has the economic endowment and ecological duty to do more.

3.3 The Netherlands is home to more than 260 companies active in a broad range of Clean Energy technologies No comprehensive list of Clean Energy Technology companies in the Netherlands exists. There is no public register, Clean Energy Technology is not recognized as a category in (government) statistics, start-up companies are largely still below the radar and for many companies Clean Energy Technology is only part of their business, often in an early stage of development and not or not yet flagged as a focus for future growth. This chapter presents the first overview of the Dutch Clean Energy Technology sector and its star performers, drawing on a broad range of sources: • • • • •

Business associations – including Holland Solar, Stichting Platform Bio-Energie and incubators such as Yes!Delft; Newspapers and magazines – including Het Financieele Dagblad, NRC Handelsblad, FEM Business and the Energiegids; Market research reports – including reports by BTM, Global Data and Frost & Sullivan; WWF NL and its partners – including FME, ECN, the Universities of Utrecht and Delft, Rabobank and Roland Berger Strategy Consultants; Other sources – including company databases (e.g. REACH), government reports and websites (e.g. SenterNovem, Energy transition platforms) and the “Koplopersloket”.

Our first tally of Dutch Clean Energy Technology companies comes to 266. These companies are active in a broad range of technologies (see figure 9). Most focus on energy efficiency, mainly through heating, cooling and ventilation (19%), insulation (6%) and lighting (3%). About a quarter are biobased (biomass, biofuels, biogas, algae, biorefinery) and 20% target renewable sources solar and wind. E-mobility, at 6%, is also a significant category.

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Figure 7 Dutch Clean Energy Technology Companies by type 2008 [#, 266]

Energy storage Biogas 5%

Lighting Solar thermal

3% 3%

Other 8%

1%

Biofuel companies Biomass combustion

6% 9%

2% 2% 1%

CHP Algae Biorefinery

PV Solar 9% 19%

Wind energy

8%

Heating /Cooling / Ventilation

1%

3% Ocean power 2% 4% 1% 6% IT energy efficiency 6% Measuring and steering equipment 2% Insulation E-mobility Energy efficiency consultancy Fuel cells Efficient water pumps

Source: Roland Berger analysis

Of the sales included in the Clean Energy Technology ranking, half were in insulation through companies such as Synbra; 18% in photovoltaic solar through companies that include Scheuten Solar and OTB Solar; 12% in biodiesel (e.g. through BioValue and SunOil Biodiesel); and 9% in both biogas and wind. There are a number of biogas installations at power plants and sewage installations and the offshore wind industry is served by many larger and smaller companies that include turbine builders like Emergya Wind Technologies and innovative SMEs like Ampelmann and 2-B Energy. Most have their operations in the provinces of Zuid-Holland and Noord-Brabant (over 40 companies each), follow by Noord-Holland, Gelderland and Overijssel (20-40 each). The knowledge and the seeds for a Dutch Clean Energy Technology industry are clearly there. Many excellent and promising companies could form the basis for a strong domestic industry. However, compared to international competitors Dutch companies are still small. Almost half (46%) have annual sales of less than EUR 2.5 million. Only about a third exceed the EUR 10 million mark and most of those are larger corporations, like Philips, where Clean Energy Technology is only part of the portfolio.

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In the leading countries, by contrast, (dedicated) Clean Energy Technology companies are many times larger. For example, in wind energy a company like EWT has total assets of EUR 18 million.13 Its Danish competitor Vestas has 295 times that (EUR 5308 million).14 PV solar company Solland has a production capacity of 170 MWp – less than a sixth of that of Qcells in Germany.15 The largest and operational Dutch biodiesel producer, Biovalue, has a capacity of 80,000 tons.16 Foreign competitors have ten, twenty, thirty times that. Even a leading (and multinational) insulation materials company like Synbra has only 13% of the sales of Denmark’s Rockwool.17 The small size and embryonic nature of most Dutch companies is an important reason for the relatively weak sales position of the Netherlands. The next chapter examines how the Netherlands can learn from leading countries to build a strong domestic Clean Energy Technology industry.

Chambers of Commerce register Annual report 2008 15 Company websites 16 Company website 17 Rockwool Annual report 2008 and Chambers of Commerce register 13 14

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4 Lessons from leading Clean Energy Technology countries The Netherlands should learn from leading countries Denmark, Brazil, Germany and Spain that building a strong domestic Clean Energy Technology industry requires early and consistent government support, high investment and a strong home market Building a strong Dutch Clean Energy Technology industry will mean creating more and larger companies. The Netherlands can find inspiration in the best practice examples of Denmark, Brazil, Germany and Spain that lead the country rankings in Clean Energy Technology sales. This chapter seeks to understand the reasons behind their success and analyze the relative underperformance of the Netherlands. 4.1 The leaders Denmark, Brazil, Germany and Spain achieve success through early and consistent government support, high investment and a strong home market We have analyzed the success of the top-4 countries in Clean Energy Technology – Denmark, Brazil, Germany and Spain – and found that they share three distinct key success factors: • • •

Early and consistent government support over the innovation cycle; High investment in sectors with a strong domestic fit; and Strong home markets for Clean Energy Technology applications.

Brazil has become the world leader in ethanol research since the early 1970s. Research focused on raising the yield of sugar cane and improving the efficiency of ethanol plants. Public research centers initiated the development of full ethanol and flex fuel vehicles, which was later taken up and accelerated by (private) industry. The government also strongly stimulated the development of a home market through mandatory blending and price support. Government support also adapted to changing market circumstances, e.g. low oil prices or ethanol shortages. Thus government support was early, (pro)active and consistent over the entire cycle: from R&D through product development to market development. The same holds for Denmark and Germany. In 1977, Denmark set up a comprehensive program for wind energy R&D at the Risoe National Laboratory and the Technical University of Denmark. The government gave strong

24


(financial) support to the testing of prototypes and since the early 1980s stimulated an early home market with investment subsidies for wind parks and feed-in tariffs.18 The German government has likewise stimulated the home market for wind and solar energy, invested in wind and solar demonstration projects and set up government funded R&D programs targeting business and academia. A common characteristic of these countries is that they started their development during the oil crises in the 1970s. Absence of natural resources in the form of oil and gas created the incentive to find alternatives. The controversy surrounding nuclear energy in the 1980s has led to a reinforcement of governments’ renewable energy policy. Capital is a necessary, if not sufficient, condition for building a Clean Energy Technology industry. In Denmark, Germany and Spain strong sales in Clean Energy Technology are correlated with high investments in technology and private equity. Particularly in Denmark and the US, companies are accelerated by venture capital.19 In Germany, many small and medium sized, family-run businesses invested in the field. Also in Germany and in Spain, large corporations like Siemens and Abengoa provided capital for expansion to successful innovators. Most investments in these countries were made in segments with a strong domestic fit, i.e. the same technologies that benefitted from government support throughout their innovation cycles. Last, but not least, a strong home market is indispensible. It allows companies to experiment, gain experience and quickly traverse the learning curve – both giving them a competitive lead and providing them with reference and showcase projects. For smaller countries, this means benefitting from a first mover advantage. Denmark captured first mover advantage in wind in the early 1980s and its Clean Energy Technology sales in wind were driven by the domestic demand for wind energy it established early on (see figure 8). Other early movers in wind, like Spain and Germany, demonstrate the same effect.20 Sweden is a front-runner in heat pumps since it installed the first in 1979, Brazil has led the ethanol market since the early 1970s and Austria has been the European leader in solar thermal applications since the end of that decade.

An incentive structure that obligates utilities to buy renewable electricity at above-market rates set by the government. EVCA year book 2007, 2008, fDi Intelligence 20 See Joanna I. Lewis and Ryan H. Wiser (2007) 18 19

25


Figure 8 Home market versus wind sales [%GDP]

CET wind Sales / GDP [% EUR] 20

DK

18 16 14 12

ES

10 8

DE

6 4 2 0

US FI BE JP 0

2

4

26

WInd energy in total electricity [% TWh]

Source: IEA, Roland Berger analysis

4.2 Dutch government spending on Clean Energy Technology R&D is relatively high but the same technologies are not consistently supported throughout the entire innovation cycle The Netherlands currently underperforms on all three key success factors. Dutch government spending on Clean Energy Technology R&D is relatively high but does not translate into a strong economic position. The main reason is that the government does not consistently support the same technologies throughout the innovation cycle. There are funds available for every stage. There are energy research subsidies (EOS) for short-term and long-term R&D. There is also an EOS facility for demonstration projects. Market development is supported through an energy investment allowance and subsidies for sustainable energy (SDE) that include feed-in tariffs.21 In every stage of innovation, however, different technologies are favored over others. In R&D, for example, most financial support goes to energy efficiency in industry, solar and biofuels. Solar, however, only comes sixth in funds for demonstration projects and fourth in market development support. The tables for demonstration projects are led by biofuels, but in market development it only comes fifth. In that stage, biomass for electricity takes most of the funds available. But its share of demonstration and R&D funds is negligible (7th and

Senter Novem is responsible for government subsidy programs, like EOS, EIA and SDE

21

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6th respectively). Both the priorities and amounts vary wildly – from stage to stage and from year to year.22 As a result, many Clean Energy Technology innovations struggle to progress from one stage to the next, especially where this involves the transfer of knowledge from one actor to the other – typically from academia to industry. Technologies proven in the lab must be made to work under real-life conditions, in demonstration projects, before anyone will invest in their application on a commercial scale. Demonstration projects, however, are too expensive for research groups or start-ups and too risky for industry: what works in the lab often will not work on a demonstration scale without extensive (and costly) rework and engineering, if at all. There is currently neither sufficient nor sufficiently consistent government funding to encourage either party to collaborate in demonstration projects. Today, there are more than 60 public-private partnerships that are specifically designed to bridge the gap between academia and industry R&D on themes that include high tech systems and materials, chemicals and energy, health, and water, climate and the environment. Yet of the total EUR 2.3 billion invested, the combined budget of five PPPs related to renewable energy amounts to less than EUR 100 million, or less than 5%.23 Energy efficiency only plays a role in one roadmap (process intensification) in one PPP. No PPPs focus on large-scale demonstration or implementation projects in either renewable energy or energy efficiency. The Netherlands even risks falling further behind as other countries are implementing economic stimulus packages that include significant “green funds”. USD 120 billion of the US stimulus is expressly directed to Clean Energy Technology and the US is building Clean Energy Technology Centers to bring research and business together on the model of the old Bell Labs. China will invest USD 660 billion over the next ten years in Clean Energy R&D. Japan is spending almost USD 85 billion in five years to build a Clean Energy Technology sector with a focus on LED lighting, hybrid cars, renewable energy and smart grids. In Europe, almost USD 100 billion will be invested in sustainability and Sweden, for example, is betting heavily on electric vehicles, smart grids and biofuels. By comparison, only EUR 2 billion of the Dutch stimulus package has been earmarked for sustainability, and that includes earlier subsidies already in the works. Other governments seem to have better understood that they should not “let a good crisis go to waste”.24

22 The R&D funding is based on the Ministry of Economic Affairs’ Monitor public energy R&D expenditures, while home market funding is based on EIA and SDE expenditures, as given by Senter Novem 23 Commissie van Wijzen ICES/KIS 24 Based on HSBC’s Building a green recovery, EU commission SET plan and Dutch government budget

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4.3 Capital for Clean Energy Technology ventures in the Netherlands is scarce, especially in the seed phase Not only public funding, but also private funding (and the lack thereof) is a major obstacle to Clean Energy Technology innovation. Dutch private equity investments in Clean Energy Technology are less than our peers, the Scandinavian countries, UK, Portugal and Spain. Moreover, where PE investments in the European Clean Energy Technology sector have risen by 55% in 2008, in the Netherlands they dropped by 34%. Funds are especially short in the seed stage, the stage between proof of principle (in a lab) and prototype into which most demonstration projects also fall. This stage is underdeveloped as it is (see figure 9). Figure 9 Distribution of Venture Capital investments by stage 2008 [% of total] SEED

Proof of principle

START-UP

Prototype

Proof of concept

EXPANSIE

Market entry

First product

Growth

60,2

63,3

65,8

UNDERDEVELOPED SEED MARKET FOR CET

35,4 All sectors in Europe

35,1

33,9

CET in Europe CET in The Netherlands

4,4

1,6

0,3

Source: EVCA, NVP

Only 1.6% of European PE investments in Clean Energy Technology are in the seed stage, against a 4.4% average for all sectors. In the Netherlands, however, it is almost nonexistent (0.3% of the total, less than EUR 1 million) and flat. By comparison, start-up and later-stage venture funds grew by more than 1400% each (to EUR 47 and 92 million, respectively) and expansion funding fell by 87% to EUR 34 million. According to venture capitalists in the Benelux, there is insufficient private equity in the Netherlands to finance both smaller and high risk start-up companies and to fund expansionary growth of larger Clean Energy Technology firms. Banks too are less than enthusiastic investors in Clean Energy Technology. Of all energy investments by Dutch banks in 2006 (some EUR 125 billion), less than 6% was in renewable energy.25 In the coming years, the supply of capital

25

Nielsen, Jens Buurgaard and Donald Pols e.a, Investing in climate change: Dutch banks compared 2007, Profundo, 2007

28


in the Dutch market will only decrease further. New financing applications have fallen to 22% of young technology companies in 2009 from 28% in 2007, while rejections increased over the same period from 13% to 53% of applications, according to a survey of Tornado Insider on the Dutch investment climate for Technology start-up companies.26 The government is also pulling back. Public investments fell from EUR 21 million in 2007 to EUR 12 million in 2008, the Technopartner budget (seed stage) has decreased by an average 19% each year from 2004 and in 2008 only EUR 10.5 of the reserved EUR 12 million was awarded in matching to seed funds.27 Between 2006 and 2008, only 35% of the budget allocated through Technopartner was actually invested and venture capitalists are reserving available capital for follow-on investments in portfolio companies rather than in new ventures. At the same time, demand for capital will continue to rise. Declining valuations in successive funding rounds point to capital demand that already exceeds supply. Also, according to venture capitalists in the Benelux, there is no shortage of investment opportunities, as there are many good ideas in universities .The academic base from which new ventures may spring is getting better and bigger: between 1993-1996 and 2003-2006 the citation impact score of Dutch academic groups rose by 12% and between 1993 and 2006 the number of Ph.D.s per 1,000 people between the ages 25-34 rose from 1 to 1.5.28 Technopartner, meanwhile, is accepting fewer applications (3 out of 13 in 2009 versus 7 out of 14 in 2005).

Tornado Insider has executed the survey for TechnoPartner Technopartner website and press releases 28 NOWT 26 27

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4.4 The Dutch home market is underdeveloped, with a low share of renewable energy sources in the primary supply and modest energy efficiency gains in recent years The Netherlands is lagging behind in developing a home market for Clean Energy Technology applications. Where in Denmark renewable energy sources account for more than 17 % of primary energy supply, in the Netherlands it is less than 4%. That supply has grown by 10% since 2005 annually, but from a very small base.29 In energy efficiency, too, other countries have far more developed home markets. The Netherlands improved its energy efficiency by only 0.6 % p.a. between 1990-1996. Between 1996 and 2000, it outperformed other EU countries, but since then, Dutch energy efficiency improvements have not exceeded the EU average.30 There is not much support for a home market. A country like Germany employs a wide range of renewable energy policy instruments: quota obligations, feed-in tariffs, tax exemptions, direct taxation, direct subsidies, R&D subsidies (e.g. for PPPs), thermal regulations, dispatch priority and subsidized loans. The Netherlands only uses feed-in tariffs, tax exemptions, and direct and PPP subsidies – and on a smaller scale.31 Thus the Netherlands falls short on all three key success factors. However, the relatively young age of the Clean Energy Technology industry means that it is by no means too late to improve Dutch performance.

IEA Renewables information 2009 Odyssee/Mure Energy Efficiency Profile The Netherlands 31 Roland Berger analysis of European policies 29 30

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5 Towards the worldwide top-10 The Netherlands has the potential and the ingredients for a strong domestic clean energy technology industry. The Netherlands has the potential to build a strong clean energy technology industry. The companies are present, the technology base is strong, and as one of the richest countries, the financial resources are available. Clean Energy Technology is needed to limit climate change and save crucial ecosystems. It is also a growing industry with attractive business opportunities and the Netherlands have the potential to play a larger role. The previous chapter explained what can be done to emulate the example of leading countries and to build a strong Dutch Clean Energy Technology industry. This chapter discusses what target that industry should set itself and what would be the effects on the climate and the economy if it succeeds.

5.1 The Netherlands should aspire to a global top-10 position in 2015 and the 15% annual growth needed to achieve it The Netherlands should not be content with its mediocre ranking, or a total sales figures that compares to the average countries’ GDP-weighted CET industry size. Given its potential, in both knowledge and companies, and long tradition of responsibility and environmental engagement, the Netherlands should be more ambitious and aspire to a top-10 position in Clean Energy Technology sales by 2015. That would allow the Dutch Clean Energy Technology industry to both capture and contribute its share of a global growth market that is vital to the sustained health of our planet and its species. In a business-as-usual scenario sales growth for Dutch Clean Energy Technology will be limited to the average annual growth of 7.5% that is forecast for the global market as a whole. Dutch industry would add EUR 600 million to its sales between now and   Priva – 50 years of smart innovation  2015 to reach a total of EUR 1.5 billion. In this Priva provides energy‐efficient climate control and process automation for horticulture  scenario, the Netherlands and commercial/industrial buildings. Solutions include heat exchange between  would retain its 17th place greenhouses and residential areas, combining fish farming and cultivating vegetables,  – at best. Other countries and intelligent building systems with low total costs of ownership. Priva has a high ratio  of R&D investment to turnover and consistently introduces new, innovative products.  are positioning themselves Its business complements existing Dutch strengths in greenhouse farming and solves a  to seize the opportunities specific Dutch challenge: reducing CO2 emissions from greenhouses. With growing  worldwide demand for greenhouses, this healthy, family‐owned business will continue  in Clean Energy to contribute to a better climate both within and outside greenhouses and buildings. 

 

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Technology and bolster their sustainability credentials. It is not unlikely that the Netherlands would even concede market share to others and drop further down the rankings. For a global top-10 position, sales must increase by almost threefold. To pass Israel and claim tenth place in the (GDP-weighted) country rankings, the Dutch Clean Energy Technology industry must exceed EUR 2.5 billion by 2015. That requires additional sales of EUR 1.6 billion and assumes that the growth of other countries’ Clean Energy Technology sales averages the overall market growth of 7.5%. It also means that the Dutch Clean Energy Technology industry must realize an average annual growth rate of 15% between 2008 and 2015.

5.2 A global top-10 position will reduce CO2 emissions by 130 Mton in 2015 and add 8,000 jobs and EUR 1.6 billion in sales to the Dutch economy A top-10 position in 2015 means the Dutch Clean Energy Technology industry will contribute 130 Mtons to global CO2 abatement by 2015. The abatement potential has been calculated on a lifetime basis. The sales in 2015 will prevent CO2 from being emitted year on year. Where Dutch companies are active in only part of the value chain of a Clean Energy Technology, their relative share in the total cost price of the technology was taken as a proxy for their share of total CO2 emissions. As explained above, a top-10 scenario will add EUR 1.6 billion in Clean Energy Technology sales to the 2008 total of EUR 900 million. Today, the industry employs 9,000 FTEs on a combined turnover of EUR 900 million. That workforce is forecast to almost double to some 17,000 FTEs – an additional 8,000 jobs.

5.3 After a careful selection process, WWF NL has identified six companies that could lead the industry’s growth, and has nominated these for the WWF Cleantech Star The Netherlands is not starting from scratch. There are many promising companies in the Netherlands today that could help realize the 15% per annum additional growth OTB Solar – bright perspectives for solar power    needed for a top-10 position. To stimulate and OTB Solar makes machines that reduce the cost per watt of producing photovoltaic  solar cells. As the cost per watt is the key growth driver for large‐scale solar energy  support the industry’s production, OTB Solar makes a major contribution to reducing CO2 emissions wherever  growth, WWF NL has solar cells made with successive generations their equipment are installed. In the past  evaluated all 260+ two years, its turnover has tripled. An ongoing record of innovations has earned OTB  Solar the World Economic Forum’s “Technology Pioneer Award” no less than four  companies in Dutch times. The company builds on a regional tradition of high tech suppliers to the  semiconductor industry and works closely with partners, like Eindhoven Technical  University, to increase the efficiency of solar cells and solar cell production. OTB Solar  is also achieving notable success in reducing the use of dangerous substances in  production.  

 

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Clean Energy Technology today to identify which companies have the potential to lead by example and in both ecological and economic contribution. After careful selection, six companies were nominated for the WWF Cleantech Star. With the nominations and the award, WWF NL wants to highlight promising Dutch Clean Energy Technology companies and inspire others to follow. The nominees are companies that successfully sell innovative products that reduce CO2 emissions. To qualify, companies must (1) provide products or services that structurally contribute to the transition towards renewable energy and/or energy efficiency; (2) invest in knowledge, production capacity and/ or innovative solutions to realize that contribution; and (3) have a successful strategy focused on growth, profitability and corporate social responsibility. The selection process began with a long-list of all 260+ Dutch companies in Clean Energy Technology. These companies were then evaluated along six (categories of) criteria: 1. Exclusion criteria – not active in fossil fuel exploration and/or production, at least 50% of total sales in Clean Energy Technology, headquartered in the Netherlands, not involved in insolvency or bankruptcy proceedings; 2. Economic criteria – (growth in) sales, profits, book value and solvency; 3. Environmental contribution criteria – product contribution to CO2 emissions reduction, number of products sold, share of total sales; 4. Innovation criteria – R&D budget and FTEs, cooperation with knowledge partners, recent innovations; 5. CO2 emissions – address aberrations in Dutch CO2 emission profile32; 6. Global market – active in an attractive segment of the global Clean Energy Technology market. In each successive round,   Scheuten Solar – see it. feel it.    the evaluations dig eeper. First, the jury Scheuten Solar is an innovator in the design, development, production and installation  reduced the long-list to a of photovoltaic solar energy modules. Its Optisol® range is versatile, attractive to  short-list of 21 companies architects and builders and used in the outside layer of buildings. It replaces  conventional materials such as glass in roofs, façades and skylight elements and  on the basis of publicly produces energy at the same time. Its ability to innovate and its strong and sustained  available information. investment in R&D, has allowed Scheuten Solar to quadruple its turnover in recent  These companies were years. If the promising thin film technology the company is working on can be as  successfully introduced, Scheuten Solar will further increase both its contribution to  then sent a detailed reducing CO2 emissions and its economic success.  questionnaire on economic performance (development of sales and profits, market shares and global footprint, strategy and ambition), innovation performance (product introductions, share of turnover, R&D budget and FTEs, partnerships) and ecological performance (current CO2 emissions reduction, future potential, characteristics of the product’s contribution). These answers

33


were combined with BioMCN – driven by nature    (and validated by) BioMCN is the first in the world to produce biomethanol using an innovative process.  detailed analysis of all Biomethanol can be used either as a fuel itself or as a feedstock for other  available (public) data environmentally‐friendly fuels. The company takes crude glycerine, a residue stream of  biodiesel production, and converts it into methanol – thus using its full energy potential  to nominate six of the and substituting for methanol produced from natural gas. In the future, BioMCN will  shortlisted companies. switch to biogas and even use CO2 itself as a feedstock. The current and potential  In the final round, each contribution to reducing CO2 emissions, or even CO2 levels directly, is clear. BioMCN  works closely with the universities of Wageningen, Groningen and Leuven, research  nominee was invited to give a presentation on its institutes like ECN and industrial partners. It has a strong fit with existing Dutch  strengths in the petrochemical industry.  ecological, economic and innovation performance and its vision for reducing CO2 emissions, sustainabi  lity, business and its own role therein. The nominees are introduced, with the reasons for their nomination, in the boxes throughout this chapter. The visions written by the companies themselves have been included in appendix 3. It is WWF NL’s intention to award one WWF Cleantech Star each year.

5.4 The six nominees demonstrate that a top-10 ambition is realistic. Such companies will take the Dutch Clean Energy Technology industry a long way towards achieving that ambition In the country ranking, total sales equaled EUR 900 million today. If this sales figure grows by only as much as the average market rate of 7.5%, they will add almost another EUR 600 million and 6,000 jobs by 2015. However, other countries will also exhibit   KyotoCooling – the “heat wheel”    this growth, and the KyotoCooling is a promising company that was founded in 2008. It has developed a  Netherlands will reside rotary heat exchanger that uses temperature differences between inside and outside air  on its 17th position. The to cool data centers, but without outside air entering the computer room – thus  Dutch CET sales are EUR preventing contamination and loss of humidity control. Despite its young age,  1 billion short. KyotoCooling has already installed seven such cooling systems around the world. With  an expected 80% savings in energy use, translating into a 25% savings on the total  energy bill, the contribution to reducing CO2 emissions and coolants will be significant.  The Netherlands has a relatively large data center industry, and with its test and  demonstration location at partner KPN, KyotoCooling looks set to capture a large share  of domestic and international markets.  

The ambitions of our six nominees will help in advancing the Dutch position. All have the ambition and the potential to grow sales of the six companies combined by an additional EUR 1.2 billion, above the average market rate of 7,5 %. Their sales target reflect the leadership role they aspire in their industry. In addition, they add some 2,000 jobs Dutch Clean Energy Technology sales (and on their own).

32 The WWF Cleantech Star should develop a product that addresses climate change problems in which the Netherlands has a relatively large share.

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The combined potential is more than sufficient to take the Netherlands easily into the top-10, and even as far an eighth place in 2015’s country rankings of GDP-weighted Clean Energy Technology sales (see figure 10) – with annual sales for the Dutch Clean Energy Technology industry exceeding the EUR 2.7 billion mark. Figure 10 Country ranking by weighted sales 2015 in top-10 scenario [rank by % GDP]

  Lemnis Lighting – LED there be light 

 

Lemnis Lighting sold its first LED lamps in 2006. It changed the lighting business model  from selling bulbs to providing light by making bulbs that last more than 20 years, that  are up to 90% more efficient, easily recycled and contain no dangerous substances like  mercury. The technology can also be applied to outdoor and greenhouse lighting. In  2009, Lemnis Lighting won the World Economic Forum’s “Technology Pioneer Award”  and the World Bank’s “Lighting Africa Award”. The company is a global player and  revenue prospects are excellent. Lemnis Lighting works with industrial partners, NGOs  and universities, and continues a long‐standing Dutch tradition of producing light bulbs.  By its own calculations, if every Dutch household were to replace 4 60W bulbs with its  6W alternatives, 2.3 billion kWh, EUR 545 million in energy costs and 1.4 Gt of CO2  would be saved. The company’s contribution to emissions reduction will be significant.  

Source: Roland Berger Analysis

CET country ranking by weighted sales [% EUR] 1

Demark

2

Brazil

3

Germany

4

Spain

5

Finland

6

China

7

Austria

8

The Netherlands

9

Belgium …

16 17 18

Slovakia The Netherlands Greece

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6 Epilogue This report illustrates the need and potential for a strong Dutch Clean Energy Technology industry. The urgency is clear. Recent studies indicate that an average global warming of 2°C will result in dangerous and irreversible effects to humans and nature, which rapidly worsen above 2°C warming. Ecosystems cannot adapt to the rate of change and species will become extinct.The only way to prevent that is to limit global warming to that upper boundary of 2°C. Fortunately, a global consensus seems to be emerging to enforce that target. The means are also clear. CO2 emissions must be reduced and reduced sharply. Annual emissions must be cut at least to 450 ppm CO2-eq through increased energy efficiency and the substitution of oil and gas by renewable energy sources. Clean Energy Technology is our best hope of doing that. The world is increasingly realizing this and Clean Energy Technology markets are growing accordingly. The Netherlands is neither contributing nor capturing as much as it could, and should. But it has the potential to do much better by learning from leading countries such as Denmark, Brazil, Germany and Spain. The Netherlands could jump from its current 17th place to the global top-10 in the country rankings by GDP-weighted sales. The result – and our goal – would be 130 Mton reduction in CO2 emissions that would bring with it an additional 8,000 jobs and EUR 1.6 billion in sales for the Dutch economy. What is good for the planet and its people, to paraphrase a popular creed in the case of Clean Energy Technology, is also good for profits. And it can be done. Our WWF Cleantech Star nominees demonstrate that. These companies have the potential to contribute a large part of the ecological and economic benefits we aim for. Together with business partners such as business association FME-CWM and Rabobank, WWF NL will be taking initiatives to help grow the Dutch clean energy technology industry. We will start by bringing stakeholders together in a Round Table session and developing an Action Programme. Together we can build a strong Dutch Clean Energy Technology industry.

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Appendix 1 Sources I. General sources •

•

• • •

• • • • • • • • • • •

•

Ackerman, Frank and Elizabeth Stanton (2006), Climate Change – the Costs of Inaction, Report to Friends of the Earth England, Wales and Northern Ireland Aki, Helen, Zachary Arnold, Genevieve Bennett, Jesse Jenkins, Chris Knight, Ashley Lin, Taj Walton and Adam Zemel, Case Studies in American Innovation – A New Look at Government Involvement in Technological Development The Breakthrough, Breakthrough Instute, 2009 Andersen, Per Dannemand Review of Historical and Modern Utilization of Wind Power, 1999 Andersen, Per Dannemand, Mads Borup and Michael Holm Olesen, Innovation in energy technologies, Risø Energy Report 5, 2006 Beintema, N. M., A. F. D. Avila, and P. G. Pardey. Agricultural R&D in Brazil: Policy, Investments, and Institutional Profile. Washington, D.C.: IFPRI, Embrapa, and FONTAGRO, August 2001 BTM Consult ApS, World Market Update 2007 and 2008 Bundesministerium für Bildung und Forschung, die Hightech Strategie zum Kloimaschutz, 2007 Bundesministerium für Umwelt, Naturschutz und Reaktorsicherheit, Greentech made in germany 2.0,Verlag Franz Vahlen München, 2009 Colares, Juscelino F., A Brief History of Brazilian Biofuels Legislation (June 25, 2008). Syracuse Journal of Law & Commerce, Vol. 35, No. 2 Commissie van Wijzen ICES/KIS Advies van de Commissie naar aanleiding van de Midterm evaluatie van de Bsik-projecten, 2008 Emerging Markets, Biodiesel 2020, Global Market Survey, Feedstock Trends and Market Forecasts, 2009 European Commission, Investing in the Development of Low Carbon Technologies, SET plan, 2009 European Union, Directive 2009/28/EC of the European Parliament and of the Council, 2009 European Photovoltaic Industry Association, Global Market Outlook for Photovoltaics until 2013, 2009 Faninger G.H. Solar Thermal systems in Austria, status report 2005 presented to the IEA Solar heating and Cooling Programma, 2005 Fulley, Laura, State Renewable Portfolio Standards and Energy Efficiency Resource Standards, presentation of American Council for an EnergyEfficient Economy Garnaut, R., The Garnaut Climate Change Review, Cambridge University Press, Cambridge, 2008

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• •

• • •

• • • •

• • • • • • • • • • • •

• •

Global Wind Energy Council, Global wind 2008 report, 2009 Jacobson, S., and V. Lauber, The Politics and policy of energy system transformation – explaining the German diffusion of renewable energy technology, Energy Policy, 34, pp. 256-276, 2004 Kamp, L.N., Learning in wind turbine development : a comparison between the Netherlands and Denmark, Universiteit Utrecht, 2002 Kemfert, Claudia (2005). “Global Climate Protection: Immediate Action Will Avert High Costs.” DIW Weekly Report 1(12): 135-141. Yyy Kristinsson, Kari and Rekha Rao, Learning to Grow: A Comparative Analysis of the Wind Energy sector in Denmark and India, DRUID Working Paper No. 07-18, 2007 Krohn, S. Wind Energy Policy in Denmark: 25 years of Success – What now? Danish Wind Energy Association, 2002 Krohn, S. Wind Energy Policy in Denmark Status 2002, Danish Wind Energy Association, 2002 Lauber, V., L. Metz, Three Decades of Renewable Electricity Policies in Germany, Energy and Environment,15(4), pp 599-623, 2004 Lewis, J.l. and Ryan H. Wiser, “Fostering a Renewable Energy Technology Industry: An International Comparison of Wind Industry Policy Support Mechanisms,” Energy Policy 35, no. 3 (March 2007): 1844–1857 Lohse, Ulf, Developments in the German PV SectorTechnology advances and cluster building, eclareon GmbH, 2009 Martinot, E., and L. Junfeng, Powering China’s Development: The Role of Renewable Energy, Worldwatch Institute, 2007 Nielsen, Jens Buurgaard and Donald Pols e.a, Investing in climate change: Dutch banks compared 2007, Profundo, 2007 Nederlands Observatorium Wetenschap en Technologie, Wetenschaps- en Technologie Indicatoren Rapport 2008, 2008 Nordbo, J., Technology Action Programs as a way forward, WWF Global Climate Policy Discussion paper, 2008 Odyssee/Mure, Energy Efficiency Profile Netherlands, 2008 OECD/IEA, CO2 emissions from fossil fuel combustion – highlights, 2009 OECD/IEA, Excerpts from World Energy Outlook 2009, 2009 OECD/IEA, World Energy Outlook 2008, 2008 OECD/IEA, IEA Wind 2004 Annual Report, 2004 OECD, OECD Compendium of Patent Statistics 2008 Pinxteren, H., W. Segeth, A. van Stel, Accenten in Funderend Energieonderzoek, Nederlandse Organisatie voor Wetenschappelijk Onderzoek, 2009 PriceWaterHouseCoopers, Monitoring publiek gefinancierd Energieonderzoek 2007, 2008 SenterNovem, Jaarverslag EIA 2008, 2EIA0902, 2009

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• • •

• • • • •

Stern, Nicholas. 2006: The Stern Review on the Economics of Climate Change. Vaekstfonden, The Energy Industry in Denmark – perspectives on entrepreneurship and venture capital, 2006 Watkiss, Paul, Tom Downing, Claire Handley and Ruth Butterfield (2005). The Impacts and Costs of Climate Change. Brussels, European Commission DG Environment. Watts, Jonathan, China makes renewable power play to be world’s first green superpower, The Guardian, 2009 Wintour, Patrick, Larry Elliot, The Guardian, G8 agrees to climate targets despite differences with developing nations, 2009 World Watch Institute, Strong Growth in Compact Fluorescent Bulbs Reduces Electricity Demand, 2008 Wrobel, Paul, Clean Energy: The Brazilian Ethanol experience, 2007: Embassy of Brazil, London Wüstenhagen, R. and M. Bilharz, Green Energy Market Development in Germany, working paper, University of St. Gallen, 2004

II. Interviewees • • • • • • • •

Jos Peeters, Capricorn Ruud Koornstra, Tendris Marcel Wubbolts, DSM Rob Voncken, BioMCN Dolf van Griethuyzen, Ballast Nedam Dick Tommel, Stichting Platform Bio-Energie Marco Waas, Technische Universiteit Delft Michel Hendrik, E2 Cleantech

III. Country ranking Countries analyzed • EU 27 • Brazil • India • China • Russia • United States of America • Switzerland • Taiwan • Australia • Canada

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• • • • • • • •

Norway Japan South Korea Turkey Israel Mexico Malaysia New Zealand

Segments analyzed • Wind energy • PV solar • Thermal solar • CSP • Geothermal • Biodiesel • Bioethanol • Biogas • Heat pumps • Insulation • Lighting • Electric vehicles • Fuel cells • Flywheels

Data sources Asociación de la Industria Fotovoltaica – Presentado el Informe anual de ASIF 2009: “Hacia la consolidación de la energía fotovoltaica en España” Asociación de la Industria Fotovoltaica – Hacia un suministro sostenible de electricidad Asociación de la Industria Fotovoltaica - Situación en el mundo Biofuels Platform - statistics BMU Greentech 2.0 Bosch Thermotechnik - The market for thermotechnology BSRIA - Super Successful Heat Pumps BTM Consult - World Market Update Bundesverband Solarwirtschaft - Statistische Zahlen der deutschen Solarstrombranche (Photovoltaik) Bundesverband Solarwirtschaft - The Photovoltaic and Solar Thermal Central Bureau of Statistics – Statline database Clean Edge – Clean Energy Trends 2008 Comext – External trade database

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ConvergeNet - UPS Systems: What are the Options? Emerging Markets Online – Biodiesel 2020: Global Market Survey, Feedstock Trends and Forecasts Energy Information Administration, Form EIA-63B, “Annual Photovoltaic Module/Cell EurObserv’er - Barometer (various versions) European Biodiesel Board - statistics European Photovolatics Industry Association – Global Market Outlook for Photovoltaics until 2013 European Photovolatics Industry Association – Solar generation V 2008 European Solar Thermal Industry Association – Concentrated Solar Thermal Power – Now! Eurostat – Statistics database Geothermal Energy Association - Geothermal Industry Employment: Survey Results & Analysis Global Wind Energy Council – Global Wind Report 2008 GlobalData - Global Geothermal Energy Market Analysis and Forecasts to 2012 GlobalData – Global Solar Thermal Power Market Analysis and Forecasts to 2013 Globalinsulation magazine - On the Chinese insulation industry IEA-SHC - Solar Heat Worldwide Markets and Contribution to the Energy Supply 2006, edition 2009 Interconnection Consulting - Thermal Insulation in Europe 2008 Development and Trends International Geothermal Association- IGA News 72 Jefferies - CleanTech Primer Lux Research - The $41 billion energy storage market: the next big energy investments MAKE Consulting – The Wind Forecast – Supply side, Demand side Manufacturers Survey.” Markets in Germany - Status Quo and Perspectives Policy Research Institute, Ministry of Agriculture, Forestry and Fisheries, Japan -Biofuels Policies in Asia Power Electronics Technology - Energy Storage Device Market to Hit $12 Billion By Decade’s End Renewable Fuels Association - statistics Roland Berger - various reports Sarasin – Sustainability report Societe Generale - Green New Deal Solar Energy Industry Association – US Solar Industry in Review 2008 Solarbuzz - Marketbuzz 2009 Sonne Wind & Wärme – Der Markt wächst

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Worldwatch Institute - Strong Growth in Compact Fluorescent Bulbs Reduces Electricity Demand Investor presentations, annual reports, press releases, websites from and broker reports on various companies: • Bosch • CRH • Danfoss • GE • Kingspan • NEM • Osram • Philips • Recticel • Rockwool • Saint Gobain • Siemens • Solel • Synbra • Vestas • Schott Solar

V. Dutch Clean Energy Technology companies • Business associations – including Holland Solar, Stichting Platform BioEnergie and incubators such as Yes!Delft; • Newspapers and magazines – including Het Financieele Dagblad, NRC Handelsblad, FEM Business and the Energiegids; • Market research reports – including reports by BTM, Global Data and Frost & Sullivan; • WWF NL and its partners – including FME, ECN, the Universities of Utrecht and Delft, Rabobank and Roland Berger Strategy Consultants; • Other sources – including company databases (e.g. REACH), government reports and websites (e.g. SenterNovem, Energy transition platforms) and the “Koplopersloket”.

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Appendix 2 Expert group and jury Expert group • Donald Pols, WWF NL • Arjette Stevens, WWF NL • Chris Hellinga, Technische Universiteit Delft • Daan Dijk, Rabobank • Wouter de Ridder, Rabobank • Paul Veendrick, Rabobank • Charley Droste, FME and Cleantech Holland • Hans van der Spek, FME and Cleantech Holland • Arnoud van der Slot, Roland Berger

Jury • • • • • • • • • •

Donald Pols, WWF NL Arjette Stevens, WWF NL Chris Hellinga, Technische Universiteit Delft Daan Dijk, Rabobank Wouter de Ridder, Rabobank Paul Veendrick, Rabobank Charley Droste, FME and Cleantech Holland Hans van der Spek, FME and Cleantech Holland Arnoud van der Slot, Roland Berger Sjoerd van Keulen, Holland Financial Centre and WWF NL

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Appendix 3 Profiles of WWF Cleantech Star nominees BioMCN – driven by nature Duurzaamheid is hét bestaansrecht van BioMCN De productie van reguliere methanol in West Europa op basis van aardgas is al jarenlang niet meer rendabel. Om die reden hebben de vorige eigenaren van de fabrieken in Delfzijl enkele jaren geleden besloten de productie te stoppen. In plaats van het afbreken en verhuizen van de fabrieken naar een andere locatie om ‘meer van hetzelfde’ te doen, blies BioMCN deze oude technologie nieuw leven in door de omschakeling te maken naar een duurzaam alternatief. Een duurzaam alternatief in de vorm van bio-methanol; een belangrijke ‘groene’ chemische bouwsteen en belangrijker nog, een 2e generatie bio-brandstof. BioMCN is driven by nature. Een toenemende rol van betekenis In de omschakeling van fossiele naar duurzame transport brandstoffen spreekt men hoofdzakelijk over ethanol en biodiesel. Naarmate de publieke opinie over bio-brandstoffen kritischer wordt, wordt de voorkeur gegeven aan zogeheten 2e generatie bio-brandstoffen. BioMCN is de eerste producent van bio-methanol op industriële schaal en daarmee tevens de grootste producent van 2e generatie bio-brandstoffen ter wereld. Bio-methanol heeft verschillende belangrijke voordelen, omdat het identiek is aan zijn fossiele variant. Methanol is een belangrijke chemische bouwsteen dat gebruikt wordt in diverse chemische toepassingen, variërend van plastic tot verf, van antivries tot harsen en nog veel meer. Al deze toepassingen kunnen met behulp van bio-methanol duurzaam worden geproduceerd. BioMCN concentreert zich echter pro-actief op het gebruik van bio-methanol in transportbrandstoffen. Door het nog altijd groeiende gebruik van fossiele brandstoffen neemt de uitstoot van broeikasgassen in de transportsector nog altijd toe, ondanks steeds schonere motoren. En als gevolg van hoger wordende olieprijzen wordt het ook steeds aantrekkelijker bronnen aan te boren die voorheen onrendabel waren, met alle negatieve gevolgen voor het milieu tot gevolg. Dit probleem vraagt om een gedegen oplossing. Oplossingsrichtingen variëren van elektrisch rijden tot waterstof, van biodiesel tot DME en nog veel meer.

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De grote aantrekkingskracht van bio-methanol is dat het toegepast kan worden in de vervaardiging van vrijwel al deze verschillende brandstoffen.

Bio-methanol is met andere woorden een breed inzetbare oplossing die niet alleen op korte termijn oplossingen biedt, maar die ook uitstekend past in de infrastructuur van de toekomst. Maatschappelijk verantwoord ondernemen Naast het produceren van bio-methanol streeft BioMCN tevens op andere gebieden naar een milieubewuste en duurzame bedrijfsvoering. Veel aandacht wordt besteed aan bijvoorbeeld de dialoog met lokale milieugroeperingen, het hergebruiken van de (weinige) afvalstoffen, het selecteren van leveranciers met eenzelfde MVO-gerichte visie en het reduceren van het aantal logistieke bewegingen. Initiatieven op kleine schaal vindt BioMCN ook belangrijk, zoals het zo min mogelijk printen en het kiezen voor meer verantwoorde alternatieven voor kerstgeschenken en personeelsbijeenkomsten. De (nabije) toekomst BioMCN heeft zichzelf tot doel gesteld een leidende rol te spelen in de mondiale transitie naar duurzame, non-fossiele brandstoffen. BioMCN wil in de komende 5 tot 10 jaar ook in andere werelddelen fabrieken openen, al dan niet in samenwerking met locale partners. Naast de brede inzetbaarheid van bio-methanol in verschillende toepassingen, wordt ook de haalbaarheid van de inzet van andere duurzame grondstoffen onderzocht. Zodoende kan flexibel worden ingespeeld op veranderingen in de beschikbaarheid en prijs. Het ultieme doel is om ook (atmosferische) CO2 als grondstof in te gaan zetten en zodoende weer om te zetten in een nuttig product. Het grote voordeel van deze aanpak is dat CO2 overal ter wereld beschikbaar is, en dat vele – zo niet alle – knelpunten rondom de productie van biobrandstoffen kunnen worden vermeden.

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Scheuten Solar en duurzaamheid Het begrip duurzaamheid en Scheuten zijn onlosmakelijk met elkaar verbonden. Dit komt onder andere tot uiting in de mission statement van onze onderneming: Scheuten is een bedrijf van en voor mensen. Wij verbinden zonne-energie en glas tot innovatieve concepten. Wij geven energie, duurzaamheid, groei en leven aan onze klanten en de wereld. Basis van ons bestaan Bijdragen aan een duurzame maatschappij is geen zijweg die we als bedrijf bewandelen. Duurzaamheid vormt de basis van het bestaan van Scheuten Solar. Wij investeren continu in innovatieve producten en productieprocessen. Zonnepanelen die nóg meer output genereren en een solar waardeketen waarin processen naadloos op elkaar aansluiten en uitstoot van schadelijke stoffen tot een absoluut minimum beperkt. Een ‘sustainable’ denkwijze is onontbeerlijk en cruciaal voor de producten die we maken en de markt waarin we opereren. Een markt die groeiend is en die in de komende decennia alleen nog maar groter wordt. Uitputtelijke energiebronnen verliezen meer en meer terrein op niet-fossiele brandstoffen. De groeiende vraag naar duurzame energie biedt Scheuten Solar de mogelijkheid om een nóg grotere stempel te drukken op het aanbod van zonne-energie. Dankzij de groeiende vraag is het mogelijk om de economische en ecologische terugverdientijd te verkleinen. Zo dragen we bij aan een maatschappij die niet langer wordt gedomineerd door vervuilende energiebronnen, maar door schone energie die voor iedereen beschikbaar is. Impulsen voor PV-markt Het succes van groene energie – zowel op korte als op lange termijn – wordt sterk beïnvloed door beleidsbeslissingen op het gebied van duurzaamheid. Cruciaal zijn ontwikkelingsprogramma’s en andere stimulerende maatregelen die de definitieve doorbraak van duurzame energie mogelijk maken. Een zonnepaneel is een product dat door innovatieve opschaling goedkoper wordt, waardoor het op grotere schaal kan worden toegepast en zodoende kan concurreren met fossiele stroom. Scheuten Solar investeert in innovaties met als doel de kosten en hoeveelheden van grondstoffen te reduceren en tegelijkertijd de efficiency te vergroten. Om dit te bereiken, nemen we positie in de gehele PV (Photo Voltaic) waardeketen. In Pennsylvania, USA investeren we in de duurzame ontginning van

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zeer zuiver silicium. In Duitsland worden modulen geassembleerd tot hoogwaardige zonnesystemen. In Europa (en wereldwijd) ligt een belangrijke focus op onze projectenorganisatie die turnkey projecten ontwikkelt en realiseert. Dankzij innovaties en nieuwe businessmodellen is Scheuten Solar in staat om continu impulsen te geven aan de groei van de markt voor zonne-energie. Duurzame waardeketen Dankzij een heldere visie en ondernemingsfilosofie draagt Scheuten Solar bij aan een duurzame samenleving. Het is van groot belang dat dit gedachtegoed wordt gedeeld en gedragen binnen de totale onderneming. Het doel is dan ook om de interne organisatie zoveel mogelijk te baseren op de grondprincipes van maatschappelijk verantwoord ondernemen. Hiertoe is bijvoorbeeld een werkgroep opgericht die bekijkt hoe we het ‘groene bewustzijn’ van medewerkers kunnen vergroten en hoe we intern een breed draagvlak kunnen creëren voor het duurzame beleid dat op managementniveau wordt gemaakt. Voor Scheuten Solar betekent duurzaamheid óók de continuïteit van onze onderneming. Door nu al intensief te werken aan toekomstige duurzame product-markt combinaties ontstaan nieuwe kansen. Bijzondere aandacht gaat bijvoorbeeld uit naar de rol die we kunnen spelen in de energiebehoefte in bebouwde omgevingen; het integreren van zonnesystemen in bestaande huizen en gebouwen biedt eindeloze mogelijkheden die totale energiestromen gaat transformeren. De toekomst bestaat voor ons uit een interne organisatie die zeer bewust is van maatschappelijk verantwoord ondernemen en samen door een natuurlijke selectie gekozen leveranciers en klanten werkt aan een duurzame waardeketen.

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Priva: duurzaamheid in de genen! Priva toont al jaren aan dat het mogelijk is om duurzame oplossingen te ontwikkelen voor complexe vraagstukken op het gebied van klimaatbeheersing en procesbeheer in glastuinbouw en utiliteitsbouw. Duurzaamheid is voor Priva dan ook geen etiket of modetrend: duurzaamheid is het bestaansrecht van dit familiebedrijf uit het Westland. De missie van Priva maakt duidelijk waar het ons om te doen is: we realiseren wereldwijd oplossingen voor het op duurzame wijze voorzien in basisbehoeften van mensen: vakkundig en op natuurlijke wijze gekweekt voedsel en siergewas, en een leefomgeving die optimaal is afgestemd op de wensen van de gebruiker. Priva streeft daarbij naar een minimale belasting van onze planeet en maakt daarom in haar oplossingen zo efficiënt mogelijk gebruik van schaarse natuurlijke hulpbronnen als water en energie. Priva stimuleert de ontplooiing van haar medewerkers, gelooft in de groeipotentie van haar klanten en vertrouwt op de kracht van haar partners, dealers en toeleveranciers. Efficiency Priva is een internationaal bedrijf. In meer dan zeventig landen worden onze producten gebruikt. Het familiebedrijf is wereldmarktleider in de glastuinbouw, en ook in de gebouwenwereld speelt het bedrijf internationaal een steeds grotere rol. Onze producten helpen ondernemers in deze sectoren om hun bedrijfsvoering efficiënter in te richten, waardoor ze met minder gebruik van schaarse hulpmiddelen als energie en water een hoger rendement kunnen behalen. Privaproducten dragen zo bij aan het duurzaam ondernemen van onze eindgebruikers. Daarmee is het onze business, geen etiket of modetrend: we verdienener gewoon ons brood mee. De filosofie van Priva is om de sectoren waarin we werkzaam zijn stap voor stap verder te brengen in hun ontwikkeling. Door lokaal aanwezig te zijn en ter plaatse opleiding van lokale mensen te verzorgen, kunnen we ook in gebieden waar de technologie minder ver gevorderd is, helpen om efficiënter te werken. Een goed voorbeeld hiervan is het Saas-project: in China brengen we lokale partijen bij elkaar die met de techniek van Priva zélf de uitvoering ter hand nemen. We realiseren dit proefproject op het terrein van de Shanghai Academy for Agricultural Sciences. Zo worden lokale kwekers geholpen om meer productie per vierkante meter te realiseren, met minder gebruik van water en bestrijdingsmiddelen. En in Mexico leren we kwekers samen met het bedrijf Koppert (expert in biologische bestrijdingsmiddelen) om op een duurzame wijze om te gaan met de kwaliteit van hun product. Uiteindelijk leidt dit tot een kwaliteits- en kwantiteitsverbetering van de totale sector.

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Groei als kernwaarde De belangrijkste kernwaarde van Priva is groei. Groei van onze eindgebruikers, dealers, partners, medewerkers, Priva zelf, maar groei staat ook voor ontwikkeling van de sectoren waarin Priva werkzaam is. Om groei en ontwikkeling te stimuleren brengt Priva partijen bij elkaar. Door verbindingen te leggen ontstaan nieuwe combinaties, vaak op de grenzen van sectoren, landen en overheden. Dit levert een ideaal klimaat op voor innovatie. Een aantal voorbeelden van deze samenwerking: - Priva betrekt overheden bij het combineren van woonwijken, industrie en glastuinbouw. Deze zgn. sustainable delta’s voorzien in hun eigen energiebehoefte en hebben een gesloten watercircuit. De Naaldwijkse wijk Hoogeland is hier een voorbeeld van: telersvereniging Prominent levert warmte uit warmtekrachtkoppeling en gesloten kas én koude aan een woonwijk van koop- en huurwoningen en een verzorgingstehuis: de kas als energiebron. - Het gesloten kasconcept belast het milieu niet met afvalwater: het water wordt gereinigd van schimmels en meststoffen en wordt hergebruikt in de kas. - Priva ontwikkelde samen met een aantal partners het EcoFutura-concept, waarbij viskweek en groenteteelt gecombineerd worden in een gesloten systeem. De afvalstoffen van de vissen dienen als voedingsbodem voor de planten. Dit EcoFuturaconcept wordt op franchisebasis aangeboden aan kwekers van groenten die hun teelt op verantwoorde wijze willen uitbreiden. EcoFutura is gebaseerd op vegetarisch visvoer waardoor het ecologisch evenwicht ook niet verstoord wordt. - Scholen worden benaderd om de luchtkwaliteit in de klaslokalen te verbeteren. Als onderdeel van dit project monitoren kinderen in de scholen zelf de luchtkwaliteit, zodat er ook een bewustwordingsproces op gang gebracht wordt bij de jeugd. Niet de directe inkomsten uit deze projecten zijn de belangrijkste drijfveer om in deze projecten te investeren, Priva investeert vooral in deze pilots om te laten zien dat technisch al veel mogelijk is én om de sector als geheel te ontwikkelen. Duurzame toekomst In de toekomst draagt Priva bij aan duurzaam ondernemerschap door haar eigen ontwikkeling van exportgericht naar lokale aanwezigheid. Door dicht bij de klant te opereren (in dezelfde tijdszone) wordt het vertrouwen groter en kunnen we in nieuwe regio’s de tuinbouw op een hoger peil brengen. Door lokaal sales en service aan te bieden, beperken we uiteraard ook het aantal vliegbewegingen.

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Op het gebied van open field tuinbouw is nog veel te winnen. Immers: 75% van het totale zoetwaterverbruik wordt gebruikt door de agrarische sector. Door inefficiënt gebruik gaat de helft hiervan direct verloren. Door de kennis die Priva heeft opgedaan in de bedekte teelt op het gebied van efficiënt gebruik van water en energie in te zetten voor de open field toepassingen, kunnen ook deze teelten efficiënter produceren. Denk hierbij aan de grootschalige wijnbouw, soft fruit en de buitenteelt van tomaten, sla en dergelijke. In de utiliteitsbouw is het vooral de ontwikkeling van relatief eenvoudige klimaatbeheersing naar complexe energieclusters die potentie heeft. Energieuitwisseling en waterhergebruik door clustering van woonwijken, tuinbouw en industrie in zogenaamde sustainable delta’s biedt een enorm potentieel aan duurzame gebiedsontwikkeling. Door samenwerking aan te gaan met partijen in de sectoren en met overheden, kunnen we pilots en proefprojecten opstarten, om te laten zien dat het technisch mogelijk is! Met geringe investeringen valt daarnaast in de utiliteitsbouw nog veel winst te behalen op het gebied van energiebesparing. Energiemonitoring in gebouwen kan tot 30 procent besparingen op energiekosten opleveren. Priva Campus De Priva Campus, het hoofdkantoor van Priva in De Lier, gemeente Westland, is een van de eerste CO2-neutrale gebouwen van Nederland. In het gebouw wordt geen conventionele energie gebruikt voor verwarming of koeling. De Priva Campus maakt gebruik van koude- en warmteopslag in bronnen diep onder de grond. Ook de gebruikte materialen zijn recyclebaar en duurzaam: de bamboevloeren in het restaurant, het hout in het dak en de stenen vloer in het atrium. Priva creëert in de Priva Campus het ideale klimaat om innovatie mogelijk te maken. De open structuur van het pand nodigt uit tot kennisuitwisseling tussen de medewerkers onderling. Door professionals van verschillende disciplines in teams samen te brengen in een inspirerende, transparante omgeving, ontstaan nieuwe mogelijkheden tot communicatie en interactie. Maar ook tot het delen van kennis met partijen buiten Priva, een belangrijke voorwaarde voor nnovatie. Daarnaast is de Priva Campus natuurlijk vooral ook een mooi gebouw waar het prettig werken en verblijven is. De Priva Campus is met recht het visitekaartje van Priva! Inspirerend Meiny Prins, algemeen directeur van Priva en Zakenvrouw van het Jaar 2009: “Respect voor elkaar en onze omgeving, betrokkenheid bij elkaar en onze klanten én de ambitie om onze beloften waar te maken. Dat zijn elke dag de uitgangspunten bij het handelen van demensen van Priva. Het maakt Priva een inspirerend bedrijf dat duurzaamheid in haar genen heeft.”

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KyotoCooling “groene” technologie? De basisgedachte bij de ontwikkeling van het idee om met een warmtewiel datacenters te koelen was niet een groene gedachte. Men zou kunnen redeneren dat Groen slechts een bijproduct is van KyotoCooling. Dit is nu in het geheel niet meer waar, echter in eerste instantie werd gewoon naar een betere oplossing dan de bestaande gezocht. Hierbij was de financiële besparing en versimpeling richtinggevend. Vandaag is dit in principe nog steeds zo, de financiële onderbouwing van investering versus besparing is de basis, echter het “echte” groene label wordt meer en meer maatgevend. Bij twee van de drie huidige buitenlandse opdrachtgevers was “groen” zelfs maatgevend, beide opdrachtgevers willen laten zien dat zij maatschappelijk verantwoord Datacenters bedrijven als onderdeel van hun totale bedrijfsvoering. Aangezien de markt vandaag nog geen verschil( lees geld) maakt tussen licht groen en donker groen is de financiële onderbouwing van de investeringen in KyotoCooling nog sterk bepalend. Voor ons is merkbaar dat groen wel verschuift van “nice to have” naar “need to have”. Alle potentiële klanten willen voor een groene technologie opteren als vertrekpunt. Pas als de technologie nog als te jong of te kostbaar wordt aangemerkt gaat men over naar de klassieke “veilige” keuzes. KyotoCooling wordt door ons als “value proposition” naar de merkt gepresenteerd: groen, financieel energiebesparend en een financieel modulaire bouwwijze. Deze laatste is zeer belangrijk bij de ontwikkeling van datacenters. Pas investeren in apparatuur op het moment dat de klanten van het Datacenter het ook echt nodig hebben. Al met al verschaft de combinatie van verbetering van de onderliggende financiële business case en groene technologie KyotoCooling een uitstekende markt positie. Voor de goede orde ingeschat wordt dat 3-4 % van wereld energieconsumptie door Datacenters wordt verbruikt. Dit aandeel zal de komende jaren blijven stijgen. 1-1,5 % van dit verbruik wordt nu aangewend voor koeling van de DC’s. KyotoCooling kan hier 80% van besparen. De Datacenter industrie, een relatief jonge < 25 jaar, wordt zich steeds meer bewust van haar enorme energieverbruik. De komst van Obama als president van de VS en de sterk gestegen energieprijzen heeft een ieder “wakker” gemaakt. De zeer conservatief ingestelde markt, vanwege haar belofte van continuïteit 24/7 en dus wars van verandering, lijkt zich geheel te openen voor nieuwe groene technologieën. Ook zij weten dat ze moeten. Interessant is hierbij dat de klanten van het Datacenter steeds meer belangstelling hebben voor de “groenheid” van het bewuste DC. KyotoCooling lijkt dus op het juiste moment te zijn geïntroduceerd.

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KyotoCooling werkt ook samen met reeds bestaande technologieën met als doel technologieën in elkaar te integreren. Kostenvoordelen spelen een rol, maar vooral het “ontzorgen” van klanten waarbij steeds meer via “proven concepts” en garanties, potentiële risico’s van klanten worden uitgesloten. KyotoCooling werkt inmiddels samen met Amerikaanse en Duitse technologieën samen. KyotoCooling zal zich de komende jaren, wellicht decennia, blijven ontwikkelen in de DC industrie. Opvallend van deze industrie is dat zij eigenlijk een lage graad van organisatie kent. Er zijn geen of nauwelijks beroepsverenigingen die zich primair met dit kostbare deelveld van ICT bezig houden. De testinstallatie die samen met KPN is opgebouwd in Amersfoort is dan ook uniek, niet alleen vanwege het KyotoCooling proces, maar vooral door de mogelijkheid allerlei facetten van koeling van het DC te demonstreren en te kunnen testen. Er is geen andere installatie van deze omvang in de wereld. Naast feitelijke nieuwe ontwikkelingen zal KyotoCooling zich ook richten op educatie en verspreiding van de bestaande inzichten. Keep it KyotoCool

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“Taking cell production to the next level” Zonnestroom zal een belangrijk onderdeel worden van de wereldwijde elektriciteit productie. De huidige productie van zonnecellen zal tot een factor van 50 moeten worden vergroot om jaarlijks 1.8 % van de huidige elektriciteit productiecapaciteit van ~20.000 GW te kunnen produceren. Zonnestroom is een grote groeimarkt. De belangrijkste groeidrijver is een lagere kostprijs. Een lagere kostprijs kan worden gerealiseerd door middel van goedkopere productie en hogere efficiëntie van de zonnecellen. Beide manieren om de kostprijs te verlagen worden mogelijk gemaakt door productieapparatuur. Daarom is deze apparatuur zeer belangrijk in het realiseren van een lagere kostprijs en de verdere adoptie van zonnestroom. In de komende jaren wil OTB Solar uitgroeien tot een duidelijke leider in zonnestroom productietechnologie. OTB Solar wil actief bijdragen aan het verlagen van de kostprijs van zonnestroom. OTB Solar realiseert haar doel door continue innovatieve productie technologieën te introduceren die de efficiëntie van zonnecellen verhogen en de productiekosten verlagen. In de afgelopen jaren heeft OTB Solar haar marktpositie sterk verbeterd door onder meer een sterke eigen organisatie in Azië op te bouwen. Daarnaast zijn enkele nieuwe productie tools succesvol geïntroduceerd in de markt. Recente verkopen aan top 10 spelers bewijzen dat wij op de goede weg zijn! Op dit moment worden bij de productie van zonnecellen vervuilende chemicaliën en gassen gebruikt. Green processing is een belangrijk onderdeel van onze strategie. OTB Solar gebruikt met haar gepatenteerde plasma bron, in vergelijking met de concurrentie, minder dan 50% van de benodigde energie en gassen. Daarnaast neemt OTB Solar deel in een onderzoeksproject van Fraunhofer om wet chemical etching te vervangen door dry etching gebruik makend van de gepatenteerde plasma bron. Dit zal het gebruik van vervuilende chemicaliën sterk verminderen. Overzicht recent ontwikkelingen in marktgebieden en producten Elektriciteitsopwekking uit duurzame bronnen wordt de pijler voor de 21ste eeuwse energievoorziening, waarmee leveringszekerheid en betrouwbaarheid wordt gegarandeerd. De opwekking uit duurzame bronnen als zon en wind heeft gemiddeld over langere termijn meer dan voldoende potentieel en is betrouwbaar en voorspelbaar.

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De wereldwijde markt voor zonnestroom is tussen 1998 en 2008 gemiddeld met meer dan 40% per jaar gegroeid. Belangrijkste drijfveer voor deze sterke groei is de marktstimulatie geweest op basis van een teruglever model wat Duitsland in 2000 heeft ingevoerd. Teruglever vergoedingen en andere marktstimulering middelen zijn vervolgens succesvol ingevoerd in landen als Spanje, Italië en Frankrijk, diverse Amerikaanse staten waaronder Californië en New Jersey en Aziatische landen als Zuid Korea. Ook Japan heeft een lange traditie van stimulering van zonnestroom. Al deze stimulering heeft een significante uitbreiding van zonnecel productiecapaciteit tot gevolg gehad. In de afgelopen jaren is deze capaciteit gemiddeld met 75% per jaar gegroeid. Leveranciers van productietechnologie hebben geprofiteerd van deze uitbreiding en zijn daardoor zelf ook sterk gegroeid. De productie capaciteit uitbreiding is tot stand gekomen bij de grootste 15 zonnecel fabrikanten in de wereld en bij kleinere en startende bedrijven. Hieronder is de uitbreiding van de productiecapaciteit in de afgelopen jaren weergegeven: MW Top 15 players Other players Production capacity (MW)

2005 1,577 720 2,297

2006 2,630 1,383 4,013

2007 4,117 2,481 6,598

2008 7,272 5,047 12,319

Bron: Credit Suisse, November 2008

De zonnecel productiecapaciteit uitbreiding is op twee manieren gerealiseerd. Bestaande spelers kopen voornamelijk individuele productietools (bijvoorbeeld DEPx). Startende bedrijven kopen meestal complete turnkey productielijnen (bijvoorbeeld LINEx). De kredietcrisis heeft ook de wereldwijde zonnestroom markt geraakt. Door gebrek aan krediet worden momenteel minder grootschalige zonnecel parken ontwikkeld. Daarnaast is in Spanje de teruglever regeling gemaximaliseerd. De wereldwijde groei van zonnecel installaties stagneert daardoor. In 2009 zal naar verwachting ongeveer 7GW worden geïnstalleerd in vergelijking met 6.5 GW in 2008. Doordat meer zonnecellen worden geproduceerd dan vraag is zijn producenten onder prijsdruk komen te staan. Hierdoor zijn de prijzen van zonnecellen, op module niveau in 2009, al meer dan 30% gedaald. Deze lagere prijzen zal het mogelijk maken om op korte termijn grid parity te bereiken in Zuid Europa waarna de marktgroei wederom zal versnellen. De prijs van zonnecellen op moduleniveau gedaald naar minder dan USD 2/Wp.

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Overzicht verwachte ontwikkelingen in marktgebieden en producten OTB Solar verwacht dat zonnecel productie expansie zich zal concentreren in een aantal als gevolg van lokale stimulering maatregelen. De zonnecel industrie wordt bijvoorbeeld sterk gestimuleerd in China, Maleisië, Taiwan en Singapore. Genoemde expansie zal vooral plaatsvinden in bestaande zonnecel productiebedrijven. Deze bedrijven kopen alleen individuele productietools. OTB Solar heeft haar organisatie ingericht om optimaal te profiteren van de productie expansie door zonnecel fabrikanten die individuele productietools kopen. China is in 2008 Duitsland gepasseerd als ’s werelds grootste producent van zonnecellen. Deze leidende positie zal in de komende jaren verder worden versterkt door productiecapaciteit uitbreidingen. In 2009 heeft OTB Solar daarom een sales & service kantoor geopend in Sjanghai om optimaal te profiteren van deze expansie. Dit kantoor zal OTB Solar in staat stellen om altijd dichtbij haar klanten te zijn. OTB Solar is ook een project gestart om te kijken naar de lokalisatie van de productie van onderdelen en componenten. Dit zal de snelheid van service verder vergroten. De productiecapaciteit expansie zal vooral plaatsvinden door middel van individuele productietools. OTB Solar heeft de meerderheid van haar R&D budget daarom gericht op deze productietools. In 2009 heeft OTB Solar de eerste DEPx nieuwe generatie tool geïnstalleerd bij een top 10 speler. Deze tool is prijscompetitief en biedt in vergelijking met de vorige generatie een fors hogere capaciteit ~40% voor een gelijke prijs. Er wordt fors geïnvesteerd door OTB Solar in 2009 en 2010 om ervoor te zorgen dat de tool goed zal presteren en om daarnaast additionele applicaties toe te kunnen voegen. De markt heeft positief gereageerd op de DEPx nieuwe generatie. DEPx is inmiddels aan 4 top 10 spelers verkocht. De ontwikkeling van een Ink Jet Printing tool op industriële schaal is versneld in 2009. Hierdoor zal OTB Solar een dergelijke tool hopelijk al in 2010 op de markt kunnen brengen. Dit zal het individuele productietools aanbod van OTB Solar sterk versterken. De tool zal de efficiëntie van zonnecellen significant kunnen verhogen (~0.5%). Het proces is simpel en kan retrofit worden ingebouwd in bestaande productielijnen. De marktpotentie van deze tool is daarom substantieel!

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Lemnis Ligthing Essay De noodzakelijke transitie naar een duurzame wereld kan alleen gerealiseerd worden als alle stakeholders, consumenten, overheden, NGO’s en het bedrijfsleven als partners samenwerken. Tendris de moedermaatschappij van Lemnis Lighting demonstreert sinds 2002 dat je succesvol kunt ondernemen door goed te zijn voor mens, natuur en milieu. Dat is ondernemen zonder verliezers in de keten. Vanuit de overtuiging dat we - zonder in te boeten op kwaliteit van leven - moeten stoppen met verspillen, hebben we twee jaar geleden een nieuw product geïnitieerd. Een product dat inmiddels model staat voor de duurzame transitie van duizenden andere producten. Een ‘Lampje’! Ruim 19% van de elektriciteit in de wereld wordt gebruikt voor verlichting. De gloeilamp is na de zon al meer dan honderd jaar onze belangrijkste lichtbron maar verspilt daarbij 98% van de benodigde energie. De ouderwetse gloeilamp is daarmee hét symbool van verspilling. Hierdoor is er binnen Lemnis Lighting met urgentie gewerkt aan de ontwikkeling van een nieuwe duurzame lichtbron. Ons licht bespaart 90% energie, gaat 25 jaar mee, bevat geen toxische stoffen en heeft een hoge kwaliteit lichtbeleving. Door deze ontwikkeling heeft Lemnis Lighting als kleine speler nu al een revolutie weten te realiseren in de mondiale lichtindustrie. Ook is het nieuwe LED licht geadopteerd door de Clinton Foundation, is het winnaar van de “Technology Pioneer 2009 award” van het World Economic Forum, de “Lighting Africa Award” van de Wereldbank en is het al succesvol toegepast in openbare, kantoor- en huishoudelijke verlichting en kaslampen. Wij zijn erg trots dat wij met vereende krachten het duurzame verschil kunnen maken. Na Afrika, China en India zal zeer binnenkort ook Nederland kennis kunnen maken met de groenste lamp ter wereld van Lemnis Lighting. De Lemnis LED technologie ontwikkelt zich, steeds vaker in samenwerking met Nederlandse TU’s, op dit moment nog sneller. Er verschijnen veel nieuwe ontwerpen, zuiniger, met een grotere lichtopbrengst en in voorheen onbereikbare kleuren als blauw en wit. Dit betekent dat er steeds meer toepassingen mogelijk zijn. Lemnis loopt voorop in deze ontwikkelingen en past haar LED technologie toe in ondermeer de Pharox consumenten lampen. Het productassortiment van Lemnis breidt zich steeds verder uit. De innovatie op het gebied van buitenverlichting: een substantiële energiebesparing tot wel 95% ten opzichte van de gangbare fluorescentielampen. Met laag energieverbruik, lange levensduur, lage aanschafkosten, passend op bestaande masten en nauwelijks onderhoud als voordeel en ook in Nederland toegepast op inmiddels meer dan 150 lokaties. Ook heeft Lemnis Lighting een revolutionair concept ontwikkeld voor de glastuinbouw. Deze verlichting geeft dezelfde planten-

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groei als bij conventionele kasverlichting, maar met slechts een kwart van het energieverbruik. Door LED verlichting te gebruiken in de kassen besparen we per hectare het jaarlijkse energieverbruik van 500 Nederlandse huishoudens. Ook zijn er inmiddels spectaculaire ontwikkelen op het gebied van industriële algenteelt met specifieke ledsystemen.

Het delen van kennis en technologie met internationale partners en zelfs concurrenten maakt dat Lemnis mondiaal opvalt door haar vernieuwende en duurzame businessmodel. Zo produceren wij inmiddels ook de huismerken LED verlichting voor Albert Heijn (puur & eerlijk) en een deel van het LED assortiment van Philips. Aangezien de duurzame positieve impact van de wereld centraal staat in de visie van de onderneming worden ook daar de keuzes op gebaseerd. In onze ogen is er namelijk altijd zowel in prijs als kwaliteit een duurzaam alternatief voor iedere niet duurzame concurrent. Dit demonstreren we telkens weer in de praktijk en vervullen daarmee een voorbeeld functie. Drie jaar geleden was LED technologie de verlichting van de toekomst die volgens de gevestigde industrie pas breed in 2017 zou worden geïntroduceerd. Door de inzet van Lemnis en haar partners hebben we die ontwikkeling met bijna acht jaar weten te versnellen. Ook de koplopers rol van Lemnis bij de Nationale en Europese overheden heeft dit proces versneld. Lemnis heeft een voorsprong en een voortrekkersfunctie die zij graag zelfstandig zonder afhankelijke te worden van de gevestigde industrieën wil handhaven. Graag blijft zij de industrie uitdagen om duurzame verbeteringen toe te passen.

for a living planet

This report is supported by FME-CWM and Rabobank.

®

Clean Economy, Living Planet

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