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Thomas Edison
About
Strategen
We
combine
strategic
thinking
with
deep
industry
exper0se
to
create
protable
clean
energy
businesses
Who
we
serve:
CorporaAons
Exploring
Clean
Energy
OpportuniAes
Clean
Tech
Manufacturers
&
Service
Providers
Private
Equity
/
VC
Firms
InvesAng
in
Clean
Tech
Next
GeneraAon
Real
Estate
Developers
and
Campuses
The
Energy
Storage
Community
(CESA)
General Members
AB2514
implementa0on
FITC
implementa0on
Storage
system
reliability
Storage
system
cost
FERC
Rulemakings
4
Major
Variables
U.S.
ConsAtuAon
State
ConsAtuAons
Congress
FERC
POUs
PUCs
RTOs/ISOs
NERC
WECC
The
U.S.
market
potenAal
based
on
uAlity
spending
is
promising
at
$238B
over
10
years,
but
certain
applicaAons
dominate
Market
Reference
Size
=
$10,000
M
Electric
Bill
Cost
Management
$98.4B
Ease of Deployment
Wind
GeneraAon
Grid
Frequency
RegulaAon
IntegraAon,
Long
DuraAon
T&D
Upgrade
Deferral
50th
percenAle
T&D
Upgrade
Deferral
Renewables
Capacity
90th
percenAle
Firming
Voltage
Load
Following
Support
Wind
GeneraAon
Grid
Transmission
Support
Electric
Energy
Time-shih
IntegraAon,
Short
DuraAon
Transmission
Electric
Supply
Capacity
CongesAon
Relief
$0 $500 $1000 $1500 $2000
$2500
$3000
Compressed Air, 440 UPS*, 64,820 Solar Thermal, 601 Pumped Hydro, 135,009 Flywheel, 42 BaMeries***, 594
Thermal**, 1,000
* UPS is primarily Lead Acid. Global UPS size extrapolated from 2011 Global Data UPS Market Revenue report (Assume $250/kWh avg. cost, 2 year replacement cycle) ** Thermal energy storage esAmates include storage for cooling only. *** BaLeries include Flow, Lithium Ion, Sodium Sulfur, Nickel Cadmium, Lead Acid (not Incl. UPS & standby power), and Ultra BaLeries Source: Strategen ConsulAng, LLC research; thermal storage installed and announced capacity esAmated by Ice Energy and Calmac. EsAmates are current as of August 2012
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2009
2010
China Energy Storage Alliance (CNESA) Founded
2011
European Association for the Storage of Energy (EASE) Founded
2012
German Energy Storage Association Founded
2013
10
11
Support and replicate local and regional energy storage alliances Advance educaAon, knowledge and proven frameworks about the benets of energy storage and how to incorporate it into the electric power system in a cost eecAve way Recruit new global stakeholders to support and promote GESAs mission Foster collaboraAon among key stakeholders including policy makers, uAliAes, renewable energy community, nancial insAtuAons and environmental organizaAons Establish standards and protocols to advance energy storage interoperability worldwide
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GESA
Principles
Transformation to a clean energy economy requires: diversity, competition and collaboration
Encourage
Market
Diversity
Support
all
forms
of
energy
storage
Chemical
Mechanical
Thermal
GravitaAonal
Support
all
applicaAons
of
energy
storage
throughout
the
electric
power
system
Support
all
ownership
models
UAlity
owned
Third
party
owned
Customer
owned
Explicitly help advance renewable energy, but collaboraAvely integrate with all exisAng resources Culture of collaboraAon proacAvely seek win win soluAons Culture of commitment to results were in it for the long haul!
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Source:
14
QuesAons?
Janice Lin
Founder and Managing Partner 2150 Allston Way, Suite 210 Berkeley, CA 94704 www.strategen.com
O
510
665
7811
M
415
595
8301
F
888
453
0018
jlin@strategen.com
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