Tom Rand, Senior Advisor, MaRS
www.kickthefossilfuelhabit.com
                                 @tomrand
                                      1           June 26, 2012
Cleantech
                      Bulls
Carbon Bears




               Who’s winning?
What is the level of Carbon dioxide
 (ppm) in the atmosphere today?
(pre industrial level was 280 ppm)
                             59%

   1.   280
   2.   292
                                   35%
   3.   396
   4.   541

                   3%   3%

                    1    2    3       4
VC Cleantech in Solar
 Investments Investing
Closing Remarks by Tom Rand
Cleantech
                         Bulls
Carbon Bears




           Cleantech: Bullish returns!
            (But the Bear is winning)
www.kickthefossilfuelhabit.com   7   June 26, 2012
www.kickthefossilfuelhabit.com   8   June 26, 2012

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Closing Remarks by Tom Rand

Editor's Notes

  • #5: 45 new carbon initiatives, including Australia’s carbon tax and Japan’s commitment to renewables and conserationSolar: 138 Billion, global cleantech 260 billionUS Overtook China: US 56, china 47 – most from programs that expired at end of 2011Cleantech VC: > $9 Billion
  • #6: Updated 2011 Texas agricultural drought losses total $7.62 billionCanada: 3.5 degrees warmer in El Nina year