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How California Can Lead the Clean Tech Revolution Presentation by Steve Westly September 23, 2010 Los Angeles, CA

Steve Westly, Managing Partner, The Westly Group

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Page 1: Steve Westly, Managing Partner, The Westly Group

How California Can Lead the Clean Tech Revolution

Presentation by Steve Westly

September 23, 2010

Los Angeles, CA

Page 2: Steve Westly, Managing Partner, The Westly Group

The problem is huge

Page 3: Steve Westly, Managing Partner, The Westly Group

The problem is huge

* c/o USGS – 22 Feb 2010

Map shows in blue the ice extent in 1947 between Charcot Island and the Wilkins Ice Shelf. The red line shows the ice shelf edge in 2009.*

Page 4: Steve Westly, Managing Partner, The Westly Group

The problem is getting worse

* Harvard Public Health study

83 mm Chinese will die of lung disease in next 25 yrs*

Page 5: Steve Westly, Managing Partner, The Westly Group

It’s a global problem

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PARTICULATE MATTER OVER LOS ANGELES THAT CAME FROM ASIA:

Page 6: Steve Westly, Managing Partner, The Westly Group

AB 32AB 32

Prop 71Prop 71

Global Policy Leader

Help is on the way: public sector

Page 7: Steve Westly, Managing Partner, The Westly Group

Help is on the way: private sector

Page 8: Steve Westly, Managing Partner, The Westly Group

A smart place to invest

Clean tech investing: leading innovation

$1.99bn

$9.22bn

Electric cars

Synthetic fuel

500 acres of solar in West Palm Beach

New innovations

Multi-billion-dollar companies

Massive deployments

Page 9: Steve Westly, Managing Partner, The Westly Group

3 GW

Clean tech is a global phenomenon

220 MW

16,000 MW

Page 10: Steve Westly, Managing Partner, The Westly Group

Even the…

Page 11: Steve Westly, Managing Partner, The Westly Group

China: partners or competitors?

• Increased avg. MPG to 42 (over US’s 39)

• Planting 150,000 sq. mi. of trees

• Established 50% feed in tariff for wind

• Committed to 20% renewable by 2020

Page 12: Steve Westly, Managing Partner, The Westly Group

An alternate universe