Samsung Electronics In “GREEN”novation Push

October 4, 2010

To end the slew of tech announcements coming out this week (read prior post), Samsung is hosting on Thursday, its second annual GREENovation event.

Company executives will discuss current green initiatives to bring more environmentally-friendly products to market and showcase Samsung’s latest green products.

At the event, Samsung executives will discuss about:

  1. green-focused product advancements,
  2. state-of-the-art green technology,
  3. green production enhancements; and,
  4. environmental recycling.

[Video] IBM To Work On Smarter Buildings, Cities

February 22, 2010

Big Blue is about to turn green… in a big way! At the Pulse 2010 Conference in Las Vegas, IBM announced its entry into building smarter buildings and cities.

“Buildings are major sources of not only energy consumption but also CO2 emissions. In fact, buildings are responsible for 40% of the world CO2 emissions.

Turns out that’s more than what automobiles generate, yet we spend a lot of our time and attention on the subject of automobiles…

We have technologies that can help organisations responsible for the buildings and facility managers within these organisations really drive greater efficiencies and use our technologies to make those buildings greener,” explains Al Zollar, general manager of IBM’s Tivoli division in a press conference.

Zollar expects the greener buildings opportunity to go from a $3 billion business today to about $6 billion or more in 2015. The IBM executives also said that organisations using IBM’s smart building software can expect 38% in energy savings!

Fix it, before it breaks

To do so, IBM plans to leverage its expertise in the management of IT systems, analytics (Cognos) and sensors, mostly with software from its Tivoli division, to also manage physical infrastructures, like buildings, power plants, etc.

“It’s like putting a digital layer over the physical infrastructure to better manage it, monitor it and predict eventual failures and security risks,” told me Rich Lechner, in charge of Energy and Environment at IBM.

However, Big Blue has no intention to start building smart high rises or even sensors – at least not outside Japan, where the price of real estate is still very high – but will provide management tools (like its Maximo software), dashboards and command centres which will integrate even further with building and infrastructure software platforms from third parties, like Johnson Controls.

Some interesting statistics given by IBM at the event: in the U.S., where buildings consume 72% of all electricity, up to 50% of that electricity is wasted, and buildings account for 80% of New York City’s carbon emission each year.

Follows a video excerpt of Al Zollar comments on the announcement at the Pulse 2010 press conference:


Banker Reveals How The Pentagon Is Subsidising Foreign Oil Imports To U.S.

October 6, 2009

The U.S. has only itself to blame - and the U.S. military - for its dependency on foreign oil

The U.S. has only itself to blame - and the U.S. military - for its dependency on foreign oil

What a shocker!

According to the GrowthPoint Technology Partners‘ managing director Robert Horstmeyer, the U.S. military helps subsidising the price of the country’s foreign oil imports to a staggering $50 per barrel of crude; today the barrel of crude rose a bit over $70.

All energies are subsidised, not just the clean, renewable ones

So if Horstmeyer’s calculation is right, the “real” price of gasoline in the U.S. should be closer to $5-$6 a gallon than the average price of $3 in California today, for example.

“It’s very difficult to figure out, when you’re looking at different energy supply, what the real cost of energy is. Everything is subsidised and some of it is dramatically subsidised,” explains Horstmeyer, speaking at an event on solar energy hosted by the SDForum.

The investment banker claims – citing military sources – that the Pentagon is spending about a third of its defense budget – which represents $518.3 billion in fiscal year 2009 – to protect the oil fields in the Middle East, “plus 2 wars!”

“So we’re talking hundreds of billions of dollars a year to import maybe 10 million barrels a day. So if we want to cost that oil properly, we should add $50 a barrel to those imported barrels coming from the Middle East,” explains the investment banker.

Follows are 2 video excerpts. The first related to Horstmeyer’s comments on oil subsidies and the second is his introduction remarks.


Larry Ellison On The Econony: U.S. Consumers Broke; No Recovery Ahead

October 6, 2009
Oracle chief wants to impose tariffs on goods originating from China and India

Oracle chief wants to impose tariffs on goods originating from China and India

The Oracle co-founder and CEO Larry Ellison has a dismal view on the future of the U.S. economy and sees no recovery in sight.

“Somebody said it’s going to be an L-shaped recovery: down, not coming back. I believe that,” said the software executive.

Ellison argues that the U.S. consumer is so deeply in debt that the economy will not come back at least before 5-years; during which the U.S. economy will not be the world’s engine of growth as used to be, while U.S. consumers start saving to pay off their debts.

The Oracle CEO also expects a higher tax regime to pay for some of the Obama’s administration initiatives.

“I’m surprised that there are so many huge spending programmes, like the stimulus package ($800 billion), the health-care bill ($1 trillion), cap and trade ($1 billion)… There are a lot of things that is going on right now that make me believe that we’re not going to have a rapid recovery,” adds Ellison.

Follows, is the video excerpt of Larry Ellison on the state of the economy:

Oracle CEO favours tariffs on imported goods from India and China

Ellison also explained that the U.S. should impose tariffs on imported goods along with its decision to adopt the cap and trade programme.

“Because you can’t suddenly say that energy is going to be very expensive in the U.S. which would send manufacturing overseas and without having tariffs on things coming back to the U.S. for countries like India and China who said very clearly that they have no interest in monitoring their CO2 output until they have the same per capita CO2 output as the U.S… As a results, China will be able to increase their CO2 output by a factor of 4,” adds Ellison.

Follows another video excerpt where the Oracle CEO talks about imposing tariffs on goods coming from India and China:


Tesla Motors To Take Over NUMMI?

August 27, 2009
Tesla CEO expressed would love to take over NUMMI

Tesla CEO recently said he would love to take over NUMMI

A few months ago, I remember Tesla Motors CEO Elon Musk warming at the idea of taking over NUMMI, the sole auto assembly plant on the West Coast.

Musk comments did make a lot of people laugh. Back in April, when the prolific entrepreneur spoke at a Churchill Club event, GM and Toyota were still committed to keep the 20-year old joint-venture running and Tesla was still waiting for government loans to help it jumpstart its future sedan “model S” vehicle project.

But after a tumultuous 4-months that  saw GM file for bankruptcy, sever its partnership at NUMMI, Tesla raising nearly a $1 billion from both the government and private investors and finally, Toyota announcing today it will not keep operating alone the Fremont, Calif., car plant, Musk’s “pipe dream” of taking over NUMMI could very well happen!

“Maybe at some point there’ll be an opportunity to acquire NUMMI. That’d be great. I’ll take that in a second. But that isn’t available right now,” added Musk.

A golden opportunity for Tesla indeed, that is required – by receiving the government loans – to find a 20+ year old plant to produce its upcoming all-electric “S” vehicle. And NUMMI just celebrated it’s 20 years anniversary… this year!

“But we can’t afford it right now, unless they give it to us. Which maybe they will,” said Musk 4 months ago!

And “they” (including the state, local and even perhaps the federal governments) might indeed make it so attractive that Tesla could actually find it hard not to move to NUMMI. Wait and see!

Follows the video excerpt where Tesla CEO Elon Musk eluded at the idea of taking over NUMMI:


Chevy Volt Is An ERBEV: A Mass Produced Plug-in Hybrid

August 26, 2009
GMs staff researcher John Suh doesnt believe the market is ready for an all-electric vehicle, citing range anxiety and lack of a recharge infrastructure

GM's staff researcher John Suh doesn't believe the market is ready for an all-electric vehicle, citing range anxiety and lack of a recharge infrastructure

Until recently it was hard to define what the Chevy Volt really is – a hybrid a-la Toyota Prius, a plug-in hybrid, an electric car…  - , since it’s not even built yet!

To help potential customers like myself – I’m currently shopping for a Prius! – understand what the Volt is, GM’s staff researcher John Suh suggested a new acronym: it’s an ERBEV, which stands for an Extended Range Battery Electric Vehicle!

“The Volt is a battery electric vehicle. The engine will turn on to generate electricity and to assist the battery,” said Suh, in a presentation last week at Xerox’s PARC in Palo Alto, Calif.

Why the Chevy is better than a plug-in hybrid

“In an EREV [like the Volt], the components (battery, drivetrain) are sized to run that car for full performance. A plug-in hybrid vehicle is not practically speaking. You could but then you will run the case, where you have 2 fully redundant powertrains which is not practical,” added Suh who’s located at GM’s Advanced Technology Group in Silicon Valley.

Range anxiety is biggest hurdle for an all-electric car

“Each of us experience this [range anxiety] on a daily basis when we’re on a laptop or a cell phone, doing lots of different things, and far away from a power plug… Now you have a vehicle that has 100 miles range, you’re going to feel it [range anxiety].

A gas engine provides that bit of security. It’s just like a spare tire in your car. Most of us will never touch that thing, but you’re so happy to have it when you get a flat because you can get moving.

Once we get the charging infrastructure that’s ubiquitous, we’ll put the engine right out.”

Follows a video excerpt of Suh’s presentation at PARC:

More of Suh’s comments on the importance of cellulosic ethanol versus corn ethanol:

And on how GM plans to cool the Volt’s lithium battery pack:


Intel Steps Up Cleantech Investments; $100+ Millions And Counting

July 29, 2009
Intel Capital invested over $100 million in Cleantech startups in the past year and a half

Intel Capital invested over $100 million in Cleantech startups in the past year and a half

Today Intel announced five cleantech investments (1 new, 4 “follow-ups”), totaling approximately $10 million: CPower (demand response and energy efficiency), Powervation (digital power control), Convey Computers (energy efficient high performance computing), Grid Net (smart meter infrastructure) and iControl (home automation and monitoring).

What’s driving the chip maker to invest, collectively in the last year and a half, over $100 million in cleantech is its own Open Energy initiative, said Intel Capital’s cleantech leader Steve Eichenlaub.

Speaking at the company’s Technology Innovation Summit held in San Francisco today, Eichenlaub added that Intel is looking at additional “technology-driven” companies – around the world – in the areas of generation and storage, transportation, consumption and transmission and distribution, to complete the company’s cleantech portfolio.

Follows is a video excerpt of Eichenlaub’s presentation of Intel Capital’s cleantech investment strategy :

And another video that summarises Intel’s investments in Cleantech:

Finally, here are 4 videos where Eichenlaub explains why Intel made investments in Convey, iControl, Grid Net and Powervation.

Convey Computers:

iControl:

Grid Net:

Powervation


Vinod Khosla: Forecasters Are Wrong, Maintech Not Cleantech

June 4, 2009

Speaking yesterday at the Silicom Ventures Summit 2009, serial entrepreneur and “greentech” venture capitalist Vinod Khosla did his presentation on “Maintech” vs. Cleantech; about the same for the last 6 to 9 months!

For Khosla, Maintech refers to mainstream technologies like engines, lighting, appliances, cement, water, glass and buildings – which are huge markets – and can therefore impact significantly the carbon emission problem; as opposed to Cleantech which is more about huge and complex infrastructure projects like nuclear, solar, wind, etc.

I think this is more about semantic than anything else, but it does allow Khosla to rise above the rest of the “Cleantech” investors.

Don’t believe forecasts, invent your future

Khosla started his keynote by discrediting forecasters and analysts, by proving how wrong they were in several occasions; predicting oil and coal prices or the future of the mobile industry.

You just can’t predict the future with yesterday’s technologies or extrapolate the past. And the best way to predict the future is to invent it! So typical Silicon Valley.

Black Swan solutions needed, not Greenwashing

Khosla then went on at looking for some “black swan solutions” that are responsible for market shifts and ultimately energy innovation. Some of these disruptive solutions could be:

  1. the best way to clean up the air would be to build more coal plants but using carbon sequestration (Calera)
  2. create crude oil from wood chips/waste at refineries through a catalytic process (Kior)
  3. A 5% difference in demand brought oil prices down from $147 to $37. So the idea is to double the efficiency of combustion engines, from 20% efficiency today to 40% and would cut oil consumption in half! “It’s not that hard.” (Transonic)
  4. replacing incandescent bulbs with more expensive LEDs which are 10 times more efficient. The idea here is to significantly reduce the cost of LEDs

To succeed, these “black swan” solutions must return investment in 3 to 5 years, be relevant in cost, scale and not rely in any long term government subsidies and above all survive the Chindia test: it must work in countries like China and India.

Beware of charlatans

Despite being disruptive ideas, investors and the public must be wary of irrational ideas or “silly stuff,” like Sheryl Crow’s one man, one toilet paper idea! There are no “lazy” green solutions, Khosla contends.

The pragmatics survive!

Finally, for Khosla, pragmatism should prevail and that means focusing on mainstream green technologies as well as the large infrastructure projects.

And here’s a copy of an earlier version of Khosla slides:


Churchill Club Top Trend: MainTech Not CleanTech

May 21, 2009

Churchill Club Top Trend: Advanced Batteries To Be Most Popular Alternative Energy Investment In 2009-10

May 21, 2009

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