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Richard Kauffman

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Seizing a Clean Energy Opportunity

Posted: 08/09/2012 4:01 pm

Over the past four years, we have seen tremendous progress in the development and deployment of renewable energy technologies that should give us all hope that America can lead in the global clean energy economy. These technologies are helping to create new jobs and new industries domestically, while reducing carbon pollution and helping to address the challenges of climate change.

Want more reasons to be optimistic about driving progress in the development and deployment of renewable energy? Just look at some of the most significant challenges we face -- and how easy it could be to overcome them. While the technological advances are exciting, there is also important work to do in the other aspects of clean energy, particularly as it relates to financing. For a variety of reasons, including provisions in the tax code, it can cost over 10 percent more to finance a renewable energy project than it does a traditional energy project. But with a few small changes in how we finance renewable energy projects, we can help to make it easier and more affordable to bring clean energy to families and businesses nationwide.

A few things to keep in mind:

1. Renewable energy is reliable, the technologies work, and costs are dropping dramatically. Deploying the technologies globally and at scale has helped costs to decline far faster than almost anyone could have anticipated. Solar costs, for example, are down more than 75 percent over the last four years. As Neil Auerbach of Hudson Clean Energy put it, "renewable energy is the only energy source that gets cheaper the more it is deployed."

2. As the industry gets to scale, the importance of reducing non-hardware (or so called "soft costs") becomes increasingly important. In the case of solar, equipment costs now account for just 46 percent of the total costs of an installed system, with 54 percent of the total coming from everything else, including installation, financing, insurance and permits. There are ways to bring these soft costs down that don't require major technology breakthroughs. That's why the Energy Department is partnering with industry to look at everything from standardizing building permits to construction techniques to new insurance products to do just that.

3. Helping to expand access to and reduce the cost of financing projects is a critical step in significantly reducing overall project costs. Renewable energy projects in the U.S. rely upon an old-fashioned, antiquated form of financing that's different from how other parts of the U.S. economy are financed. Rather than using bond or stock markets, projects depend on non-capital markets sources of investment, like banks, where the cost of capital can approach typical private equity rates of return of 12-15 percent. The Energy Department has been pursuing multiple avenues to help expand capital markets financing for renewable energy that could potentially halve the cost of accessing equity capital and drive down other costs of financing as well. Again, these reductions in costs don't require going to the lab; they involve applying financing techniques that are widely used in other parts of the economy, but have not yet been applied to this sector.

4. In addition to deploying cleaner sources of energy, we can achieve dramatic reductions in carbon pollution by investing in cost-effective energy efficiency improvements. Financing is a key constraint here as well, since lenders are not certain that investments in efficiency will either work as advertised, whether the borrower will save or spend the savings, or whether the building will be worth more after the investments have been made. Additionally, a lack of standardized contracts makes it difficult to bundle small projects into securities that would attract the interest of institutional investors. Despite these difficulties, we are working with industry and other stakeholders to find solutions to these contracting and data challenges. And like with renewable energy, we can be optimistic because technology isn't the binding constraint - it's about finding ways to mobilize proven financing instruments that already exist elsewhere and applying it to this growing global sector.

5. If we begin thinking about energy projects as financial assets, as well as energy assets, we can help to encourage additional, smart investments in these industries. Currently, renewable energy and energy efficiency projects offer investors something that, between a volatile stock market and low interest rates, is very difficult to find: current yields.

Basically, we have an asset-liability mismatch. The banks and non-capital markets that are currently the primary financiers in the renewable energy sector are generally looking for short-term yields. Renewable energy projects, however, are typically longer-term investments that provide stable returns over long periods of times (15 or 20 years, for example). Longer-term investments like these are very appealing to pension funds or insurance companies that need long-term yields to match their long-dated liabilities. However, because renewable energy projects currently aren't able to seek investment in capital markets, new classes of investors who want to invest in renewable energy projects can't. Fixing this mix-match would reduce financing costs for projects, further reducing the overall cost of clean energy. That's good for investors, good for project developers, and good for American consumers.


6. We can be optimistic because most Americans support investments in clean energy. This includes strong bipartisan support for clean, renewable energy at the state level, with over a dozen states currently developing their own clean energy finance entities.

But while reasons remain to be hopeful about the progress of the industry, there are serious headwinds that could have a significant impact on America's clean energy industry, and we cannot be complacent. We are making gains globally in the clean energy race, but much of that progress is due to government programs and support that are coming to an end. In fact, 75 percent of U.S. government support programs -- including the 1705 loan guarantee program, the 1603 program to provide tax grants in lieu of tax credits and the Production Tax Credit -- have expired or are set to expire soon.

Throughout our country's history -- from aviation to agriculture, from biotechnologies to computer technologies -- the federal government has supported the private sector to keep the United States at the technological forefront of important industries. To seize the clean energy opportunity, we must do so again - and we must act now.

Around the world, countries recognize that renewable energy represents one of the biggest economic opportunities for the global economy. There are some in Washington, however, who think we can't compete with other countries, who think that we have already lost the clean energy race.

I can tell you firsthand, the clean energy industry in the U.S. is able and prepared to produce real energy for American consumers.

By combining America's historic leadership in technological and manufacturing innovation with improvements in how we finance renewable energy and energy efficiency projects across the country, we can once again lead the world in this critical sector.

 
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Over the past four years, we have seen tremendous progress in the development and deployment of renewable energy technologies that should give us all hope that America can lead in the global clean ene...
Over the past four years, we have seen tremendous progress in the development and deployment of renewable energy technologies that should give us all hope that America can lead in the global clean ene...
 
 
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12:43 PM on 08/19/2012
A lot of chatter going on about which technology is 'worse than the other' or which decision has the least negative consequences. All healthy debates as the country moves forward in figuring out a future where we burn less things for power, and establish power sources that are reliable, and affordable. No arguing there, right? Cheap, clean, renewable.. that's the goal, or as close as we can get. I'll stick with the bi-partisan phrase, 'all hands on deck' to reach those goals, and push for as many new innovations as possible. Take a look at something like Ocean Thermal Energy Conversion (OTEC), it creates an endless flow of power from the temperature difference in shallow and deep water. The price is steady, nothing is burned, and it's been proven reliable for decades. These are the kinds of ideas that will provide future generations with power at a price that will keep economies moving in the right direction, and dramatically improve the lives of the developing world for generations to come.

Lots more on how OTEC works at The On Project.
http://www.theonproject.org/otec/?utm_source=huffpost&utm_medium=web&utm_campaign=mscomment
HUFFPOST SUPER USER
realitytrumpsbull
Two 'alves of coconut!
03:11 AM on 08/11/2012
I'm for honorable mention for conservation, as well as a call for full exposure for these 'green' companies to make sure the public's not just getting taken for a walk down the garden path, here. Promises, promises, but the other kind of 'green' at play, here, is the kind that you can harvest out of a government program, turn right around, launder in one of these international financial institutions a la Iran, and then you've got money to do what you REALLY want to do, like, sell guns or whatever and make the Big Coin. Promises, promises, SHOW me, and also show me that these companies aren't in cahoots with the oil companies or something. No greenwashing, please.
12:42 PM on 08/10/2012
Natural Gas is America's source for Energy Security and Energy Independence.
Natural gas is "our" energy source that can be consumed to almost 100% energy efficiency. Natural gas can be consumed so efficiently that COOL exhaust will be vented into the atmosphere.
Natural gas can be consumed so efficiently that the WATER can be recovered from these combusted exhaust gases, and this clean, distilled water is very usable.
The technology of Condensing Flue Gas Heat Recovery is designed to recover almost all of the heat energy out of the waste exhaust gases. This recovered energy can then be used back in the building or facility as space heating, or heated domestic or process water, or at a university or hotel to heat the swimming pools.
America wants to reduce global warming? Reduce CO2 emissions. Conserve water?
Be more competitive with the world in manufacturing. We have an advantage with cheap natural gas.

It is time to educate our governments and industries that what natural gas energy is not wasted today, will be there to be used another day.
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HUFFPOST SUPER USER
Dazed not Confused
A peaceful place, or so it looks from space
01:43 PM on 08/10/2012
Right, and fracking is great for the environment.
09:39 AM on 08/11/2012
No worse for the environment than solar panels - when you account for all of the toxic chemicals used in their manufacturing processes, the mining to get that materials and the batteries necessary to store the energy.
08:11 AM on 08/10/2012
See what I mean? Dissemination of propaganda is being heavily funded. Every post on the subject should be informing readers about these efforts.

Lobbying to prevent action on Chinese dumping was not paid for by Chinese interests either.

The green energy industry is being targeted.
11:13 PM on 08/09/2012
didnt we just give billions to a company that made solar panels, and as soon as they got the money, they closed up shop and went on an extended vacation..
06:59 AM on 08/10/2012
It was $500 million, not billions before they went bankrupt. We also gave and are still costing us TRILLIONS to Iraq for oil.
10:06 AM on 08/10/2012
mm, because one bad judgement isnt as bad as another, you think its fine... i dont think that way..its all bad..
10:48 PM on 08/09/2012
Indeed, this post skipping over the efforts of the entrenched fossil fuel sacred cash cows is a disservice to readers.

Pretending like they aren't already spending over a billion per year to trash green energy and prevent government action is head in the sand folly.
10:11 PM on 08/09/2012
Asset or other Collateral based Projects Funding ( Loan Only)
• Project size shouldn't be less than $50 MM (USD)
• Annual percentage rate 6% - 8%, loan maturity 5yrs, 10yrs, longer (to be negotiated)
• “Balloon loan", with no penalties for the earlier payoff
(but only after 1 (one) year from obtaining the loan, and paying the interest for a full 1 year).
• Administrative Fee 7% (payable from the loan disbursements only).
• Closing Fee ($300 - $500K) Security Bond
• The followings may qualify as other collateral: Evaluation Reports for Mining Projects in need for funding (done in compliance with specific standards), Power Purchase Agreements (PPAs, for energy related Projects), etc (to be considered on per project basis).

EXAMPLE OF PROJECTS RECENTLY FUNDED:

• Three Tank Oil Refinery with Seaport $ 3B
• 63 Mega Watts Hydro-Power Plant $ 200MM
• Public School Classrooms $ 3B
• Three Solar Power Plants $ 1B
• University Expansion / Hospital & Hotel $50MM
• Boutique Hotel Theme Parl $150MM
• Lusury Assisted Senior Living Village $50MM
• Govt Toll Road $ 2B
• Renewal energy Plant $155Mm

For Details Contact: Al Krauza, Bentley Ventures 949-293-3331
bentleyventures@gmail.com
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09:43 PM on 08/09/2012
OMG, the Feds are the problem! Why are you letting FHFA crush PACE loans for chrissakes? That one tool would have had millions of homes retrofitted for rooftop solar and efficiency already, instead property values stay low, unemployment and energy bills and GHG emissions stay high.

RESTORE PACE!

Secondly, what is it about 100% of successful renewable energy programs all over the world being driven by a single proven program - GENEROUS FEED IN TARIFFS that this country can't seem to understand? Are you hoping we don't know that the rest of the world is paying regular people fair prices for producing high-value energy right where and when it's needed and is not 100% devoted to Big Energy no matter how expensive and destructive that energy is?

GENEROUS FEED IN TARIFFS FOR SOLAR UNDER 100KW

If you would just get those 2 simple, free, proven policies in place, everything from unemployment to global warming to the water crisis, to property values, to economic slumps to dead wilderness to our failed democracy will sort itself out!

PACE LOANS AND FEED IN TARIFFS. WE WILL DO THE REST.
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Toogee
2G or not 2G?
09:10 PM on 08/09/2012
Mr. Kauffman, could you please convince the short sighted folks in Nevada that this could be their ticket to economic redemption? 48 states now have some form of legalized gaming, and being that gaming as the main driving source behind the states economy is dwindling at an alarming rate, Nevadans would be well served to jump all over being a leader in green energy technologies and education in those technologies!
08:24 PM on 08/09/2012
Isn't the production of solar panels more toxic and damaging than fossil fuels could ever be? And don't even get me started in their overinflated efficiency ratings.
07:34 AM on 08/10/2012
No, the production of solar panels doesn't come close to the level of toxicity associated with fossil fuel energy. In regulated manufacturing environments, the toxicity is very minimal.
07:53 AM on 08/10/2012
You should read
Green Illusions: The Dirty Secrets of Clean Energy and the Future of Environmentalism.  The production of solar panels is incredibly toxic (some toxins staying in the atomsphere 10,000 years) and produce very little energy and don't last very long.
10:26 AM on 08/10/2012
Overinflated ratings? What are you possibly talking about. Do you know that panels carry warranties guaranteeing efficiency? Are you aware that most panels as also warrantied for 25 years? Or how about most panels are still over 80% efficient from their initial rating 30 years after installation? I guess not. Let's see - the chemicals from creating panels once vs the toxic spewing of pollution over 30 years? Seriously? Oh let's not forget all the pollution involved from mining, transportation and manufacturing of the power plant. Seriously?
03:32 PM on 08/10/2012
How about the mining of the materials to make the solar panels and the incredibly toxic chemicals used to produce them - sodium and hydrogen hydroxide, phospine, arsenic, trichloroethane, hexavalent chromium, etc. etc. Not to mention the toxicity of the batteries needed to store the energy.  If you want to charge you cell phone in the desert, good idea - for any scale power generation - a terrible idea (and just as bad or worse for the environment as fossil fuels)
07:05 PM on 08/09/2012
As much as I hate to think about it, the US is nowhere near the leader in solar. Germany is far ahead of the US and part of this is due to the incentives given by the German government. Japan has made a major commitment as well, as has India and many other countries. These countries have made it a TOP priority and that's exactly what we need to do. Too many breaks are given to dirty energy in the US and nowhere near enough to creating clean energy sources.

Having said the above, I believe solar energy is one of the very best sectors to invest in the stock market. I wrote about this recently on my blog: http://how-to-make-money-with-penny-stocks.blogspot.com/2012/08/solar-energy-stocks-hot-sector-worth.html including some stats and facts.

Joe Wolfe
06:31 PM on 08/09/2012
Hello!

"CAPITAL HOMETEADING NOW! -- EXPAND CAPITAL OWNERSHIP."
http://www.cesj.org/homestead/strategies/community/clc-linkprocess.pdf
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HUFFPOST SUPER USER
Overtone
See bio on the Aesop Institute website
06:23 PM on 08/09/2012
Thanks for a good post!

Decentralizing energy is much more urgent than is generally understood, due to the little recognized vulnerability of the power grid to solar storms. Surprisingly, such a storm can cause blackouts lasting for months. Prevention is becoming possible. A massive program to protect the nation is a National Security issue. See www.aesopinstitute.org

Installing 50 million more solar roofs as quickly as possible, including local energy storage and a switch to disconnect from the grid when it fails, would be a wise initial step.

Black Swans, highly improbable energy innovations with enormous implications are being born.

See Cheap Green and Moving Beyond Oil on the Aesop website for a few of them.

The door is open for a bold American initiative that can change the economic landscape, if we are wise enough to take action while there is still sufficient time.
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Independents Rule
If it ain't broke, fix it till it is !
06:22 PM on 08/09/2012
America lead on this front?

Did you bother to look at the rest of the world? There are some countries light years ahead of us.

How you you guys get these reporting jobs?

We're doomed. The two party system ensures that now (See Harry Reid comments recently). And you thing we can lead on the green front?

btw..... I have reduced our energy bills at home 65% with more big jumps down soon to happen. A family of five using less than $100.00/month on electric.... How sweet is that !

It is not like I;m not trying to do my part. Many others are too. Just not Washington !
bgbytoys
staring down the corrrect end of a 45 barrel
06:02 PM on 08/09/2012
the people who lease solar photovoltaic systems play both sides of the fence. they get people to put up systems, lump them together and then sell carbon credits to the dirty producers, gotta love it.