The State of Clean Energy in 2013: The Evolution Has Begun

Ivan Urlaub, Executive Director

NC Sustainable Energy Association

Source: NCSEA

Note: Alternative fueling stations figure is not current

44

63

78

119

149

189

206

221

0

200

400

600

800

1,000

1,200

20132012201120102009200820072006200520042003200220012000199919981997199619951994

North Carolina: Growth of Clean Energy Industry Business Activity

EE Design & Construction

EE Retrofitting

Education, Services & Consulting

RE Installer, Designer, Developer

R & D

Manufacturing

RE Retailer & Distributor

Power Generation Owner or Operator

Nu

mb

er o

f O

rgan

izat

ion

s

Source: NCSEA

50%

50%

36%

35%

46%

44%

55%

38%

14%

14%

15%

16%

11%

15%

13%

16%

34%

31%

46%

41%

38%

35%

29%

40%

0% 20% 40% 60% 80% 100%

R & D

Manufacturing

EE Design & Construction

EE Retrofitting

RE Retailer or Distributor

RE Installer, Designer, Developer

Power Generation Owner or Operator

Education, Services, & Consulting

Anticipated Change in Clean Energy Jobs Over Next 12 Months Business Activity

Very likely to add

Somewhat likely to add

Remain unchanged

2,476

1,983

2,896

1,614

453

2,352

580

4,587

0 1,000 2,000 3,000 4,000 5,000

R & D

Manufacturing

EE Design & Construction

EE Retrofitting

RE Retailer & Distributor

RE Installer, Designer, Developer

Power Generation Owner or Operator

Education, Services, & Consulting

Number of Full Time Equilvanets

Clean Energy Full Time Equivalents Business Activity

Source: NCSEA

Employment Trends by Business Activity

Highest employment growth since 2008 in: • Education, services and consulting • Energy efficient design and construction • Renewable energy designer, installer, developer Highest anticipated rate of employment growth in 2014 (% of firms to add jobs)

• Power generation owner or operator (68%) • Manufacturing and/or production (63%) • Research & Development (62%)

Source: NCSEA

28 32 30

51

56

73

97

196

267

0

100

200

300

400

500

600

700

800

900

20132012201120102009200820072006200520042003200220012000199919981997199619951994

North Carolina: Growth of Clean Energy Industry Business Focus

EE & Building Sciences

Solar

Geothermal

Biomass

EV/Alternative Fueling

Wind

Smart Grid

Energy Storage

Hydroelectric

Nu

mb

er o

f O

rgan

izat

ion

s

Firms can indicate more than one business focus. This graph shows 827 business focuses across 571 firms.

Source: NCSEA

2,432

632

1,277

962

480

4,177

5,505

544

678

0 1,000 2,000 3,000 4,000 5,000 6,000

Solar

Wind

Biomass

Hydroelectric

Geothermal

Smart Grid

EE & Building Sciences

Energy Storage

EV/Alternative Fueling

Number of Full Time Equilvanets

Clean Energy Full Time Equivalents Business Focus

39%

44%

40%

45%

30%

43%

32%

44%

41%

16%

11%

16%

8%

15%

17%

15%

18%

22%

39%

42%

37%

45%

49%

40%

49%

33%

29%

0% 20% 40% 60% 80% 100%

Solar

Wind

Biomass

Hydroelectric

Geothermal

Smart Grid

EE & Building Sciences

Energy Storage

EV/Alternative Fueling

Anticipated Change in Clean Energy Jobs Over Next 12 Months Business Focus

Very likely to add

Somewhat likely to add

Remain unchanged

Source: NCSEA

Employment Trends by Business Focus

Highest rates of employment growth since 2008 in: • Energy efficiency and building sciences • Solar • Smart Grid Highest anticipated rate of employment growth in 2014 (% of firms to add jobs)

• Energy Storage (61%) • EV/Alternative Fuels (61%) • Smart Grid (60%)

Source: NCSEA

Energy’s Shifting Foundation • Accelerating tech innovation and optionality • Inverting cost relationships • Flat electricity load • Increased domestic resources - for how long? • Rising popular preference for energy assurance • Increasing customer access to data and solutions • Increasing customer access to distributed energy • Changing cultural preferences • Energy storage – when will it commercialize? • Clearing design hurdles previously separating electricity

from transportation and infrastructure • Regulatory structures trying to keep pace, new regulations

Source: NC RETS, NCSEA

Source: NC RETS, NCSEA

Regional Markets

National Markets

International Markets

North Carolina

0

50

100

150

200

250

300

350

400

450

Local markets Regional Markets National Markets InternationalMarkets

North Carolina Clean Energy Industry Export Activity

Less than 10%

10% up to 24%

25% up to 49%

50% up to 74%

75% up to 99%

100%

Percent of products or

services

Source: NCSEA