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••• Futureproofed
Choose your future:

The opportunity of a
circular, fossil-free economy
Serge de Gheldere
••• Futureproofed

@sergedg

serge@futureproofed.com
93% of the extra Heat
trapped by manmade
global warming pollution
goes into the
Ocean Sea Surface Temperature Anomaly
+1° +5° C
+2° +9° F
Path of Typhoon Haiyan (Yolanda)
Philippines
Data: Japan Meteorological Agency
Tacloban City, Philippines
November 10, 2013
© 2013 Reuters/Erik De Castro Source: Oak Ridge National Laboratory, National Center for Computational Sciences
As Temperatures Increase, the Oceans
Evaporate More Moisture into the Sky
© 2010 Sean R. Heavey
TEXT
TEXT TEXT
TEXT
$129 Billion Worth Of New York City
Real Estate Now Lies In Flood Zones
Source: Business Insider, 2014© Leonardo Patrizi/Getty Images
••• Futureproofed
Tipping
points
Positive feedback loops
In the 2015 Paris Agreement,
virtually every nation in the world
agreed to work together to achieve
net zero greenhouse gas emissions.
© SevArt/Pond5 ••• Futureproofed
Gap
There’s a large and growing
gap between science-
based climate targets and
national commitments.
sciencemag.org SCIENCE
GRAPHIC:N.CARY/SCIENCE
ota ap-
le. Even
emerg-
uropean
requires
ate floor
Conven-
) should
m where
ntal or-
munities
evident
ents un-
strongly
cycle in
0 billion
be elimi-
d by the
. An im-
mediate moratorium on investment in new
unabated coal-based energy would minimize
future stranded assets. China’s greenhouse
gas (GHG) output must continue to decrease
over the coming years, through aggressive
funding of renewables, by abandoning coal
expansion, and by closing mines. The richer
coal-intensive countries must spearhead the
coal exit, and countries like India and Indo-
nesia must follow suit.
By 2020, all cities and major corpora-
tions in the industrialized world should
have decarbonization strategies in place.
The 49 countries already committed to be
carbon neutral by 2050 should have ex-
panded to >100 countries by that time, and
implementation should be under way. The
gravest risk is that emerging economies,
such as South Africa, are driven down the
conventional growth path by sheer inertia.
International efforts must incentivize low-
carbon development as a priority.
Food production contributes to >10%
of global GHG emissions (4) and weakens
natural carbon sinks yet has vast potential
for biological carbon removal. Innovative fi-
nancial mechanisms are needed to incentiv-
ize carbon management in the food system.
Agro-industries, farms, and civil society
should develop a worldwide strategy for
sustainable food systems to drive healthier,
low-meat diets (7) and reduce food waste
(8). Health and sustainability cobenefits—
such as obesity and disease abatement,
pollution reduction, and ecosystems preser-
vation—should spur action.
2020 2030: HERCULEAN EFFORTS
Economies must implement the no-brainer
mitigation measures plus the first wave of
smart and disruptive action. Improving
energy efficiency alone would reduce emis-
2050 2060 2070 2080 2090 2100
0
400
200
Cumulativeglobalanthropo
emissionsfrom2017onwar
Human carbon sinks
Anthropogenic CO2 removals
Biosphere carbon sink
Land use and land-use change
Engineering CO2 sink (BECCS)
Land carbon sink
Ocean carbon sink
Limiting warming
below 1.5°C with
50% probability
Global carbon law guiding decadal pathways
Global CO2 emissions
CO2 removal (GtCO2/yr)
CO2 emissions from
land use (GtCO2/yr)
2020 2030 2040 2050
0
5
10
15
20
25
30
35
40
Whiskers on total natural sinks:
the 90% range of
modeled uncertainties.
GtCO2/yr
0 2050 2060 2070 2080 2090 2100
6 7 8 9 10
ear increaseofannualgains
Constant annual gains
Renewables
d of doubling (years)
fically consistent with the Paris Agreement (3) and its associated carbon fluxes as computed with a simple carbon cycle and climate
ng emissions every decade is marginally more ambitious than the scenario presented. Meeting the Paris Agreement goals will require
2020 and reaching net-zero emissions by 2050. It furthermore depends on rising anthropogenic carbon sinks, from bioenergy carbon
ow) and land use (orange), as well as sustained natural sinks, to stabilize global temperatures.This scenario is broadly consistent
elow 2°C; a median temperature increase of 1.5°C by 2100; estimated peak median temperature increase of 1.7°C; a 50% probability
d CO2 concentrations of 380 ppm in 2100. See supplementary materials (SM). (Bottom left) Nonlinear renewable energy expansion
s (13). Keeping the historical doubling times of around 5.5 years constant in the next three decades would yield full decarbonization
0, with coal use ending around 2030–2035 and oil use, 2040–2045. Calculations, based on (5), are detailed in SM. (Bottom right)
w of halving emissions every decade, a complementary fall in land-use emissions, plus ramping up CO2 removal technologies.
6331
3/22/17 10:48 AM
Published by AAAS
onJune23,2017http://science.sciencemag.org/Downloadedfrom
Carbon law
Halving CO2 emissions

every decade
+ carbon removal to 5Gt/y
••• Futureproofed
Source: Rockström et al., 2017
50.000 ft
••• Futureproofed
Business as usual…
of ROI × 4 ?
Business as usual
Offsetting CO2
A line of ‘eco’ products
Hybrid fleet
Sustainability reports
••• Futureproofed
Necessity is
the mother
of invention
ROI × 4
••• Futureproofed
••• Futureproofed
Reduce costs
1
#
120

kWh/m2*year
• Insulation, windows, energy
efficient equipment, ventilation,
heatpump, solar
• 10 days/home
• Budget neutral
0

kWh/m2*year
Is uw huis toe aan
een Upgrade?
Uw energierekening betaalt!
DOE NU DE CHECK OP
ONSHUISVERDIENTHET.NL
UW VOORDELEN
Een mooi en comfortabel huis
Uw huis stijgt in waarde
Uw woonlasten blijven gelijk*
Zonnepanelen, isolatie en
warmte-installatie inbegrepen
Met garantie voor 30 jaar
Binnen 10 dagen klaar
Uw huis voelt als nieuw
Een huis dat z’n eigen energie opwekt
Goed voorbereid op de toekomst
Upgrade verkrijgbaar in heel Nederland per 2016
* bij een gemiddelde energierekening van €175,- per maand en gemiddeld gebruik.
Is uw huis toe aan
een Upgrade?
Uw energierekening betaalt!
DOE NU DE CHECK OP
ONSHUISVERDIENTHET.NL
In 10 dagen
heeft u een huis
dat z’n eigen
energie opwekt.
••• Futureproofed
14 New Energy Outlook 2017
Source: Maycock, Bloomberg New Energy Finance
Solar technology is getting cheaper, faster
0.1
1
10
100
1 10 100 1,000 10,000 100,000 1,000,000
historic prices (Maycock) Chinese c-Si module prices (BNEF)
1976
2003
1985
2008
Cumulative capacity (MW)
2015
2017 (est)
2016 ($/W)
NEO 2016
26.5% learning
rate
NEO 2017
28% learning
rate
••• Futureproofed
2.16 ¢/kWh
••• Futureproofed
15 New Energy Outlook 2017
Source: Bloomberg New Energy FinanceSource: Bloomberg New Energy Finance
China U.S.
Tipping point 1: new vs new
Utility-scale
PV
Coal
Onshore
wind
CCGT
0
20
40
60
80
100
120
140
160
180
2017 2020 2025 2030 2035 2040
$/MWh (real 2016)
Utility-scale
PV
Coal
Onshore
wind
CCGT
0
20
40
60
80
100
120
2017 2020 2025 2030 2035 2040
$/MWh (real 2016)
••• Futureproofed
Fuel Technology
Fundamental difference:
Fossil energy systems based on Renewable energy systems based on
••• Futureproofed
Utilities
dispel all
doubts about
renewables'
ability to
power planet
Eurelectric summit 2018
Jerome Pecresse,
GE Renewables:
“We are inventing things that
we did not even imagine
three years ago …renewable
baseload is coming fast.”
Francesco Starace, Enel CEO:
electrifying the transport
sector “is not only a winning
strategy, it’s a must.”
ROI × 4
••• Futureproofed ••• Futureproofed
Lower risks
2
Carbon bubble
Carbon in currently operating

mines & fields (940 Gt CO2)

exceeds carbon budget

for 2°C and 1.5°C targets.
••• Futureproofed
940
350
800
Gton CO2
science-based targets< 1.5°C < 2.0°C
Source: Bill McKibben, Carbon Tracker
A carbon budget
consistent with a
2°C target would
render the vast
majority of
reserves ‘stranded’
— oil, gas and coal
that will be literally
unburnable
Mark Carney,

Governor of the Bank of
England

(2015)
••• Futureproofed
••• Futureproofed
“
••• Futureproofed
We have to recognise that Tesla has
managed to offer such a car for which
people are lining up.
In this area, there should also be space for
us, with high quality and attractive design
—Hakan Samuelsson, ceo Volvo, May 2017
“
••• Futureproofed
… stop production of diesel engines,
which represents about 50% of the
market in Europe, altogether after 2023
—Hakan Samuelsson, ceo Volvo, May 2017
••• Futureproofed
This thing is magnificent, a little rainbow-farting space
ship, so obviously representative of the next step

in the history of autos.


The Model 3 is more than futuristic. It’s optimistic.
Meanwhile…
Model 3 outsells all mid-
sized premium sedans,
combined.
••• Futureproofed ••• Futureproofed
2012
ROI × 4
••• Futureproofed
••• Futureproofed
New business / Innovation
3
BYD’s first electric bus, just seven years ago, was seen as a joke. Now
China’s e-buses are displacing 233,000 barrels of oil a day.
Every five weeks, Chinese cities are adding 9,500
electric buses – the size of the London bus fleet
23rd Apr
2018
Honda’s Asimo
RE-store
Maximising energy savings
through demand side management
••• Futureproofed
12th Feb
2018
“A Powerful Mix of Solar and Batteries Is
Beating Natural Gas”
e.g. Arizona PS Co. opts for a solar-battery project cheaper than gas.
California PURC requires PG&E to use batteries over gas.
The Way Humans Get Electricity Is About To Change Forever
Tuscan Slate Textured Smooth
••• Futureproofed
••• Futureproofed ••• Futureproofed
PV + battery
cheaper
than grid
5kW PV system + 13 kWh battery

(Australia, February 2018)
••• Futureproofed
50.000 ft
Noma
Copenhagen
••• Futureproofed
••• Futureproofed ••• Futureproofed
••• Futureproofed
ROI × 4
••• Futureproofed
••• Futureproofed
Stronger brand
4
••• Futureproofed
For every 100,000 iPhone 6
devices, Liam has the potential
to recover the following
materials:
Aluminum (1900 kg)
Copper (800 kg)
Gold (0.3 kg)
Platinum Group Metals (0.4 kg)
Silver (7 kg)
Tin (55 kg)
Rare Earth Elements (24 kg)
Cobalt (550 kg)
Tungsten (3.5 kg)
Tantalum (2.5 kg)
18Environmental Responsibility Report | 2017 Progress Report, Covering FY2016
Liam is a line of robots that
disassembles iPhone 6 into
individual components, making
it easier to recover finite
resources such as aluminum,
tungsten, and cobalt.
TEXT
TEXT TEXT
Patagonia
Lange primaire levensduur
Levensduurverlenging
Product/dienst systemen
Overconsumptie reduceren
••• Futureproofed ••• Futureproofed
••• Futureproofed ••• Futureproofed
••• Futureproofed
Consu-minderen
90 ••• Futureproofed
KEY VISUAL
ROI × 4
••• Futureproofed ••• Futureproofed
It’s better to shape
the future, than be
shaped by it
Will you be the next Kodak?
"Transitioning to this
low-carbon,
sustainable growth
path could deliver a
direct economic gain
of US$26 trillion
through to 2030
compared to
business-as-usual”
NewClimateEconomy.report
••• Futureproofed
“
••• Futureproofed
Third, the full power of the private sector and
innovation needs to be harnessed.

Many companies and investors are already
demonstrating leadership,
and others are ready to align around this agenda…
The New Climate Economy Report 2018
195 countries
agreed:
< 2,0 °C
aiming < 1,5 ° C
by 2100
••• Futureproofed
Source: HadCRUT4.5, 2017
••• Futureproofed
Heroes or
zeroes?
“After the final no, there is a yes.

And on that yes, the future world depends.”
Choose your future
••• Futureproofed
Easter Island
 Copenhagen Smart City
••• Futureproofed
Choose your future:

The opportunity of a
circular, fossil-free economy
Serge de Gheldere
••• Futureproofed

@sergedg

serge@futureproofed.com

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An innovation challenge we all share

  • 1. ••• Futureproofed Choose your future:
 The opportunity of a circular, fossil-free economy Serge de Gheldere ••• Futureproofed
 @sergedg
 serge@futureproofed.com 93% of the extra Heat trapped by manmade global warming pollution goes into the Ocean Sea Surface Temperature Anomaly +1° +5° C +2° +9° F Path of Typhoon Haiyan (Yolanda) Philippines Data: Japan Meteorological Agency Tacloban City, Philippines November 10, 2013 © 2013 Reuters/Erik De Castro Source: Oak Ridge National Laboratory, National Center for Computational Sciences As Temperatures Increase, the Oceans Evaporate More Moisture into the Sky
  • 2. © 2010 Sean R. Heavey TEXT TEXT TEXT TEXT $129 Billion Worth Of New York City Real Estate Now Lies In Flood Zones Source: Business Insider, 2014© Leonardo Patrizi/Getty Images
  • 3. ••• Futureproofed Tipping points Positive feedback loops In the 2015 Paris Agreement, virtually every nation in the world agreed to work together to achieve net zero greenhouse gas emissions. © SevArt/Pond5 ••• Futureproofed Gap There’s a large and growing gap between science- based climate targets and national commitments.
  • 4. sciencemag.org SCIENCE GRAPHIC:N.CARY/SCIENCE ota ap- le. Even emerg- uropean requires ate floor Conven- ) should m where ntal or- munities evident ents un- strongly cycle in 0 billion be elimi- d by the . An im- mediate moratorium on investment in new unabated coal-based energy would minimize future stranded assets. China’s greenhouse gas (GHG) output must continue to decrease over the coming years, through aggressive funding of renewables, by abandoning coal expansion, and by closing mines. The richer coal-intensive countries must spearhead the coal exit, and countries like India and Indo- nesia must follow suit. By 2020, all cities and major corpora- tions in the industrialized world should have decarbonization strategies in place. The 49 countries already committed to be carbon neutral by 2050 should have ex- panded to >100 countries by that time, and implementation should be under way. The gravest risk is that emerging economies, such as South Africa, are driven down the conventional growth path by sheer inertia. International efforts must incentivize low- carbon development as a priority. Food production contributes to >10% of global GHG emissions (4) and weakens natural carbon sinks yet has vast potential for biological carbon removal. Innovative fi- nancial mechanisms are needed to incentiv- ize carbon management in the food system. Agro-industries, farms, and civil society should develop a worldwide strategy for sustainable food systems to drive healthier, low-meat diets (7) and reduce food waste (8). Health and sustainability cobenefits— such as obesity and disease abatement, pollution reduction, and ecosystems preser- vation—should spur action. 2020 2030: HERCULEAN EFFORTS Economies must implement the no-brainer mitigation measures plus the first wave of smart and disruptive action. Improving energy efficiency alone would reduce emis- 2050 2060 2070 2080 2090 2100 0 400 200 Cumulativeglobalanthropo emissionsfrom2017onwar Human carbon sinks Anthropogenic CO2 removals Biosphere carbon sink Land use and land-use change Engineering CO2 sink (BECCS) Land carbon sink Ocean carbon sink Limiting warming below 1.5°C with 50% probability Global carbon law guiding decadal pathways Global CO2 emissions CO2 removal (GtCO2/yr) CO2 emissions from land use (GtCO2/yr) 2020 2030 2040 2050 0 5 10 15 20 25 30 35 40 Whiskers on total natural sinks: the 90% range of modeled uncertainties. GtCO2/yr 0 2050 2060 2070 2080 2090 2100 6 7 8 9 10 ear increaseofannualgains Constant annual gains Renewables d of doubling (years) fically consistent with the Paris Agreement (3) and its associated carbon fluxes as computed with a simple carbon cycle and climate ng emissions every decade is marginally more ambitious than the scenario presented. Meeting the Paris Agreement goals will require 2020 and reaching net-zero emissions by 2050. It furthermore depends on rising anthropogenic carbon sinks, from bioenergy carbon ow) and land use (orange), as well as sustained natural sinks, to stabilize global temperatures.This scenario is broadly consistent elow 2°C; a median temperature increase of 1.5°C by 2100; estimated peak median temperature increase of 1.7°C; a 50% probability d CO2 concentrations of 380 ppm in 2100. See supplementary materials (SM). (Bottom left) Nonlinear renewable energy expansion s (13). Keeping the historical doubling times of around 5.5 years constant in the next three decades would yield full decarbonization 0, with coal use ending around 2030–2035 and oil use, 2040–2045. Calculations, based on (5), are detailed in SM. (Bottom right) w of halving emissions every decade, a complementary fall in land-use emissions, plus ramping up CO2 removal technologies. 6331 3/22/17 10:48 AM Published by AAAS onJune23,2017http://science.sciencemag.org/Downloadedfrom Carbon law Halving CO2 emissions
 every decade + carbon removal to 5Gt/y ••• Futureproofed Source: Rockström et al., 2017 50.000 ft ••• Futureproofed Business as usual… of ROI × 4 ? Business as usual Offsetting CO2 A line of ‘eco’ products Hybrid fleet Sustainability reports ••• Futureproofed Necessity is the mother of invention ROI × 4 ••• Futureproofed
  • 5. ••• Futureproofed Reduce costs 1 # 120
 kWh/m2*year • Insulation, windows, energy efficient equipment, ventilation, heatpump, solar • 10 days/home • Budget neutral 0
 kWh/m2*year Is uw huis toe aan een Upgrade? Uw energierekening betaalt! DOE NU DE CHECK OP ONSHUISVERDIENTHET.NL UW VOORDELEN Een mooi en comfortabel huis Uw huis stijgt in waarde Uw woonlasten blijven gelijk* Zonnepanelen, isolatie en warmte-installatie inbegrepen Met garantie voor 30 jaar Binnen 10 dagen klaar Uw huis voelt als nieuw Een huis dat z’n eigen energie opwekt Goed voorbereid op de toekomst Upgrade verkrijgbaar in heel Nederland per 2016 * bij een gemiddelde energierekening van €175,- per maand en gemiddeld gebruik. Is uw huis toe aan een Upgrade? Uw energierekening betaalt! DOE NU DE CHECK OP ONSHUISVERDIENTHET.NL In 10 dagen heeft u een huis dat z’n eigen energie opwekt.
  • 6. ••• Futureproofed 14 New Energy Outlook 2017 Source: Maycock, Bloomberg New Energy Finance Solar technology is getting cheaper, faster 0.1 1 10 100 1 10 100 1,000 10,000 100,000 1,000,000 historic prices (Maycock) Chinese c-Si module prices (BNEF) 1976 2003 1985 2008 Cumulative capacity (MW) 2015 2017 (est) 2016 ($/W) NEO 2016 26.5% learning rate NEO 2017 28% learning rate ••• Futureproofed 2.16 ¢/kWh ••• Futureproofed 15 New Energy Outlook 2017 Source: Bloomberg New Energy FinanceSource: Bloomberg New Energy Finance China U.S. Tipping point 1: new vs new Utility-scale PV Coal Onshore wind CCGT 0 20 40 60 80 100 120 140 160 180 2017 2020 2025 2030 2035 2040 $/MWh (real 2016) Utility-scale PV Coal Onshore wind CCGT 0 20 40 60 80 100 120 2017 2020 2025 2030 2035 2040 $/MWh (real 2016) ••• Futureproofed Fuel Technology Fundamental difference: Fossil energy systems based on Renewable energy systems based on ••• Futureproofed Utilities dispel all doubts about renewables' ability to power planet Eurelectric summit 2018 Jerome Pecresse, GE Renewables: “We are inventing things that we did not even imagine three years ago …renewable baseload is coming fast.” Francesco Starace, Enel CEO: electrifying the transport sector “is not only a winning strategy, it’s a must.”
  • 7. ROI × 4 ••• Futureproofed ••• Futureproofed Lower risks 2 Carbon bubble Carbon in currently operating
 mines & fields (940 Gt CO2)
 exceeds carbon budget
 for 2°C and 1.5°C targets. ••• Futureproofed 940 350 800 Gton CO2 science-based targets< 1.5°C < 2.0°C Source: Bill McKibben, Carbon Tracker A carbon budget consistent with a 2°C target would render the vast majority of reserves ‘stranded’ — oil, gas and coal that will be literally unburnable Mark Carney,
 Governor of the Bank of England
 (2015) ••• Futureproofed
  • 8. ••• Futureproofed “ ••• Futureproofed We have to recognise that Tesla has managed to offer such a car for which people are lining up. In this area, there should also be space for us, with high quality and attractive design —Hakan Samuelsson, ceo Volvo, May 2017
  • 9. “ ••• Futureproofed … stop production of diesel engines, which represents about 50% of the market in Europe, altogether after 2023 —Hakan Samuelsson, ceo Volvo, May 2017 ••• Futureproofed This thing is magnificent, a little rainbow-farting space ship, so obviously representative of the next step
 in the history of autos. 
 The Model 3 is more than futuristic. It’s optimistic. Meanwhile… Model 3 outsells all mid- sized premium sedans, combined. ••• Futureproofed ••• Futureproofed 2012 ROI × 4 ••• Futureproofed
  • 10. ••• Futureproofed New business / Innovation 3 BYD’s first electric bus, just seven years ago, was seen as a joke. Now China’s e-buses are displacing 233,000 barrels of oil a day. Every five weeks, Chinese cities are adding 9,500 electric buses – the size of the London bus fleet 23rd Apr 2018 Honda’s Asimo RE-store Maximising energy savings through demand side management ••• Futureproofed 12th Feb 2018 “A Powerful Mix of Solar and Batteries Is Beating Natural Gas” e.g. Arizona PS Co. opts for a solar-battery project cheaper than gas. California PURC requires PG&E to use batteries over gas. The Way Humans Get Electricity Is About To Change Forever
  • 11. Tuscan Slate Textured Smooth ••• Futureproofed ••• Futureproofed ••• Futureproofed PV + battery cheaper than grid 5kW PV system + 13 kWh battery
 (Australia, February 2018) ••• Futureproofed
  • 13. ••• Futureproofed ••• Futureproofed ••• Futureproofed ROI × 4 ••• Futureproofed ••• Futureproofed Stronger brand 4 ••• Futureproofed
  • 14. For every 100,000 iPhone 6 devices, Liam has the potential to recover the following materials: Aluminum (1900 kg) Copper (800 kg) Gold (0.3 kg) Platinum Group Metals (0.4 kg) Silver (7 kg) Tin (55 kg) Rare Earth Elements (24 kg) Cobalt (550 kg) Tungsten (3.5 kg) Tantalum (2.5 kg) 18Environmental Responsibility Report | 2017 Progress Report, Covering FY2016 Liam is a line of robots that disassembles iPhone 6 into individual components, making it easier to recover finite resources such as aluminum, tungsten, and cobalt. TEXT TEXT TEXT
  • 15. Patagonia Lange primaire levensduur Levensduurverlenging Product/dienst systemen Overconsumptie reduceren ••• Futureproofed ••• Futureproofed ••• Futureproofed ••• Futureproofed ••• Futureproofed Consu-minderen 90 ••• Futureproofed KEY VISUAL
  • 16. ROI × 4 ••• Futureproofed ••• Futureproofed It’s better to shape the future, than be shaped by it Will you be the next Kodak? "Transitioning to this low-carbon, sustainable growth path could deliver a direct economic gain of US$26 trillion through to 2030 compared to business-as-usual” NewClimateEconomy.report ••• Futureproofed “ ••• Futureproofed Third, the full power of the private sector and innovation needs to be harnessed.
 Many companies and investors are already demonstrating leadership, and others are ready to align around this agenda… The New Climate Economy Report 2018 195 countries agreed: < 2,0 °C aiming < 1,5 ° C by 2100 ••• Futureproofed Source: HadCRUT4.5, 2017
  • 17. ••• Futureproofed Heroes or zeroes? “After the final no, there is a yes.
 And on that yes, the future world depends.” Choose your future ••• Futureproofed Easter Island
 Copenhagen Smart City ••• Futureproofed Choose your future:
 The opportunity of a circular, fossil-free economy Serge de Gheldere ••• Futureproofed
 @sergedg
 serge@futureproofed.com