This is a case study of the Shipping Industry through the lens of the Creating Climate Wealth Summit - as prepared by the Carbon War Room. www.carbonwarroom.com

2. Contents
! Cheat Sheet
! Shipping Example
! What Next?

3. The Carbon War Room
3

4. The Role
Technology
(not enough) (not the bottleneck)
Increase information
Reduce Transaction Costs
(the common end-goal)

5. Focus – The Economic Opportunity
100
50
tons
of
CO2e
$/ton
of
CO2
0
-­‐
50
-­‐
100
Source: McKinsey & Co Cost Curve (over-simplified by CWR)

6. Source of Capital?
In ($) Billions $300
Philanthropy $18,000
Government
$125,000
Private Capital
Source – Spring Ventures LLC, Bloomberg NEF
$550
needed

7. Three Teams
Active
Operations
Research & Network
Intelligence Engagement

8. Operation Opportunity Set
Renewable Grid
Electricity Solutions
Solar Energy
Energy Storage
Climate Local
Intervention Transport
Trucks &
ELECTRICTY Trains
Capture & Aviation
Sequestration
Biofuels
CARBON
MANAGEMENT TRANSPORT
Biochar
Shipping
India & Energy
China Efficiency
EMERGING BUILT
ECONOMIES ENVIRONMENT
Building
Island
Materials
Economies
Urban
Villagers Planning
LAND USE INDUSTRY
Waste Cement
Management & Steel
Industrial
Livestock Energy Use
GHG
& Crops Forests Finance & Chemicals
Insurance

9. The Process & Portfolio
Operation Stage Progression Operation Process
Operation Identification From Idea Backlog
Scoping Development Activation Exit Cement
Finance
Cattle
Shipping Climate
Exit Intervention
GCGC
Activation
Scoping
Aviation
Island Economies
Biochar Development

10. The Filter

11. Contents
! Cheat Sheet
! Shipping Example
! What Next?

12. Sector Example:
Shipping
>30% efficiency
<3 year Paybacks
= > $70bn a year is being
wasted

13. An Array of Fuel-Saving Technologies
Latest hull coatings (FP) Satellite weather routing
9% CO2 reduction, >300 vessels 8% CO2 reduction, >50 vessels
K)
(NY
p ing
Ship
re of
Futu
The
Air Cavity
7-15% CO2 reduction, Trial on 5 Sails
vessels 7-15% CO2 reduction, Trial
on 2 vessels
‘Veth-Z-Drive’ rudder
propeller technology
‘Aquatanker’ uses solar
wind sail and solar cell Waste heat recovery
12% CO2 reduction, 4 APMM+...
array technology.

14. Shipping
FullReport

15. Industry Engagement

17. Multi-Phase
1. Solve for Information
>50% commercial ocean-going vessels rated using
accessible and widely accepted metrics
2. Improve Demand Pull
>2 significant demand-side stakeholders stimulate demand for
more efficient ships based on utilization of metrics (>50 by 2012)
3. Improve Capital Flows
Catalyze market for third-party financing of retrofits

18. Parts of the Industry Are Ready To Push
For Change
(as covered in Tradewinds 26th March 2010)

20. Now Live…

22. Retrofits and Upgrades
Dropdown
menu of Retrofits
& Upgrades
from the owner
Verification
procedures

23. So What?
! Imagine…
! Ports
! Shippers
! Ship-owners
! Ship Brokers
! Capital

24. Our Next Steps
Shippingefficiency.org
Capital
! Data Improvement
! VC & Shipping Technology
! EEDI Improvement
! Project Financing & Re-
! Other Indices, Info, Partners
financing
! From Yesterday – Technology info;
broadening .org to other modes ! New mechanisms?

25. Better A relatively Carbon War
Information Small Group of Room
Is Key To Innovators can would be
Economic & lead the way honoured to help
Environmental
Transformation

26. Contents
! Cheat Sheet
! Shipping Example
! What Next?

27. Entrepreneurial Platform To Get
Things Done
Renewable Grid
Electricity Solutions
Solar Energy
Energy Storage
Climate Local
Intervention Transport
Trucks &
ELECTRICTY Trains
Capture & Aviation
Sequestration
Biofuels
CARBON
MANAGEMENT TRANSPORT
Biochar
Shipping
India & Energy
China Efficiency
EMERGING BUILT
ECONOMIES ENVIRONMENT
Building
Island
Materials
Economies
Urban
Villagers Planning
LAND USE INDUSTRY
Waste Cement
Management & Steel
Industrial
Livestock Energy Use
GHG
& Crops Forests Finance & Chemicals
Insurance

28. LinkedIn (Carbon War Room)
www.carbonwarroom.com
@cwarroom (#ccw)