simple – profitable – sustainable
To be an investor you must be a believer in a better tomorrow
(Quote from Benjamin Graham, Warren Buffett’s teacher)
Green energy investment with positive impact – The real green bonds
- Individual or standard solution => Scalable and splittable
- Low correlation to traditional „financial assets“ => Diversification
- Inelastic demand for basic supply => predictable revenue cash flows
- Ideally a diversified portfolio of direct and indirect investments mainly in the public area of infrastructure => Inflation protection
- Preferably in industrialised countries with investment grade or safe advanced refinancing techniques like => “Pay-as-you-go”
(Green Bond incl. TAP issue, municipal bonds, mortages, Source BloombergNEF)
Energy storage – Prior condition for green energy
“The battery has won the race” (Power day 2021, Deiss, VW)
- The more the metal component Nickel, the higher the energy storage resp. density of batteries for E-vehicles, -devices wind- or solar park
- Smaller, lighter, better (re-) charging, more distances, less costs
- A substantial part of the added value of is the battery (~40%)
- MERCEDES EQS 450+ (2024) up to 800 km range with battery
- World’s biggest battery factory at Germany in constructed by TESLA
- “Battery Day 2020”, Tesla confirms Nickel as preferred choice
- Supported by “EU Battery Innovation” program (January 2021)
Battery metals and "White cement" as strategic commodities – "Green gold" – Prior condition for green energy
- As white fine clay traditional applications:
- Paper, rubber, (Wall-)colours, cosmetics, pharmaceuticals, etc.
- Paper, rubber, (Wall-)colours, cosmetics, pharmaceuticals, etc.
- As metakaolin through calcination (burning process) from kaolin:
- Porcelain (ceramics), “White cement” with up to 40% CO2-reduction, better bending, compressive strengh, refinement, less penetrability.
- Porcelain (ceramics), “White cement” with up to 40% CO2-reduction, better bending, compressive strengh, refinement, less penetrability.
- As aluminium oxide processed from kaolin with high purity and quality:
- Ceramic high-performance material for heat protection, brakes, etc.
- Synthetic sapphire glass for smart phones, screens, watches, etc.
- Electrically isolating seperators between anode and cathode in lithium-ion batteries for improved performance, life cycle, safety, quality and reliability in E-cars, laptops, etc.
- World’s biggest Nickel reserves and by 2030 production of more than estimated 25% globally. (Rankings Australia 2019)
- 2nd biggest Cobalt reserves (after Congo), 3rd largest production.
- 2nd biggest Lithium reserves (after Chile). World’s largest production.
- 3rd biggest Silver reserves (after Peru, Poland), 4th in production.
World’s biggest Gold reserves and 2rd largest production (after China).
- The Battery Metals and Minerals demand could increase to 500% until 2050 (source World Bank) >> Shortage of commodities for batteries and supply chain delays are like possible
Solar roofs Switzerland, Europe, Americas - With insurance and top quality modules - CO₂ certificates
From 2015 to 2050, the generation of solar energy is expected to increase by a factor of 60 and wind energy by a factor of 13. The global grid parity turning point with enormous potential can be reached in 2030. In over 30 countries already have local grid parity (source: McKinsey, Our Insights, Global Energy Perspective 2019).
Even from relatively small investment sizes, green bonds can be diversified by region or green bonds can be diversified by region, duration and investment. Energy generation and supply such as geothermal energy, water or wastewater systems with long-term additional returns (passive income).
The so-called ‘solar colours’ with three already existing innovative basic types, so far inefficient, expensive and not scalable, could be used complementarily by the end user in the future. See also ‘Why Apple and Google are going solar plants’ (BBC TV)
The surplus electricity from a solar system can be sold for splitting water into oxygen and hydrogen. This hydrogen, which has many times the density of petrol, can be converted back into electricity using mobile fuel cells in lorries, buses, cars, trains, ships, buildings or electrical appliances as an energy converter (practical form of reverse electrolysis). With hydrogen technology as an intermediate storage medium in the alternative value chain, electricity grids can be sustainably relieved for green energy.
Solar park portfolios – "Income" or "Growth" as investment – Worldwide with investment grade
- Stable returns with long-term power purchase agreements (PPA’s/VPPA’s)
- Optimal contract conditions with reporting – No “Green washing”
- At excellent solar zones, lendable objects for investments
- 1 MW – 1200 MW Sizes available – Splittable for investors
Options: Land (securable), Development (Pre-RTB), Ready-to-Build (RTB), Turn-Key
(min. 1 MW, with financemodel)
- Entrepreneur Prof. Gunzinger (ETH Switzerland): “Solar power now possible cheaper than conventional electricity and petroleum” (SRF ECO 6.1.20) > Grid Parity Boom Green Energy !
Solar park portfolios – "Income" or "Growth" as investment – Worldwide with investment grade
Seasonal diversification (Hybrid PPA’s/VPPA’s)
- Global average wind produced ~17% more energy in 2017 than in 2010. Wind speeds predicted 37% more by 2024 (Source Princeton University).
- With around half a million wind power plants worldwide, the technology is well matured and scalable.
- Wind power plants produce the most electricity during the winter months. An ideal seasonal diversification of solar plants.
- About 99% of the land area for wind parks can continue to be used as for agriculture or solar plants (hybrid plants)
(min. 1 MW, with financemodel)
Clean Tech Investitment – 2nd-Gen. Biofuel from used cooking oil
Circular Economy with recycling waste to energy
The growing importance of renewable energy in alternative investments like green bonds demands a competence in this infrastructure area.
For example solar plants in the desert of Morocco, solar plants in China (BBC TV) or algae plantations in the sea, as long-term third-generation biofuel, could support energy needs and reduce CO2 in the coming future (study of „Negative carbon via ocean afforestation“, Uni Florida, 2012).
On a short-term converting environmental problem of waste to renewable energy (WTE) like to invest in recycling used cooking oil for biofuel, has an enormous potential in Clean Tech – especially at low public infrastructure.
An average reduction up to 90% in global warming gas CO2 was determined for biofuel made from waste fats (study RFS2, EPA, 2010).
Basically with vetegable biofuel from used cooking oil (change process of transesterification), diesel engines are able to run without modifications.
As various trucks, buses, ships or generators in daily use simple switchable.
This kind of vegetable biofuel can have very advanced lubrication level unlike traditional fossil fuel. Thus better engine performance, extending engine life, reducing costs and sustainable less dirty emissions.
- R. Diesel, “The use of vegetable oils for fuels may become important once” (1912) >> Clean Tech with “TRIPLE L” for “local resources, local 365/24/7 production and local distribution”