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Thursday, October 8, 2009

CLSA on Wind Power

§ Wind Energy is now No. 1 in Europe, no 2 in US and No 3 globally as a source of power generation

§ Credit crunch impacts are easing; business as usual in 2010

§ BTM Consult forecasts 15.7%/year growth for next five years

- Bias towards underperformance

§ Wind Energy is nearly 2% of global electricity supply

- Will achieve 10-20% by 2030

§ No other ‘green’ energy technology offers same cost/benefit in the near future

§ Strong drivers:

- Economics

- Energy Security

- Environment

§ Vestas Wind Systems remained the largest turbine- component manufacturer as at end-2008 with a 19% market share globally <nd largest holding in the BGF New Energy Fund comprising of 6.7% of the Portfolio as at end-August 09 >>

§ Iberdrola Renovables was the leading wind-farm operator as at end-2008 with a 7930MW capacity and a 6.65% market-share globally < is the 3rd largest holding in the BGF New Energy Fund comprising of 6.1% of the Portfolio as at end-August 09 >>

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