Cleaner Greener China

Johnathan Woetzel – McKinsey

The Case for action:
- GDP will continue to grow
- Urbanization will be an unerlying factor for this
- a lot more demand for vehicles, materials, floor space, cement, etc.

the rising requirement for energy consumption
- power, oil, coal
- oil currently at 3% of world total… will move to 17%

“that is a scary number”

The impact on carbon… see doubling of carbon by 2030

5 key opportunities:
1) Power – nuke and renewable push to reduce
2) Transport – internal compbustion and electic
3) Energy intensive indutry – process optimization and waste management
4) Buildings – passive design
5) beyond technology – urban planning

Power:
- possible to take coal out of its dominat position. Replaced by wind, hydro, gas, & nuke
- can drive down cost of renewable through efficiency

Transport
- electicity or internal combustion
- China has potential to be leader in electric
- if at 2011 all vehicls were electric 99% of all cars at 2030 would .. 2016 91%

Buildings
- PAssive design opportunities
- looking at current code and how to improve regulations
- software advancements
- biggest opportunites are in commericial buildings (potentially up to 50%) with northern residential

Nontechnology
- behavior change and urban planning

Key decision:
- equipment suppliers need to increase investment
power generation including renewables in portfolio
- industrial – drive core prcess optmozation
- buildings – comprehensive developer strategy and building in costs of green/ investments in building materials
- transportation – PEM develop technology/ EV niche pathways