Viewing posts tagged: "Carbon"

1

A quick update on carbon goings-on

Rob Day: March 3, 2009, 8:09 PM
One of the interesting things to come out of Obama's new budget is the assumption in there of revenue from implementation of a cap-and-trade scheme for carbon emissions reductions. First of all, here's a quick but compelling analysis by Chaz Teplin who points out that the revenue assumptions point to assumptions of fairly low (<$15/tCO2) market prices for carbon credits.  Chaz then points to what that price level might mean in terms of costs more familiar to most of us. Secondly, here on this site we've previously discussed the challenges of getting to 60 (as in, Senate votes) on a cap-and-trade bill.  Well, now the inclusion of these revenues in the budget may be a hint along...
4

2009: The Year of the Carbon Market

Rob Day: December 31, 2008, 3:51 AM
Happy new year, everyone! A big thank you to the few thousand of you who regularly read this column, and thanks for the kind words many of you have sent my way over the past few years.  I hope these rambling writings continue to be useful for you... Everyone probably already has a lot of resolutions already in mind for the new year, but allow me to suggest a few additional ones (these are mostly easy, so you can quickly increase your "success rate" if you add them to your list):
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The challenges and hopes for a U.S. carbon trading market

Rob Day: November 7, 2008, 6:10 AM
We've been digging even deeper into carbon trading topics lately, for obvious reasons (self-promotion alert).  And then I had the pleasure of participating on a "cap-and-trade vs. carbon tax" panel yesterday sponsored by the New England Clean Energy Council (and very well executed by Panel Intelligence).  So I thought it might be useful to put down a few thoughts on the subject. Conventional wisdom says that we should be expecting a cap-and-trade scheme sometime during Obama's first term in office.  We discussed this possibility in a post on Wednesday. In thinking about how such a scheme might impact U.S. cleantech startups and investors, it's important to look at the...
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Squeegees and t-shirts and air-powered cars

Rob Day: February 23, 2008, 6:30 PM
Lots happened this past week:
  • Sub-One Technology, an advanced coatings company that helps infrastructure resist corrosion and reduce friction, raised a $24mm Series C led by Nomura and including GE Energy Financial Services, Chevron, and ATV. Perhaps the company's products could be used on the proposed $3B ethanol pipeline that's being talked about for bringing the fuel from Iowa to the Northeast.
1

European cleantech VCs see 50% IRRs?

Rob Day: September 18, 2007, 5:55 PM
That's the conclusion of New Energy Finance in a new analysis they released today. They studied 129 clean energy investments in Europe by 37 investors and found 15 IPOs, 10 trade sales, 21 up rounds, 19 down rounds or write-downs, and 10 liquidations. All told, they estimated a 54.9% gross annualized return across the portfolio of 129 companies. The study period covered 1998 to the present, and included an estimate of 1.2x valuation on unrealized gains on funds invested. It's a very positive study, certainly, and helps further illustrate why investors are so keen on this sector right now. It's also a very useful analysis -- but it's important to note a lot of caveats involved....

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About Cleantech Investing:

Rob Day is a Partner with Black Coral Capital, based in Boston.  He has been a cleantech private equity investor since 2004, and acts or has served as a Director, Observer and advisory board member to multiple companies in the energy tech and related sectors.  Rob was a co-founder of the Renewable Energy Business Network (www.rebn.org), a non-profit organization which was acquired in 2009 by the Clean Economy Network.  The views expressed on this blog are those of Rob, not necessarily the views of any of his colleagues and affiliated organizations. Contact Rob at .(JavaScript must be enabled to view this email address).

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