Presented at the 2014 University Clean Energy Challenge in Ohio. All graphics courtesy of U.S. EIA.

1. Roger Ballentine
President, Green Strategies, Inc.
University Clean Energy Association of Ohio
Friday, February 28, 2014

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3. Where it Comes From; Where it Goes

4. Natural Gas is Changing Everything

5. Natural gas is changing export/import
dynamic and overall energy mix

6. The Most Direct Impact of Gas
Revolution has been on Coal

7. U.S. is quickly
becoming its own
greatest source of oil
thanks to shale
production
But Not Just Gas; Unconventional
Production Means New Oil Reality
Canada (28%)
Saudi Arabia (13%)
Mexico (10%)
Venezuela (9%)
Russia (5%)

8. Paradigm Shift: North America becoming
World’s Oil King
Shale production has enabled the U.S. to
become an oil exporter even under tight
restrictions

9. Renewable Energy
Wind has contributed significantly
to non-hydro renewables growth

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Tip #2: Know your Opposition

11. ◦ Energy not an end product
◦ Petroleum is wonderful
◦ Price of fossil fuels: “Cheap”
◦ Mature and amortized old energy
infrastructure.
◦ Plentiful and cheap energy enables
economic vitality
◦ Lots of people make lots of money on old
energy economy.
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12. ◦ Price does NOT equal Cost – anathema to
a “free” market
◦ A democratically-imposed market
manipulation
◦ Policy has been overt, pernicious and
phenomenally successful
◦ But it has been a societal, democratic
choice
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14. “Traditional” Venture Investment in Clean
Energy in Waning

15. Clean Energy Needs Market and
Business Model Innovation
o New energy offerings may need to offer more than
energy – and more than “clean” --
(information/resiliency/ convenience)
o Financial and business model innovation can address
balance sheet hesitancy and large capital costs (solar
has done this with distributed PPA offerings; energy
efficiency has done this through on bill financing and
energy savings payback models)
o Energy companies need to think beyond energy
companies (communications/IT/data management
sectors are all potential clean energy channel partners)

16. – Better align price and cost of incumbent energy
(regulation/carbon tax/other)
– Reinvent regulated utility model
– Continued government R&D and deployment
help
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And Yes, Clean Energy needs Policy
Innovation

17. Energy and Environmental Technology Market Services: We
offer unparalleled insight into complex and dynamic business
drivers that impact M&A, investment and project development
decisions in the changing energy and environmental business
sectors; we assist with due diligence, project development, and risk
evaluation.
Strategic Business Consulting: We help clients develop and
execute strategies that minimize risk and deliver value to
shareholders by using our expertise and insider insights to best
align core business models and product strategies with current and
future policy drivers, leading sustainability best practices, and other
market developments.
Governmental & Stakeholder Affairs: We design solutions to
position our clients for success in the public policy arena, helping
them anticipate business-relevant policy changes, influence policy
development, and build critical alliances with thought-leaders,
stakeholders and like-minded businesses.
Green Strategies provides strategic advice, business intelligence,
and consulting services with regard to: corporate sustainability;
energy and environmental governmental policy; stakeholder
engagement; and energy/environmental technology investment
and transaction evaluation – all with a goal of maximizing business
opportunities and organizational goals.