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Antenna Group is the nation’s largest clean technology public relations firm, representing companies in sectors including renewable energy, energy efficiency, alternative fuels, energy storage, finance, waste management and water. Here, drawn from input provided by our client-partners, is Antenna’s list of the top 10 clean tech trends to watch in 2012. Judging from the changes that are in the offing, 2012 is shaping up to be a critical year in the transition to a cleaner, more energy-efficient world.

1. Energy efficiency goes retro – New construction has taken a massive hit over the last few years, resulting in fewer new green builds, but that hasn’t slowed retrofit demand for energy efficient devices. According to a report by McGraw-Hill Construction in 2011, 78 percent of building owners plan to retrofit existing properties with energy efficient improvements. Driven by the increased awareness in Property Assessed Clean Energy or PACE states (in which property owners can finance solar systems or energy efficiency retrofits through city loans that are paid back through property taxes over terms of 15 or 20 years), Obama’s Better Buildings Challenge and new financing models that make it simple for cities and property owners to do upgrades, expect to see energy efficiency finally claim its moment in the spotlight.
2. Cellulosic biomass comes online; drives U.S. manufacturing jobs – Imagine being able to turn a wide variety of biomass inputs including wood, agricultural waste and non-food crops into fuels, plastics, nutraceuticals (food products that reportedly provide health and medical benefits) and pharmaceuticals. That’s the promise of bio-based materials, which are expected to replace first-generation biofuels such as bioethanol and biodiesel, as well as a wide variety of synthetic chemicals. As strategics such as BASF Corp., DuPont and Dow Chemical Co. enter the cellulosic biomass game, watch for the number of U.S.-based biorefineries to dramatically increase.
3. Recycling finds its true potential – Many of us still remember the awareness campaigns that drove what are now highly successful changes in consumer behaviors with regard to recycling. As went paper, glass and plastics, so go consumer electronics and tires. A number of states already have legislation around recycling what consumers have deemed “waste” and are supporting efforts to renew those materials and give them second — and perhaps even third — lives. Watch for the big box, telecom, tire and asphalt sectors to pick up the sustainability baton for Recycling 2.0.
4. The EV market picks up speed, while Tesla, Fisker get some competition – While we’ve heard a lot about electric vehicles such as the all-electric Nissan Leaf and the gas-electric hybrid Chevy Volt, in fact there are precious few of these cars on the roads. But that’s expected to change in 2012 when a much wider selection of cars that require little or no gasoline will hit the market. Almost every major automaker — and some minor ones — plans to have at least one plug-in model on the market by the end of 2012. These include three models from the world’s leading seller of hybrids, Toyota — a plug-in hybrid version of the popular Prius, the all-electric Scion iQ EV and the 2012 RAV4 EV, an all-electric compact SUV. Also hitting the market in 2012 is the all-electric Ford Focus Electric, which will compete with the Nissan Leaf. Other EV models planned for 2012 include the four-passenger Mitsubishi i-MiEVc, and — for the luxury loving — the Rolls Royce 102EX, the Tesla Model S luxury sedan and the Fisker Karma luxury sports plug-in hybrid. Accompanying the EV rollout will be a dramatic expansion of the national car-charging infrastructure, with Pike Research, a clean tech market research firm, predicting more than 1.5 locations by 2017.
5. Smart meters reach critical mass – For decades, utilities have been forced to rely on customer reports to discover a power outage. This decidedly low-tech approach to reliability is now changing with the national deployment of smart meters that record the consumption of electric energy in intervals of an hour or less, communicate data back to the utility and allow consumers to better manage their electricity usage. And, the national deployment of smart meters is forging ahead: according to federal sources, the current penetration rate is 13 to 18 percent, with a penetration rate of more than 50 percent predicted by 2016.
6. Offshore wind takes root in the Northeast – While small wind continues to grow, the greatest potential for the significant generation of energy from wind lies with offshore wind. Much of the eastern seaboard is ideal for offshore wind as a result of the fact that the relatively shallow waters of the continental shelf make it easier to locate wind turbines far offshore where the winds are the strongest. A 25-megawatt wind farm off the coast of Atlantic City, N.J., which is expected to be the nation’s first, is now moving ahead, and the Garden State can look forward to the construction of larger offshore wind farms with the implementation of the nation’s first OREC, or Offshore Renewable Energy Certificate, a wind incentive similar to New Jersey’s innovative Solar Renewable Energy Certificate, or SREC, which propelled the state to second place nationally after California in solar capacity and inspired similar incentives in many other states.
7. Dropping balance-of-system costs nudge solar closer to grid parity – As a result of a dramatic decline in module prices (prices dropped approximately 40 percent in 2011 — a decline that is expected to continue through 2012), attention has shifted to solar balance-of-system (BOS) costs, a term that refers to costs other than those of the modules. While BOS costs include physical components such as inverters and racking, the largest share of BOS costs is for non-physical costs such as labor and permitting. These costs are also expected to decline in 2012 as a result of industry consolidation resulting from the expiration of the Section 1603 Treasury Grant Program. The solar boom stimulated by the grant attracted many small installers (the “two Chucks and a truck” phenomenon) who will be replaced in a maturing market by larger players who will bring improved operating efficiencies to the industry, nudging solar closer to grid parity.
8. Distributed solar continues to thrive – While debate continues on the role of utility-scale photovoltaic systems in the nation’s energy mix, the small- to mid-sized commercial solar segment has witnessed explosive growth, particularly on flat-roofed commercial buildings that are ideally suited to the deployment of solar. New Jersey, for instance, where strong solar incentives and high energy prices have contributed to a robust local solar industry, has now outpaced California as the nation’s top commercial solar market, thanks to a high concentration of such buildings. In addition to reducing electricity costs and providing a hedge against future rate increases, distributed — or “behind-the-meter” — solar also has the advantage of generating power at the site where it is used, thus increasing energy security and diminishing demand for utility infrastructure. The U.S. growth pattern in commercial solar is mimicking what has occurred in Europe, most notably in Germany, the world’s solar leader, where the German Solar Energy Industry Association estimated in 2009 that 80 percent of capacity was roof-based.
9. Grant-to-tax credit shift means more third-party ownership of solar systems – The introduction of the federal Section 1603 Treasury Grant Program as a substitute for a federal Investment Tax Credit in 2009 created a change in the form of ownership for most commercial solar systems. Prior to the implementation of the treasury grant, which covers 30 percent of the cost of solar, most commercial systems were owned, operated and maintained by third-party investors with the tax appetites to monetize the tax credit. These investors typically sold the power back to the host entities at reduced rates under a long-term contract called a Power Purchase Agreement, or PPA. In addition to requiring no capital outlay, the benefits for the host entities included a fixed rate, a smaller carbon footprint and a visible renewable asset. After the implementation of the Treasury Grant Program, the form of ownership shifted, with the majority of commercial building owners taking advantage of the immediate payback offered by the grant to install and operate the systems themselves. With the grant reverting to a tax credit in 2012, however, we can expect a shift back to third-party ownership.
10. Gas-to-liquids technologies go mainstream – Gas-to-liquids (GTL) technologies, which transform natural gas into liquid transportation fuels, went mainstream with the recent completion of Shell’s $19 billion Pearl GTL plant in Qatar, an Arab emirate. The world’s largest GTL plant will process about three billion barrels of diesel, jet fuel and synthetic oil over the course of its lifetime from the world’s largest gas field. The project, which will reach full production in 2012, will add almost 8 percent to Shell’s worldwide production, making it the company’s primary growth engine for 2012. The completion of the Pearl facility is a harbinger of things to come: GTL technology is expected to play an increasingly significant role in meeting energy demand in the United States, which has some of the world’s largest natural gas reserves. South Africa-based Sasol, which also has a GTL plant in Qatar, has announced plans to build a $10 billion GTL plant Louisiana. If it moves ahead, it would be the United States’ first GTL facility. Once viewed as not economically feasible, GTL technologies are gaining traction in the face of declining oil reserves, high oil prices and increased concern about energy security.

For more information on Antenna Group, please visit www.antennagroup.com.

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In addition to our stellar reputation for strategic cleantech communications, we at Antenna are known for throwing some amazing shindigs. And after a year full of challenges for the renewable energy industry, the phrase “work hard, play hard” never felt more appropriate.

So, along with sponsors Tioga Energy, Yingli Solar, PV Group and Vote Solar, we toasted to our perseverance as the solar industry converged in San Francisco for the Intersolar North America conference.

The Shrine at Prana was filled with 900 of our closest friends from across the industry, including C-level executives, engineering geniuses and distinguished members of the cleantech media.

Fantastic conversation, delicious food and a superb soundtrack made for a memorable evening.

Antenna Senior Vice President Caroline Venza, Senior Account Executive Christine Bennett and Account Executive Kimberly Setliff with Ellen White of 3M’s Renewable Energy Division

Yum!

Did we mention the World Cup mascot made an appearance?

Zakumi loves solar!

Many thanks to everyone who helped us make this event a tremendous success. We can’t wait to do it again next year!

by jenn.kho on April 14, 2010 on Sweat Investor

SweatInvestor Guest Post: Jennifer Kho is a San Francisco Bay Area-based freelancer with more than a decade of reporting experience. Her stories have appeared in The New York Times’ Green Inc. blog, The Wall Street Journal, Los Angeles Times, MIT’s Technology Review, The Christian Science Monitor, Reuters.com, Earth2Tech and more. She has been covering green technology since 2004, when she initiated cleantech coverage for Red Herring magazine. She also helped launch Greentech Media’s news operations as its founding editor in 2007.

Sure, the Google Campfire last month announced its apps marketplace by the glow of kitschy fake campfires, under a canopy of fake tree silhouettes, in a room with a tent and campfire-logo fleece blankets as giveaways. But only the props were fake. The event was backed by a real product with 50 real customers. And, as fitting an enterprise product, it definitely qualified as a restrained launch for a company as big as Google.

Bloom Energy used some of the same tactics when it launched its fuel cells in February — although there was certainly nothing restrained about the event, which took place at eBay headquarters and included California Gov. Arnold Schwarzenegger and former U.S. Secretary of State Collin Powell. As with Google Apps, Bloom kept (mostly) quiet until its launch and then made a splash by announcing key customers, including Wal-Mart, eBay, FedEx, Staples and, of course, Google.

The result, in the case of Bloom, was a huge bang of publicity. With its star lineup of Kleiner Perkins investors and directors such as Powell, the company scored a feature on 60 Minutes and many high-profile publications followed. All the hype has sparked envy from other startups that want the same attention.

Should other startups take a page from the launch book of Bloom, Google or Apple, which also has been known to keep quiet until a product is ready (although not in the case of the iPad), and get more attention by keeping quiet?

If You’re Not Google

Well, it doesn’t always work. One major difference, of course, is that Google and Apple launches are guaranteed to be big news. As a reporter, I knew I’d attend the Campfire regardless of what was being launched – and I was sure I’d get a story out of it. And Bloom had the advantage of big newsworthy backers and partners right out of the gate. Not so for most startups.

Using stealth as a marketing strategy comes with plenty of potential pitfalls, as well. Of course, the main reason to keep a company or technology quiet is to protect intellectual property. Once patents are secured, the decision becomes one of strategy.

Melody Haller, CEO of public-relations firm Antenna Group, explains that if you’re a big company, you have two choices: One is freezing out the competition by pre-announcing products that aren’t ready yet, which is a tactic Microsoft is famous for. (Once Microsoft has announced it is entering a space, competing startups are less likely to score backing from investors or partners as they wait to see what Microsoft has in store.) The other is waiting until a product is ready before launching it, like Google does.

The Cost of Quiet

The choices aren’t the same for most startups, as speaking out is less likely to deter competitors. Keeping quiet might help artificially bolster a launch, but could have the opposite effect if the company isn’t viewed as newsworthy enough to cover. In the meantime, the company may be missing out on potential partnerships and customers that could ultimately help it succeed. “It comes at a cost,” Haller says.

The extent to which a startup should talk largely depends on how much it needs others, she explains. For example, a company with a limited customer base and good access to those customers needs far less publicity than a company targeting consumers or hard-to-reach customers. Building a reputation can help companies meet those partners, or get them to pick up the phone.

In general, if a company’s in stealth mode after patents are filed, it’s a sign its product isn’t ready yet – or it’s still working out an issue that might not stand up to public scrutiny. Personally, I tend to be skeptical if a company makes big claims while keeping its product hidden from public view. Most entrepreneurs I’ve interviewed are proud of their products and want to discover any problems early.

Public Troubleshooting

The danger of avoiding public scrutiny is the same as the danger of skipping peer review in science experiments – you could be missing a significant challenge which could end up being an Achilles heel. Once a product is launched, a company will usually have to spend more time and money to correct the problem than if it discovered the issue earlier.

By isolating themselves, startups also can end up victims of their own company cultures, Haller points out. Because startups tend to be dominated by researchers and engineers, rather than employees focused on marketing and selling products, they might focus on the science and technology and miss usability problems that their customers might face. Companies tend to be optimistic, which can be a key to success, but could also blind them to potential failures.

Finally, if startups succeed in generating huge launch buzz, it could be setting itself up for a fall if it can’t meet the lofty expectations it has (perhaps inadvertently) created. In other words, the greater the publicity, the higher the expectations – and the easier it is to plunge in the public eye.

Slow and Steady…

In the case of hardware, for example, it’s important to match publicity with the company’s ability to deliver products, Haller says. If a big launch creates more demand than a company can fulfill, customers will be disappointed when they can’t buy the product and the company could suffer a backlash, she says.

The best strategy depends on the specific product and its target audience. When the product is a free social networking tool, for example, which depends mainly on popularity for success and doesn’t face product availability obstacles, the challenges are different. In that case, it’s more important than ever to get the word out early and test the product with a beta group of early adopters while the user base grows, Haller says.

All in all, the biggest point startups can take away from Google and Apple product launches is the importance of building a company, she says. Google and Apple didn’t take shortcuts, but first built strong companies and products – then used savvy marketing strategies to get the most out of their launches. They need publicity because the success of their products depends on having users, but they deserve the buzz they get because they have – for the most part – lived up to the claims and expectations they have set, Haller says.

The Greenbuild celebration at Phoenix’s Chase Field last night was the best conference presentation I’ve seen, bar none—this from someone who’s been attending about 15 tech industry conferences a year for the past 20 years.

Why? Yes, there was the star power of Al Gore, looking trim and fit and delivering his usual inspiring talk (“We must make it easier for our elected officials to do the right thing and harder for them to do wrong.”). The concert by Sheryl Crow concluded the evening on a great note. The huge projection of the speakers was attractively winged by a split screen image of video footage of nature at work, exceptional green building projects, and people in communities. All good stuff, but what really impressed me was the presentation by the organizers—the last thing you’d usually expect to be exciting.

Rick Fedrizzi, president and CEO of the US Green Building Council declared, “We need not only change we can believe in but change we can build on. We need not only a tipping point but a leverage point.” The audience agreed: It’s time for a green building revolution. “It’s time to move from aspirational green building to informational green building.”

The zero-carbon buildings movement could solve the energy, economic and quality-of-life challenges for the world. If anything can. The 27,000 attendees, including the friendly, funny and hospitable CB Ellis brokers who shared their table and great view with me, all seemed to agree.

Still, what impressed me was the superbly coordinated presentation, first by Fedrizzi, then interweaving many more Green Building Council leaders from around the world: Australia, UK, New Zealand, India, South Africa, Mexico, Canada, Germany, Taiwan, Brazil and Italy. Each presenter was perfectly on message and smoothly handed off to the next, like the old friends and long-time collaborators they actually are.

At the heart of most conferences lies someone trying to make money. At the heart of Greenbuild is a huge and growing global network of designers, builders, policy-makers and humanists trying to make a better world. I loved every minute of it.

As part of the 2nd Annual InterSolar conference held this week in San Francisco, Antenna Group worked with the Solar Gigawatts team to organize a panel of experts to discuss leveraging your brand in the US solar market.

The panel included PR, marketing and branding experts:

• *Caroline Venza, Vice President, Antenna Group
• *Dr. Isabelle Christensen, Senior Director Marketing & Public Relations, REC Solar
• *Angeline Johnson, Manager, Climate Change and Sustainability Services and Advisory, Ernst and Young
• *Jocelyn King, Director of Worldwide Marketing Operations, National Semiconductor

A full copy of their presentations will be available online after July 21st at: http://solar-gigawatts.com/

Climate change and a shift in global policy favoring renewables has yielded widespread venture capital investment in the cleantech sector. Over the past 2-3 years, it seems that most VC firms have naturally evolved and now have a “cleantech portfolio” on their Websites. These firms have combed through the scientists and Ph.Ds at the world’s premier learning institutions, appointing the best and brightest to their cleantech advisory boards to round out intelligent investing with deep industry knowledge. Allotment of money, especially in the energy efficiency space, is now mainstream. It appears that all the tools are in place, yet VCs are still getting knocked when it comes to cleantech investing.

Two of the hottest areas now in VC investing are smart grid and energy efficiency, a clear advancement from ten years ago, before the term “cleantech” was even coined, when risk-taking individuals or large corporations gambled on unproven science projects. Could it be that the people doing the investing have not developed as quickly as the technology has? That might be part of it, but an explanation that I heard at a recent conference is much simpler: Cleantech investment “rules” are counter-intuitive to what VCs know.

Traditionally, a venture capitalist will search for or get pitched with a new idea or technology, thoroughly research the markets and become an expert on the innovation that they hope will spawn returns ten times that of what they put in. Investments in the Internet, enterprise technology or IT move very fast, as do advancements in those areas. Cleantech, especially energy efficiency, doesn’t have the same rule book. Energy is colossal—it’s bigger than any other area VCs have invested in before. Two-thirds of the planet uses it. It’s also slow, with R&D moving at an intense yet more measured pace than other technologies that VCs are accustomed to. Policy also plays a large part in cleantech investing, something that has not been a big issue in other types of tech.

Fortunately, investing in the cleantech space still has a lot of room to grow. I think that the success it promises to yield needs a more appropriate measuring stick as expectations are adjusted. Cleantech is still a fairly new game to VCs, and I think it will take time for the returns to roll in the same way they have in the traditional sectors that VCs are very experienced with.

Don Solo/Flickr

Cleantech companies are particularly prone to intellectual-property paranoia. Caution is reasonably called for: do get those patents filed before gabbing.

Industrial innovators burn a lot of capital before reaching healthy revenues. Some directors cut cost corners by keeping portfolio companies in stealth mode for years. A small executive team is expected to reach key customers and get sites installed with little more marketing than a cursory website. Supposedly, this not only saves money but also hides their brilliant innovation from imitators.

Companies may be lingering too long in the shadows, simply because their leaders don’t understand the power of the strategic communications sword. How many VCs or board members do you know who have a strong marketing background? Yet history shows the best technology does not always win. The good-enough solution that is fastest to penetrate the market and relentlessly defends its leadership will win the lion’s share.

Even in situations where staying under the radar might give an edge versus competitors, it also brings a downside: it hides the company from customers, potential talent and the investors needed for each new round. A company that does show market momentum also has a better shot at winning approval for its ARRA application. Smart PR accelerates all those initiatives. So, what is not invested in public relations may instead be lost on a longer sales cycle, larger sales force, costlier executive-recruiter effort, more expensive capital and far more CEO time spent courting reluctant investors.

Shut off from a real market response, a company can get trapped in a self-referential box. Unable to outgrow its anti-marketing culture, it may be on its way to cleantech Betamax, to being Novell instead of Microsoft.

The transition from hiding your light under a basket to being able to dazzle your customers is as difficult for a company as puberty is for a teenager. Luckily, unlike puberty, you can hire people to help you through it.

When Congress returns to Capitol Hill from its two week recess next week, it’s expected to tackle the energy bill in earnest. A major provision in the bill that could drastically increase growth in the renewable energy sector is the concept of a national renewable portfolio standard, or RPS. The RPS tactic has been successful in 28 states in creating a market for renewable energy, and if the U.S. is serious about building a carbon neutral economy and reducing global warming, a national RPS is not only necessary, it is vital.

Essentially, an RPS requires utilities to purchase a percentage of the energy they provide to customers from renewable sources.  The current energy bill making its way through Congress eases into the process by starting the renewable energy requirement at 6% in 2012 and increasing it steadily over the next decade. The schedule is as follows:
More than half of U.S. states already have RPS requirements of their own and this national schedule would not override those state provisions. In fact, many states today are already meeting the 6% standard proposed for 2012, and in some cases, far exceeding it. What may rustle some feathers among utilities in states without current RPS mandates is the swift progression of the proposed schedule. Moving from 6% to 11% in four years might be tough for states not already in the renewable energy game, especially in the midst of a major economic downturn.

Despite the growing pains associated with a national RPS, it is a requirement for a healthy renewable energy market in the U.S. Across all sectors, from solar to wind to biomass, the renewable energy industry has gained significant market traction, despite inconsistent federal support. But with a national RPS in place the U.S. government can provide the stability the industry needs to achieve economies of scale and mass adoption, which are critical to bringing the costs of renewable energy down and achieving grid parity, the point at which the price of electricity generated by renewable sources is equal to or cheaper than grid power.

The renewable energy industry will still experience growth without a national RPS, but it will be slower.  If America is serious about reducing its use of fossil fuels, it should set benchmarks to meet its goals.

Green jobs have been a particularly hot topic of late, especially in today’s conversations about job creation through the recently passed stimulus bill.  But what is a green job?  Truth is, no one really knows, and the jury is still out in the definition debate.  From a PR perspective, the lack of a definition creates challenges for those wishing to promote green jobs.  Having a clear understanding of what does and does not qualify as green is critical for making strategic outreach decisions.  Companies participating in green job conversations risk making fraudulent claims in an environment where definition changes rapidly.  Understanding the dynamics of the green jobs story may help companies avoid damaging relationships with key stakeholders and audiences.

Many are attempting to reign in this debate and come up with definitions that are general enough to be all-encompassing, but specific enough to be credible.  Critics point out that a lack of what constitutes a green job allows questionable businesses and industries to claim green job creds and potentially greenwash their activities.  This has some of us out there asking, will green jobs become the new greenwash?

Some argue that everyone is too caught up in defining green jobs and instead should just be focusing on creating good jobs, while others feel that only the narrowest definition will suffice to avoid greenwashing.  Kevin Doyle’s two part post at Grist on his findings and reactions from the Good Jobs, Green Jobs conference recently held in Pittsburgh, reveals that current definitions of green jobs focus primarily on jobs in clean energy and efficient green buildings.  Within these areas, specifically jobs in manufacturing and building trades seems to be agreed upon to be the greenest of the green.  But surely there are more green jobs out there than this definition offers us.

Here is my favorite definition so far from the UN’s Green Jobs Report:
“We define green jobs as work in agricultural, manufacturing, research and development (R&D), administrative, and service activities that contribute substantially to preserving or restoring environmental quality. Specifically, but not exclusively, this includes jobs that help to protect ecosystems and biodiversity; reduce energy, materials, and water consumption through high-efficiency strategies; de-carbonize the economy; and minimize or altogether avoid generation of all forms of waste and pollution.”

Until a definition that is both broad enough to be inclusive, yet narrow enough to avoid greenwashing is agreed upon, companies will be reluctant to publicize their green job offerings for fear of public backlash.  Arguably, if the US is to truly shift to a green economy, then all jobs will be green jobs, but until we get there, it is important to understand the definition debate when reaching out to media around your company’s green job opportunities.

This week Think Equity LLC and Antenna Group welcomed cleantech industry investors, executives and policymakers to the Think Green Clean Technology and Alternative Energy Forum, in San Francisco. Attendees spanned every sector of the industry from wind and solar, to biofuels and batteries. At the cocktail reception, as in the sessions, people gathered to exchange the biggest breakthroughs of 2008 and get the scoop on what lies ahead for in 2009.