Disruptive Innovation and Energy · 2016. 3. 3. · Disruptive innovation and energy… • Phase...

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Disruptive Innovation and Energy By Peter Newman Professor of Sustainability CUSP, Curtin University

Transcript of Disruptive Innovation and Energy · 2016. 3. 3. · Disruptive innovation and energy… • Phase...

Page 1: Disruptive Innovation and Energy · 2016. 3. 3. · Disruptive innovation and energy… • Phase out of fossil fuels is happening without disrupting GDP • Solar energy is happening

Disruptive Innovation and Energy

By Peter Newman

Professor of Sustainability CUSP, Curtin University

Page 2: Disruptive Innovation and Energy · 2016. 3. 3. · Disruptive innovation and energy… • Phase out of fossil fuels is happening without disrupting GDP • Solar energy is happening

New understanding of innovation…

DISRUPTIVE INNOVATION

• Came from Clayton Christensen at Harvard.

• Innovation came from demand, often before it was cheaper than mainstream options. But it ‘felt cheaper’…it performed for them.

• Eg 3.5 inch discs cf 5.5 inch discs…..Notebooks!

• Exponential growth and system disruption

• Mainstream finds it hard to see innovation as they are looking at supply price…so they ignore it. The ‘Kodak effect’

Page 3: Disruptive Innovation and Energy · 2016. 3. 3. · Disruptive innovation and energy… • Phase out of fossil fuels is happening without disrupting GDP • Solar energy is happening

Disruptive innovation and energy…

• Phase out of fossil fuels is happening without disrupting GDP

• Solar energy is happening much quicker than most utilities expected.

• Next phase will be solar/batteries/electric transport

• City transport systems are disrupting

Page 4: Disruptive Innovation and Energy · 2016. 3. 3. · Disruptive innovation and energy… • Phase out of fossil fuels is happening without disrupting GDP • Solar energy is happening

Decoupling GDP and fossil fuels

Page 5: Disruptive Innovation and Energy · 2016. 3. 3. · Disruptive innovation and energy… • Phase out of fossil fuels is happening without disrupting GDP • Solar energy is happening

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Page 9: Disruptive Innovation and Energy · 2016. 3. 3. · Disruptive innovation and energy… • Phase out of fossil fuels is happening without disrupting GDP • Solar energy is happening

China decouples GDP and coal

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Page 10: Disruptive Innovation and Energy · 2016. 3. 3. · Disruptive innovation and energy… • Phase out of fossil fuels is happening without disrupting GDP • Solar energy is happening

China decouples GDP and oil

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India rapidly decoupling GDP from fossil fuels….

Page 12: Disruptive Innovation and Energy · 2016. 3. 3. · Disruptive innovation and energy… • Phase out of fossil fuels is happening without disrupting GDP • Solar energy is happening

Solar takes off….

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Page 15: Disruptive Innovation and Energy · 2016. 3. 3. · Disruptive innovation and energy… • Phase out of fossil fuels is happening without disrupting GDP • Solar energy is happening

Perth solar city 20% of Perth homes 490 MW in 3 years… ‘It is inevitable…’ Minister for Energy

Page 16: Disruptive Innovation and Energy · 2016. 3. 3. · Disruptive innovation and energy… • Phase out of fossil fuels is happening without disrupting GDP • Solar energy is happening

Next phase solar/batteries/EV’s

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Page 18: Disruptive Innovation and Energy · 2016. 3. 3. · Disruptive innovation and energy… • Phase out of fossil fuels is happening without disrupting GDP • Solar energy is happening

The holy grail arrives

Page 19: Disruptive Innovation and Energy · 2016. 3. 3. · Disruptive innovation and energy… • Phase out of fossil fuels is happening without disrupting GDP • Solar energy is happening

JOSH’S HOUSE It’s carbon positive!

PV Offsets

Page 20: Disruptive Innovation and Energy · 2016. 3. 3. · Disruptive innovation and energy… • Phase out of fossil fuels is happening without disrupting GDP • Solar energy is happening

Tesla

Honda Zero Carbon Home

Page 21: Disruptive Innovation and Energy · 2016. 3. 3. · Disruptive innovation and energy… • Phase out of fossil fuels is happening without disrupting GDP • Solar energy is happening

Cities reducing oil through less car dependence

Page 22: Disruptive Innovation and Energy · 2016. 3. 3. · Disruptive innovation and energy… • Phase out of fossil fuels is happening without disrupting GDP • Solar energy is happening

THE USA IS DRIVING LESS

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Page 24: Disruptive Innovation and Energy · 2016. 3. 3. · Disruptive innovation and energy… • Phase out of fossil fuels is happening without disrupting GDP • Solar energy is happening

The top 6 most walkable cities in the US have 38% higher GDP.

70% of knowledge economy workers in Boston live in

walkable areas.

Glaeser and Florida…

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Decoupling car use and GDP

Page 26: Disruptive Innovation and Energy · 2016. 3. 3. · Disruptive innovation and energy… • Phase out of fossil fuels is happening without disrupting GDP • Solar energy is happening

Car use is now officially recognised in the US to be decoupling from wealth

Page 27: Disruptive Innovation and Energy · 2016. 3. 3. · Disruptive innovation and energy… • Phase out of fossil fuels is happening without disrupting GDP • Solar energy is happening

Decoupling most of all in the cities with rail investement, eg Washington

DC and Portland

Page 28: Disruptive Innovation and Energy · 2016. 3. 3. · Disruptive innovation and energy… • Phase out of fossil fuels is happening without disrupting GDP • Solar energy is happening

Shanghai 1990 and 2010

Page 29: Disruptive Innovation and Energy · 2016. 3. 3. · Disruptive innovation and energy… • Phase out of fossil fuels is happening without disrupting GDP • Solar energy is happening

1990’s - Flirting with the American model…

Page 30: Disruptive Innovation and Energy · 2016. 3. 3. · Disruptive innovation and energy… • Phase out of fossil fuels is happening without disrupting GDP • Solar energy is happening

Rapidly filled…

So what can be done?

Page 31: Disruptive Innovation and Energy · 2016. 3. 3. · Disruptive innovation and energy… • Phase out of fossil fuels is happening without disrupting GDP • Solar energy is happening

Shanghai Metro…12 lines, 273 stations, 420km covering 80% of metro area…

Built mostly since 2000; carries 8 million per day

Page 32: Disruptive Innovation and Energy · 2016. 3. 3. · Disruptive innovation and energy… • Phase out of fossil fuels is happening without disrupting GDP • Solar energy is happening

Global growth now in ELECTRIC rail …

• 82 Chinese cities building metros and high speed rail between cities Shanghai 8m passengers/day

• 51 Indian cities building metros Any city over 1m.

• Middle east cities building rail for first time

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Page 33: Disruptive Innovation and Energy · 2016. 3. 3. · Disruptive innovation and energy… • Phase out of fossil fuels is happening without disrupting GDP • Solar energy is happening

NUCLEAR NUCLEAR

RENEWABLES

RENEWABLES

GAS

GAS

COAL

COAL

OIL

OIL

CO2

CO2

GDP

GDP

2050 NOW

Predictions – After the Peak