Emergence of Cross-Sectoral CleanTech Industry Ecosystems · Emergence of Cross-Sectoral CleanTech Industry Ecosystems: Global Cleantech Summit 2015 9.9.2015, Helsinki, Finland

Emergence of Cross-Sectoral CleanTech Industry Ecosystems:

Global Cleantech Summit 20159.9.2015, Helsinki, Finland

FINANCIAL INNOVATION FOR INDUSTRIAL RENEWALDR. ANTTI-JUSSI TAHVANAINEN PROF. PETER ADRIAENS PROF. TIMOTHY FALEYCHIEF RESEARCH SCIENTIST PROF. OF ENTREPRENEURSHIP DISTINGUISHED PROFESSORETLA UNIVERSITY OF MICHIGAN UNIV. OF VIRGIN ISLANDS

MARTTI KULVIK, MD, MBA ANNU KOTIRANTA, M.SC. KIRSI RAUKOLACHIEF RESEARCH SCIENTIST RESEARCH SCIENTIST RESEARCHERETLA ETLA ETLA

JURI MATTILA, M.SC. DIMITRIS ASSANIS, M.SC. JOONA WIDGRÉNRESEARCH SCIENTIST PHD CANDIDATE RESEARCHERETLA UNIVERSITY OF MICHIGAN ETLA

YUAN LIU, M.SC. ALEXANDRE MERCIER, M.SC. NIKLAS LUNDELLEQUITY RESEARCH ANALYST EQUITY RESEARCH ANALYST RESEARCHERUNIVERSITY OF MICHIGAN UNIVERSITY OF MICHIGAN ETLA

NICOLE BETTE NICOLAS MILLER WEIDI SUN, M.SC.EQUITY RESEARCH ANALYST EQUITY RESEARCH ANALYST EQUITY RESEARCH ANALYSTUNIVERSITY OF MICHIGAN UNIVERSITY OF MICHIGAN UNIVERSITY OF MICHIGAN

IN NEED OF RENEWAL

Of Sectors, Matrices and Ecosystems

© ETLA

IN NEED OF RENEWAL

Of Sectors, Matrices and Ecosystems

© ETLA

Smart Grid IndustryNetwork density & financial exposure

Data: Bloomberg

CommunicationsEquipment

Wireless &IntegratedTelecomm.

Industrial Conglomerates

ElectricalEquipment

Electric utilities

Electrical Components

IT Consulting

Semiconductors

Technology hardware/storage

Application software

Internet & systemssoftware

www.bioeconomy.fi TEM

Bioeconomy*:Network density & financial exposure

*As defined in FinnishStrategy reports

Data: Bloomberg

Green Chemistry Industry:Network density & financial exposure

Data: Bloomberg

Multi-utility: companies offeringenergy, environmental, wasteissues, infrastructure and/ortelecom services.

Green Chemistry Industry:Nascent connectivity – A Policy Opportunity?

Source: Bloomberg & CleanTech Group i3 Platform

EU REACH (Registration,Evaluation, Authorization andRestriction of Chemicals): Phaseout fossil fuel-based chemicals

Multi-utility

Diversifiedchemicals

Specialtychemicals

Household & PersonalProducts Paper products

Electric utilities

Industrial MachineryOil & Gas

Commodity chemicals

1. To understand the structure of emerging industry ecosystems, oneshould look at factual relationships.

2. These ecosystems consist of interconnected anchor and platformindustries.

3. Smart grid and new mobility industries are evolving because ofinternal- and market-driven demands, enabled by IT and big datainfrastructure.

4. The bioeconomy is static and does not constitute an emerging industry.Green chemistry industries will need to be driven by policy design.

Conclusions