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Kinetik Partners


                           Solar Technologies



                            Pedro Guillen
                            Dan Radomski




   This proposal contains Kinetik Confidential & Proprietary information and is intended only
    for use by the named client. This information may not be shared with any other entities
                       without receiving written permission from Kinetik.


                                                                           Kinetik Partners | C O N F I D E N T I A L
Solar Thermal

        Sunlight to Heat                         Pool Heating




                                                 Water Heating
                                                 and
                                                 Space Heating




www.kinetikpartners.com  Kinetik Partners   Project Number and Name
Parabolic Trough

           Sunlight to Heat, then Heat to Electricity

 Trough fields provide high-temperature fluid for boiling water
 and providing steam for Rankine steam power-cycles.




www.kinetikpartners.com  Kinetik Partners              Project Number and Name
Dish/Engine System
          Parabolic Dish converts Sunlight to Heat

          Sterling Engine coupled to a Generator
          converts Heat to Electricity




www.kinetikpartners.com  Kinetik Partners           Project Number and Name
Power Tower System
       Mirrors direct sunlight generating heat
       Heat is used to make electricity
       (for example steam turbine)




www.kinetikpartners.com  Kinetik Partners       Project Number and Name
Photovoltaics (PV)
    Absorber converts light into electricity
      – Silicon Wafer
         o Multicrystalline
         o Monocrystalline
      – Thin Film
         o Silicon
              – Amorphous (UniSolar)
              – Microcrystalline (Applied Materials)
              – String Ribbon (Evergreen Solar)
         o CdTe (First Solar)
         o CIGS (Global Solar / Dow Chemical)
         o In development
              – Organic semiconductors (Global Photonic)
              – Nano-dots



www.kinetikpartners.com  Kinetik Partners            Project Number and Name
Thin Film PV Materials

 Amorphous Silicon                              • Copper Indium Gallium
   – A non-crystalline form                        Diselenide (CIGS)
     of silicon, like glass                         – Highest efficiency at 19.9%
   – Deposited directly onto a range                  (NREL)
     of rigid and flexible materials                – High absorption coefficient
   – Inexpensive, but lower efficiency                and current density
     (unless equipped to capture a                  – Long-term reliability
     wide variety of light streams)                 – Multi-junction
 Copper Indium Diselenide (CIS)                 • Cadmium Telluride (CdTe)
                                                    – Very high absorption
                                                    – Can be alloyed with Zinc,
                                                      Mercury, & others to vary its
                                                      characteristics and performance
                                                    – Ideal band-gap & active R&D
                                                      area


    www.kinetikpartners.com  Kinetik Partners                     Project Number and Name
Historic Maximum PV Cell Efficiencies




Source: NREL
    www.kinetikpartners.com  Kinetik Partners   Project Number and Name
Michigan Solar Supply Chain

1    ABB Inc.                                26    Eaton Electrical Sensing and Controls
2    Accro-Seal                              27    Electronic Solutions
3    ADAC Automotive                         28    EMC2 INC
4    ADCO Circuits                           29    Erie Technologies
5    Agritek Industries, Inc.                30    Evergreen Solar
6    Anderson Consulting Associates          31    FATA Automation
7    Armstead Technologies                   32    Forberg Scientific
8    ASCO Numatics                           33    Fronius USA LLC
9    Augment Capital                         34    Fulcrum Composites
10   Automation & Modular Components         35    Gexpro
11   AVL                                     36    Grand Transformers Inc
12   Bauer Power                             37    Guardian Industries Corp.
13   Carbone of America - Ultra Carbon Div   38    Harley Ellis Devereaux
14   Cobasys                                 39    Harlo Corporation
15   Coffman Electrical Equipment Co.        40    Hemlock Semi-Conductor
16   Conestoga-Rovers & Associates           41    HS Die & Engineering Inc.
17   Continental Corp.                       42    ICR-Industrial Control Repair
18   Contractors Building Supply             43    Integrity Desing & Mfg.
19   Controlled Power                        44    Intellicon, Inc.
20   Cosma Engineering, div of Magna         45    Intricate Grinding & Machine
21   Creative Foam Corp.                     46    Invensys Controls
22   Delphi Corporation                      47    IPR Center Plastics.
23   Detroit Electrical Services             48    J King Solar Technologies
24   Dow Corning - Solar Business Unit       49    JD Candler Roofing Company
25   Dunnage Engineering, Inc.               50    Kerkau Manufacturing

      www.kinetikpartners.com  Kinetik Partners                                           Project Number and Name
Michigan Solar Supply Chain

51   Knight Global                          77    Power Panel
52   Koops Inc.                             78    PrimeStar Solar
53   K-Space                                79    Progressive Dynamics Medical
54   KUKA System Corporation NA             80    Progressive Technologies
55   LMS                                    81    Promess Inc.
56   Lotus International Company            82    Puritan Automation
57   Luma Resources                         83    Raven Engineering Inc.
58   Madison Electric                       84    Ricardo Inc
59   MAGNA - Cosma International            85    RMMP Testlab
60   Marelco                                86    RS Electronics
61   MARELCO Power Systems                  87    Sharp Electrical/Energy Services
62   Masterline Design & Mfg.               88    SIPCO MLS
63   Merrill Fabricators & Tool             89    SKF
64   Metro Welding Supply Corp              90    SSOE Inc.
65   Michigan Industrial Controls           91    The AIM Industrial Group
66   Midbrook                               92    Top Craft Tool
67   Midland Tomorrow                       93    Top Line Electric LLC
68   Miller Tool & Die                      94    United Solar Ovonic
69   MxLaren Performance Technologies       95    Utica Enterprises
70   Myles Group                            96    Vehma International
71   Newkirk Electric                       97    Viking Products
72   Nextek Power Systems                   98    Visteon Corp
73   Ort Tool and Die                       99    Vogel Industries
74   Outbound Technologies                 100    Wacker Chemie
75   Patriot Solar Group                   101    Weldall Corporation
76   PJF                                   102    Windemuller

      www.kinetikpartners.com  Kinetik Partners WTI/Integrity Design/Warnke Tool
                                          103                                        Project Number and Name
Detroit | Barcelona


Pedro Guillen, Partner             Dan Radomski, Partner
Technology & Business Innovation   Industry & Government Affairs
pedrog@kinetikpartners.com         danr@kinetikpartners.com
248.921.543                        248.721.3192


Guy M.R. Reed                      Debora Peralta
International Partnerships         Market Research and Analysis
guy.reed@kinetikpartners.com       Debora@kinetikpartners.com
+34.93.554.3000                    678.641.7575

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April 2011 - Michigan Energy Forum - Dan Radomski

  • 1. Kinetik Partners Solar Technologies Pedro Guillen Dan Radomski This proposal contains Kinetik Confidential & Proprietary information and is intended only for use by the named client. This information may not be shared with any other entities without receiving written permission from Kinetik. Kinetik Partners | C O N F I D E N T I A L
  • 2. Solar Thermal Sunlight to Heat Pool Heating Water Heating and Space Heating www.kinetikpartners.com  Kinetik Partners Project Number and Name
  • 3. Parabolic Trough Sunlight to Heat, then Heat to Electricity Trough fields provide high-temperature fluid for boiling water and providing steam for Rankine steam power-cycles. www.kinetikpartners.com  Kinetik Partners Project Number and Name
  • 4. Dish/Engine System Parabolic Dish converts Sunlight to Heat Sterling Engine coupled to a Generator converts Heat to Electricity www.kinetikpartners.com  Kinetik Partners Project Number and Name
  • 5. Power Tower System Mirrors direct sunlight generating heat Heat is used to make electricity (for example steam turbine) www.kinetikpartners.com  Kinetik Partners Project Number and Name
  • 6. Photovoltaics (PV)  Absorber converts light into electricity – Silicon Wafer o Multicrystalline o Monocrystalline – Thin Film o Silicon – Amorphous (UniSolar) – Microcrystalline (Applied Materials) – String Ribbon (Evergreen Solar) o CdTe (First Solar) o CIGS (Global Solar / Dow Chemical) o In development – Organic semiconductors (Global Photonic) – Nano-dots www.kinetikpartners.com  Kinetik Partners Project Number and Name
  • 7. Thin Film PV Materials  Amorphous Silicon • Copper Indium Gallium – A non-crystalline form Diselenide (CIGS) of silicon, like glass – Highest efficiency at 19.9% – Deposited directly onto a range (NREL) of rigid and flexible materials – High absorption coefficient – Inexpensive, but lower efficiency and current density (unless equipped to capture a – Long-term reliability wide variety of light streams) – Multi-junction  Copper Indium Diselenide (CIS) • Cadmium Telluride (CdTe) – Very high absorption – Can be alloyed with Zinc, Mercury, & others to vary its characteristics and performance – Ideal band-gap & active R&D area www.kinetikpartners.com  Kinetik Partners Project Number and Name
  • 8. Historic Maximum PV Cell Efficiencies Source: NREL www.kinetikpartners.com  Kinetik Partners Project Number and Name
  • 9. Michigan Solar Supply Chain 1 ABB Inc. 26 Eaton Electrical Sensing and Controls 2 Accro-Seal 27 Electronic Solutions 3 ADAC Automotive 28 EMC2 INC 4 ADCO Circuits 29 Erie Technologies 5 Agritek Industries, Inc. 30 Evergreen Solar 6 Anderson Consulting Associates 31 FATA Automation 7 Armstead Technologies 32 Forberg Scientific 8 ASCO Numatics 33 Fronius USA LLC 9 Augment Capital 34 Fulcrum Composites 10 Automation & Modular Components 35 Gexpro 11 AVL 36 Grand Transformers Inc 12 Bauer Power 37 Guardian Industries Corp. 13 Carbone of America - Ultra Carbon Div 38 Harley Ellis Devereaux 14 Cobasys 39 Harlo Corporation 15 Coffman Electrical Equipment Co. 40 Hemlock Semi-Conductor 16 Conestoga-Rovers & Associates 41 HS Die & Engineering Inc. 17 Continental Corp. 42 ICR-Industrial Control Repair 18 Contractors Building Supply 43 Integrity Desing & Mfg. 19 Controlled Power 44 Intellicon, Inc. 20 Cosma Engineering, div of Magna 45 Intricate Grinding & Machine 21 Creative Foam Corp. 46 Invensys Controls 22 Delphi Corporation 47 IPR Center Plastics. 23 Detroit Electrical Services 48 J King Solar Technologies 24 Dow Corning - Solar Business Unit 49 JD Candler Roofing Company 25 Dunnage Engineering, Inc. 50 Kerkau Manufacturing www.kinetikpartners.com  Kinetik Partners Project Number and Name
  • 10. Michigan Solar Supply Chain 51 Knight Global 77 Power Panel 52 Koops Inc. 78 PrimeStar Solar 53 K-Space 79 Progressive Dynamics Medical 54 KUKA System Corporation NA 80 Progressive Technologies 55 LMS 81 Promess Inc. 56 Lotus International Company 82 Puritan Automation 57 Luma Resources 83 Raven Engineering Inc. 58 Madison Electric 84 Ricardo Inc 59 MAGNA - Cosma International 85 RMMP Testlab 60 Marelco 86 RS Electronics 61 MARELCO Power Systems 87 Sharp Electrical/Energy Services 62 Masterline Design & Mfg. 88 SIPCO MLS 63 Merrill Fabricators & Tool 89 SKF 64 Metro Welding Supply Corp 90 SSOE Inc. 65 Michigan Industrial Controls 91 The AIM Industrial Group 66 Midbrook 92 Top Craft Tool 67 Midland Tomorrow 93 Top Line Electric LLC 68 Miller Tool & Die 94 United Solar Ovonic 69 MxLaren Performance Technologies 95 Utica Enterprises 70 Myles Group 96 Vehma International 71 Newkirk Electric 97 Viking Products 72 Nextek Power Systems 98 Visteon Corp 73 Ort Tool and Die 99 Vogel Industries 74 Outbound Technologies 100 Wacker Chemie 75 Patriot Solar Group 101 Weldall Corporation 76 PJF 102 Windemuller www.kinetikpartners.com  Kinetik Partners WTI/Integrity Design/Warnke Tool 103 Project Number and Name
  • 11. Detroit | Barcelona Pedro Guillen, Partner Dan Radomski, Partner Technology & Business Innovation Industry & Government Affairs pedrog@kinetikpartners.com danr@kinetikpartners.com 248.921.543 248.721.3192 Guy M.R. Reed Debora Peralta International Partnerships Market Research and Analysis guy.reed@kinetikpartners.com Debora@kinetikpartners.com +34.93.554.3000 678.641.7575