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April 20 th , 3:30-5:00 2009 MEP National Conference Climate Change: Current Policy Landscape and Implications for U.S. Industry Speakers:  Tom Olson, Environmental Defense Fund Bob Baugh,  AFL-CIO Industrial Union Department
Climate Change ……….. ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Why we need to act on climate change…..a very short course Climate Change 101
 
 
Emissions this decade have been worse than the “worst case” imagined in 2000
Absent strong action, the U.S. will be dramatically hotter within your lifetime ,[object Object],[object Object]
 
So what are lawmakers  trying to do to protect us? ,[object Object],[object Object],[object Object],[object Object],[object Object]
The common theme of all these policies…. ,[object Object],[object Object],[object Object]
President Obama – 4/18/09 ,[object Object]
What does this mean for manufacturers?   ,[object Object]
Traditional MEP focus:  Lean Manufacturing ,[object Object],[object Object],[object Object],[object Object],[object Object]
Traditional MEP focus:  Lean Manufacturing ,[object Object]
LessCarbonMoreJobs.org Environmental Defense Fund
There are 8,000  parts in a wind turbine   --  Liz Salerno, AWEA ,[object Object],[object Object],[object Object],[object Object],[object Object]
“ We just make screws and bolts – tower bolts, nacelle bolts, blade bolts – not nuts or anything else.  But we think of ourselves as the Cadillac of bolts.”   -- Dan Alvarez, product manager, Cardinal Fasteners
250 Climate Solutions: New Economy + Old Economy
[object Object],[object Object],[object Object],[object Object],[object Object],Project Sponsors:
Project author :  Duke University Center on Globalization, Governance & Competitiveness Value chains for 7 climate solutions … LED Lighting Concentrated (Thermal) Solar Auxiliary Power Units Management of hog waste High Performance Windows Waste heat recovery (new) Electric hot water heat pumps (new)
It’s just a window.
Raw Materials Components Finished Products Retailers & Wholesalers
Silica Nickel Chromium Polystyrene Foam Argon Aluminum Fiberglass Vinyl Lumber Krypton Titanium Dioxide Silver Raw Materials
7 Major Components: Low-e Coatings Flat Glass Spacers Gas Fills Backer Rods Flanges Frames Components
Anderson Jeld-Wen Masonite Int. Pella Atrium Fortune Brands Marvin MI Windows Milgard Ply Gem Weather Shield Finished Products
Lowe’s Home Depot 84 Lumber Stock Building Supply Renewal by Anderson Detroit Door Jefferson Door Bee Window Matthew’s Pacific Mutual Retailers & Wholesalers
It’s not just a window.
Map 1: Top U.S. Component and Window Manufacturers Source: Swanson, John G. (2008, February 1). Top Manufacturers of 2008:  It's Been a Tough Year.  Windows & Doors .
311  U.S. LED Supplier Firms, 2008   SOURCE: CGGC, based on LEDs Magazine, LED Suppliers Directory 2008
[object Object],[object Object],[object Object],Environmental Defense Fund, Roberts, 2009
Cree, Inc. Employees, 2002-2008 Source: CGGC, based on Cree, Inc. 2002, 2003, 2004, 2005, 2006, & 2007, 2008 Annual Reports   Environmental Defense Fund, Roberts, 2009
Less Carbon = More Jobs Environmental Defense Fund, Roberts, 2009
Environmental Defense Fund, Roberts, 2009
Environmental Defense Fund, Roberts, 2009
LessCarbonMoreJobs.org
www.LessCarbonMoreJobs.org Environmental Defense Fund, Roberts, 2009
www.LessCarbonMoreJobs.org
www.LessCarbonMoreJobs.org
Old Economy Skilled labor Key components Raw Materials Low  Carbon Economy New Economy Sustainable Technologies Renewable Energy Energy Efficiency + =
2002 2006 2003 2004 2005 2007 25 20 15 10 5 0 30 35 Millions Invested (Bars) Number of Companies (Line) Source:  Cleantech Group RPS Passed AB32 Introduced AB32 Passed Post AB32: 98% CAGR (05-07) Pre-AB32: 20% CAGR (02-04) Green Investment in California
2002 2006 2003 2004 2005 2007 10 8 6 4 2 0 12 14 Millions Invested (Bars) Number of Companies (Line) Source:  Cleantech Group Green Investment in Ohio Numbers are 10x smaller than California chart
April 20 th , 3:30-5:00 ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],2009 MEP National Conference

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Climate Change: Current Policy Landscape and Implications for U.S. Industry

  • 1. April 20 th , 3:30-5:00 2009 MEP National Conference Climate Change: Current Policy Landscape and Implications for U.S. Industry Speakers: Tom Olson, Environmental Defense Fund Bob Baugh, AFL-CIO Industrial Union Department
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  • 3. Why we need to act on climate change…..a very short course Climate Change 101
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  • 6. Emissions this decade have been worse than the “worst case” imagined in 2000
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  • 17. “ We just make screws and bolts – tower bolts, nacelle bolts, blade bolts – not nuts or anything else. But we think of ourselves as the Cadillac of bolts.” -- Dan Alvarez, product manager, Cardinal Fasteners
  • 18. 250 Climate Solutions: New Economy + Old Economy
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  • 20. Project author : Duke University Center on Globalization, Governance & Competitiveness Value chains for 7 climate solutions … LED Lighting Concentrated (Thermal) Solar Auxiliary Power Units Management of hog waste High Performance Windows Waste heat recovery (new) Electric hot water heat pumps (new)
  • 21. It’s just a window.
  • 22. Raw Materials Components Finished Products Retailers & Wholesalers
  • 23. Silica Nickel Chromium Polystyrene Foam Argon Aluminum Fiberglass Vinyl Lumber Krypton Titanium Dioxide Silver Raw Materials
  • 24. 7 Major Components: Low-e Coatings Flat Glass Spacers Gas Fills Backer Rods Flanges Frames Components
  • 25. Anderson Jeld-Wen Masonite Int. Pella Atrium Fortune Brands Marvin MI Windows Milgard Ply Gem Weather Shield Finished Products
  • 26. Lowe’s Home Depot 84 Lumber Stock Building Supply Renewal by Anderson Detroit Door Jefferson Door Bee Window Matthew’s Pacific Mutual Retailers & Wholesalers
  • 27. It’s not just a window.
  • 28. Map 1: Top U.S. Component and Window Manufacturers Source: Swanson, John G. (2008, February 1). Top Manufacturers of 2008: It's Been a Tough Year. Windows & Doors .
  • 29. 311 U.S. LED Supplier Firms, 2008 SOURCE: CGGC, based on LEDs Magazine, LED Suppliers Directory 2008
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  • 31. Cree, Inc. Employees, 2002-2008 Source: CGGC, based on Cree, Inc. 2002, 2003, 2004, 2005, 2006, & 2007, 2008 Annual Reports Environmental Defense Fund, Roberts, 2009
  • 32. Less Carbon = More Jobs Environmental Defense Fund, Roberts, 2009
  • 39. Old Economy Skilled labor Key components Raw Materials Low Carbon Economy New Economy Sustainable Technologies Renewable Energy Energy Efficiency + =
  • 40. 2002 2006 2003 2004 2005 2007 25 20 15 10 5 0 30 35 Millions Invested (Bars) Number of Companies (Line) Source: Cleantech Group RPS Passed AB32 Introduced AB32 Passed Post AB32: 98% CAGR (05-07) Pre-AB32: 20% CAGR (02-04) Green Investment in California
  • 41. 2002 2006 2003 2004 2005 2007 10 8 6 4 2 0 12 14 Millions Invested (Bars) Number of Companies (Line) Source: Cleantech Group Green Investment in Ohio Numbers are 10x smaller than California chart
  • 42.