The Emerging Markets of Global Climate Change Monetizing

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The Emerging Markets of Global Climate Change Monetizing Greenhouse Gas Reductions in the United States Lauren Kimble Blue Source The Next 25 Minutes: 1) Global Warming as a Global Marketplace Global Warming & Sustainability in the United States Monetizing Greenhouse Gas Emission Greenhouse Reductions in the US 2) 3) 4) Blue Source – Early Leadership What is Global Warming? „ The planetary greenhouse effect Political, economic and social implications „ Global Greenhouse Gas Market „ Kyoto Protocol ratified by 136 nations nations • including all developed countries with the exception of the United States and Australia „ „ European Union ETS began operation in January 2005 January Point Carbon predicts the global market for greenhouse gases will be worth $45 billion by 2010 Domestic GHG Market „ „ No federal legislation on the horizon Regional and state initiatives growing Corporate Views in the US – What is the motivation to buy? „ Shareholder initiatives to assess and manage greenhouse gas risk continue to increase Sustainability leadership-triple bottom line Social Responsibility Economic Value „ Environmental Stewardship Natural Resources Global Warming Our View of the Domestic Landscape for 2005 „ „ „ „ „ Growing role of state/regional regulatory influence Growing proactive role of large emitters in managing risk (vs. accessing risk) Growing development of market infrastructure (inventories, protocols, registries, offsets, etc.) Focus on influence of federal policy with little federal regulatory action Developing market: linkage, convergence, diversification What is greenhouse gas emission reduction trading? „ Greenhouse gases include CO2, CH4, N2O, industrial gases Unit (metric tonne CO2 equivalent) Valuing avoidance Cash Certification „ „ Emission Reductions How to monetize ghg emission reductions in the US „ Establishing a baseline • Quantify baseline emissions and baseline scenario • Maintaining data records (pre-project) • Register and report emission reductions with multiple registries: US DOE 1605b Voluntary Greenhouse Gas Registry „ California Climate Action Registry „ How to monetize ghg emission reductions in the US „ Marketing emission reductions • Clear title • Third party verification • Vintage year transaction • Significant quantity „ 0.000404 tonnes CO2e / scf CH4 Blue Source at a glance… „ „ „ „ „ „ „ „ GHG emission reduction supplier, aggregator, portfolio and risk mitigation tools Largest US aggregator (>150 million tonnes thru 2012) Risk mitigation instruments (Carbon Bonds, Ghg Risk Transfer, etc.) Completed largest public transactions to date Completed largest number of US transactions to date (32 million emission reductions) 7 years experience co-developing GHG emission reduction projects Many offset types, including geologic sequestration, energy conservation management, methane destruction, transportation, cogeneration and others Both Fortune 500 and small company suppliers Contact Information Lauren Kimble Director, Sourcing & Engineering Blue Source, LLC 48 Market Street, Suite 220 Salt Lake City, Utah 84101 lpr@ghgworks.com (801) 322-4750 www.ghgworks.com

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