2011.10.19-naem-tuscon

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    For More Info!!

    www.andrewwinston.com!Slides available in PDF!!

    Twitter: GreenAdvantage!!

    [email protected]!Please send me your stories!!

    !Thank you!

    !

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    Green Recovery!Why the Greening of Business is Unavoidable

    and !How Leaders Profit by !

    Getting Lean, Smart, and Heretical!!Andrew Winston

    !NAEM19th Annual EHS Management Forum

    Tuscon, AZ

    October 19, 2011

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    ALL SLIDES

    Andrew Winston, 2006

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    Security? Theres a tree in my office.

    www.andrewwinston.com

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    Production!

    Greenhouse Gases!

    www.andrewwinston.com

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    COP15, from kriskrug.com

    www.andrewwinston.com

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    ALL SLIDES

    Andrew Winston, 2006

    www.andrewwinston.com

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    ALL SLIDES

    Andrew Winston, 2006

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    Americas current energy system is

    deficient in ways that cause serious harmto our economy, our national security,

    and our environment.!

    We must make a serious commitment tocleaner, more efficient technologiesincluding both robust, public investments

    [and] policy reforms to deploy these

    technologies on a large scale.!American Energy Innovation Council

    (Bill Gates, Jeff Immelt, John Doerr, Chad Holliday, Ursula Burns)

    $2.2trillionby2020

    GEtoBuildAmericas

    LargestSolarPanelFactoryOctober13,2011

    www.andrewwinston.com

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    GermanysRadical

    GreenEnergyPath

    SouthKoreaGoingforGreen(2%ofGDP)

    Chinatoinvest2trillion

    yuaninlow-carboneconomyReuters,September25,2011

    BritainAnno

    uncesAmbit

    ious

    EnvironmentalSteps

    Sixnations,ledbyJapan,hold80%ofclean

    energypatents

    theprojectofthecentury

    SiemensCEO,PeterLo

    scher

    September19,2011

    www.andrewwinston.com

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    $211B

    www.andrewwinston.com

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    221by2025

    www.andrewwinston.com

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    ChinaSeizesRareEarthMineAreas

    NYTimes,January21,2011

    www.andrewwinston.com

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    CoalshortfallfromQueenslandfloods

    WSJ,January11,2011

    RussiaBansExportsofWheat

    NYTimes,August6,2010

    A Warming Planet Struggles to Feed ItselfNY Times, June 4, 2011

    Ironhasa1in2.2millionchancethatitis

    stillonitsoriginaldecliningpricetrend

    JeremyGrantham,AssetManager

    www.andrewwinston.com

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    www.andrewwinston.com

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    www.andrewwinston.com

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    550 institutional investors

    $71,000,000,000,000

    www.andrewwinston.com

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    Total Return % (US$)!CDP Leaders vs. Market!

    www.andrewwinston.com

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    HERE!S!

    O!LTERNATIVE!

    T!I!

    N!!!A!

    www.andrewwinston.com

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    Esty/Winston, Green to Gold, 2006

    Upside

    Downside

    More Certain Less Certain

    COSTS RISKS

    REVENUES INTANGIBLES

    Innovation and Value

    www.andrewwinston.com

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    ? ? ? ? ?

    ? ? ? ? ?? ? ? ? ?

    20 million metric tons

    www.andrewwinston.com

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    BTtoRequireCarbon

    ManagementFromSuppliersMarch,2011

    AT&TtoSpendMorewith

    SuppliersThatTrackCarbon

    June,2011HalfofMultinationalstoChoose

    SuppliersBasedonCO2Emissions

    September26,2011

    www.andrewwinston.com

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    Do you measure carbon emissions?!RFP Questions from Corporate/Group Customers!

    Do you have an emissions reduction programme?!

    Is your hotel green building certified? Specify!Do you purchase renewable energy?!

    Whats your energy consumption in kwh per year, per room?!

    Do you have a waste reduction program? Compost?!

    Do you have an environmental policy or committee?!

    Do you use environmentally friendly cleaning products?!

    Do you have a roadmap ofsustainabilityprograms to implement?!

    Do you use waste water to irrigate gardens or golf courses?!

    Please provide documentation!

    Whosgoingtoanswerall

    thesequestions?Whatdoescompliance

    meantoday?

    www.andrewwinston.com

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    ALL SLIDES

    Andrew Winston, 2006

    RoHS, REACH

    TSCACA, ME

    Canweavoidthisaltogether

    (cradle-to-cradle)?

    www.andrewwinston.com

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    3rd button

    Tiebreaker

    Or Deal Breaker?

    www.andrewwinston.com

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    GetCrea(veGetLean

    GetEngagedGetSmart

    Keys to Creating Green Value

    Copyright , Andrew Winston, Green Recovery, 2009

    Passion

    Data

    $$$

    Knowledge

    Data

    IdeasWhatsYourHeresy?

    4xEPS

    www.andrewwinston.com

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    Get Smart

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    1 Billion Gallons

    Save Money!

    www.andrewwinston.com

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    Drive Performance and Competition!

    www.andrewwinston.com

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    Fertilizer(35%)

    Distribution(22%)

    Manufacturing

    (24%)

    Packaging(15%)

    Use(3%)

    Locate the Real Footprint!

    www.andrewwinston.com

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    Find Market Openings, Focus Innovation!

    TideAimstoConvert1Million

    HouseholdstoColdwaterWashing

    September29,2011

    www.andrewwinston.com

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    Value Nature/Externalities!

    www.andrewwinston.com

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    Get Lean

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    Set GHGEmissions

    Targets

    74%

    Source: Carbon Disclosure Project

    S&P and Global 500(CDP Respondents)

    2011www.andrewwinston.com

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    ActiveEmissionsReduction

    Initiatives97%

    Source: Carbon Disclosure Project

    S&P and Global 500(CDP Respondents)

    2011www.andrewwinston.com

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    Lighting

    Cooling

    Pumps

    CompressedAirHeating

    Ovens

    www.andrewwinston.com

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    ALL SLIDESAndrew Winston, 2006

    outside air economizationinstead of mechanical cooling

    DoesadatacenterneedA/C?

    www.andrewwinston.com

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    ZeroWaste

    ZeroCarbonZeroToxicity

    www.andrewwinston.com

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    Culture:

    Decision-Making

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    2 Years! 6 Years!Payback!Hurdle

    !X

    !One Project: 3-Year Payback!

    Timberland: A Tale of Two Retrofits!

    www.andrewwinston.com

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    www.andrewwinston.com

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    Treasure Hunt! X-functional teams! 70 projects (most

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    Setasidefunds

    forgreen

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    Predictions/Realities Compliance broadening!

    Transparency growing

    ! Resources tightforever! Climate, weather, water challenges worsen

    (But, skepticism remains a problem)! Flexible, open innovators win!

    Priorities Get lean: Radical efficiency innovation! Get smart: Full value chain (directional) footprint! Get open: Internal and external transparency!

    Get engaged: Integrate, fight sustainability-isolation its everyones job!

    Get heretical and innovative: ! Re-imagine the business proposition! Invite many voices into the process!

    www.andrewwinston.com

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    Get Creativeand Heretical

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    28,500,000 miles

    3,000,000 gallons

    UPSBoostsMileage40%withPrototy

    pe

    PlasticVanMay16,2011

    www.andrewwinston.com

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    MaybeWasteManagement

    shouldactuallymanagewaste

    www.andrewwinston.com

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    Whatifwepitchedcustomerson

    usinglessofourproduct?

    www.andrewwinston.com

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    Askcustomerstohelpandbe

    lesscomfortable?!

    www.andrewwinston.com

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    $500Whats

    YourHeresy?

    www.andrewwinston.com

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    If Not Us, !Then Who?!If Not Now, !Then When?!!www.andrewwinston.com

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    For More Info!!

    www.andrewwinston.com!Slides available in PDF!!

    Twitter: [email protected]!

    Please send me your stories!!Thank you!!