Insights

 

Cleantech
April 09, 2010 Posted by

The increasing integration of intermittent renewable energy sources such as wind and solar onto the grid has the potential to negatively impact overall electric reliability. Utilities and regulators at the state and federal level have promoted a number of pilots to explore new grid storage technologies, including flow batteries, compressed air energy storage, and flywheels. However, the benefits to the grid straddle jurisdictional boundaries between generation, transmission, and distribution. How should storage be paid for and by whom? What will be the public reaction in terms of siting, permitting, and local NIMBY resistance? How big a role can storage ultimately play in achieving renewable energy mandates, such as California’s 2020 RPS?

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Cleantech
April 09, 2010 Posted by
The U.S. has subsidized rooftop solar PV primarily through a combination of federal tax incentives and utility-administered programs. At the same time, Germany, Japan, and Spain have all achieved explosive growth in their renewable energy markets in recent years through Feed-in Tariffs (FiTs), where a government policy directly sets the subsidy price to eligible consumers. Many are now advocating that the FiT model should be applied in the U.S. Others are questioning what impact it would have in the market and whether the structure of incentives leads to different technology choices by consumers.
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Cleantech
April 09, 2010 Posted by
Cleantech is a new sector that lacks a history of serial entrepreneurship and experienced angel investors that can help coach and fund young companies. With insufficient private capital going to seed funding in the current market, young companies are seeking strategies to get them to the point of venture readiness. Challenges and opportunities for commercializing promising new energy technologies may be hiding in government, corporate and academic research labs. In addition, public sector may play an important role in innovation beyond funding of basic research — through ARPA-E and stimulus programs — and in filling the funding gap for cleantech start-ups at the earliest seed stage.
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Global Edge
April 08, 2010 Posted by
China is one of the fastest-growing economies of the world and plays an increasingly important role in the global economy, especially for U.S. technology companies. This free, informational replay of SVB's Web seminar discusses the economy, the currency regime and the regulatory framework of China.
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Economic Outlook
April 06, 2010 Posted by
The bond market seems to be screaming in favor of "bad medicine" in the form of higher interest rates.

Over the last two weeks, the 10-year yields have risen close to 30 basis points. The latest burst came after Friday's employment figure release showed an additional 162,000 workers added to payrolls last month.
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FX Outlook
April 06, 2010 Posted by
While the USD has appreciated broadly against the major currencies during Q1 2010, it has failed to appreciate against the JPY, and USD/JPY has been relatively stable.
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Observation Deck
April 01, 2010 Posted by
In response to the severe market disruption to the economy two years ago, the Federal Reserve created multiple liquidity programs aimed at stabilizing the financial system. Since then, market conditions have improved and the Fed is now tasked with implementing a strategy to normalize monetary policy.
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Quarterly Economic Report
April 01, 2010 Posted by
In recent weeks we have seen interest rates on the rise some 20 percent or more! Of course, that’s only about 20 basis points in the front end, but many believe this indicates a market gearing up for interest rate increases.
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