1. Drew Bennett Smart Grid Industry Analyst and International Trade Specialist U.S. Department of Commerce: International Trade Administration Andrew.Bennett@trade.gov http://www.export.gov/reee/ Global Smart Grid Market Trends and U.S. Government Support for Exporters Trade Talk: Smart Grid Panel on challenges & prospects in the global smart grid market USTDA Headquarters in Arlington, Virginia February 28, 2014

2. Investment Growth and New Dynamics for Electricity Infrastructure 2 International Trade AdministrationU.S. Department of Commerce Total Investment Required for World Energy Infrastructure, 2001 to 2030 = $16 Trillion Trans & Dist = $5.18 Trillion (54%) Source: International Energy Agency Investment in New Power Plants, 2011-2035 OECD, Non-OECD, and World Total ($ Billion) OECDNon-OECDWorld Coal63411511785 Gas372545917 Oil275986 Total Fossil103317552788 Total Nuclear5405851125 Biomass359305664 Hydro27211341406 Wind12109322142 Geothermal284271 Solar PV7015441245 Concentrating Solar129156285 Marine64266 Total Renewable276331155879 Total433654569791 Source: IEA WEO 2011, Totals may not add due to rounding

3. What’s Shaping Export Markets for Smart Grid? 3 International Trade AdministrationU.S. Department of Commerce Economic, Energy, Environmental, and Social Policies Macro Drivers Government investment, finance, and regulatory environment Implementation Challenges Including tariffs, standards/interoperability, and industrial policy factors Trade and Market Access Issues Global investment in grid modernization has the potential to lead to big gains for U.S. exporters

4. U.S Exports of Transmission & Distribution Equipment are Growing 4 International Trade AdministrationU.S. Department of Commerce

5. Top U.S. Export Markets for Transmission & Distribution Equipment 5 International Trade AdministrationU.S. Department of Commerce U.S. T&D Exports to Canada Exceed $650 million

6. Recent Growth Markets: U.S. Transformer Exports in 2013 & 5-Yr Growth Rates 6 International Trade AdministrationU.S. Department of Commerce

7. How can ITA help? 7 International Trade AdministrationU.S. Department of Commerce Trade Missions and Trade Fair Programs Trade Promotion Programs Counseling, matchmaking, marketing, and more In-Country Services Trade negotiations, Advocacy, and regional/bi-lateral forums Addressing Trade Barriers Market Development Cooperator Program, RE4I, and inter-agency Industry- Specific Programs

8. How else can ITA help? Top Prospects Study: Smart Grid Export Markets 8 International Trade AdministrationU.S. Department of Commerce The Smart Grid Top Markets Study for US Exporter will help prioritize U.S. Government export promotion efforts and target resources toward markets most likely to result in increased U.S. smart grid exports while providing advisory and market research services to industry. In-depth analysis of market drivers highlighting national strengths and weaknesses in smart grid development Country-specific case studies with recommendations for U.S. Government actions to boost exports Technical overview of smart grid products and services highlighting unique opportunities for U.S. firms Sub-sector rankings and a wide range of market and trade data.Ranks markets in terms of U.S. smart grid industry export potential