Terry Cooke's Plenary Presentation at the NY Cleantech Investor Forum 2010, held April 19-20, 2010 at the Hilton Hotel, New York City. Organizer: DealFlow Media Website: http://www.dealflowmedia.com/conferences/cleantech_10.cfm

1. Policy, Technology & Investment Trends in China’s Cleantech Market Terry Cooke, PhD Founder, GC3 Strategy www.terrycooke.com/bio.aspx April 19, 2010 1 The Cleantech Investors Forum, New York

2. How Today’s China Arrived Export-led Growth Model The Planned Economy The last 5 Five-Year Plans April 19, 2010 2 The Cleantech Investors Forum, New York

3. Track-record of ‘the Roadmap’ April 19, 2010 The Cleantech Investors Forum, New York 3 Promise Delivery

4. COP15: U.S.-China Fork in Road Clash of Philosophical & Practical Positions The Human Factor Other Irritants Taiwan Arms Dalai Lama Meeting Iran Sanctions Google Currency (April 15th) April 19, 2010 The Cleantech Investors Forum, New York 4

5. U.S.-China Policy Cooperation April 19, 2010 The Cleantech Investors Forum, New York 5

6. Tech Trend: Coal-based Economy April 19, 2010 The Cleantech Investors Forum, New York 6 Coal Consumption by Sector Tech Development Priority Source; EIA

7. Tech Trend: Smart Grid April 19, 2010 The Cleantech Investors Forum, New York 7 China USA

8. Tech Trend: Nuclear 11 of 438 nuclear reactors globally currently in China Projected to expand to 185 by 2100 according to MIT Fast-breeder vs light-water scenarios Cost profile is dramatically different as is orientation to reprocessing April 19, 2010 The Cleantech Investors Forum, New York 8

9. Tech Trend : Solar PV Solar Solar Thermal Installations Cross-Strait Coop - Taiwan Suntech ‘Toyota Strategy’ USA April 19, 2010 9 The Cleantech Investors Forum, New York

10. Tech Trend: Wind Currently, 1% from wind Doubled capacity from 12  25 GW last year Goal of 150 GW by 2020 Largest buyer of wind turbines worldwide April 19, 2010 The Cleantech Investors Forum, New York 10

11. Tech Trend: Biomass/Geoengineering April 19, 2010 The Cleantech Investors Forum, New York 11 Terrestial Efforts Atmospheric & Space Ambitions

12. Investment Driver: Rebalancing Post-Global Recession Post-Copenhagen PRC Demographics Information Access April 19, 2010 The Cleantech Investors Forum, New York 12

13. Investment Driver: SWFs/Reserves SWF Overview SOEs Going Global Strategic State Spending Sustainability Showcase April 19, 2010 13 The Cleantech Investors Forum, New York

14. Investment Driver: Tianjin Showcase Binhai New Area Yujiapu Financial District Sino-Singapore Eco-City Xiangluowan CBD South Port Industrial Area Tianjin Port Free Trade Zone Tianjin Port Industrial Zone Beitang Area Binhai High-tech & Logistics Zone April 19, 2010 The Cleantech Investors Forum, New York 14

16. for free China cleantechnewletter

17. and for dialogue about what matters most to you as an investor about China’s clean energy market