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Quarterly Wrap-ups

Cleantech third-quarter 2012: analysis and outlook

Summary:

The third quarter in cleantech brought into focus the successes and challenges of more-mature companies like Tesla, Airbnb, and Zipcar. It also highlighted energy challenges in India and China. This quarter Tesla’s production schedule came under fire, and share economy leaders Airbnb raised cash while Zipcar struggled with its membership model. Meanwhile the Indian power outage in July prompted questions about how the developing economy will power itself. This quarterly wrap-up discusses these milestones and provides a near-term outlook for trends, technologies, and companies to watch in the next 18 to 24 months.

  1. Table of contents                                                                                                            
  2. Executive summary                                                                                                    
  3. Tesla is setting expectations                                                                              
  4. Trouble brewing for Chinese solar makers                                               
  5. The share economy: successes and disappointments                            
  6. Implications of the power outage in India                                                   
  7. Near-term outlook                                                                                                 
  8. Key takeaways                                                                                                            
  9. About Adam Lesser                                                                                                  
  10. About GigaOM Pro