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Deutsche Bank Asian Alternative Energy Universe........................ 6
Deutsche Bank’s Asian alternative energy stocks.....................................................................6
General sector valuation methodology and risks ......................................................................6
Wind.................................................................................................. 26
Wind power basics .................................................................................................................26
Technology overview ..............................................................................................................26
Wind power capacity growth..................................................................................................27
Wind power generation cost...................................................................................................29
Wind industry value chain .......................................................................................................30
Wind turbine/components manufacturer ................................................................................30
Wind farm developer ..............................................................................................................33
Frequently asked questions on wind ......................................................................................34
Glossary .................................................................................................................................35
Risks ......................................................................................................................................36
Solar photovoltaic ........................................................................... 37
Solar photovoltaic basics ........................................................................................................37
Solar PV market capacity growth ............................................................................................38
Solar PV cost breakdown........................................................................................................38
Solar photovoltaic industry supply chain .................................................................................39
Frequently asked questions on solar.......................................................................................43
Glossary .................................................................................................................................44
Risks ......................................................................................................................................45
Hydro ................................................................................................ 47
Hydro power basics ................................................................................................................47
Hydropower capacity growth..................................................................................................48
Hydropower generation costs.................................................................................................50
Hydropower value chain .........................................................................................................50
Frequently asked questions on hydro .....................................................................................51
Glossary .................................................................................................................................52
Risks ......................................................................................................................................52
Nuclear ............................................................................................. 53
Nuclear power basics .............................................................................................................53
Nuclear power capacity growth ..............................................................................................54
Nuclear power technology......................................................................................................55
Nuclear power generation costs .............................................................................................57
Nuclear value chain .................................................................................................................58
Nuclear power plant developers .............................................................................................58
Nuclear power equipment makers..........................................................................................58
Construction, installation and maintenance providers.............................................................60
Fuel processing and nuclear waste treatment ........................................................................60
Frequently asked questions on nuclear...................................................................................62
Glossary .................................................................................................................................62
Risks ......................................................................................................................................64
Geothermal power .......................................................................... 65
Geothermal power basics.......................................................................................................65
Geothermal technology...........................................................................................................65
Geothermal heating pump systems........................................................................................66
Geothermal power capacity growth........................................................................................67
Geothermal power generation costs ......................................................................................68
Geothermal value chain...........................................................................................................69
Frequently asked questions on geothermal ............................................................................69
Glossary .................................................................................................................................70
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