The Green Dollar
Smart Grid

Updates?

Sweden: IT- next generation national broadband network (NGNBN)= opportunity to decrease home energy usage.

Accenture= design and implement pilot project for more energy-efficient power grid

EMA (hardware)= smart meters in system leverage in NGNBN and other communication platforms.

IES pilot set up between now and 2012. 30 million funded by government and Singapore power.

All above belongs to the infrastructure phase.

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Blackrock: Profile

Blackrock is focused on companies that

1. have individual stock specific catalysts to release additional value

2. benefit the most from an improvement in the macro environment, through either higher oil prices or increased industry capital expenditure.

3. oil services

(Backdrop of oil price driven earnings revisions is a positive one, there are many company-specific factors to highlight even in flat price environemnt. Companies that are low-cost producrs and have strong resource positions, and high impact exploration programmes that are attracting value.)

For more information, contact:
Robin Batchelor, MD, portfolio manager and joint chief investment officer of blackrock's natural resources equity team, or Poppy Allanby: fund manager of Blackrock's natural resources equity team.

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