Table of Contents

Executive Summary

E.1 The Need for Advanced Materials and Components in the Smart Grid
E.1.1 Why Smart Grids are Real
E.1.2 Smart Grids' Need for Advanced Materials
E.2 Opportunities for Compound Semiconductors in Smart-Grid Power Electronics
E.2.1 Lessons from the Compound Semiconductor Industry
E.2.2 Advanced Materials and Next-Generation Power Electronics
E.2.3 Firms to Watch
E.3 Composite Cabling Opportunities in the Smart Grid
E.4 Opportunities for Superconductors in the Smart Grid
E.4.1 Firms to Watch in the Superconducting Cable Space
E.5 Opportunities for Nanotechnology and Nanomaterials in the Smart Grid
E.5.1 Nanomaterials in Dielectrics
E.5.2 Nanotube Wires in the Grid
E.6 Opportunities for Advanced Materials in Smart-Grid Storage
E.6.1 Lead-Acid and Lead-Carbon Batteries
E.6.2 NaS Batteries
E.6.3 Vanadium Redox Systems
E.6.4 Zinc Bromine and Other Hybrid Flow Battery Systems
E.6.5 Ultrabatteries
E.6.6 Supercapacitors in the Grid
E.7 Summary of Eight-Year Forecasts of Advanced Materials and Related Components in Smart Grids

Chapter One: Introduction

1.1 Background to this Report
1.1.1 Advanced Materials and Smart-Grid Technologies
1.1.2 Smart-Grid Cabling and Novel Conducting Materials
1.1.3 SF6 Elimination and New Dielectrics
1.1.4 Power Electronics for the Smart Grid: New Devices and New Materials
1.1.5 Distributed Energy Storage Technologies
1.2 Goals and Scope of this Report
1.3 Methodology of this Report
1.4 Plan of this Report

Chapter Two: Advanced Smart-Grid Materials Technologies

2.1 Introduction
2.1.1 Advanced Materials and the Need for Grids to Increase Capacity
2.1.2 Advanced Materials, Grids and the Rising Cost of Energy
2.1.3 Materials, Grids, and Current Anxieties: Environment and National Security
2.1.4 Energy, Deregulation, Grids and Advanced Materials
2.2 Novel Conductive Materials and the Smart Grid
2.2.1 Composite Conductors
2.2.2 Superconductors
2.2.3 Carbon Nanotubes
2.3 Novel Cable Dielectrics and the Smart Grid
2.3.1 SF6 Replacement
2.3.2 Improvements in Fiberglass
2.3.3 Nanomaterials for Grid Dielectrics
2.4 Novel Materials for Smart-Grid Power Electronics
2.4.1 The Need for Enhanced Power Electronics in Smart Grids
2.4.2 New Materials for Grid Power Electronics: SiC and GaN
2.5 Novel Materials for Smart-Grid Storage
2.5.1 Lead-Acid and Advanced Lead-Acid Batteries
2.5.2 Metal Hydride Batteries
2.5.3 Sodium Sulfur Batteries
2.5.4 Vanadium Redox and Other Redox Flow Battery Systems
2.5.5 Zinc Bromine and Other Hybrid Flow Battery Systems
2.5.6 Lithium-Ion Batteries
2.5.7 Liquid-Metal Batteries
2.5.8 Ultrabatteries
2.5.9 Supercapacitors in the Grid
2.6 Key Points from This Chapter

Chapter Three: Markets and Applications for New Materials in the Smart Grid

3.1 Smart-Grid Concepts and Markets
3.1.1 Drivers for the Smart Grid
3.1.2 Performance Requirements for the Smart Grid: Beyond the Hype
3.2 Advanced Conductors in the Smart Grid
3.2.1 Smart-Grid Requirements for Advanced Conductors
3.2.2 Roadmap for Smart-Grid Conductors
3.3 Power Electronics in the Smart Grid
3.3.1 Smart-Grid Requirements for Power Electronics
3.3.2 Roadmap for Smart-Grid Power Electronics
3.4 Advanced Dielectrics Market for the Smart Grid
3.4.1 Smart-Grid Requirements for Dielectrics
3.4.2 Roadmap for Smart-Grid Advanced Dielectrics
3.5 Advanced Storage Markets for the Smart Grid
3.5.1 Smart-Grid Requirements for Storage
3.5.2 Roadmap to Smart-Grid Energy Storage
3.6 Key Points From This Chapter

Chapter Four: Eight-Year Forecasts of Advanced Materials and Components for Smart Grids

4.1 Forecasting Methodology
4.1.1 Sources of Data
4.1.2 Economic Assumptions
4.2 Eight-Year Forecast of Non-Silicon Power Electronics for the Smart Grid
4.2.1 Shipments of Non-Silicon Power Electronics
4.2.2 Market for Grid Power Electronics
4.2.3 Eight-Year Market Forecast of Non-Silicon Power Electronics
4.3 Eight-Year Forecast of Advanced Cabling for the Smart Grid
4.3.1 Market for Smart-Grid Cabling
4.3.2 Penetration of Advanced Cabling
4.3.3 Eight-Year Market Forecast of Advanced Cabling Used in Grids
4.4 Eight-Year Forecast of Advanced Materials for the Smart Grid: Dielectrics
4.4.1 Forecast of SF6 Replacement Materials
4.4.2 Forecast of Nanomaterial Dielectrics for the Grid
4.5 Eight-Year Forecast of Advanced Materials for the Smart Grid: Storage
4.5.1 Technology and Market Data Shaping Forecasts: Grid Batteries
4.5.2 Market Forecasts: Grid Batteries
4.5.3 Technology and Market Data Shaping Forecasts: Grid Supercapacitors
4.5.4 Market Forecasts: Grid Supercapacitors
4.6 Summary of Eight-Year Forecasts of Advanced Materials and Components for Smart Grids
Abbreviations and Acronyms Used in this Report
About the Author

List of Exhibits

Exhibit E-1: Reasons Why the Smart Grid is Real
Exhibit E-2: Opportunities for Advanced Materials in the Smart Grid
Exhibit E-3: Opportunities for Advanced Materials in the Smart-Grid Power Electronics
Exhibit E-4: Value of Advanced Materials and Related Components Used in Smart Grids ($ Millions)
Exhibit 2-1: Major Recent Power Blackouts
Exhibit 2-2: Opportunities for Advanced Materials in the Smart Grid
Exhibit 4-1: Market for Non-Silicon Power Electronics Used in the Grid
Exhibit 4-2: 3M Composite Cabling Shipments in the Past Year
Exhibit 4-3: AMSC Superconductor Projects
Exhibit 4-4: Market for Advanced Cabling Used in the Smart Grid
Exhibit 4-5: Market for Advanced Dielectrics Used in the Grid
Exhibit 4-6: Worldwide Market for Smart-Grid Chemical Storage Batteries (MWh Storage)
Exhibit 4-7: Worldwide Market for Smart-Grid Chemical Storage Batteries ($ Millions)
Exhibit 4-8: Worldwide Market for Smart-Grid Supercapacitors
Exhibit 4-9: Value of Advanced Materials and Related Components Used in Smart Grids ($ Millions)