環境/新エネルギーで日本再ブレイク

抄録

The world major countries, in cooperation with the Green New Deal Revolution of President Obama proposal, has begun to move for large-scale economic measure that invest in environment and energy field chiefly all at once. Therefore, Green New Deal measure became the key word to overcome a global economic crisis. The measure is not aiming to built road, buildings etc., but trying to create new industry by environment and energy.
And also it creates new employment.
More than 40 trillion yen scale investment is already settled in various countries(government level) in the world. It seems that the inv. finally reaches 100 trillion yen. This will stimulate private 200 trillion yen CAPEX, and in the end, environmental/energy new industrial market of 700 trillion yen scale will be created.
In PV field, Japanese solar panel makers are accelerating CAPEX, and the amount of CAPEX will reach the semiconductor industry level after 2010. The PV that utilized a natural energy, the rapid spread advances worldwide. Japan have maintained the first place in the world once for several years, however, in 2007, blundered in Germany, Spain, and Japan fell to the third place. Now, domestic solar panel makers are poised to hold world hegemony again by those CAPEX. I predict that the positive investment will continue in future.
In Europe, introduction of Wind power generation advances rapidly. The main reason is the cost reduction. 10 years ago, the cost was 10 yen/kWh, but nowadays, it is 7 yen/kWh that is same as nuclear generation level. In France, the government announced the introduction of 6GW wind power generator on the sea by 2020.
On the other hand, Chinese government announced the positive introduction of renewable energy, such as PV, wind power generation, Biomass generation and etc., and the total amount will reach 13 times of the level in 2008 in 2020. The investment will reach up to 60 trillion yen, however, if it include not only the generation plants but also the CAPEX of material suppliers, 100 trillion yen scale of investment will be performed in China.