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1、investmentresearchThisrepthasbeenpreparedbyUBSSecuritiesLLC.ANALYSTCERTIFICATIONREQUIREDDISCLOSURESBEGINONPAGE39.UBSdoesseekstodobusinesswithcompaniescoveredinitsresearchrepts.Asaresultinvestsshouldbeawarethatthefirmmayh

2、aveaconflictofinterestthatcouldaffecttheobjectivityofthisrept.Investsshouldconsiderthisreptasonlyasinglefactinmakingtheirinvestmentdecision.??GlobalResearch1April2019NthAmericaAlternativeEnergyExpertCall:Distributedwindp

3、owerslidedeck&tranWehostedacallwithAmericanWindWehostedacallwithRobertYostFounderPresidentDanYostVPofMarketingatAmericanWind.OnthecallwediscussedthemarketfsmallscalehighefficiencywindturbinesincludingAmericanWindsMicroCu

4、beturbinewhichcangenerateelectricityatwindspeedsofjust12mph.ThecallwaspartofourongoingUBSExpertSeriesconferencecallswhichaimtodeepenclientsunderstingofanindustrytopicthroughpresentationsbyQ&Awithindustryexperts.Keytakeaw

5、aysfromthepresentationTheviewsexpressedbelowarethoseofthespeakerdonotnecessarilyreflectthoseofUBS.?AmericanWindisadeveloperofsmallscalewindturbinesdesignedtooperateatlowwindspeeds.AmericanWindsMicroCubeturbineis~9inchesc

6、ubedwitha1kwmaxpoweroutput.MultipleMicroCubescanbechainedtogethertoachievedesiredcapacity.Thecompanyhascompleteditsinitialproductdeploymentscurrentlyhasa$42mnderbacklog.?BecauseofthemodulardesignAmericanWindestimatesthat

7、19MWofMicroCubeturbinescouldbedeployedon1acreofl.Thescalabilityoftheproductallowsfinstallationsnearpointofdemreducingtransmissionlossesintegrationcosts.?AmericanWindisfocusedonservingthecommercialbuildingstargetmarket.Fe

8、xamplethecompanyiscurrentlywkingtopartnerwithhospitalstointegrateturbinesintoHVACductingtoutilizewasteair.?AmericanWindestimatesalevelizedcostof1.52centsperkwhovera30yearlifewith90%uptime.Capitalcostis$0.30watt.Theducted

9、turbinedesignallowsflowerbackpressurehigherpoweroutputatrelativelyslowerwindspeedscomparedtotraditionalwindturbines.SlidedecktranenclosedInthisnotewerepublishtheslidedeckfromthecallcourtesyofAmericanWind.Atranfromourcall

10、followstheslidedeck.EquitiesNthAmericaUtilitiesJonWindhamCFAAnalystjon.windham@16174784711DanielFdCFAAnalystdan.fd@12127132224WilliamGrippinCFAAnalystwilliam.grippin@16174784740NthAmericaAlternativeEnergy1April2019??3opt

11、imizeenergysystem.JoinusfadiscussionontheoutlookfsolarenergyintheU.S.Preregisterherefaccesscodecalendarreminder.PreviousconferencecallsDateGuestspeakersTopic29Mar19eCarUpEVging28Mar19HASIBehindthemeteropptunity22Mar19SEP

12、ATransactiveenergysystems21Mar19NECEnergyStageLithiumionbatterystage20Mar19EvgoEVfastging15Mar19IATAAirlineclimatechangeimpacts14Mar19SEDGDeepdiveondiversificationstrategy8Mar19RMIEconomicsofzeroenergyhomes5Mar19EOSStage

13、Lithiumionbatteryalternatives28Feb19AmericanWindDistributedwindpower27Feb19FabriqEnergyefficiency26Feb19EPA4thNationalClimateAssessment25Feb19EIA2019AnnualEnergyOutlook20Feb19CPowerOceanWaveenergy12Feb19IRENAGeopoliticso

14、ftheenergytransition22Jan19NRELElectrifyingtheUSenergysystem22Jan19UBSAnalyst4Q18earningspreview9Jan19RockyMountainInstituteCpatedemfrenewables8Jan19AmpionCommunitysolar4Jan19UBSGlobalAnalystChinaRecyclingrestrictions19D

15、ec18UNwkinggrouponclimatechangeGlobalwarmingmitigation&impacts13Dec18UBSAnalystUSdemfnewgenerationcapacity13Dec18endAnalyticsEconomicsofgridbatterystage7Dec18AmericanWindEnergyAssociation2019USwindoutlook&trends6Dec18RSG

16、managementTalentManagement3Dec18WMmanagementVolumeoutlook30Nov18DNVGLEnergyoutlookto205029Nov18MomentumDynamicsHighpoweredwirelessEVging28Nov18FerroampSmarthomeenergydevices20Nov18SmartElectricPowerAllianceTrendsinU.S.ba

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