Innovation &
Commercial Success
in BioRenewables


Daniel N. Robin
Integrated Investments Int'l
What We Do
     BioRenewables commercialization, investing &
                      alliances

In business – exclusively ab...
Agenda
• Define “Food-friendly BioRenewables”
• Renewable Energy & BioFuels
• Bioplastics (bioresins, composites, etc.)
• ...
What’s the problem?
Goal: Energy, Transportation &
           a Livable Environment

A. Importance of Food-friendly and EcoEffective Fuel Solu...
Biofuel Types
• Biohols (alcohols made from renewable raw materials)
   – Burns cleaner, 12% less air pollution for ethano...
Lost in the Maize




Crude Petroleum Price per Barrel            Corn Prices per Ton
                           Food-Frie...
Why corn ethanol (predictably) went wrong



                                 Corn Prices per Ton




                Food...
Prices affected other commodities
Will corn cars and bean buses
 solve this?

Will corn cars
and bean buses
solve this?
Renewable Material Crop Yields
          corn   18
       cotton     35 Gallons per Acre
         hemp     39
    soybean ...
Algae Oil Extraction: Who will be
first?




Credit: Paul Roessler DOE/NREL

Algae Farming
  in Arizona
    Desert
       ...
EcoEffective Energy Worksheet
Three Principles:

1. Energy Balance Ratio: energy needed to produce vs. energy content deli...
Definition of Bioplastics

“Bioplastics” are polymers that can be processed by
established technologies and are either …

...
Bioplastics are not a new idea




      Classic film clip of Henry Ford, 1941
     whacking an early soy composite bumper...
Why Bioplastics?


  Biobased content …
  • Conserves / offsets petroleum
  • Breaks dependence on single feedstock
  • Tu...
Why Biodegradable Plastics?

  Biodegradable materials …

  •   Can be “recycled” through nature, on cue
  •   Less waste;...
Current Stage of Biopolymer Development
               Industry Status as of Spring 2008




                     Confiden...
Industry Scan
     Who are the main players?

A. Commercially Proven Solutions
    1)   NatureWorks PLA & Ingeo
    2)   N...
Industry Scan
A. Commercially Viable Biopolymers

 1. NatureWorks LLC –


 2. Novamont SpA– MaterBi



 3. Cereplast – sta...
NatureWorks LLC


NatureWorks LLC and their Polylactic Acid (PLA) pellets are current market leaders

Began as a $750 mill...
Novamont MaterBi




 European Inventor of the Year 2007
Public Relations Meeting
      July 14, 2006
Industry Scan
   B. Innovative and as yet unproven


1. Metabolix PHAs from GM switch grass (BP)

2. Telles Mirel™ (JV wit...
Industry Scan
C. Emerging & Complementary Advanced Materials


 A.     PLA cross linking, stereo isomers – stronger
      ...
References, Publications & Resources

                 Thanks to Greg Bohlmann, SRI Consulting for supplier, market & proc...
Bibliography & Industry Associations
          Articles & Research Papers                                  BioPlastics Ass...
Innovation and Commercial Success in BioRenewables: Energy, Plastics
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Innovation and Commercial Success in BioRenewables: Energy, Plastics

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Presentation on renewable energy, plastics, and solvents from bio-based sources.

Learn more about Sustainable Business & Design at: http://sustainablelifemedia.com

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Innovation and Commercial Success in BioRenewables: Energy, Plastics

  1. 1. Innovation & Commercial Success in BioRenewables Daniel N. Robin Integrated Investments Int'l
  2. 2. What We Do BioRenewables commercialization, investing & alliances In business – exclusively about sustainability and “cleantech” – since 1985 Involved with bioplastics technology transfer between EU & USA since 1996. Services: • Market Analysis & Industry Consulting • Business Development, sustainability plans and reports • Investment Strategy, Partnerships • Workshops, Coaching, Group Facilitation See www.in3inc.com/about.html
  3. 3. Agenda • Define “Food-friendly BioRenewables” • Renewable Energy & BioFuels • Bioplastics (bioresins, composites, etc.) • Biobased Cleaners, Solvents and other Advanced Materials • Q&A
  4. 4. What’s the problem?
  5. 5. Goal: Energy, Transportation & a Livable Environment A. Importance of Food-friendly and EcoEffective Fuel Solutions Corn Cars & Bean Buses? B. Renewable Energy in response to 3BL Sustainability Problems
  6. 6. Biofuel Types • Biohols (alcohols made from renewable raw materials) – Burns cleaner, 12% less air pollution for ethanol (vs. gasoline) – Carbon footprint (eco-effectiveness) depends on raw material / LCA – Most biohols not energy efficient as fuel (ethanol only 75% as dense) What’s wrong with this picture? • Biodiesel – More energy efficient (returns up to 93%), but from soy oil? – Much lower emissions (41% less) – NOX can be handled through additives
  7. 7. Lost in the Maize Crude Petroleum Price per Barrel Corn Prices per Ton Food-Friendly?
  8. 8. Why corn ethanol (predictably) went wrong Corn Prices per Ton Food-Friendly?
  9. 9. Prices affected other commodities
  10. 10. Will corn cars and bean buses solve this? Will corn cars and bean buses solve this?
  11. 11. Renewable Material Crop Yields corn 18 cotton 35 Gallons per Acre hemp 39 soybean 48 Algae: ~10,000 gallons/acre! mustard seed 61 Oil extraction a concern camelina 62 sesame 74 safflower 83 peanuts 113 rapeseed 127 olives 129 Biodiesel Yield jatropha 202 oil palm 635 Oil palm Crop gal / acre lbs / acre Coconut oil Crop Type oil palm 635 4465 Jajoba jatropha 202 1420 Rapeseed oil olives 129 910 Peanut oil rapeseed 127 893 Sesame peanuts 113 795 Soybeans safflower 83 585 sesame 74 522 0 100 200 300 400 500 camelina 62 438 Gallons per acre mustard seed 61 430 soybean 48 335 hemp 39 272 cotton 35 244 corn 18 129
  12. 12. Algae Oil Extraction: Who will be first? Credit: Paul Roessler DOE/NREL Algae Farming in Arizona Desert Algae Farming in New Zealand
  13. 13. EcoEffective Energy Worksheet Three Principles: 1. Energy Balance Ratio: energy needed to produce vs. energy content delivered Examples: Biodiesel is generally a EBR of 2-6, depending on the source material Corn ethanol is EBR 0.75, from sugar cane ~5.6, from sugar beets, 6+ What’s the EBR for butanol, octanol, or other biohols from various materials? 2. Cost of Externalities What are all the inputs to make that material – fertilizer, land, water, energy? Which of those inputs enjoy government subsidies, or violate sustainability conditions not yet included in the economics? Which of these costs can be internalized, but still remain competitive (deliver other sustainable value or business advantage)? 3. Integration with Existing Infrastructure Using existing infrastructure (e.g., delivery mechanism such as a power grid or gasoline service stations)? If not, how will the energy be delivered and maintained (e.g., Photovoltaics can “leapfrog” the need for a power grid)?
  14. 14. Definition of Bioplastics “Bioplastics” are polymers that can be processed by established technologies and are either … 1. Biobased – derived from renewable raw materials (recently fixed carbon vs. fossil carbon) or … 2. Biodegradable per accepted industry standards – e.g., EN 13432 or ASTM D6400 – usually this means composted
  15. 15. Bioplastics are not a new idea Classic film clip of Henry Ford, 1941 whacking an early soy composite bumper Why didn’t they take off then? What’s driving their adoption now? Who is leading?
  16. 16. Why Bioplastics? Biobased content … • Conserves / offsets petroleum • Breaks dependence on single feedstock • Turns waste into microbacterial “food”
  17. 17. Why Biodegradable Plastics? Biodegradable materials … • Can be “recycled” through nature, on cue • Less waste; helps manage carbon • Generally more energy efficient • Less persistent, less toxic, more sustainable • A source of innovation, differentiation • Appeals to “green” consumer ethic
  18. 18. Current Stage of Biopolymer Development Industry Status as of Spring 2008 Confidential Content – contact Daniel Robin at In3 for details Research Development Pilot Commercially Large scale Industrial Plant available plant scale
  19. 19. Industry Scan Who are the main players? A. Commercially Proven Solutions 1) NatureWorks PLA & Ingeo 2) Novamont MaterBi 3) Cereplast B. Innovative but unproven–DHAs, polyols, etc. C. Emerging, advanced materials such as monolayers, colloidal “green” chemistry and other trends
  20. 20. Industry Scan A. Commercially Viable Biopolymers 1. NatureWorks LLC – 2. Novamont SpA– MaterBi 3. Cereplast – starch-based family of resins
  21. 21. NatureWorks LLC NatureWorks LLC and their Polylactic Acid (PLA) pellets are current market leaders Began as a $750 million JV partnership between Cargill and Dow in early 2000 Dow took their exit in 2005. In early Oct 07, Japanese Teijin took a 50% JV interest.  NW PLA gets made into a fiber called Ingeo™ by Toray Industries, one of the leading synthetic fiber manufacturers in the world  NW did not invest in compounding technology, leaving a hole (and a significant opportunity) in the market  Wal*mart’s Sams Clubs using NW PLA absorbing excess capacity, validated the market, caused a scramble for the next 200M lbs/year.
  22. 22. Novamont MaterBi European Inventor of the Year 2007
  23. 23. Public Relations Meeting July 14, 2006
  24. 24. Industry Scan B. Innovative and as yet unproven 1. Metabolix PHAs from GM switch grass (BP) 2. Telles Mirel™ (JV with Metabolix and ADM) 3. Showa Hipolymer (Japan) Bionolle: polysuccinate (succinic acid) from natural sources 4. Polyols from renewable sources { Many others at various stages of development }
  25. 25. Industry Scan C. Emerging & Complementary Advanced Materials A. PLA cross linking, stereo isomers – stronger biopolymers than NatureWorks PLA B. Nanotech: Self-assembling monolayers (SAMs) serve as a barrier or composite matrix C. Colloidal, “green” chemistry – nano-sized particles suspended in ways that deliver unique properties Attend conferences and/or read cleantech blogs Such as Sustainable Brands ‘08 or cleantechvc.blogspot.com
  26. 26. References, Publications & Resources Thanks to Greg Bohlmann, SRI Consulting for supplier, market & process economics data. Reports available via www.sriconsulting.com or contact GBohlmann@sriconsulting.com. News & Events European Plastics News: 9th Annual Bioplastics Conference & 2nd Annual Awards, Hyatt Regency, Cologne, Germany, 5-6 December 07– www.bpevent.com Omnexus – Daily Industry Newsletter powered by SpecialChem, the latest news and information for the global plastics industry: To sign up: http://www.omnexus.com/news/newsletter/ DuPont explores bioplastics with Australia’s Plantic Technologies Limited of Melbourne, Oct 1, 2007 Publications: Bioplastics Magazine (in English, from Germany), free download of issues available online at www.bioplasticsmagazine.com Clean Technology Investment and Development Blogs: – cleantechvc.blogspot.com & http://cleantech.com/index.cfm?pageSRC=CleantechBlog – The Cleantech Revolution Blog – The Greener Side: greenerside.typepad.com Calendar of Biorenewables & Cleantech events: www.in3inc.com/calendar.html
  27. 27. Bibliography & Industry Associations Articles & Research Papers BioPlastics Associations Biopolymers: a brief biography found in Canadian BEPS BioEnvironmental Polymer Society – www.beps.org Plastics, April 2007, by Umair Abdul BPI Biodegradable Products Institute – www.bpiworld.org Extruding Biopolymers: Packaging Reaps Cost Benefit European Bioplastics formerly IBAW, Berlin – www.european- of Going ‘Green’, Feb 07 by Jan Schut, Plastics bioplastics.org … has resource directory online Technology (ptonline.com); In3 contributed content. Other Regions Biopolymers Strive to Meet Price/Performance ABA Australasian Bioplastica Association -- Challenge, March 07, by Joseph Grande, www.bioplastics.org.au (ptonline.com), sidebar on durables. BCPN Belangenvereniging Composteerbaare Producten Nederland -- www.bcpn.nl Importance of effective end-of-life solution: www.fpl.fs.fed.us/documnts/pdf2002/winan02c.pdf Belgian BioPackaging National Association – www.belgianbiopackaging.be Skate to Where the Money Will Be, The Disruptive bioplastics24.com Information and market platform – Threat: When Business as Usual Just Won't Do, and www.bioplastics24.com Disruptive Technologies: Catch the Wave, Harvard BMG Biodegradable Materials Group (China) – Business Review articles by Clay Christenson et al. www.cnbmg.org Biotechnology Industry Association (BIO) – www.bio.org BPS Biodegradable Plastics Society (Japan) – conference breakout sessions such as Engineering www.bpsweb.net/02_english Aspects of Biomass Refining into Biofuels, Plasticker Online-Marketplace for the plastics industry – Biochemicals and Bioplastics & PHAs from Metabolix www.plasticker.com
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