Presentantion shown during the XIV Brazil-Japan Joint Economic Committee Meeting, that took place in the city of Salvador, in Brazil, during august 9th and 10th of 2011.

1. Investment in Renewable Energy
~ For sustainable growth of Brazil and Japan ~
Salvador - August 10, 2011
Shigeru Oono
Sojitz Corporation
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2. □ Global Investment in Renewable Energy
CAGR 36.2%p.a.(’04-’10) Graph shows trend of global
new investment in renewable
energy during the period 2004
– 2010.
US$ 211 billion was invested
globally in 2010 which is over
6 times the investment of 2004.
Significant increase in small
distributed capacity, namely
rooftop PV.
*note) does not include energy-smart technologies
such as smart grid and electric vehicles
Ref: Global Trends in Renewable Energy Investment (UNEP)
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3. □ Top 10 Invested Countries in
Renewable Energy in 2010
China ranks top with approximately US$50 billion of investment in 2010 along with
other emerging countries such as Brazil and India ranking in 5th and 9th respectively.
Without counting small scale projects, new investments in emerging countries
exceeded that of developed countries for the first time in 2010.
US$
#2
#3
#4 #1 Japan
3
India
4
#9
#5
#6 Canada 5.2 billion
#7 Spain 4.9 billion
#8 France 4.0 billion
Note) includes small scale projects (namely rooftop PV)
Ref: Global Trends in Renewable Energy Investment (UNEP) #9 India 4.0 billion
#10 Czech Republic 3.6 billion
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4. □ Electricity Generation by Sector
Graphs show forecast until 2035 of growing renewable sectors of OECD and
non-OECD countries.
Growing need to diversify investments in region as well as sector.
CAGR
( tWh )
8000 Electricity Generation from Renewable Energy (’08 – ’35)
Hydro Biomass Wind CSP -
7000 Geothermal Solar PV CSP Solar PV -
Marine
Geothermal 7.2%
6000
CAGR
(’08 – ’35) Wind 15.0%
5000
Marine 16.3%
< OECD Countries > < Non-OECD Countries > Biomass 11.1%
4000 CSP 19.5%
Solar PV 12.0%
3000
Geothermal 4.2%
Hydro 2.8%
Wind 8.0%
2000
Biomass 4.2%
1000 Hydro 0.7%
0
CY2008 CY2015 CY2020 CY2035 CY2008 CY2015 CY2020 CY2035
Ref: IEA World Energy Outlook 2010 New policies scenario
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5. □ Recent Investment in Renewable Energy
Projects by Japanese Trading Companies
Biomass Biomass Trading
Photovoltaic CSP Wind Geothermal
Bio-fuel Power
Sojitz Bio-ethanol / Biomass Power Bio-ETBE
(100%) (KOMIPO)
(ETH,Odebrecht) (Braskem)
Itochu (Bunge)
(Energy (GE, Sumitomo,
(Abengoa)
Management) Google)
(JGB)
Marubeni (Hemphill (Invenergy) Geothermal
Power & Lights) (GDF Suez)
(Osaka Gas)
Mitsubishi Bio-pellet (Acciona)
(Acciona)
(Vis Nova Trading)
(EGCO)
Mitsui Wood Pellet
Bio-plastic (International
(FCC) (Windfarmer) (Plantation
(Dow Chemical) Power)
Energy)
Sumitomo (EDD) (Invenergy)
(Datang)
(SAG Solarstrom)
(GE, Itochu, Google)
Toyota Bio-pet
Bio-ethanol
(China Man-made
(Petrobras)
Fiber)
Based on company press release (announced 2006 – to date) = Operation has not started as of today.
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6. □ Governmental Support for the Development
of Renewable Energy Projects
Loan / Equity Participants/Guarantee
BRAZIL RENEWABLE ENERGY PROJECTS
Government Company Banks
GREEN
Global action for Reconciling Economic
Equipment
growth and ENvironmental preservation
Export
Equity
Loan
Insurance
EXPORTER INVESTER LOAN LENDER Trade and Investment Insurance for
Trading company Trading company Trading company Preventing Global Warming
Manufacturer Manufacturer Banks
Memorandum of
Understanding
BRAZIL GOVERNMENT SECTOR (MOU)
Government
Instruction for Cooperation Work
Public offer
Entrustment
BRAZIL RENEWABLE ENERGY PROJECTS JAPAN INDUSTRY SECTOR
Company Manufacturer Trading company
Implementation
Documents (ID) Copyright © Sojitz Corporation 2009 5

7. □ Introduction of Sojitz’ Activities
in Renewable Energy Sector
The Solar Park in Betzweiler ■Sojitz’ major investments in Renewable Energy Sector
▲Sojitz’ major trading activities in Renewable Energy Sector
USA
■PV Power Project
Developer (from 2010)
Japan
■Biomass power
GERMANY generation
■Photovoltaic (PV) ▲ PV modules to
Power Generation Asia, North and
(from 2010) South America,
Europe, and
BRAZIL Africa
■Bio-ethanol production and biomass power generation
▲Bio-ETBE trade to EU and Japan Markets
▲High Purity Silicon Metal for PV cell use to Japan and Korea
Bio-ethanol plant (ETH)
Silicon production plant (Minasligas)
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8. □ What are the innovations needed in the
Renewable Energy Sector ?
Agricultural Innovation Industrial Innovation
Increase of sugarcane Cellulose Feedstock for Several
Production yield Ethanol Production Brazilian
entities
Technological Innovation
Improvement in conversion Technological Innovation
efficiency of PV cell Biomass fired power system
Improvement in Concentrating Bioethanol fired power system
Solar Power Technologies
 Brazilian and Japanese companies play an important role in
technological breakthrough of the Renewable Energy Sector.
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9. Collaboration of Japan and Brazil
- Daido’s Concentrator Photovoltaic Power Generation -
Concentration Photovoltaic (CPV) has higher efficiency and lower cost than
conventional solar cells.
[Effective installation in pasturelands in Brazil]
Solar Tracking
Homogenizer : Wide acceptance angle
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10. ARIGATO! OBRIGADO!
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