Restorative/Regenerative Economy by Intention & Design
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Circular Economy Concepts
November 2021. © Xeraya Capital.
1
Circular Economy Concepts
Content Overview
•  Defining Circular Economy
•  Circular vs Linear
•  The Need for Circular
Economy
•  3 Principles of Circular
Economy
•  Potential Benefits
•  Xeraya Capital’s
Commitment
November 2021. © Xeraya Capital.
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Defining Circular Economy
Defined as a model of
production and consumption,
which involves sharing,
leasing, reusing, repairing,
refurbishing and recycling
existing materials & products
for as long as possible.
Ideally, circular economy aims to
increase the life cycle of products.
November 2021. © Xeraya Capital.
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Credit: PwC
Source: https://www.europarl.europa.eu/news/en/headlines/economy/
20151201STO05603/circular-economy-definition-importance-and-benefits
Practical use of Circular Economy
In practice, it implies
reducing waste to a
minimum. When a product
reaches the end of its life, its
materials are kept within the
economy wherever possible.
These materials would then be
productively used again and
again, thereby creating further
value.
Source: https://www.europarl.europa.eu/news/en/headlines/economy/
20151201STO05603/circular-economy-definition-importance-and-benefits
Credit: Conserve Energy Future
November 2021. © Xeraya Capital.
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Definition of Circular Economy by WEF
5 Source: https://youmatter.world/en/definition/definitions-circular-economy-
meaning-definition-benefits-barriers/
Credit: WEForum.org
“A circular economy is an industrial
system that is restorative or regenerative
by intention and design.
It replaces the end-of-life concept with restoration, shifts
towards the use of renewable energy, eliminates the use
of toxic chemicals, which impair reuse and return to the
biosphere, and aims for the elimination of waste through
the superior design of materials, products, systems, and
business models. ”
- The World Economic Forum
November 2021. © Xeraya Capital.
Departure from
Linear Economy
From Linear to Circular
November 2021. © Xeraya Capital.
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Shifting Towards Circular Economy
The world's population is
growing and with it the
demand for resources
(material, energy, etc.).
Supply of such resources are
finite (limited).
Finite supply of fuel, raw
materials, etc. also means
some countries are dependent
on other countries.
November 2021. © Xeraya Capital.
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Credit: Unsplash
Source: https://www.europarl.europa.eu/news/en/headlines/economy/
20151201STO05603/circular-economy-definition-importance-and-benefits
Linear vs Recycle vs Circular Economy
November 2021. © Xeraya Capital.
8 Source: https://www.europarl.europa.eu/news/en/headlines/economy/
20151201STO05603/circular-economy-definition-importance-and-benefits
LINEAR ECONOMY
RECYCLING ECONOMY
Harvesting of finite
materials & resources,
manufacture and simply
dispose after use.
Accumulates waste.
Economy with feedback
loops that recycles &
reuse materials in an
effort to minimize waste
and increase
sustainability.
Continuous use of
renewable energy,
materials & resources
within a circular loop
aimed at keeping
wastes to a minimum.
CIRCULAR ECONOMY
The Need for Circular Economy
November 2021. © Xeraya Capital.
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2/3 Materials
Harvested Lost
-  In 2015, more than 67
billion tons of
harvested material
are irretrievably lost
-  1/3 of food rotted and
disposed
-  Only 9.3 billion tons
(9%) of plastic are
captured & recycled
-  National Geographic
22.2b tons of
Biomass Annually
Amount of biomass
harvested to feed
the global
population annually.
45% of CO2
Emissions due to
Production
Manufacturing &
production of
everyday materials.
87% of CO2
Emissions from
Fossil Fuels
Burning of coal,
natural gas & oil.
Source: WEF, National Geographic, European Parliament
Three Principles of
Circular Economy
Driven by Design for Long-Term Sustainability
November 2021. © Xeraya Capital.
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Three Principles of Circular Economy
Source: https://ellenmacarthurfoundation.org/topics/circular-economy-introduction/overview
November 2021. © Xeraya Capital.
11
ELIMINATE POLLUTION
Harness new materials &
process technologies to ensure
waste & pollution are not
created in the first place.
CIRCULATE PRODUCTS &
MATERIALS
Redesign products to be
reused, repaired or re-
manufactured so that they last
longer and kept in circulation.
REGENERATE NATURE
Return nutrients to the forest,
replant trees, remove plastic
waste from the ocean,
working with nature for
benefit of all.
Circular Economy: Butterfly Diagram
November 2021. © Xeraya Capital.
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“A circular economy seeks
to rebuild capital, whether
this is financial,
manufactured, human,
social or natural.
This ensures enhanced
flows of goods and
services…”
- Ellen MacArthur Foundation
Source: https://ellenmacarthurfoundation.org/circular-economy-diagram
Benefits of
Circular Economy
Sustainable & Profitable
November 2021. © Xeraya Capital.
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Benefits of Circular Economy
Source: https://tontoton.com/5-benefits-of-a-circular-economy/
November 2021. © Xeraya Capital.
Renewable
Resources
(instead of
finite)
Reduce
Carbon
Emissions
Towards Zero
Waste
Benefits
Consumers
(long-lasting
products)
New
Opportunities
(jobs)
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Potential of Circular Economy
November 2021. © Xeraya Capital.
€1.8 trillion of
Economic
Benefits for
Europe
-  Boost productivity by
3% in 2030
-  Generate cost savings
of €600 billion a year
-  All 28 industries
studied can benefit by
adopting 3 activities
-  McKinsey
Sustainability
18 million Green
Jobs by 2030
According to the
International
Labour
Organization (ILO)
Jobs for 3.9 million
People
Estimate by the
European
Commission (EC)
USD 700 billion in
Material Savings
Per annum for
fast-moving
consumer goods
Source: https://www.trvst.world/environment/circular-economy-facts-statistics/
15
Xeraya Capital’s
Commitment
Proactively Investing in Circular Economy Activities
November 2021. © Xeraya Capital.
16
Fares Zahir
CEO of Xeraya Capital
Our Circular Economy Portfolio
November 2021. © Xeraya Capital.
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PIVOT BIO
Replacing
synthetic nitrogen
fertilizer with
microbes that are
able to supply
farm crops
nitrogen.
LANZATECH
Waste carbon
capture &
recycling into
fuels and
chemicals
(circular carbon
economy).
P2 SCIENCE
Specialty
chemicals from
renewable
resources to
produce flavors,
fragrances &
beauty products.
GREENLIGHT
BIOSCIENCES
Uses RNA-based
bio-control for
farm crops,
replacing
pesticides &
chemicals.
•  Circular economy is defined as a model of production and
consumption, which involves sharing, leasing, reusing,
repairing, refurbishing and recycling existing materials &
products for as long as possible.
•  It aims at reducing waste to a minimum, creating further
value for materials.
•  Circular economy offers numerous benefits from boosting
productivity and savings, quality products for consumers as
well as creating new opportunities in the employment sector.
•  Xeraya Capital has an ongoing commitment in circular
economy by investing in green and environmentally-
sustainable solutions.
Conclusion
November 2021. © Xeraya Capital.
18
By xeraya capital
For more info, contact us: xeraya@xeraya.com
Follow us: @xerayacapital
www.xeraya.com
November 2021. © Xeraya Capital.
19

Circular Economy Concepts

  • 1.
    Restorative/Regenerative Economy byIntention & Design For more info, contact us: xeraya@xeraya.com Follow us: @xerayacapital www.xeraya.com Circular Economy Concepts November 2021. © Xeraya Capital. 1
  • 2.
    Circular Economy Concepts ContentOverview •  Defining Circular Economy •  Circular vs Linear •  The Need for Circular Economy •  3 Principles of Circular Economy •  Potential Benefits •  Xeraya Capital’s Commitment November 2021. © Xeraya Capital. 2
  • 3.
    Defining Circular Economy Definedas a model of production and consumption, which involves sharing, leasing, reusing, repairing, refurbishing and recycling existing materials & products for as long as possible. Ideally, circular economy aims to increase the life cycle of products. November 2021. © Xeraya Capital. 3 Credit: PwC Source: https://www.europarl.europa.eu/news/en/headlines/economy/ 20151201STO05603/circular-economy-definition-importance-and-benefits
  • 4.
    Practical use ofCircular Economy In practice, it implies reducing waste to a minimum. When a product reaches the end of its life, its materials are kept within the economy wherever possible. These materials would then be productively used again and again, thereby creating further value. Source: https://www.europarl.europa.eu/news/en/headlines/economy/ 20151201STO05603/circular-economy-definition-importance-and-benefits Credit: Conserve Energy Future November 2021. © Xeraya Capital. 4
  • 5.
    Definition of CircularEconomy by WEF 5 Source: https://youmatter.world/en/definition/definitions-circular-economy- meaning-definition-benefits-barriers/ Credit: WEForum.org “A circular economy is an industrial system that is restorative or regenerative by intention and design. It replaces the end-of-life concept with restoration, shifts towards the use of renewable energy, eliminates the use of toxic chemicals, which impair reuse and return to the biosphere, and aims for the elimination of waste through the superior design of materials, products, systems, and business models. ” - The World Economic Forum November 2021. © Xeraya Capital.
  • 6.
    Departure from Linear Economy FromLinear to Circular November 2021. © Xeraya Capital. 6
  • 7.
    Shifting Towards CircularEconomy The world's population is growing and with it the demand for resources (material, energy, etc.). Supply of such resources are finite (limited). Finite supply of fuel, raw materials, etc. also means some countries are dependent on other countries. November 2021. © Xeraya Capital. 7 Credit: Unsplash Source: https://www.europarl.europa.eu/news/en/headlines/economy/ 20151201STO05603/circular-economy-definition-importance-and-benefits
  • 8.
    Linear vs Recyclevs Circular Economy November 2021. © Xeraya Capital. 8 Source: https://www.europarl.europa.eu/news/en/headlines/economy/ 20151201STO05603/circular-economy-definition-importance-and-benefits LINEAR ECONOMY RECYCLING ECONOMY Harvesting of finite materials & resources, manufacture and simply dispose after use. Accumulates waste. Economy with feedback loops that recycles & reuse materials in an effort to minimize waste and increase sustainability. Continuous use of renewable energy, materials & resources within a circular loop aimed at keeping wastes to a minimum. CIRCULAR ECONOMY
  • 9.
    The Need forCircular Economy November 2021. © Xeraya Capital. 9 2/3 Materials Harvested Lost -  In 2015, more than 67 billion tons of harvested material are irretrievably lost -  1/3 of food rotted and disposed -  Only 9.3 billion tons (9%) of plastic are captured & recycled -  National Geographic 22.2b tons of Biomass Annually Amount of biomass harvested to feed the global population annually. 45% of CO2 Emissions due to Production Manufacturing & production of everyday materials. 87% of CO2 Emissions from Fossil Fuels Burning of coal, natural gas & oil. Source: WEF, National Geographic, European Parliament
  • 10.
    Three Principles of CircularEconomy Driven by Design for Long-Term Sustainability November 2021. © Xeraya Capital. 10
  • 11.
    Three Principles ofCircular Economy Source: https://ellenmacarthurfoundation.org/topics/circular-economy-introduction/overview November 2021. © Xeraya Capital. 11 ELIMINATE POLLUTION Harness new materials & process technologies to ensure waste & pollution are not created in the first place. CIRCULATE PRODUCTS & MATERIALS Redesign products to be reused, repaired or re- manufactured so that they last longer and kept in circulation. REGENERATE NATURE Return nutrients to the forest, replant trees, remove plastic waste from the ocean, working with nature for benefit of all.
  • 12.
    Circular Economy: ButterflyDiagram November 2021. © Xeraya Capital. 12 “A circular economy seeks to rebuild capital, whether this is financial, manufactured, human, social or natural. This ensures enhanced flows of goods and services…” - Ellen MacArthur Foundation Source: https://ellenmacarthurfoundation.org/circular-economy-diagram
  • 13.
    Benefits of Circular Economy Sustainable& Profitable November 2021. © Xeraya Capital. 13
  • 14.
    Benefits of CircularEconomy Source: https://tontoton.com/5-benefits-of-a-circular-economy/ November 2021. © Xeraya Capital. Renewable Resources (instead of finite) Reduce Carbon Emissions Towards Zero Waste Benefits Consumers (long-lasting products) New Opportunities (jobs) 14
  • 15.
    Potential of CircularEconomy November 2021. © Xeraya Capital. €1.8 trillion of Economic Benefits for Europe -  Boost productivity by 3% in 2030 -  Generate cost savings of €600 billion a year -  All 28 industries studied can benefit by adopting 3 activities -  McKinsey Sustainability 18 million Green Jobs by 2030 According to the International Labour Organization (ILO) Jobs for 3.9 million People Estimate by the European Commission (EC) USD 700 billion in Material Savings Per annum for fast-moving consumer goods Source: https://www.trvst.world/environment/circular-economy-facts-statistics/ 15
  • 16.
    Xeraya Capital’s Commitment Proactively Investingin Circular Economy Activities November 2021. © Xeraya Capital. 16 Fares Zahir CEO of Xeraya Capital
  • 17.
    Our Circular EconomyPortfolio November 2021. © Xeraya Capital. 17 PIVOT BIO Replacing synthetic nitrogen fertilizer with microbes that are able to supply farm crops nitrogen. LANZATECH Waste carbon capture & recycling into fuels and chemicals (circular carbon economy). P2 SCIENCE Specialty chemicals from renewable resources to produce flavors, fragrances & beauty products. GREENLIGHT BIOSCIENCES Uses RNA-based bio-control for farm crops, replacing pesticides & chemicals.
  • 18.
    •  Circular economyis defined as a model of production and consumption, which involves sharing, leasing, reusing, repairing, refurbishing and recycling existing materials & products for as long as possible. •  It aims at reducing waste to a minimum, creating further value for materials. •  Circular economy offers numerous benefits from boosting productivity and savings, quality products for consumers as well as creating new opportunities in the employment sector. •  Xeraya Capital has an ongoing commitment in circular economy by investing in green and environmentally- sustainable solutions. Conclusion November 2021. © Xeraya Capital. 18
  • 19.
    By xeraya capital Formore info, contact us: xeraya@xeraya.com Follow us: @xerayacapital www.xeraya.com November 2021. © Xeraya Capital. 19