Water Technology Market
       Opportunities

European Energy Venture Fair
    September 14th 2011


    Paul O’Callaghan
   O2 Environmental Inc
     www.o2env.com
  www.bluetechtracker.com
Brave Blue World
Intelligent Design or Evolution?
Water is a Local Issue
Re-thinking Water Systems
         Efficiency
Providing water services…
             …without water
Global Water Use

• Agriculture: 70%



• Energy & Industry: 22%



• Municipal and Urban: 8%
Agriculture     Energy & Industry
                            $9.5Bn (2%)     $23Bn (6%)
                Municipal
                & Urban
                  8%




                Energy &
                Industry
                  22%


Agriculture                    Municipal & Urban
   70%                         $368Bn (92%)




  Global Water Usage         Global Water Market
Global Water Utility Market:
        $354Bn



         Capital
       Expenditure,   Operational
        $164.3Bn      Expenditure,
                       $189.7Bn
Global Water Industrial Market:
           $23Bn


           Capital
         Expenditure,
           $9.7Bn       Operational
                        Expenditure,
                          $13.3Bn
Global Water Capital Expenditure:
            $172Bn
              Equipment
               Market,
               $31.5Bn


         Professional
           & Other,
           $17.5Bn
                          Pumps, Pipes
                           Valves, Site
                             Works,
                            $123.0Bn
What Technologies are we likely to
             see?
• Technologies that deal with water issues
  locally
• Technolgies that use ‘butter knives’
  instead of chainsaws
• Technologies which provide water
  services, without using potable water, or
  using less water
Areas and Technologies to
            Watch
• Energy and Resource Recovery
  – SCFI
  – Emefcy
• Produced Water Treatment
  – Soane Energy
  – Drake Water Technology
• Decentralised Treatment and Re-use
  – M2 Renewables
The MEGAWATTER™ Technology

                                       Electrogenic bacteria, while treating the
                                       wastewater at the anode, break-down the
                                       organic material into electrons and
                                       protons




Electrogenic Biofilm with conductive
            nano-wires

                                               Slide 14
Innovative Companies Tracked by
         Application Area
BlueTech Tracker Companies:
Technology Development Stage

                    Proof of
                    Concept
                     13%



                       Demonstration
       Commercial         Scale
         58%              29%
BlueTech Tracker Companies:
  Company Revenue Stage


     Profitable
       35%                   Pre-Revenue
                                 35%




                  Early Revenue
                       30%
BlueTech Tracker Companies:
Number of Employees per Company

                100+
                          <5
                 7%
                         19%
       30-100
        18%




                       5-30
                       56%
How is the water technology
     market likely to Change?
• Pressures are driving early adopters

• New technologies will then move to the
  ‘Early Majority’ section of the market

• Overall the rate of adoption of new
  solutions will accelerate
When there is Big Change,

 there is Big Opportunity
Straws in the Wind
• Increase in Research:
  – Up 30% each year between 2000 & 2009 (Elsevier)
• Increase in Patent Filings
  – Desalination Technology Patents in 2010 almost
    double those in 2005 (O2 Environmental)
• Investments and Acquisitions
  – 2009- record high, 50 deals, 60% early-stage (Cleantech)
• Water Centres for Excellence
  – Proliferating at an alarming rate
• Water Conferences!
To sign up for our free newsletter:

                 www.BlueTechTracker.com



Europe:                                  North America:
Phone: +353 21 240 9133                  Tel: +1 604 676 3581
Unit 1201, City Gate Mahon, Cork,        15th Floor, 701 West Georgia
Ireland                                  BC, V7Y 1C6, Canada
www.o2env.com                            www.o2env.com
Desalination Patent Breakdown
Desalination Patents (2005-2010)
   – by Assignee’s Country
Nutrient Recovery Technologies
•   Ostara
•   DHV – Crystallactor
•   Phosnix
•   Pho-Strip
•   REM-NUT
•   P-RoC – Phosphorus Recovery
•   Kemira- Kemicond & Krepro
•   ThermoEnergy – Ammonia Recovery Process

Investors given latest intelligence on water technology opportunities from O2 Environmental at European Energy Venture Fair

  • 1.
    Water Technology Market Opportunities European Energy Venture Fair September 14th 2011 Paul O’Callaghan O2 Environmental Inc www.o2env.com www.bluetechtracker.com
  • 2.
  • 3.
  • 4.
    Water is aLocal Issue
  • 5.
  • 6.
  • 7.
    Global Water Use •Agriculture: 70% • Energy & Industry: 22% • Municipal and Urban: 8%
  • 8.
    Agriculture Energy & Industry $9.5Bn (2%) $23Bn (6%) Municipal & Urban 8% Energy & Industry 22% Agriculture Municipal & Urban 70% $368Bn (92%) Global Water Usage Global Water Market
  • 9.
    Global Water UtilityMarket: $354Bn Capital Expenditure, Operational $164.3Bn Expenditure, $189.7Bn
  • 10.
    Global Water IndustrialMarket: $23Bn Capital Expenditure, $9.7Bn Operational Expenditure, $13.3Bn
  • 11.
    Global Water CapitalExpenditure: $172Bn Equipment Market, $31.5Bn Professional & Other, $17.5Bn Pumps, Pipes Valves, Site Works, $123.0Bn
  • 12.
    What Technologies arewe likely to see? • Technologies that deal with water issues locally • Technolgies that use ‘butter knives’ instead of chainsaws • Technologies which provide water services, without using potable water, or using less water
  • 13.
    Areas and Technologiesto Watch • Energy and Resource Recovery – SCFI – Emefcy • Produced Water Treatment – Soane Energy – Drake Water Technology • Decentralised Treatment and Re-use – M2 Renewables
  • 14.
    The MEGAWATTER™ Technology Electrogenic bacteria, while treating the wastewater at the anode, break-down the organic material into electrons and protons Electrogenic Biofilm with conductive nano-wires Slide 14
  • 15.
    Innovative Companies Trackedby Application Area
  • 16.
    BlueTech Tracker Companies: TechnologyDevelopment Stage Proof of Concept 13% Demonstration Commercial Scale 58% 29%
  • 17.
    BlueTech Tracker Companies: Company Revenue Stage Profitable 35% Pre-Revenue 35% Early Revenue 30%
  • 18.
    BlueTech Tracker Companies: Numberof Employees per Company 100+ <5 7% 19% 30-100 18% 5-30 56%
  • 19.
    How is thewater technology market likely to Change? • Pressures are driving early adopters • New technologies will then move to the ‘Early Majority’ section of the market • Overall the rate of adoption of new solutions will accelerate
  • 20.
    When there isBig Change, there is Big Opportunity
  • 21.
    Straws in theWind • Increase in Research: – Up 30% each year between 2000 & 2009 (Elsevier) • Increase in Patent Filings – Desalination Technology Patents in 2010 almost double those in 2005 (O2 Environmental) • Investments and Acquisitions – 2009- record high, 50 deals, 60% early-stage (Cleantech) • Water Centres for Excellence – Proliferating at an alarming rate • Water Conferences!
  • 22.
    To sign upfor our free newsletter: www.BlueTechTracker.com Europe: North America: Phone: +353 21 240 9133 Tel: +1 604 676 3581 Unit 1201, City Gate Mahon, Cork, 15th Floor, 701 West Georgia Ireland BC, V7Y 1C6, Canada www.o2env.com www.o2env.com
  • 24.
  • 25.
    Desalination Patents (2005-2010) – by Assignee’s Country
  • 26.
    Nutrient Recovery Technologies • Ostara • DHV – Crystallactor • Phosnix • Pho-Strip • REM-NUT • P-RoC – Phosphorus Recovery • Kemira- Kemicond & Krepro • ThermoEnergy – Ammonia Recovery Process