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Biorenewables Manufacturing
A Roadmap to Success
Presented in conjunction with:
World Bio Markets, Amsterdam March 2014
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March 2014
Agenda
Introduction and Overview
Fermentation Technologies
Thermochemical Technologies
Chemical Catalytic and Enzymatic Technologies
Summary and Conclusions
Biorenewable Insights
Q&A
March 2014
March 2014
GAS
GREEN CHEMICALS
RENEWABLE ENERGY
C1 Chemicals &
Fertilizers
Syngas
Biomass
Biopolymers
Gasification
Olefins
Olefins
CHEMICALS
Gas Market
Analysis and
Forecasts
Petroleum Refining
Distribution
Software
Gas Monetization
Coal to Liquids
Aromatics
Gas Regulation
Alcohols
Gas to Liquids
Polymers
Aromatics
Wind Power
Energy
Efficiency
Inorganics
Sourced from
Biomass, Algae,
Wastes, and
Agricultural Sources
Clean Coal
Electric Power
Grid
Management
Demand Side
Management
Product Market
Forecasts
Speciality
Chemicals
Advanced Materials
March 2014
March 2014
Fermentation
Ron Cascone
White Plains, NY,
USA
Chemical
Catalytic/
Enzymatic
Connie Lo
KL, Malaysia
Thermochemical
Michelle Lynch
London, UK
March 2014
Fermentation Technologies
Ron Cascone, NY
March 2014
Central metabolism +1
Large Existing Market
Energy producing
pathways
Robust
Secondary or Tertiary
metabolite
Non-energy producing
pathways
Not robust
Market needs to be
Market Requires
developed
Development
Central metabolism +1
Energy producing
pathways
Robust
Market needs to be
developed
Metabolically
Unfavored
Metabolically
Favored
Metabolically favored
routes will have:
Better yields on
feedstock leading to
lower OPEX
Higher productivities
leading to lower CAPEX
Products targeting large
existing markets will
have:
Lower barriers to entry
Shorter lead times
required
Common areas of
concern are:
Septic control
Genetic drift
Titer
Separations
March 2014
Large Existing
Markets
Aromatics e.g., pX
Olefins e.g., iC4=, BD
Generally contain
heteroatoms usually
at least one oxygen
Few or no C-C double
bonds
Products targeting
Large existing markets
will have:
Hydrocarbons
Other
Market Requires
Development
Metabolically
Unfavored
Metabolically
Favored
Fungible products
Some fermentation
products require further
chemical processing to
enable accessing large
markets (e.g.,
isobutanol to iC4=)
March 2014
R&D
Pilot
Early Commercial
Commercial
March 2014
10
March 2014
11
March 2014
12
Thermochemical Technologies
Michelle Lynch, UK
March 2014
13
Exhaust Gas
Purification
Gasification
Cleanup
Synthesis
Biomass
Heat
Electrical Power
Hydrogen
Alcohols
DME
FT Gasoline
FT Diesel
FT Lubricants
FT Waxes
Olefins
Oxochemicals
Ammonia
SNG
Hydrogen
Olefins
Oils
Biochar
Speciality Chemicals
Pyrolysis
Conversion
or Collection
Purification
Hydrodeoxygenation
Hydrogenation
Purification
Diesel Fuel
Jet Fuel
Other(1)
(1)
Separation
Purification
Hydrogen
Methane
Oils
Other
March 2014
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March 2014
15
March 2014
16
Challenges
Chemicals
Regulatory Support
Sustainability Awards
Funding Initiatives
Rising petroleum based raw
material prices
Drop in replacements
End-user application
development
Consumer demand
Low contaminant levels in
raw materials (e.g., sulfur)
Product separation,
economies of scale, costreduction, feedstock scale &
availability, tar formation
March 2014
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R&D
Pilot
Early Commercial
Commercial
March 2014
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March 2014
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March 2014
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March 2014
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Transesterification
Hydrolysis
Isomerization
Alkylation
Market Requires
Development
More
Complex
Less
Complex
March 2014
22
Oleochemicals
Biodiesel
Glycerin to Propylene
glycol
Many Others
Less
Complex
March 2014
23
R&D
Pilot
Early Commercial
Commercial
March 2014
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March 2014
25
March 2014
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March 2014
27
Emerging Technologies
Isobutanol, via fermentation
Many others
March 2014
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Percent of Investments
80%
70%
60%
50%
40%
30%
20%
10%
0%
2006
2007
2008
2009
2010
2011
2012
March 2014
29
March 2014
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Biorenewable Insights
March 2014
31
March 2014
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Nexant will issue three reports per value chain per year, thus 15 reports per yearthese will be
selected by a combination of subscriber input and Nexants discretion
The first three reports for each value chain, and thus the first years reports, are the top three in
each column
Once the end of the list is reached the reports will be updated, thus year 1 reports will be updated
in year 4, unless new topics are added before then
The above is a proposed listing of report topics by value chain, and is tentative.
Nexant is open to adding topics of interest as well as changing the order, as suggested by our
subscribers. Additionally, new topics will be added and old topics retired as prudent.
PP: BD/Chem/GenThe Latest Thinking on Biorenewables Manufacturing
March 2014
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Executive Summary
II. Introduction
III. Technologies
A.
Biotech Route 1
1. Company Overview
2. Technology
a. Chemistry
b. Process Description
B. Repeat for Other Developers
1. Company Overview
2. Technology
a. Chemistry
b. Process Description
C. Conventional Technology
IV. Economics
A.
B.
C.
Methodology
Competitive Economics
Cost of Production
1. Biotech Route 1
2. Repeat of Other Developers
V. Capacity Analysis
A.
B.
Issued Patents
1. Assignees
2. Countries / Regions
B. Patent Applications
1. Assignees
2. Countries / Regions
March 2014
34
Nexant will provide this data both as an excel database, and graphically
Announced Project Capacities
(Illustrative)
March 2014
35
Number of
Reports Received Per Year
3
6
9
12
15
March 2014
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Q&A
March 2014
37
Questions?
Special thanks to World Bio Markets and Green Power Conferences for their support and
promotion of todays presentation. To learn more about upcoming World Bio Market events,
please visit them online at:
http://www.greenpowerconferences.com/wbmseries
Nexant Presenter Info:
Steven Slome
Ron Cascone
Michelle Lynch
Connie Lo
White Plains, NY
White Plains, NY
London, UK
Kuala Lumpur, MY
sslome@nexant.com
rcascone@nexant.com mlynch@nexant.com
ConnieL@nexant.com
+60 3 2298 7231
March 2014
38
Nexant, Inc.
San Francisco
New York
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