Concrete Supply Chain Innovation with CO 2 Upcycling

Transcription

1 Concrete Supply Chain Innovation with CO 2 Upcycling Robert Niven Founder & CEO 1 1

2 Changing Market Landscape Global construction decline vs. green building rise 60% new construction will be green in 2015, up from 13% in 2008 Green building mainstream in emerging and developed markets Persistent competition from greener materials Concrete durability aligned with resilient construction 14% gross CO 2 reduction in cement emission intensity since 1990 GHG intensity limiting growth within green building sector Easy wins behind us SCM substitution, alternative fuels and thermal efficiencies realized Can Carbon Capture & Storage (CCS) be >50% of the solution??? 2

3 Perception is Reality Greenest Product (AEC responses) ? CO2 Emissions (kg CO2/kg) 0 Wood Concrete Recycled Steel Brick Glass 0 3

4 Technology Alone Not Adequate Green Technology Green Differentiation Demand-Pull Marketing Environmental Reporting 4

5 Integrated Supply Chain Innovation For example only Aggregates Admixture Cement Practices Water Low Carbon Concrete CO 2 5

6 Filling the GHG Gap Solutions Mix and building design OPC replacement Carbon capture and storage? CO 2 upcycling Goals?? -23% reduction (2050 Blue Map) Source: World Business Council for Sustainable Development Carbon neutral Regenerative concrete 6

7 Business Model Beyond Technology CO 2 Upcycling Technology Market Differentiation Demand-Pull Marketing Environmental Reporting 7

8 CO 2 Upcycling in Concrete CO 2 Reverse calcination reaction Limestone Heat (+) calcination reaction Cement CO 2 CO 2 upcycling in concrete CO 2 permanently converted to mineral within concrete Add aggregate water chemical 8

9 Emerging CO 2 Upcycling Technologies Company Innovation CO 2 sequestration Commercially Available Material Solidia Material Material Carbon8 Material Material Technology Various innovations are available or in development; ~$400M in CO 2 upcycling invested this decade 9

10 CO 2 Supply Today $ / tonne 10

11 Where There s Cement There s CO 2 $50/ tonne 11

12 Cement Process Relative Gas Quantities C 400 Gas Emissions (Tonnes/hr ) C 950 C 350 C Ar O2 N2 SO2 H2O CO Kiln Exit Calciner Exit Tower Exit Raw Mill Exit 12

13 CarbonCure Masonry Technology Material benefits: Strength, water absorption (testing efflorescence) Defer royalty and CO 2 costs - no significant premium ~15% avoided emissions CO 2 1 day retrofit install, low CAPEX Transferable to ready mix and precast Image: 13

14 Permanent Equipment Gas handling equipment Bulk CO 2 tank Telemetry and PLC instruments 14

15 Market Roll-Out 15

16 CO 2 Upcycling Technology Market Differentiation Demand-Pull Marketing Environmental Reporting 16

17 Market Pull Strategy 17

18 CO 2 Upcycling Technology Market Differentiation Demand-Pull Marketing Environmental Reporting 18

19 Material Transparency 495 known environmental product labels Material transparency emerging as common link Concrete competitive advantage not a threat EPD & HPD main transparency tool CarbonCure 1 st issued EPD in NA concrete products 19

20 CO 2 Upcycling Technology Market Differentiation Demand-Pull Marketing Environmental Reporting 20

21 Specification Rewards Specified in $3.5 billion construction projects Secured Ongoing 21

22 More Specification Rewards 1 st RMC EPD Cathedral of Christ the Light Church, Oakland San Francisco Public Utilities Commission headquarters UC Davis Jess Jackson Sustainable Winery California Academy of Sciences, San Francisco NASA Ames Sustainability Base New San Francisco-Oakland Bay Bridge 22

23 Beyond CarbonCure: Current Project Team: Alberta Grand Carbon Challenge Partners: Aggregates Admixture Host: Cement Architects Builders Producers Water 1Mt GHG reduction CO 2 Stage 1 Approved last week SEEKING NEW PROJECT PARTNERS 23

24 Join us Robert Niven Founder/ CEO 24