Why did DSM step into this?

Transcription

1 Why did DSM step into this? Every innovation starts with a dream believe promise crisis unsolved customer need technology breakthrough Page 1

2 Future has Origin 1980s NASA s CELSS (Closed Environment Life Support System) Program. - food supply, - source of oxygen - catalyst for waste disposal Crypthecodinium cohnii (red microalgae) Page 2 2

3 Future has Origin Martek BioSciences 2009 Millions of infants benefit from nutritional lipids - food supply - source of oxygen - catalyst for waste disposal Crypthecodinium cohnii (red microalgae) Page 3 3

4 1 st Technical Breakthrough Arachidonic acid Docosahexaenoic acid Page 4 4

5 2 nd Technical Breakthrough New microorganism and a lot more process inventions New microbe In spec with fatty acid profile Page 5 5

6 BP-DSM Advanced Biodiesel Pathway Crops take energy from the sun and CO 2 from the air and store it as sugars and biomass Sugars are extracted from the crop and the biomass A single celled organism is used to convert the sugars to oils Oil is extracted from the micro-organism The oil is converted to Diesel using standard upgrading technology Page

7 Advanced biodiesel - exciting advantages Advantages over conventional biodiesel from vegetable oils: Advantages over alternative advanced biodiesel options: Access to wide variety of biomass feedstocks which can be produced at scale and in high yield Ability to tailor the product for variety of diesel and aviation-fuel needs Reduced exposure to fluctuations in price of vegetable oils Avoidance of availability and sustainability concerns surrounding conventional biodiesels Built on technologies already proven at scale (rather than technologies that are still in lab-stage of development) Less capital extensive than thermocatalytic / thermo-chemical biomass conversion alternatives Has potential to produce sugars and oils at higher yields than photosynthetic approaches, and at lower costs Page Slide 7

8 How did DSM step into this? Setup of dedicated Emerging Business Area DSM Bio-Based Products & Services Bio-Energy Bio-based Chemicals & Materials Cellulosic Bioethanol Advanced Biodiesel Advanced Biogas synergy DSM s unique competence setup enabling cost, performance and LCA competitive solutions Partnerships drive commercialization Biosuccinium succinic acid Bio-based platform chemicals Page 8 8

9 Page Ethanol???

10 DSM s History Ethanol fueled V2 rocket Yeast & Ethanol Founded /44 Page 10

11 DSM s History Pioneering Enzymes Yeast & Ethanol Page 11

12 DSM s Recent History Pioneering Yeasts Advanced C6/5 yeast Yeast & Ethanol Page 12

13 Last Decade: Breakthroughs in Technology R&D Piloting - Thermostable Enzyme mix discovered - Costs reduced by factor 17 - Efficient C5 conversion enabled Performance of yeast and enzymes confirmed S E F Page 13

14 This Decade: Regulatory approvals DSM s C5 advanced yeast is in general considered a GMO In Europe 1AB status where applicable In the USA applications filed: MCAN approved for production and application In Brazil yeast approved (1 st GMO yeast for EtOH) Page 14

15 This Decade: Global Roll Out Market expectations(*) cellulosic ethanol (global demand in billion gallons) US China 10 Brazil EU *: derived from Hart s Global Energy Study Gran Page 15

16 How did DSM step into this? Setup of dedicated Emerging Business Area DSM Bio-Based Products & Services Bio-Energy Bio-based Chemicals & Materials Cellulosic Bioethanol Advanced Biodiesel Advanced Biogas synergy DSM s unique competence setup enabling cost, performance and LCA competitive solutions Partnerships drive commercialization Biosuccinium succinic acid Bio-based platform chemicals Page 16

17 Biogas: renewable energy with high potential Versatile energy carrier with wide range of end-use applications Biogas outlook: Meets demand for distributed generation Demand / market need is clear. Fulfills tightening environmental regulations Substrates are everywhere / various. Waste upgrading & valorization is important driver Partnerships are under construction. DSM leading provider of biogas enzymes and process improvements in Europe Biogas market expected to grow by ~7% p.a. to ~100 BCM in 2020 (US$ 35bn) Market for biogas enzymes and process improvement: ~US$ 1bn by 2020 Market expectations (*) biogas 18 (US$ billion) Produce Biogas in efficient installations,.. stop disposal of (agro)waste in large tanks % *: Source : DSM analysis, conservative scenario for biogas based on: Pike Research ( 12) Creation of (industrial) Biogas plants using process of the Future. Page Slide 17

18 Revolutionary technology in biogas Industrial Biogas Plant Pre-treatment Mechanical Chemical Enzymatic Fermentation Microbial Increased efficiency & speed of conversion Decreased footprint Residu streams / Industrial Agricultural Biogas Production Upgrade Page Slide 18

19 Summary Every innovation starts with a dream believe promise crisis unsolved customer need technology breakthrough Page 19

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