Alter NRG / Westinghouse Plasma: Plasma Gasification for Generating Syngas to GTL A Global Solution and Opportunity for Waste Challenges Syngas Technologies Conference October 15 18, 2017
SYNGAS A FUNDAMENTAL BUILDING BLOCK As you heard from my colleague at RES, syngas to power in most markets is not a best use in renewable value chain due to: Low wholesale prices produced by low cost coal and natural gas Increasing wind and solar capacity Gas to Liquids however, represent great promise and significant value. These include: Ethanol, jet fuel, diesel and DME as their pricing baseline is significantly higher in global markets As a consequence, syngas from waste sources represents a unique, potential arbitrage opportunity vs. other fuel products. This is the fundamental approach of Alter NRG today Opportunities exist today and our view is that as syngas quality, syngas cleanup and conversion efficiencies improve, the market will accelerate exponentially An added plus the microbial conversion technologies using bioreactors for conversion to fuels 2
SUNSHINE KAIDI GROUP OF COMPANIES $6 billion USD Company 11 China subsidiaries and 4 US subsidiaries Kaidi builds, owns and operates power facilities Currently permitted to build 3000+ MW in China Proven EPC capabilities Proven expertise in Hydro, Wind and Concentrated Solar Power (CSP) generation Owns key technologies Owns land for Biomass Production Development of BTL Projects President Xi Jinping visited Kaidi Biofuel Facilities in 2013 3
ALTER NRG TECHNOLOGY OFFERS A SOLUTION TO DIVERT WASTE FROM LANDFILLS (ALTER NRG AND WESTINGHOUSE PLASMA ARE OWNED BY SUNSHINE KAIDI) Alter NRG develops projects utilizing its plasma gasification technology Alter NRG solutions divert waste that is landfilled Over 30+ years of development $2 billion invested in projects and technology 13+ years of proven commercial operation Processes a variety of feedstocks to create syngas 4
ALTER NRG & WESTINGHOUSE PLASMA GASIFICATION SOLUTION: PROVEN COMMERCIAL OPERATIONS 1983 Madison, PA, USA 1995 Kinuura, Japan 1999 Yoshii, Japan 2002 Mihama Mikata, Japan 2003 Utashinai, Japan 2009 Pune, India 2012 Wuhan, China 2013 Shanghai, China 2014 UK 2017 Thailand Multi waste: 48 tpd Demo Facility P5 Incinerator Ash P5 MSW: 24 tpd P5 MSW & Sludge: 24 tpd P5 MSW & ASR: 220 tpd W15 Hazardous Waste: 78 tpd P5 Waste Biomass: 150 tpd W15 Medical Waste & Fly Ash: 30 tpd P5 & Auxiliary Modules Delivered G65 MSW: 600 tpd Multiple s LESSONS LEARNED: Over 100 types of feedstocks successfully gasified; vitrified Large volume of performance data gathered Ash can be vitrified successfully MSW can be gasified Emissions values measured; limits achieved successfully Plasma gasifier successful at commercial scale Emission limits met Scale up issues resolved geometry optimized Hazardous waste successfully destroyed; vitrified Over 600 types of feedstocks processed on a commercial scale Design information gathered for biofuels facility Successful medical waste destruction program in China Ready for scale up Gained understanding of large scale, oxygen blown operation Resolved feed system challenges 1st large scale MSW Facility in SE Asia 5
UPDATE: TEES VALLEY FACILITIES AND REORGANIZATION OF AIR PRODUCTS Why did they exit the business? The EFW business was part of a corporate wide Air Products reorganization in late 2015 to create better focus for its core business industrial gases. Air Products has now sold off 2 other non core business units The only remaining non core business for Air Products is EFW The facility is currently idle and for sale; Air Products publicly announced in August 2017 that they do not have a buyer The Air Products plant was designed to process 2000 tonnes/day of refuse derived fuel (RDF) in two trains (each train having a capacity of 1000 tonnes/day) Alter NRG delivered two G65 gasifiers complete with control modules (one G65 gasifier for each train) Tees Valley 1 has been completed Tees Valley 2 is approximately 75% complete Tees Valley 1 commissioned and has undergone several start up and trial runs Start ups deficiencies were identified and corrective actions were put in place None of identified deficiencies are critical flaws with plasma gasification technology 6
THAILAND: WASTE TO POWER FACILITY (2017) Update: Project has obtained a permit and a technology license 600 tpd of MSW to create 20 MW power This is the 1 st large scale MSW to power facility in SE Asia Project has completed all preliminary engineering and is in final design and financing stage Targeted to begin construction in Q1 2018 Highlights: Government of Thailand s (PDP 2015) encouraged the development of renewable energy Has set aggressive renewable energy targets (from MSW, biomass, etc.) Mechanism in place for the Feed in Tariff (FIT) program with competitive rates and incentives as of January 2017 7
GLOBAL WASTE CONTINUES TO BE A CHALLENGE Landfills causes: Greenhouse gas emissions Unnecessary land occupation Effects health and wellbeing Water contamination through leaching Clean up issues for future generations BIOMASS 100 BN Tonnes/year MSW 1.3 BN Tonnes/year HAZARDOUS 400 MM Tonnes/year TIRES 10 MM Tonnes/year 8
POPULATION GROWTH WILL CONTINUE TO DRIVE WASTE VOLUMES Most of the world s MSW is landfilled MSW generation (billion tpy): EST = Estimated World population growth (estimates in billions): 9
GLOBAL WASTE PROBLEM HAS SIGNIFICANT ENERGY EQUIVALENTS (TODAY S ESTIMATES) ESTIMATED WASTE BIOMASS (100 BN Tonnes/year)* ESTIMATED MUNICIPAL SOLID WASTE (MSW) (1.3 BN Tonnes/year) SYNGAS 37 Million MMBtu/day SYNGAS 2.4 Billion MMBtu/day LIQUID FUELS 3 Million Bbls/day LIQUID FUELS 235 Million Bbls/day ELECTRICAL 13,700 GW Capacity WASTE BIOMASS 274 Million Tonnes/day Source: Impact Renewables, UK, Climate Change, An Integrated Perspective) ESTIMATED HAZARDOUS WASTE (400 MM Tonnes/year) ELECTRICAL 178 GW Capacity MSW WASTE 3.6 Million Tonnes/day ESTIMATED WASTE TYRES (ELT) (10 MM Tonnes/year) SYNGAS 17 Million MMBtu/day SYNGAS 520,000 MMBtu/day LIQUID FUELS 874,000 Bbls/day LIQUID FUELS 24,000 Bbls/day ELECTRICAL 43 GW Capacity HAZARDOUS WASTE 1.2 Million Tonnes/day WASTE TYRES (ELT) 28,000 Tonnes/day ELECTRICAL 1.4 GW Capacity 10
ATTITUDES ARE CHANGING GLOBALLY : CURRENT TRENDS & WASTE MANAGEMENT CHALLENGES China: By the end of 2017 China will no longer accept waste from other counties August of 2017 informed World Trade Organization (WTO) that will no longer accept imports of 24 categories of solid and hazardous wastes USA: Majority of unprocessed waste was exported to China (plastics,, paper, hazardous, electronics) Will now end up in US landfills; currently most landfills and incinerators are running at capacity Simultaneously, under ongoing NAFTA negotiations, USA could likely ban transboundary movement of waste for treatment from Canada and Mexico, could demand local management and put more pressure on US processing EU: Eastern EU is challenged on waste management and consequently is facing EU fines UK post Brexit, could lead to significant challenges on RDF exports to other EU states Could demand local management or exports at higher costs UAE & India: Facing significant challenges to manage its waste especially in metro areas Modi government addressing and building capacity to manage all waste streams generated Landfills are inadequate and open dumping has created increasing health problems 11
GLOBAL WASTE MANAGEMENT: PRACTICE & CHALLENGES Waste Management & Evolution Tier 1 (E.g. Western Europe, Japan) Tier 2 (E.g. USA, Canada, Australia) Tier 3 (E.g. Middle East, S. America, E. Europe) Tier 4 (E.g. Asia/India, Developing Countries) Waste segregation at source (E.g. 3R s) HIGH HIGH MEDIUM LOW Advanced landfilling HIGH HIGH LOW LOW Thermal Treatment HIGH LOW LOW N/A Environment pollution (E.g. methane gas, CO 2, gas flaring, open dumping, health hazard, etc.) LOW MEDIUM HIGH HIGH Legislations Landfill Tax Fuel Blending & Renewable Energy Mandates TIER 1 CURRENT STATE OF THE ART TIER 4 NOT STATE OF THE ART Urban Industrial Human habitation near a landfill Crop cultivation besides a landfill 12
WASTE TO ENERGY NOT ONLY CREATE SYNGAS OPPORTUNITIES, BUT ALSO REPRESENT GLOBAL GHG/CO 2 REDUCTION OPPORTUNITY Environment, climate change and health benefits: According to Global Biochemical Cycles, global CH 4 emissions from landfills/dumps, are estimated from 9 70 Tg/year (1 Tg=1 million tons) According to EPA, CO 2 emissions from landfills could be reduced o E.g. 589 MtCO 2 e in 2030 assuming full implementation of current technologies o Potentially account for 13% in global emissions reduction in 2030 CH 4 CO 2 Landfills/dumps increase global warming diverting waste reduces methane emissions/ghgs Clean surroundings/neighborhoods reduces health risks and associated costs Integrating newer technologies: Integrating WTE/EFW facilities (material recycling and energy recovery) within municipalities enables smart city living strategies WTE/EFW enables the diversion of waste from landfills/dumps and reduces both CH 4 and CO 2 Cleaner power generation (IGCC), biofuels from biomass, other renewables, nuclear even natural gas, etc. reduces GHG emissions Additional benefits can be recognized by integrating Carbon Capturing with WTE/EFW 13
THE WRAP UP Growing global population/urbanization is driving waste volumes and environmental concern Waste management is a global challenge but presents multiple opportunities o o o Provides economic benefit and employment opportunities Mitigates environmental issues, impacts climate change and lessens health degradation Reduces GHG and CO 2 emissions Utilizing WTE/EFW diverts multiple waste steams from landfills/dumps and generates renewable energy in the form of power, liquid fuels, other chemicals or fossil fuel replacement WTE/EFW is complimentary to waste reduction, reuse and recycle o o Enables governments/municipalities to maximize economics and efficiencies of efforts Stimulates circular economy and zero waste strategies by treating post recycled waste. o Waste to Energy drives syngas utilization on a global basis SYNGAS** 2.5 Billion Mmbtu/Day LIQUID FUELS** 239 Million Bbls/Day Assumptions: * Combined waste volumes (MSW, Biomass, Hazardous, Tires) ** Downstream product options are estimates only; relative to the Btu energy value of the waste feedstock GLOBAL WASTE (COMBINED)* 279 Million Tonnes/Day (1.2 Billion Tonnes/Year) ELECTRICITY** 13,920 GW Capacity (Gross) Base load production 14
460, 227 11 Avenue S.W. Calgary, Alberta Canada T2R 1R9 www.alternrg.com THANK YOU