MBR Course for Abengoa

October 16 & 17, 2012

Hamid Rabie

MBR Course Outline Introduction

Fundamentals of MBR Processes & Introduction to Process Design Tools

Membrane Operation Considerations

Membrane Fouling and Cleaning

Membrane Products: Comparison of Different Suppliers & Main Design Considerations

Introduction to Design & Costing of MBR systems

Basics of Biological Processes and Tools

Biological Mass Balances & Main Design Parameters

MF/UF membrane Heart of this technology & market

Water Market Overview($ in Billions )

Key Profit Segments

WW Reuse $2Desalination

$6.5Disinfection

$4.5Filtration

$6.6

Separation$22

~$42B

~$380B

10%

9%

8%

11%

4%

W

a

t

e

r

E

q

u

i

p

m

e

n

t

Total Market Current Growth Focus

Avg. GM ~ 25%Growth rate ~ 7% (2-3 X GDP)

Technology Drivers

potential MF/UF market

Growth rate 3-4%M

F

/

U

F

E

q

u

i

p

m

e

n

t WW Reuse $1Desal. $1

Disinfec.$1.3Filtration

$4.3Separation

$4.5

~$12B

23%

25%

17%

26%

25%

Now at ~ $2.0B2015+ forecast at > $3.0B

Avg. GM ~ 38%Growth rate ~ 22%

MF/UF Membranes ~ 3%Technol. Displace ~ 10%

2006US$40 Billion

2015US$55 Billion

Industry growth driversMarket growth

Aging water infrastructure Growing population Declining fresh water sources Regulatory requirements

Superior performance versus traditional technologies

Rapidly declining life cycle costs

Growing market acceptance

MF/UF growth drivers

MF/UF membranes, the fastest growing segment of the global water equipment market

Potential > 30%$0

$1

$2

$3

1998 2000 2002 2004 2006

2006$3B Membranes Installed

$300M/yr future replacement

MF/UF becoming standard platform displacing conventional technologies

MF/UF Membranes ~ 6%Technol. Displace ~ 20%

2020+