Opportunities in Biomaterials
Daniel N. RobinIntegrated Investments International (In3)
Commercializing Food-Friendly BioRenewables since 1996
Online: In3inc.com * Email: [email protected] * +1(831) 761-0700
© 2008 Daniel Robin & Associates / In3 – all rights reserved worldwide
Green Trade Network Summit
Sept 19, 2008
Agenda• What We Do
• Definition: Biomaterials, Bioplastics
• What’s the problem?
• Why bioplastics?
• State of int’l biomaterials market
• Key applications and suppliers
• Int’l Trade Opportunities
• Q & A
BioRenewables commercialization, consulting & partnerships
Exclusive focus on sustainable business and “cleantech” since 1985Bioplastics technology transfer (Germany to US) and finance since 1996
Services:
• Market/Competitive Analysis & Intelligence
• Business Development, sustainability metrics, plans & reports
• Investment Strategy, Partnerships
• Workshops, Coaching, Group Facilitation
More at www.in3inc.com/about.html
What We Do
What’s the problem?
Single feedstock dependency
www.chrisjordan.com/current_set2.php
Depicts 60,000 plastic bags, used every five seconds
2,000,000 plastic bottles, used every 5 minutes
Plastics Industry IssuesPlastics Industry Issues
• Diamonds are forever? So are plastics!Diamonds are forever? So are plastics!– No eco-effective end-of-life solutionNo eco-effective end-of-life solution– Many compounds are toxic Many compounds are toxic andand persistent persistent
• Petroleum price shocks Petroleum price shocks
• Energy to manufacture Energy to manufacture greenhouse gases greenhouse gases
• Boiling frog effect; risks & liabilities …Boiling frog effect; risks & liabilities …– Consumers and governments are demanding Consumers and governments are demanding
safer alternativessafer alternatives, using precaution, using precaution– Many plastic additives and products are being Many plastic additives and products are being
restricted or banned outrightrestricted or banned outright
Illustration by David Simonds
Big problems often translate into big business opportunities
Ventures worldwide are using advanced, renewable materials to gain competitive edge.
For suppliers and retailers, biomaterials provide a way to reduce industrial waste & avoid regulatory headaches.
Definition: Bioplastics
“Bioplastics” are polymers that can be processed by established technologies and are either
1. Biobased – from renewable raw materials(recently fixed vs. fossil carbon)
or …
2. Biodegradable per accepted industry standards – EN 13432 or ASTM D6400 – usually this means composted
Design Goal: Durability, not Immortality
Classic film clip of Henry Ford, 1941whacking an early soy composite bumper
Bioplastics are not a new idea
Why didn’t they take off then?
What’s driving their adoption now?
Who is leading?
Applications for Bioplastics, Biocomposites, Biopolymers
AUTOMOTIVE Components, Coatings, Interiors
Applications for Bioplastics, Biocomposites, Biopolymers
AGRICULTURE
Applications for Bioplastics, Biocomposites, Biopolymers
FOOD Service & Product Packaging
EcoBags
Applications for Bioplastics, Biocomposites, Biopolymers
100% Ingeo draperies
Body of Sony Walkman
Industry ScanA. Commercially Viable Biopolymers
1. NatureWorks LLC –
2. Novamont SpA– MaterBi
3. Cereplast – starch-based family of resins
Began as a $750 million JV (Cargill and Dow) in early 2000Dow exited 2005.
Early Oct 07, Japan’s Teijin took a 50% JV interest.
NatureWorks LLC
Current market leaders ~300M lbs/yr of Polylactic Acid (PLA)
NatureWorks LLC
NW did not invest in compounding technology, leaving a hole (and significant opportunity) in the market
Wal-Mart’s Sam’s Clubs put BioPlastics on the commercial map in 2006
Novamont MaterBi
European Inventor of the Year 2007
Public Relations MeetingJuly 14, 2006
Industry ScanWho are the main players?
A. Commercially Proven Solutions1) NatureWorks Ingeo
2) Novamont MaterBi
3) Cereplast
B. Innovative but unproven – PHAs, polyols, etc.
E.g., Telles Mirel™ (JV with Metabolix and ADM)
C. Emerging, advanced materials such as monolayers,
colloidal “green” chemistry and other important trends
Current Stage of Biopolymer DevelopmentIndustry Status as of Spring 2008
Confidential Content – contact Daniel Robin at In3 for details
Industrial scale
Large scale plant
Commercially available
Pilot Plant
DevelopmentResearch Industrial scale
Large scale plant
Commercially available
Pilot Plant
DevelopmentResearch
Success Keys in BioRenewables
All ag waste / byproducts / biomass = opportunity
Radical innovation … get disruptive!
Use “biorefinery” approach: multiple revenue streams
NatureWorks Biorefinery
Industrial Biorefining
• Integrated biomass conversion processes and equipment
• Spectrum of co-products… – Bioenergy & fuels, – Value-added chemicals/biomaterials– Food, feed, nutraceuticals, etc.
• Leverages components and intermediates to maximize value
Variables:• Location (regional
feedstock)• Capital equipment• Flexibility• Scale
Industrial Biorefining
Questions?Questions?
What will you do on Monday morning?
Opportunities in Biomaterials
Daniel N. RobinIntegrated Investments International (In3)
Commercializing Food-Friendly BioRenewables since 1996
Online: In3inc.com * Email: [email protected] * +1(831) 761-0700
© 2008 Daniel Robin & Associates / In3 – all rights reserved worldwide
Green Trade Network Summit
Sept 19, 2008