Green Chemicals & Materials – Unravelling the Myths and Creating Opportunities - Oct08

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    Green Chemicals & Materials Unravelling the Mythsand Creating Opportunities

    A panel discussion with Frost & Sullivan's leadingChemicals & Materials analysts:

    Robert Outram, Leo Dokos

    Brian Balmer, Hari Ramasubramanian

    29 October 2008

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    Focus Points

    Key Industry Trends

    Green Sourcing

    Green Processes / Sustainability White Biotechnology

    Legislation

    Case Studies / Examples

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    Key Industry Trends

    Putting "Green" in Context

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    Trends Impact on the Chemicals Industry

    Projected

    Impact on theChemicals

    Industry

    High Impact

    Low Impact

    CertaintyLow High

    2007 2020

    EnvironmentalLegislation

    By-products/wastemanagement

    WhiteBiotechnology

    Forwards/backwards Integration

    Super Chemical Companies

    LogisticsExcellence

    Biorenewables

    Recycling

    PowerCustomer

    InternetAuctions

    Nanotechnology

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    Performance Materials Market: Impact of Key Industry Trends

    (Europe), 2008

    Supply chain

    Expansion

    Sustainable

    production

    Innovation

    SecurityEnergy-saving

    Lifestyle

    Safety

    Differentiation Functionality

    0

    5

    10

    0 5 10

    Internal Impact

    Market

    Impact

    Materials Industry Trends

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    Performance Materials Market: Impact of Key Industry Trends

    (Europe), 2008

    Supply chain

    Expansion

    Sustainable

    production

    Innovation

    SecurityEnergy-saving

    Lifestyle

    Safety

    Differentiation Functionality

    0

    5

    10

    0 5 10

    Internal Impact

    Market

    Impact

    Materials Industry Trends

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    What is Green?

    BiodegradableSustainably

    Sourced

    Bio-enabling

    Chemicals& Materials

    DetergentsBioplasticsNatural fibre

    Biorenewable building blocksBioplastics

    OleochemicalsBiofuels (?)

    Recycled

    Oxy-biodegradableplastic additives

    Composites for wind

    turbines

    Solar cell chemicals

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    Materials Industry Trends - Focus on Green

    Top 10 Trends

    Production

    Enabling tech.

    Renewable materials

    Energy efficiencyCleaner processesWaste reduction / re-useWorker safety

    Biopolymers

    Natural fibres

    Thermoplastics

    Coating resins

    Energy efficiencySafetySecurity

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    Materials Industry Trends - Focus on Green

    Top 10 Trends

    Production

    Enabling tech.

    Renewable materials

    Energy efficiencyCleaner processesWaste reduction / re-useWorker safety

    Biopolymers

    Natural fibres

    Thermoplastics

    Coating resins

    Energy efficiencySafetySecurity

    Spec Chem as an enabler of green Materials: Chemtura Polybond improves blending of

    wood fibres with PP in WPC DuPont Biomax Strong at 2wt% greatly

    improves properties of PLA

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    The chemical industry has cut its energy intensityannually while reducing greenhouse gas emissions

    Between 1990 and 2005energy consumption

    remained flat

    Between 1990 and 2005energy consumption

    remained flat

    Between 1990 and 2005production has increased

    Between 1990 and 2005production has increased

    Between 1990 and 2005greenhouse gas emissions

    declined

    Between 1990 and 2005greenhouse gas emissions

    declined

    Time

    Index

    Source: Cefic

    100

    160

    106

    73

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    Bio-sourcing materials - Can analogies be drawn with oil-based chemistry?

    Chart 5.1

    High Performance Plastics Market: Chemistry of C9 Monomers for Polyamides (Europe), 2007

    Natural Fatty Acids Oleic Acid:

    O

    OH

    O

    OH

    O

    HOO

    OH

    +

    NH2H2N

    PA 6,9

    PA 9,T

    C9 Chemistry Commodity C6 Chemistry

    Adipic Acid

    HMDA

    (old technology,largely superseded) PA 6,6

    Note the similarity of chemistries

    used to generate diamines for bothniche C9 and commodity C6

    polyamides

    NH2

    H2N

    O

    O

    OHHO

    Azelaic Acid

    Pelargonic acid by-

    product:Used in alkyd resins,synthetic lubricant baseoils and plasticizers

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    Legislation

    Lack of harmonisation?

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    Voluntarily participationby the industry

    The lack of harmonisation in legislation and standards slows down the

    momentum required for global adoption of green chemicals and processes

    Legislation

    Legislation will play an increasingly important role in the future in alignment with a globalcarbon footprint of materials and chemicals

    Environment

    Ecology

    Economy

    Not harmonised globalregulatory framework

    slow replacement of chemicalsunder consideration

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    Europe is leading a global multifaceted effort to bring the chemicalsindustry in the 21st century

    Things will speed up due to recently introduced legislation focusing on protecting theenvironment as well as human health

    Change of the responsibilityfrom public authorities to

    industry in demonstrating the

    safe manufacture and use ofchemicals

    Restriction of the use of certainhazardous substances in electrical

    and electronic equipment

    GHS

    Identify hazardous chemicals andinform users through standard

    symbols and phrases on the

    packaging labels and throughsafety data sheets (SDS)

    Global Good Managementof Chemicals & Materials

    Global Good Managementof Chemicals & Materials

    Industry responsible forprotecting human health

    and the environment

    Industry responsible forprotecting human health

    and the environment

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    Is bio a polished term for green products?

    Is bio the next green for chemicals and materials?

    BiofuelsState subsidies and EU directives

    setting targets have been thedriving force for blending andusing biofuels. In the future

    BioplasticsThese PLA, PHA's and starch-basedpolymers represent the future but

    there is no specific legislationregulating the amount of renewablesourced material that needs to be

    present in a plastic for it to be calledbioplastic. It is therefore open to

    individual players in the market toassess this particular point.

    Biolubricants

    Although the last 10 years theseproducts have experienced a

    market growth, this is due to aslow replacement. Legislation

    mandating their use exists onlyin few European countries andsince 2008 in France as well.

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    FAQs & Frost & Sullivan Solutions

    Case studies from Frost & Sullivans research

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    Frequently Asked Questions

    What does "Green"actually mean?

    What opportunities couldthere be for us in "energy

    efficient" buildings?

    What impact will the new PyramidTechnologies PLA plant have on

    the bioplastics market?

    What are the different options toenter the bioplastics market? Can you charge a

    premium for a bio-

    based product?Is there any opportunity forrecycling of advanced

    composites?

    Do you know what opportunitiesthere would be for [a new

    material] to improve the thermalefficiency of buildings?

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    Green Issues Coverage Up to datestudies on green initiatives in ourvarious end user segments

    Examples of recent research Chinese Solar Power Markets Wood Plastic Composites

    Renewable Chemicals Markets

    Bespoke consulting work on GreenMarkets

    Biofuels Market Entry Strategies forthe Hungarian Market

    An Overview on Uses for Flare Gas

    Analyst Briefings Such as this one on Green initiatives in

    the Chemicals & Materials Market

    White Papers Environmental Sustainability Initiatives

    in the Performance Materials Industry

    Constantly changing

    market requires frequenttracking of the key trends

    PLA Market: Volume Forecasts (Europe), 2003-2013

    0.0

    50.0

    100.0

    150.0

    200.0

    250.0

    2003 2004 2005 2006 2007 2008 2009 2010 2011 2012 2013

    kt

    Old New

    The European Bioplastics Marketforecasts had to be revised just in oneyear since we wrote the study, to accountfor the rapid changes that had takenplace in the market in 2008

    An analysis of the 170 billion cubic metres offlare gas wasted every year, andidentification of technologies that will createviable markets for this precious source ofenergy

    Frost on the Green Revolution

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    Conclusions

    Green initiatives must be self-funding - i.e. themselves sustainable

    There is no one thing that counts as "green." It can be anything from:

    emissions reduction or reduced usage of non-renewable raw materials

    ... to broader social responsibility considerations such as the worker'sworking conditions

    Marketing is key

    ... But it is not just a marketing gimmick!

    Important to be proactive and do it before legislation forces you to

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    Your Feedback is Important to Us

    Growth Forecasts?

    Competitive Structure?

    Emerging Trends?

    Strategic Recommendations?

    Other?

    Please inform us by taking our survey.

    What would you like to see from Frost & Sullivan?

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    For Additional Information

    Steve LeeStrategic Account Manager

    Chemicals, Materials and Food, Asia Pacific(65) 6890 0914steve.lee@frost.com

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