Políticas de Incentivo para o Desenvolvimento Industrial e ... 45 Gabriel Gomes.pdf · LIVRO VERDE DO ETANOL 1 1 Políticas de Incentivo para o Desenvolvimento Industrial e Disponibilidade

LIVRO VERDE DO ETANOL

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Políticas de Incentivo para o Desenvolvimento Industrial

e Disponibilidade de Matérias Primas

BNDES – Banco de Desenvolvimento

Econômico e Social Brazilian Development Bank


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Biobased Chemicals in Brazil

• Raw Materials

• Public Policy

Agenda


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LIVRO VERDE DO ETANOL Well established sugarcane industry

Brazil has more than 400 sugarcane mills that can crush around 700 million tons per year. Besides that, due to the lack of financial/technological assets, the majority still processing only the

sugarcane juice…

… which represents a great opportunity for those who are able to develop/adapt new technologies to be integrated to these plants, generating synergies and cost reductions for 1st and 2nd gen ethanol process and chemical products.


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LIVRO VERDE DO ETANOL Land availability

By improving the low yield of cattle production it will be possible to free large

amount of land for other purposes. Brazilian federal agricultural zoning

considered up to 64 Mha able to produce sugarcane w/o irrigation.


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LIVRO VERDE DO ETANOL In addition to being the most available culture, sugarcane is one of the most competitive feedstocks

Note: The fermentable weight corresponds to carbohydrates that are consumed in the fermentation Source: Nexant (2013), Next Generaton Biofeedstocks: Resources IS Renawables ; Südzucker (2014); Bayer. Landesanstalt Für Landwirtschaft (2014)

CARB. - 1ST GEN.

Corn Corn Corn


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LIVRO VERDE DO ETANOL Sugarcane residues are the most competitive of all the agroindustrial residues

SUGARCANE WASTE FEATURES ONE OF THE

LOWEST PRODUCTION COSTS...

... AND THE LOWEST COST WHEN

THE CONTENT OF FERMENTABLES IS

CONSIDERED

* Cost of bagasse considered as opportunity cost of input, which can be sold for the generation of electric energy Note: The percentages of hemicellulose and cellulose of each residue were considered in the calculation of the cost per fermentable tone Source: Nexant (2013), Next Generaton Biofeedstocks: Resources IS Renawables; Kim & Day (2011); Franco, H. C. J. et. All (2013); North Central Sun Grant Center & South Dakota State University (2013); Iqbal ET al. (2013); Bain/Gas Energy Analysis

Corn Corn


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LIVRO VERDE DO ETANOL Biofuels industry will allow evolution of the 2G sugar experience curve

Note: Use of ethanol by Braskem estimated by considering a stoichiometric yield of 54% for the installed capacity of 200 Ktpy Source: CONAB (2013); Braskem (2013); PECEGE/ESALQ (2012 e 2014); CTBE (2013); CTC (2013); Novacana (2014); expert interviews; Bain/Gas Energy analysis

Retrofit of

existing plant

can reduce

Capex


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LIVRO VERDE DO ETANOL The investments are shifting from biofuels to biochemicals

12 Source: Cleantech Group


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LIVRO VERDE DO ETANOL 2nd bio concentration of production capacity of chemicals from biomass is found in Brazil

*Includes projects with undefined location or with location in countries as Italy, India, Canada and others. Note: the data presented on the graph is related to projects that were publicly announced for renewable chemical classes 1 and 2, i.e. the alternative route based on biomass is emerging or in the beginning of business stage. Source: Nexant (2012), Bio-based Chemicals: Going Commercial; Green Chemicals Blog (2012-2014); Biofuels digest (2012-2014); websites of different companies (renewable and conventional chemicals); interviews with experts.


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LIVRO VERDE DO ETANOL While biggest concentration of announced capacity of sugar and celulosic based chemicals is found in Brazil

Note: North America includes announced projects from USA and Canada; The data presented on the graph is related to projects that were publicly announced for renewable chemical classes 1 and 2, i.e. the alternative route based on biomass is emerging or in the beginning of business stage. Source: Nexant (2012), Bio-based Chemicals: Going Commercial; Green Chemicals Blog (2012-2014); Biofuels digest (2012-2014); websites of different companies (renewable and conventional chemicals); interviews with experts.

CARB ONLY


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EUA:

- Renewable Fuel Standard (RFS) – EUA

- Programa de grants do Departamento de Energia (DOE)

- Loan Guarantees (USDA)

Europa:

- European Commission Inniciatives (EU ETS, NER300,

Horizon 2020 etc.)

Brasil:

- BNDES/FINEP - PAISS (2011)

- PAISS Agro (2013)

- New PADIQ (2015)

Public Policy

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1 - Aditivos para alimentação animal; 2 - Derivados do silício; 3 - Fibras de carbono e seus compósitos; 4 - Produtos para Exploração e Produção de Petróleo; 5 - Insumos químicos para higiene pessoal, perfumaria e cosméticos (HPPC); 6 - Produtos químicos de fontes renováveis de matérias-primas

PADIQ - Linhas Temáticas


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6 - Produtos químicos de fontes renováveis de matérias-primas. 6.1 Desenvolvimento de processos biotecnológicos para produção de

químicos a partir da biomassa de cana de açúcar ou cana energia, incluindo resíduos agrícolas e subprodutos industriais do processo de produção de açúcar e álcool, excetuando-se os processos destinados exclusivamente para a produção de biocombustíveis;

6.2 Desenvolvimento de processos para produção de químicos a partir da

biomassa florestal, incluindo resíduos e subprodutos do processo de produção de celulose;

6.3 Desenvolvimento de processos para produção de químicos a partir da

glicerina;



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6 - Produtos químicos de fontes renováveis de matérias-primas (cont.) 6.4 Desenvolvimento e escalonamento de processos de produção de

enzimas para hidrólise de material lignocelulósico; 6.5 Desenvolvimento de novas aplicações para produtos químicos obtidos

a partir de carboidratos de primeira e segunda gerações, da lignina, da glicerina e de outros intermediários oriundos da biomassa;

6.6 Investimento em biorrefinarias e plantas de produção para o

escalonamento de processos de fabricação de químicos renováveis, excetuando-se os investimentos destinados exclusivamente para a produção de biocombustíveis.



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LIVRO VERDE DO ETANOL Steel on the Ground

BNDES Financing for Investment: > US$ 500 M (2011-2014)

• Braskem - Green PE 200 kt - 2011 - Triunfo/RS US$240M BNDES financing for pilot and commercial scale

• Amyris - Farnesene - 2013 - São Paulo US$ 35M BNDES financing for demo and commercial scale

• Solazyme - Specialty oils - 2014 - São Paulo

US$107M BNDES financing for commercial scale

• GranBio - Cellulosic ethanol - 2014 - Alagoas US$130M BNDES equity and financing


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LIVRO VERDE DO ETANOL Project Perspectives

Future projects:

• 2G Ethanol Plants

• Solvay-Rhodia / Granbio - N-butanol

BNDES financing and grant (Funtec) for research

• DSM – Succinic acid from sugar cane Approved financing from Finep / Grant (Funtec) from BNDES

• Biobased chemicals research pipeline

Braskem/Solvay-Rodhia/DSM/Elekeiroz/Oxiteno/CTC – CTBE/Embrapa

BNDES and Finep financing and grants for research


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LIVRO VERDE DO ETANOL Examples of Biobased Chemical Projects in Brazil Financed by BNDES

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Amyris Solazyme Bunge


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Prioritization and

validation S4

Report 7

(Final)

Drawing of development

policies

Brazilian Market Opotunities: Chemical Industry Diversification Study

Business models drawing

Economics detailing

Initial

Prioritization

of segments

Mapping and

Segmentation

Characterization of selected segments

Mapping and best practices

for development policies

S2

S1

1st July 13

9th Sept 13

Ma

y

Jun

e July Aug Sept Oct Nov Dec Jan Feb Mar Apr

Ma

y

Jun

e July Aug Sept

SP

S Seminars SP Specialists Panel

Final

Prioritiz

ation of

Opportu

nities S3

Report 4 Report 3 Report 6 Report 5

16th

Sept

14 Google: FEP Industria Quimica

//upload.wikimedia.org/wikipedia/en/8/86/Bain_and_Company_Logo_1.svg


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Segment

Market BR

( US$B,

2012)

Brazilian

Share

(%)

Global growth

(12-07)

Brazilian

Growth

(12-07)

Imports

(US$ M)

Exports

(US$ M)

Unit Price

(US$ /kg)

Cosmetics 41.8 9.7% 4.1% 12.4% 830 580 5.4

Defensives 9.7 20.5% 7.6% 16.1% 5,400 500 11.3

Animal feeding additives1 1.10 10.0% 3.7% 10.1% 458 310 2.5

Butadiene, Isoprene 1.95 5.7% 1.1% 3.2% 860 740 2.5

Flavors and fragrances 1.20 5.1% 3.3% 6.5% 295 317 5.2

Oilfield chemicals 0.71 3.6% 11.2% 24.6% 85 9 1.7

Surfactants 1.54 5.7% 3.0% 6.9% 315 185 3.0

Aromatics2 2.52 1.6% 3.8% 5.2% 1,154 0 1.2

Polyurethanes 1.50 3.5% 1.6% 5.8% 944 83 2.7

Cellulose derived products 0.33 1.3% 6.3% 1.1% 190 37 3.5

Lubricants 4.5 3.5% 1.0% 2.6% 1,127 209 2.4

Food additives* 0.65 3.0% 3.8% 4.1% 367 625 2.8

Oleo chemicals 0.66 2.8% 8.1% 23.2% 230 179 1.7

Carbon Fiber 0.10 9.4% 7.9% 107.4% 97 0 24.4

Mining chemicals 0.19 4.1% 2.3% 7.6% 93 8 2.2

Leather chemicals 0.38 8.1% 2.8% 3.7% 111 83 1.7

Silicon Derived Products 0.42 3.0% 3.7% 5.2% 190 536 2.5

Construction chemicals 0.17 1.7% 3.7% 5.0% 30 4 1.1

Polyamides 1.28 1.7% 1.9% -5.2% 509 14 3.4

Co

mp

etit

iven

ess

+

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Study sponsored by BNDES – Chemical Industry 19 segments were considered highly attractive


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Gabriel Gomes [email protected]

Documents

Políticas de Incentivo para o Desenvolvimento Industrial e ... 45 Gabriel Gomes.pdf · LIVRO VERDE DO ETANOL 1 1 Políticas de Incentivo para o Desenvolvimento Industrial e Disponibilidade