Upload
others
View
3
Download
0
Embed Size (px)
Citation preview
The Dow Story Innovating to Solve World Challenges
Juan Fernando Martínez
Sustainability Director Latin America
Dow confidential. Do not share without permission.
Dow: An Innovation Company
Mission:
To passionately create innovation for our
stakeholders at the intersection of chemistry,
biology and physics
Vision:
To be the most valuable and respected science
company in the world
Corporate Strategy:
Invest in a market-driven portfolio of advantaged
and technology-enabled businesses that create
value for our shareholders and customers
Values:
Integrity ~ Respect for People ~ Protecting Our
Planet
Dow confidential. Do not share without permission.
Dow: An Innovation Company
Founded in 1897
119 years of growth
Largest chemical company in the U.S.
$49 billion in annual revenue in 2015
~ 49,500 employees worldwide
Integrated value chains aligned to high-
growth sectors
6,000 products manufactured at 179 sites
in 35 countries across the globe
Dow confidential. Do not share without permission.
Addressing World Challenges
Through strong collaboration and innovation that extract value from material, polymer,
chemical and biological science, Dow scientists are delivering the value our customers
want and solutions the world needs.
Packaging Providing
customers a
unique ability to
collaborate with
the launch of Pack
Studios
Agriculture Helping achieve
higher yield potential
through plant
biotechnology and
crop protection
Electronics Enabling next-
generation
semiconductor and
display materials for
a connected world
Transportation Contributing to lighter,
more fuel-efficient
cars
Water Tackling water
challenges in a
sustainable way
Dow confidential. Do not share without permission.
Dow’s Unique Growth Drivers
Low-Cost, Integration and Collaborative Innovation Underpinned by Operational and Commercial Excellence
Ethylene
Propylene
High-Throughput
Research
Polymer Science
Material Science
Formulation
Sciences
Process Engineering
NARROWER, DEEPER END MARKET PRESENCE
ADVANTAGED BACK-INTEGRATION
WORLD-CLASS SCIENCE AND ENGINEERING CAPABILITIES
Pla
tfo
rms
High-Performance
Computer Modeling
Packaging
Transportation
Energy/Water
Consumer
Infrastructure
Durables &
Industrial
Solu
tio
ns
Bu
ildin
g B
lock
s
Catalyst Discovery
& Ligand Synthesis
Application
Development
Silicones
Dow confidential. Do not share without permission.
Delivering the Value Our Customers Want and the World Needs
Bringing quality water to where
it’s needed
Global Challenges Market Opportunities Science-Driven Solutions
Water
Energy &
Climate Change
Reverse osmosis modules
Microbial control
Pipeline materials
Building insulation
Structural adhesives for automobiles
Gas-treating products
Weed and insect control
Seeds and trait technology
Healthier oils
Flexible food packaging Food &
Agriculture
Next-generation electronic materials
Enhanced drug formulations
Low VOC paints
Using energy more wisely
and creating new sources
More food, healthier food
and less waste
Higher standard of living for
a growing global population
Consumer &
Lifestyle
Dow confidential. Do not share without permission.
119 Years of Science-Driven Innovation
From bleach
to
chemicals:
A one-
product
business
diversifies
A
commitment
to basic
research:
Setting the
foundation for
product
innovation
Post-war
expansion:
Product
offerings
widen to serve
the post-war
consumer and
Dow expands
globally
Household
names, global
reach:
Sales grow from
$1 billion in 1960
to $10 billion in
1980; household
product line
doubles (Saran
Wrap™,
Scrubbing
Bubbles™)
Path to
sustainable
growth:
Strategic shift to a
differentiated
science and
technology
company and
leader in
sustainability
1897-1915
1915-1940
1940-1960
1960-1990
1990-Present
From a one-product company to an innovative global leader in agrosciences, advanced
materials and plastics
Dow confidential. Do not share without permission.
Scale, Technology and Expertise to Make a Difference
Agricultural Sciences Consumer Solutions Infrastructure Solutions Performance Materials & Chemicals Performance Plastics
2015 Sales of ~$49B
North America Sales: $18,396MM
Latin America Sales: $6,783MM
Europe, Middle East,
Africa and India Sales: $15,291MM Asia Pacific
Sales: $8,308MM
Dow confidential. Do not share without permission.
Dow’s Diverse and Integrated Portfolio
AGRICULTURAL
SCIENCES
CONSUMER
SOLUTIONS
INFRASTRUCTURE
SOLUTIONS
PERFORMANCE
MATERIALS & CHEMICALS
PERFORMANCE
PLASTICS
• Consumer Care
• Dow Automotive Systems
• Dow Electronic Materials
• Dow Building & Construction
• Dow Coating Materials
• Energy & Water Solutions
• Performance Monomers
• Seeds
• Crop Protection
• Chlor-Alkali and Vinyl
• Industrial Solutions
• Polyurethanes
• Dow Elastomers
• Dow Electrical and Telecommunications
• Dow Packaging and Specialty Plastics
• Energy
• Hydrocarbons
2015 Sales: $11,973MM
Op. EBITDA1: $2,070MM
2015 Sales: $18,357MM
Op. EBITDA1: $4,802MM
2015 Sales: $6,381MM
Op. EBITDA1: $859MM
2015 Sales: $4,379MM
Op. EBITDA1: $1,107MM
2015 Sales: $7,394MM
Op. EBITDA1: $1,122MM
• Leading integrated
franchise with strong
market fundamentals
• Sadara and USGC
• Ethylene cycle
• Integrated value chains
• DCP transaction
• PDH and Sadara
• Productivity drive
• Growing positions in key
market segments
• Leading technology
platforms
• PDH and productivity
drive for acrylic chain
• Leading positions in
attractive markets
• Leading technology
platform and strong
innovation pipeline
• Attractive market
fundamentals
• Aggressive growth funding
to expand leading
innovation pipeline
1. Operating EBITDA is defined as EBITDA excluding the impact of “Certain Items.”
Dow’s Diverse and Integrated Portfolio
22
AGRICULTURAL
SCIENCES
CONSUMER
SOLUTIONS
INFRASTRUCTURE
SOLUTIONS
PERFORMANCE
MATERIALS & CHEMICALS
PERFORMANCE
PLASTICS
• Consumer Care
• Dow Automotive Systems
• Dow Electronic Materials
• Dow Building & Construction
• Dow Coating Materials
• Energy & Water Solutions
• Performance Monomers
• Seeds
• Crop Protection
• Chlor-Alkali and Vinyl
• Industrial Solutions
• Polyurethanes
• Dow Elastomers
• Dow Electrical and Telecommunications
• Dow Packaging and Specialty Plastics
• Energy
• Hydrocarbons
2015 Sales: $11,973MM
Op. EBITDA: $2,070MM
2015 Sales: $18,357MM
Op. EBITDA: $4,802MM
2015 Sales: $6,381MM
Op. EBITDA: $859MM
2015 Sales: $4,379MM
Op. EBITDA: $1,107MM
2015 Sales: $7,394MM
Op. EBITDA: $1,122MM
• Leading integrated
franchise with strong
market fundamentals
• Sadara and USGC
• Ethylene cycle
• Strong integrated
franchise(s)
• DCP transaction
• PDH and Sadara
• Productivity drive
• Growing positions in key
market segments
• Leading technology
platforms
• PDH and productivity
drive for acrylic chain
• Leading positions in
attractive markets
• Leading technology
platform and strong
innovation pipeline
• Attractive market
fundamentals
• Aggressive growth funding
to expand leading
innovation pipeline
1. Operating EBITDA is defined as EBITDA excluding the impact of “Certain Items.”
Dow confidential. Do not share without permission.
Driven by Innovation
World-Leader in Material Chemistry
• $1.7 B R&D investments
• 30% of sales are new products
• More than 600 US patents granted in 2014
• 4 time Thomson Reuters Top 100
Global Innovator
• 5 R&D 100 Awards in 2014
World-Class R&D
• 6,300 researchers worldwide
• Strong customer engagement at
strategically located R&D centers
• Leading R&D partnerships at top tier
universities and national labs
• Accelerated innovation through high throughput
capabilities
Dow confidential. Do not share without permission.
2014 Winning Solutions
Transform® WG insecticide and
Closer® SC insecticide with
Isoclast™ active
TEQUATICTM PLUS Fine
Particle Filter
BETAMATE™ 1630 Structural
Adhesives
NEPTUNETM Subsea Insulation
System
Garnet 2.0/TERAFORCETM Resin
Coated Sand Technology
Transportation Water Food
Energy
Dow confidential. Do not share without permission.
Delivering Breakthroughs to World Challenges
23.3 million metric tons of CO2 emission avoidance
40% better purification with 30% less energy
~1.5 billion pounds of trans and saturated fat eliminated
45% reduction in preventable disease from handwashing with soap
Transportation: BETAMATE™
Structural Adhesives
Water: DOW FILMTEC™ ECO
Reverse Osmosis Elements
Food: Omega-9
Healthy Oils
Health: POLYOX™ Water-Soluble
Polymers in Lifebuoy™Soap
Dow confidential. Do not share without permission.
Industry Leader in Sustainability
• $13 B in products highly advantaged from
sustainable chemistry
• 40% reduction in energy intensity since
1990 – equivalent to annual energy
consumption of 48 million homes
• $412 M in savings through annual absolute
energy reduction since 2005
• 344 M pounds of by-products reused saving
more than $100 M since 2005
• First chemical company to earn National
Safety Council’s Robert Campbell Award
• 9 U.S. Presidential Green Chemistry Awards –
more than any other company
• 16 times named to Dow Jones Sustainability
World Index
• Ranked #1 for GRI Reporting Guideline
compliance among Fortune 100 companies
Dow confidential. Do not share without permission.
Sustainability
14
• Sustainable Chemistry
• Addressing Climate Change
• Contributing to Community Success
• Breakthroughs to World Challenges
CELEBRATING
THE CLOSE OF
OUR 2015 GOALS
• Local Protection of Human Health
and the Environment
• Product Safety Leadership
• Energy Efficiency & Conservation
Dow is embarking on the third stage of our sustainability journey with our ambitious
2025 Sustainability Goals. Dow’s seven 2025 Goals will help lead a global transition to
sustainability:
UNLOCKING THE POTENTIAL OF PEOPLE AND SCIENCE
The passion and creativity of people drives innovation at the intersection of the
sciences – generating value for business, humanity and the environment.
VALUING NATURE
Dow considers nature in strategic business decisions because
it is the right thing to do for people, planet and business.
BUILDING COURAGEOUS COLLABORATIONS
The health of people, planet and business are intrinsically linked.
Collaboration in new and deeper ways across the public and private
sectors is essential for the transition to a sustainable planet and society.
More detail on Dow’s sustainability practices and solutions can be found on dow.com
Dow confidential. Do not share without permission.
Olympic Partnership
Dow’s Olympic partnership highlights how science and
chemistry can improve the Olympic Games and serve as
a proof point to how Dow solutions improve everyday life.
OBJECTIVES
• Enable profitable business growth
• Accelerate establishment of government market program
• Build brand and reputation
• Enhance customer experiences and relationships
• Expand employee pride and engagement
DOW AT RIO
Rio 2016 and Dow Partner
to Implement the Most
Comprehensive Carbon
Program in Olympic
Games History
• Dow will mitigate 500,000
tons of CO2equivalents
(CO2eq) from organizing
and hosting the Games
through 3rd party-verified
emissions reductions.
• Dow and Rio 2016 will also
work to generate an
additional 1.5 million tons
of CO2eq in climate benefits
by 2026, addressing other
Games-related emissions.
Microfoaming
For a Lighter World
Some of the key benefits offered by the
Microfoaming technology, coupled with
Dows’ extensive range of polyethylene
resins include:
• Improved packaging
performance such as superior
sealing integrity and abuse
resistance
• Differentiated optical properties
that deliver characteristics of
premium packaging
• A superior environmental
profile compared to traditional
packaging
• 15-25% more packages with
the same amount of raw
material
• Weight reduction without
thickness reduction
• Thicker films and enhanced
stiffness with lower resin
consumption
DOW RESTRICTED
Time Technolo
gy
Down gauging
Reference film
Microfoamed film
External Layer (solid)
External Layer (solid)
Internal layer (microfoamed)
Dow confidential. Do not share without permission.
World-Class Collaboration
CIRCULAR ECONOMY
WATER CLIMATE CHANGE
WELLBEING
SUSTAINABILITY AS BUSINESS DRIVER
SUSTAINABILITY AS
BUSINESS DRIVER
INFRASTRUCTURE ENERGY
FOOD CONSUMERISM
DOW RESTRICTED
Agenda Consumerism: Our Vision
DOW RESTRICTED
To build a collaborative platform where Dow acts as a link within other
companies, entrepreneurs and universities. This ecosystem enables a
creative space to understand and solve future Mexican Sustainable
Consumer Challenges. We are positioning Dow in the most relevant
country needs (Wellness, Mobility, Connectivity and Life Style)
DOW RESTRICTED
To build a collaborative platform where Dow
acts as a link within other companies,
entrepreneurs and universities
Strategy
Develop a trendsetter profile, linking Dow
with key Stakeholders (Government,
Associations, Companies)
Reinforce links with Universities
Involve Entrepreneurs in current
ideas/projects
DOW RESTRICTED
Platform: 1st Consumerism Forum
To Start Linking with Key Stakeholders, Dow invited companies to
discuss trends and future of Mexican Consumer.
Best way to understand consumers is
through their insight.
Special attention to e-commerce (accounts
for 30% of consumption in Mexico) and
specially on mobile phone transactions
Leverage the talent and diversity inside
work groups in the companies
Focus on today's leading consumers:
Millennial and Women
DOW RESTRICTED
Platform: GEMI Consumer Event
DOW RESTRICTED
Strategy
Develop expertise on consumer focused
Innovation
Detect and Work on Mexico´s Challenges,
with Sustainability as a main driver.
Connect projects with potential partners to
create business opportunities
A creative space to understand and solve future
Mexican Sustainable Consumer Challenges
DOW RESTRICTED
Challenges: Design Thinking
Using mega trends, business
cases, futuristic analysis,
benchmark of developed
markets, five Sessions were
conducted to identify and
propose solutions for
Mexico´s four needs;
Wellness, LifeStyle,
Connectivity and Mobility.
.
From an User Experience
perspective, a total of 87 main
challenges & ideas were
presented after the sessions,
representing Human Values, or
desirability from more than 100
consumers.
Human Values
(usability, desirability)
Technology
(feasibility)
Business
(Viability)
ConsuMEX
Innovation
Universities
Entrepreneurs
Other Companies
Dow confidential. Do not share without permission.
Recognized Around the World
Dow confidential. Do not share without permission.
Join the Conversation #Dow2025
Thank You