Jim lunt

Overview ofNext-Generation Bioplastics

June 28,2011

� Bioplastics status today.

� Projected growth rates and trends.

� Key emerging technologies/players.

Topics

� Key emerging technologies/players.

� Conclusions.

Bioplastic capacity is still only 1% of the approximately 230 million tons

of plastics in use today.

Projected Bioplastics Trends

Projected Growth rates range from 20-40% per year.

Increasing demand for biobased, durable productsin packaging, electronics and automotive applications.

Projected Durable Bioplastics Growth

In 2011, durables are expected to account for almost 40% of bioplastics, compared with 12% in 2010.

(European Bioplastics)

� Existing players improving their performance.

� Continuing advances in existing and/or newmonomers/polymers from renewable resources.

How Will This Change to Durables Occur?

� Rapid development of fermentation, catalystsand biomass conversion technologies to enablemonomer economics and biomass feedstocks.

� Drop in replacements of existing petro-based monomers will be first to market.

Bio “Building Blocks”

Ethylene/ethylene glycol Braskem, India Glycols.

TPA Gevo, Anellotech, Draths, Genomatica,UOP, Global Bioenergies, Sabic, Virent,Chemtex.

Succinic acid PTT, DSM, BASF, Bioamber, Roquette, Mitsubishi Chem., Myriant, Purac.

Adipic acid Rennovia, Verdezyne, Genomatica.

Butane diol Genomatica.

FDCA Avantium.

Ketals Segetis, XLTerra/Reluceo.

Caprolactam Draths.

Acrylic acid Ceres, Dow/OPX.

Isosorbide ADM, Roquette.

Propylene Braskem.

Propane 1,3 diol DuPont / Tate & Lyle.

Braskem “Green Polyethylene” from Sugar Cane

sugar cane molassesethanol

sugar cane molasses

ethyleneHDPE polyethylene

Biobased TPA for PET from Sugars Gevo Global Bioenergies

Draths

Toray/UOPbiobutanol isobutylene isooctene

p-xylene

DrathsGenomatica

Sabic

t,t muconic acid

d limonene p cymene BP

dimethyl furan

fdca

TPA

Anellotech/Virent Processes for Biobased Aromatics

Anellotech Process

BTX=benzene, toluene, xylenes mixture.

Virent Process

Biobased Succinic Acid and Derivatives

Biobased Succinic AcidSuccinic acid/PBS• BioAmber• PTT• MCC• DSM/Roquette• BASF/Purac

Courtesy Myriant

• BASF/Purac

Butane diol• Genomatica

Adipic acid• Rennovia • Verdezyne

Examples of Emerging Technologies

FDCA (furan 2,5 dicarboxylic acid) - Avantium

L-KetalsHO

OH

O

O

succinic acid

HO OH

O

3-hydroxypropionic acid

OH

O

NH2

HO

O

glutamic acid

aspartic acid

OHHO

O

O NH2

HO OH

OH

glycerol

O

OHO

4-hydroxybutyrolactone

OO

OHOO

OO

HO

O

OR

Ketal Plasticizers/ Poly XLK

itaconic acid

HOOH

O

OO

OH

levulinic acid

O

O

OH

O

HO

2,5-furandicacboxylic acid

OH OHOH

OH OH

xylitol

OH

OHOH

OH

OH

OH

sorbitol

HOOH

OH

OH

OH

OH

O

O

glucaric acid OO

O

O

O

O

n

XLTerra

PXLK

Conclusions

� Oil price remains above $90/Barrel.

� Expansion from Single-Use Compostable to Durable Applications.

Bioplastics Will Show Significant Growth if the Following Trends Continue

� Transition from Oil-Based to Renewable Feed Stocks.

� Address Issues:– Sociological, Environmental & Political.

� Developments in Composting/Recycling Infrastructure.

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