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LIVRO VERDE DO ETANOL
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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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LIVRO VERDE DO ETANOL
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.
LIVRO VERDE DO ETANOL
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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.
LIVRO VERDE DO ETANOL
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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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LIVRO VERDE DO ETANOL
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
3
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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;
PADIQ - Linhas Temáticas
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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.
PADIQ - Linhas Temáticas
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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$130M BNDES equity and financing
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LIVRO VERDE DO ETANOL Project Perspectives
Future projects:
• 2G Ethanol Plants
• Solvay-Rhodia / Granbio - N-butanol
BNDES financing and grant (Funtec) for research
• DSM – Succinic acid from sugar cane Approved financing from Finep / Grant (Funtec) from BNDES
• Biobased chemicals research pipeline
Braskem/Solvay-Rodhia/DSM/Elekeiroz/Oxiteno/CTC – CTBE/Embrapa
BNDES and Finep financing and grants for research
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LIVRO VERDE DO ETANOL Examples of Biobased Chemical Projects in Brazil Financed by BNDES
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Amyris Solazyme Bunge
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LIVRO VERDE DO ETANOL
Prioritization and
validation S4
Report 7
(Final)
Drawing of development
policies
Brazilian Market Opotunities: Chemical Industry Diversification Study
Business models drawing
Economics detailing
Initial
Prioritization
of segments
Mapping and
Segmentation
Characterization of selected segments
Mapping and best practices
for development policies
S2
S1
1st July 13
9th Sept 13
Ma
y
Jun
e July Aug Sept Oct Nov Dec Jan Feb Mar Apr
Ma
y
Jun
e July Aug Sept
SP
S Seminars SP Specialists Panel
Final
Prioritiz
ation of
Opportu
nities S3
Report 4 Report 3 Report 6 Report 5
16th
Sept
14 Google: FEP Industria Quimica
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Segment
Market BR
( US$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
+
-
Study sponsored by BNDES – Chemical Industry 19 segments were considered highly attractive