Download Value Chain Renewable Energy

Ed Rousseau
Monday
No ember 14th
November
14.40-15.05
Value Chain Renewable Energy
DSM’s position in the value chain
DSM and Renewable Energy
our mission
our mission
Ed Rousseau
Our purpose is to create brighter lives for people today and generations to come
d
ti
t
DSM
Introducing Royal DSM N.V.
Annual net sales (2010) of € ~8,2 billion
Net profit (2010) of € ~500 million
Locations in five continents
~ 22,000 employees
Nr 1 in Dow Jones Sustainability World Index
Ed Rousseau
DSM
100 yr DSM
from coal to Life Science & Materials Science
from coal to Life Science & Materials Science
Bioterials / Biologics
Life Science Products
Performance Materials
Petrochemicals
Fertilizers
Coal
1902
1930
1950
1970
classical
1990
2000
Technological competences
2010
modern
Mechanical engineering
Chemical engineering
Polymer technology
Material science
Fine chemicals
Biotechnology
Ed Rousseau
DSM
Renewable Energy
fully in line with DSM’ss business drivers
fully in line with DSM
business drivers
Ed Rousseau
DSM
People - Planet - Profit: creating value along three dimensions
Renewable energy has a huge market potential for DSM
for DSM
Ed Rousseau
DSM
Renewable energy DSM
4 opportunities
4 opportunities
Ed Rousseau
Bio-ethanol
DSM
Biogas
Waste streams
Biogas
/ Industrial
Production
Agricultural
Upgrade
Wind energy
Solar energy
Bio‐ethanol from biomass & waste
DSM’ss opportunities in 2
DSM
opportunities in 2nd generation bio‐ethanol
generation bio‐ethanol
Ed Rousseau
DSM
Fi t generation
First
ti
S
Second
d generation
ti
DSM’s unique combination in biomass conversion
Pilot scale test by Ab
bengoa
(con
ncentration in g/l)
DSM Advanced Yeasts capable of
converting both C6 and C5 sugars
C6 sugar
Start
C5 sugar
20 hours
Bio-Ethanol
72 hours
DSM leader in yeast technology
Ed Rousseau
DSM
DSM’s leadership in cellulosic ethanol technology
•
Global cellulosic ethanol market expected to grow to 18bn gallons in 2022, ~ US$ 50bn
Market expectations(*) cellulosic ethanol
(global demand in billion gallons)
DSM
20
15
•
Resulting in market value for enzymes R
lti i
k t l f
& yeasts of ~ US$ 3‐5 bn in 2022
US
China
10
Brazil
•
DSM well‐positioned for cellulosic DSM
well positioned for cellulosic
ethanol
– no. 1 position in yeasts
– top 3 position in enzymes
top 3 position in enzymes
Ed Rousseau
EU
5
0
2011
2015
2020
2022
* d
*:
derived
i d ffrom Hart’s
’ Gl
Global
b l Energy S
Study
d
Biogas 40
Waste streams
/ Industrial
Agricultural
Biogas
Production
Upgrade
Market expectations(*) biogas
((US$
$ billion))
DSM
30
~17%
20
•
•
•
Biogas market expected to grow by ~16% p.a. to ~100 BCM in 2020 (US$ 35bn)
Market for biogas enzymes and process improvement: ~US$ 1bn by 2020
DSM leading provider of biogas enzymes and process improvements in Europe
Ed Rousseau
~15%
10
0
2011
2015
2020
*: Source : DSM analysis, conservative
scenario for biogas based on: Chinese
Government data & outlook, NREAPs and
Eurobserver data, * Swedish government
study for global biogas potential (’09)
Wind Energy
Ed Rousseau
DSM
1 MW = 3 - 3.5 tons of resin
= 0.5 – 0.6 tons of adhesive
Trends in the Wind Turbine Market
Optimizing production process and cost structure
•
Shift from hand layup to infusion
•
Shorter cycles times in infusion and curing
•
Lower total system cost
Longer blades
L
bl d
•
Increasing structural strength of blades
Sustainability
y
•
Sustainable products (reduced Carbon
footprint)
•
Sustainable ways to produce (reduced impact
on workers)
Key drivers: efficiency & reliability
Ed Rousseau
DSM
DSM‘s Solution Package for Wind Turbine Blades
Wind Turbine Blades
Ed Rousseau
Blade
Design
ReinforceProcess
Technology ment
Resin
Bonding Gelcoat /
Coating
paste
DSM expertise
ti
Blade Designer
Blade Designer Expertise
•
Blade Design
•
g
Blade Manufacturing
DSM Expertise
•
Resins
•
Bonding Paste
•
Gelcoats
•
Tooling
Strong Partnership is the key to success
DSM
Solar energy market ‐ segmentation
market ‐
Ed Rousseau
photons
heat
Thermal Solar
Photovoltaic
y
Silicon
Crystalline
Thin film
Emerging
technologies
concentrated
collector
collector
Efficiency
13-18%
2.5-3.5
Mono€/Wp
Polysilicon
80%
Efficiency
6-12%
2.5-3.5
€/Wp
20%
Efficiency
2-30%
>2€/Wp
<1%
1%
Efficiency
15-35%
3-6€/Wp
Efficiency
70%
0,05€/Wth
<1%
1%
DSM
Solar energy market ‐ characteristics
market ‐
Strong fast growing global market with many opportunities
increasing demand; new emerging markets
Ed Rousseau
DSM
Solar energy market ‐ characteristics
market ‐
PV production in Asia; usage in Europe
Ed Rousseau
DSM
Solar energy market ‐ characteristics
market ‐
Cost-down drive
grid parity (€/kwh)
Ed Rousseau
DSM
PV price learning curve towards grid parity
2030
2020
Estimated time schedule
for reaching grid parity
over Europe
2015
DSM current opportunities in solar
AR coating technology for
solar cover glass
Ed Rousseau
DSM
1 module frame
2 sealant
3 cover glass
4 encapsulant
5 solar cell
6 backsheet
Encapsulant material
Arnite®
Stanyl®
EcoPaXXTM
Junction box
Power inverter
DSM future opportunities in solar
c-Si modules
• Integrated module design & production
• Building Integrated
Thin Film materials and technologies
g
• Stanyl® ForTii™ as polymeric substrate
• Graphene for electrical conductive, transparent barrier layer
• multi-layer packaging know-how
• coatings technology
• new deposition technologies
gy conversion and storage
g
Energy
• Radical solutions in batteries, supercapacitors, photocatalysts
Ed Rousseau
DSM
DSM long term opportunities in solar
towards artificial photosynthesis ???
towards artificial photosynthesis… ???
Ed Rousseau
DSM
Summary
DSM and Renewable Energy
DSM and Renewable Energy
Bio-ethanol
enzymes/yeasts
y
y
for 2nd g
generation
bio-fuels
Biogas
enzymes for a more efficient
production and higher performance
Wind energy
resins & coatings & technology for
windblades
Solar energy
AR coatings & engineering plastics
for cost–effective solar modules
Ed Rousseau
DSM
Successful Renewable Energy only by
technology push AND market pull
technology push AND market pull
Ed Rousseau
“technology push” from industry
DSM
Source: 2005 Annual Report REC,
Norwayy
Example: South Korea
“market pull” supported by government
Towards a smart world…
Smart
island
Smart
home
Smart
country
Smart
city
Smart
world
Ed Rousseau
DSM