Post on 15-Jul-2015
• Brazil and GHG
• Brazil’s track-record and new opportunities
• The opportunity landscape
Christian de Almeida Rego: Sustainable Energy and Sustainable Investment Solutions in Brazil
Identify Develop Accomplish
• Bottom-up and top-down knowledge;
• GHG Emission’s Inventories;
• One-stop-shop for the opportunities development;
• CO2 value related Projects;
•Financing and Management:
of the Opportunities;
of the New Business;
Mission:
To realize, for our customers and partners, the value from GHG and water challenging environment.
Emergence of Voluntary Credits Markets, technology rush, high energy prices and political issues
Today, as the “non-governmental” and energy pressures increases, the value from emission reduction is coming also from the
voluntary market and through alternative energy sources. Where “carbon credits” off-takers are purchasing the credits for
different purposes other than compliance reasons and are seeking energy security and efficiency….
Scarce fossil energy Geopolitical risk
Emissions Reductions BRICs = upside or downside?
Logistics constrains
In the future, as the pressure for reducing CO2 emissions increases, the upside and downside for companies will come from
generation of different carbon credits in the local and int’l markets, price premiums on the products, better access to funding, tax
incentives, permits…these factors will push the value of low emissions solutions, a comparative advantage of Brazil ...
Emergence of Brazil as an energy superpower (renewable and non-renewable), incentives for CO2 emissions reduction
•Expansion of oil;•New CO2 reduction mechanisms;•Expansion of renewable;
Energy Chemicals
process 1
Fossil: Oil
and Coal
process a
process 2process 1
agribz
process b
renewable
process a
• forests
• energy cultures
• oilseeds
• residues
(solid, liquid, gaseous)
• Renewable
Energy
• manufacturing
• logistics
•Biofuels production
•Biofuels demand
•Chemicals
Brazil will lead the opportunities due to: Cheap and abundant renewable feedstock, efficiency growth potential, strong
internal markets and supply/ demand balance of basic products.
Abundant, cheap renewable feedtock
Emissions reduction
Efficiency
Import substitution
Biomass Industry: Huge potential on feedstock availability…
BASIC FIGURES AND POTENTIAL
Industry potentialMillion Hectares
• Total technically
available
• Next 20 yrs
expansion
• Next 3 yrs total planted
area
•More than 3500% of expansion
•Further upside from optimized industry
•No threat to food market!
• ~ 350
• ~ 10
• ~ 36
Upside potential on energy efficiency
Ethanol /
Sugar
Biomass
Misspent energy/ by
products 72%
(1 ton of sugar cane)
Upside potential
Biomass Industry: Huge potential on energy efficiency and
hidden value
Upside potential on Biomass industry
Brazil cost
advantage
over USA
213% upside
from Hidden
“CO2”Value
(1 ton of Biomass to Europe
$ 203 $ 67
$ 133Cash cost
to Europe