• 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