Principal Consultant MarketIntell LLC Associate consultant RISI Nanocellulose Technology Applications and Markets From the lab to the market Source GAO Types of nano cellulose CNF vs CNC vastly different depending on the CNC ID: 788146
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Slide1
PRESENTED BYJack MillerPrincipal Consultant, Market-Intell LLCAssociate consultant, RISI
Nanocellulose: Technology, Applications and Markets
Slide2From the lab to the market
Source: GAO
Slide3Types of “nano” celluloseCNF vs CNC: vastly different, depending on the CNCCNF vs MFC vs CF: how different are they, really?CrystallinityCompatibilizationDegree of fibrillationPurity
Aspect ratioNano, micro, macro?
Which of these characteristics matter for each application?
Slide4Cellulose Nanocrystals (CNC)Capacity 2016(kg per day)
Source
: RISI,
Nanocellulose: Technology Applications, and
Markets,
Market-Intell LLC
CelluForce
1,000
American Process
500
Melodea
100
Alberta Innovates
20
US Forest Products Lab
10
Blue Goose Biorefineries
10
FPInnovations
2
Slide5Cellulose Nanofibrils (CNF)Capacity 2016(kg/day dry basis)
Source: RISI,
Nanocellulose: Technology Applications, and
Markets,
Market-Intell
LLC, ISO/TC, VTT
Paperlogic, USA
2,000
University of Maine, USA
1,000
American Process, USA
500
Nippon Paper, Japan
150
**
Innventia, Sweden
100
Oji Paper, Japan
100
Empa
15
UPM, Finland
Pre-commercial
Dai-ichi Kyogo, Japan
Pilot
**
FPInnovations, Canada
Pilot
SAPPI, Netherlands
Pilot
*
VTT, Finland
Pilot
Daicel, Japan
Lab
Luleå University of Technology, Sweden
Lab
US Forest Products Laboratory, USA
Lab
* Start up 2016
** TEMPO
Slide6Microfibrillated Cellulose (MFC)Capacity 2016(kg/day dry basis)
FiberLean Technologies, Asia, USA*
20,000
*
FiberLean Technologies, UK
5,000
Borregaard, Norway*3,000
*CTP/FCBA, France
100
Stora Enso, Finland
Pre-commercial
UPM, Finland
Pre-commercial
FPInnovations, Canada
Pilot
Norske Skog, NorwayPilot Daicel, JapanLab Luleå University of Technology, SwedenLab US Forest Products Laboratory, USALab * Start up 2016
Source: RISI,
Nanocellulose: Technology Applications, and
Markets,
Market-Intell
LLC, ISO/TC, VTT
Slide7A word about biorefineries“A facility that integrates biomass conversion processes and equipment to produce fuels, power, and chemicals from biomass. The biorefinery concept is analogous to today's petroleum refineries, which produce multiple fuels and products from petroleum. Industrial biorefineries have been identified as the most promising route to the creation of a new domestic biobased industry” (NREL).Input: BiomassOutput:
PulpCellulose > nanocelluloseCellulosic sugarsBioethanol
Lignin
Slide8Commercial Development: North AmericaAmerican Process: 100 tpy demonstration plant April 2015. CNC, CNF and blends; hydrophobic and hydrophilic lignin coated. Collaboration.Blue Goose Biorefineries: New product BGB Ultra. Samples available on line.Paperlogic: CNF 2 Tpd , 2015CelluForce: CNC 1 tpd. New
shareholder: Schlumberger. Collaboration/joint development.Performance BioFilaments: continuing to develop applications for cellulose filaments: automotive, concrete. $
25 million grant for an NFC plant (nanofibrillated cellulose).
Kruger: Running
at 5
tpd since March. Collaboration/joint development.
Slide9Commercial Development: EuropeBorregaard, Norway. Exilva cellulose microfibrils. Commercial scale 1000 tpy Q3 2016.CelluTech AB, Sweden. Spin-off of Wallenberg Wood Science Center: cellulose foams, spheres and magnetic celluloseFiberLean Technologies: SE U.S. printing and writing mills Q3; Asian coated woodfree
, mills also Q3 2016.. Total 8000 tonnes/yrHolmen/Melodea: 100 kg per day pilot plant to produce CNC from paper mill sludge. Official opening first half 2016; production second half.
Innventia, June 2014. Announced plans to develop mobile facilities for nanocellulose production with Billerud
Korsnäs
, for papermaking.
SAPPI announced new process for dry redisersible CNF with Edinburg Napier University. Pilot plant late 2015.Stora Enso. New board grades containing MFC are reaching the stage of packaging market entry.
Slide10Commercial Development: JapanNippon Paper Crecia Co., Ltd., announces “ first commercial products made of functional cellulose nanofibers“: TEMPO CNF in deodorant sheets for “Hada Care Acty” adult diapers
Consortium of 100 companies: “The Japanese Economy, Trade and Industry Ministry contacted manufacturers that may use nanocellulose in the future, and established a study group for the public and private sectors. It will comprise major paper manufacturers, such as Nippon Paper Industries and Oji Holdings Corp.; Toyota Auto Body Co.; Mitsubishi Motors Corp.; Mitsui Chemicals Inc.; Denso Corp.; Kao Corp. and other interested companies.” - the Japan News, August 8, 2014
Slide11Forecasts
Tonnes (000)
Year
Vireo Advisors, high
56,481
potentialUSDA34,000~2045
RISI, potential23,500
potentialVireo Advisors, low
18,283
potential
RISI, forecast
450
2025
Arbora Nano
145
NA
CelluForce
15
2017Future Markets0.82017$65 million in 2015: Zion Research$250 million in 2014: RnR Markets$ 8 billion by 2030: Japanese government
Slide12Applications and potential volume(thousand tons)Market size
Potential loading
Nano Cellulose potential
Paper and paperboard
400,000
5.0%20,000Paints and coatings40,000
2.0%800
Composites9,000
2.0%
180
Films and barriers
9,670
2.0%
193
Excipients
4,600
2.0%
92
Natural textiles34,5002.0%690Manufactured textiles56,3002.0%1,126Cement15,0000.5%75Oil and gas17,5001.0%175Nonwovens7,0002.0%140
Adhesives
500
2.0%
10
TOTAL
23,500
Source:
Nanocellulose: Technology, Applications and Markets
, RISI 2014
Slide13The road to commercializationValue propositionConsistent quality from batch to batchWhich material is best fro a given application?What loading is optimal?Regulatory hurdlesWho develops the applications? Who does the R&D?Implications for customer process
Hundreds of companies have tested the material. Maybe 1,000?
Commercial applications?
Interest in CNF outpaces interest in CNC,
and
not just for papermaking
Slide14Value propositionWeight reductionRheologyImproved performance/ substitutionProcess improvement
Slide15Commercial pricesTEMPO: More expensive than CNCCNC:“North of $25 per kg.”“Same range as conventional polymers.”CNF:“Less than $1 per lb.”“Pulp plus $100 per ton.”CF:Depending on application
Slide16Breakeven nano costvs. weight reduction and loading
Source: Market-Intell LLC
Slide17“We always overestimate the change that will occur in the next two years and underestimate the change that will occur in the next ten.” --Bill Gates
Slide18Thank you!PRESENTED BY:
Jack Miller
Principal Consultant, Market-Intell LLC
j
ack.miller@market-intell.com