聚乳酸（pla）讲座2课件

NatureWorksLLC NatureWorksLLCAsiaPacificCommercialOrganization SteveDaviesDirector FibersApplicationApparel PeterClydesdaleManagingDirectorAsiaPacificPackagingandFibers Japan MasayoshiOku GeneralManagerDaisukeTakabatake Manager BusinessDevelopmentChina JimJem Korea IkeYoonANZ RickPoynter SnehalDesaiGlobalCommercialDirector KathleenBaderChairwoman CEO President DennisMcGrewChiefMarketingOfficer SharonLimDirector MarketDevelopment PublicAffairs AsiaPacific PaulineNing ChinaRoyBeckwith HongKongGuisiBettoni Milan ANewName aRenewedCommitment CargillinitiatedPLAeffortsin1980 sCargillDowformedin1997asajointventurebetweenCargillandDow formingaseparatecompanytoexploresustainableplastics CargillannouncedonJanuary20 2005thatitwouldacquireDow sshareofthejointventure NatureWorksLLCwasannouncedonFebruary1 2005asthenewnameforourcompany whollyownedbyCargill CargillhasaStrategicIntenttobuildmarketfocused solutionsorientedbusinessesandNatureWorkshassynergieswiththeircurrentcustomers Cargill sCOOhasstatedhisvisionof commercializingphotosynthesis adesiretobuildbusinessesfromalowcostcarbohydratefeedstock NatureWorksStrategicIntent Utilizeincreasingconsumer governmentconcernsoverenvironmental oilsecurityissuestoacceleratemarketadoptionIncreasefocusonBrandowners RetailersanduseCo BrandingtodeliverconsistentmessagetoconsumerandcreatedifferentiationatthepointofsaleSupportconverterswhomakecommitmenttodedicatelinesandoptimizeprocessestoachieveeconomiesofscaleforpartproductionPriceNatureWorksPLAresinandIngeoFibersformarketpenetrationtofullyutilizeBlaircapacityLeverageexternalindustryandsuppliernetworkstoenhanceproductdevelopmentcapabilities MarketDynamicsBusinessResults AssessingCurrentMarketDynamics HigherpricesforfossilfuelbasedpolymershaveincreasedinterestinNatureWorksPLAandotherbiopolymers IncreasedenvironmentalawarenessongreenhousegasemissionswithimplementationofKyotoProtocolsupportsbio basedalternatives Increasinggovernmentalemphasisonend of lifeissuesforpackaging areaidingNatureWorksmessaging ExamplesareKorea Taiwan Japan Germany France NetherlandsandCalifornia USA Brandowners Retailersareunderincreasedconsumerpressuretomakeresponsiblechoicesforpackagingandfibersmaterials NEAsia WTICrude NAPET WE PLA Forecast GovernmentInterest Governmenteffortswilldrivefurthermarketadoption KyotoProtocolrequiringsignificantreductionsingreenhousegasesfrom2008 2012 PLAviewedasanalternativecontributingtogreenhousegasreduction NorthAmerica CA 2002FarmBillEU Germany Netherlands FranceAsia Taiwan Korea Germany sPackagingDirectiveinEffect June2005 AdaptedGermanPackagingDirectivewentintoforceonMay28th ResultsinEN13432certifiedcompostablepackagingmaterialsbeingexemptedinttheperiod06 01 2005through12 31 2012fromGermany swastedisposalfees Feesare 1 2euro kg makingPLAorothercompostablepackaginglessexpensivethanpackagingmadefromtheincumbentpolymerssuchasPETandPS Auchan sResponsetoEULegislation EnvironmentalAuchanconsumersexpectproactiveactionsinissuesregardingtheenvironmentComplywithEUDirective93toreducepackagingconsumptionSaladcontainer 45gramsinPET 32gramsinPLARenewablesofferflexibilityoffeedstockandreducedfossilfuelconsumptionFinancial27 weightreductionresultsin27 ecotaxsavingsPETpricesincreasing PLApricingcompetitiveandstable China2008BeijingOlympicsGreenTheme Sustainabledevelopmentisnowthepoliticalbuzzword andChina stopleadershiphasvowedtopushthroughvariousgreenpolicies SingaporeStraitsTimes Nov 15 2005 ContinuingVolumeAcceleration3QYTD2005Results 3Q2005saleswere 2Xsalesfor3Q2004 settinganotherquarterlysalesrecord Volumesthrough3Q2005are205 ofprioryear Geographicgrowthratesvarydramatically VolumesinAsia NAandEUeachrepresent 28 oftotal whileJapanisremaining16 Packaginggrowthrateshaveacceleratedmorerapidly withPackagingrepresenting89 ofourtotalvolumeandFibersat11 Wehavebroadenedandstrengthenedourcustomerbase withmanynewcustomersin2005andmorein2006 NewCorporateInitiatives CorporateRepositioningMarketandCustomerResponsiveness RenewableEnergy Wearethefirstgreenhousegasneutralpolymer TakesadvantageofgrowingGreenHouseGasandClimateChangeconcernsProvideLCAimprovementpriortofurthertechnologyimplementationRecycleDevelopedapositionbasedonfeedbackandconcernsofbottleBrandownersandtargetedNGOsNatureWorksPLA Buyback programrolledoutinAugust2005CustomerSourceOptionsonFeedstocksProvidesthreestageofferingtothemarketAdditionalcosts commitmentsrequiredbycustomers AchievingaGreenhouse Gas NeutralPolymer NatureWorksLLCisoffsettingallemissionsfromtheenergyusedfortheproductionofPLA fromcradletopolymer toachieveagreenhouse gas neutralpositionforNatureWorksPLANatureWorksLLChaspurchased59 000Mega watthoursperyearinrenewableenergycertificates RECs NatureWorksisnowoneofthetop10corporatebuyersofRECsintheU S TheRECspurchasedbyNatureWorksrepresentareductionof48 000metrictonsofCO2 over100millionlbs NatureWorksrecognizedatDecember1KyotoProtocolmeetinginMontreal WhatitMeansforCustomers Thegreenhouse gas neutralpositionofNatureWorksPLAprovidesincreasedcompetitiveadvantageAglobalbenefittoretailersandbrandownersseekingtoreducetheirenvironmentalfootprint AmeaningfulandwaytohelpachievecompliancewiththeKyotoProtocol Forexample Wal Mart sconversionof114 000 000PETcontainersusedinthegroceryretailareainoneyeartoNatureWorks PLA ConvertingPETcontainerstoPLAinthegroceryretailareareducesfossilfuelusage Energysavings 30 150 000kilowattours Estimatedenergysavingsareequalto800 000gallonsofgasolineinoneyear Source NatureWorksLCAData2005 ConvertingPETcontainerstoPLAinthegroceryretailareareducesgreenhousegasemissions GHGsavings 11 957 000pounds EqualtoeliminatingtheCO2emissionsfromadrivingacar14 300 000milesinoneyear BottleRecycling NAPosition Co existingintherecyclingstreamPLAcanbecollectedthroughnormalplasticrecyclingstreamsPLAcanbesortedfromotherplasticsintherecyclingstreamusingstandardsortingequipment NatureWorksBuy BackProgram USA CommercialMunicipalRecyclingFacilities MRFs ingeographicareaswouldseparatepost consumerPLAbottlesintodistinctPLAbalesmeetingapredefinedspecification resultingintruckloadquantities 40 000lbs NatureWorksLLCwillbuythesebalesatanagreed uponpriceandroutethemtoanappropriateend of lifesolutionand orpost consumerusebasedongeographyofcollectionandprevailingmarketeconomics CustomerSourceOptions Threetiersforcustomerchoice Certificationof nonGMO PLAbylot order run whateverourcustomers criteria accordingtoGeneScan Inc Similartogreenenergy partnersareofferedtheoptiontopurchaseasource offsetofnonGMcorn NatureWorksLLCwillpurchase andverifydelivertothecornmill anequivalentamountofnon GMcornbasedonthevolumeofPLAdeliveredtotheparticipatingpartner Largevolumecustomers withmultiple yearsupplycontractswillbegiventheopportunitytopurchase100 NatureWorksPLAsourcedandproducedfromidentitypreserveddextrosefeedstock MarketFocuswithNatureWorksLLC DrivingFocusedMarketParticipation Primaryfocusremainsonrigidpackaging filmsandfiberapplicationswherewearefitforuse Participationincoredisposable singleusenon wovensapplicationsbeginning wipes diapers etc Applicationdevelopmentseffortsinbottles foamsanddurablenon wovenscontinuetodeliver2006 07volumes Pipelineassessmentonextrusionandemulsioncoatingscouldaddvolumein2007andbeyond Apparelmarketpositioningleveragedacrossotherfibersegments MaintainingourCustomerEmphasis Wehavemovedfromnichetomainstreaminmanyapplicationsandgeographies withsignificantgrowthinbreadthanddepthofcustomerbase NatureWorksLLC seffortsforBrandowner Retaileremphasishavebeensuccessful withourrevisedmessageon ResponsiblePackagingandFibersAlternatives ConverterChannelLeadersarebeingchallengedbyBrandowners RetailerstobringNatureWorksPLAsolutionsforpackagingandfibers andareengagingNatureWorks NatureWorksisleveragingCargill scustomerreachandglobalcapabilities PackagingMarketFocusRigidApplications GroceryRetailContinuesaskeymarketinmostgeographiesFocusonapplicationswhere natural storysupportsbrandsGrowingconverterbaseandarticlebreadthDisposableFoodServiceBroadersupplychaindevelopingformultiplearticlesCostsaremorecompetitiveaspetroleumpricesriseIncreasingregulatoryfocusontheseapplicationsglobally PackagingMarketFocusOtherApplications BottlesFocusonISBMtechnologyInitialeffortsforshortshelflife coldfillapplicationsDevelopingmulti layertechnologyandcoatingstoenhancebarrierpropertiesDevelopingheatsetbottlesforhotfillapplicationsFilmsIncreasinginterestinallgeographiesConverterbaseisstilllimitedAppeartobeperformanceadvantagesinmanyapplicationsConsumerGoodsIncreasingNatureWorkseffortswithBrandownersConverterbaseforsheetandfilmislimitingIncreasingpressureonPVCfoldingcartonsandblisterpacks RecentPackagingLaunches Wal MarthasapprovedtheuseofmultiplePLArigidcontainersandfilmsformassdistribution cutfruit freshstrawberriesandotherproduce donutboxes giftcards SaladspackedinrigidcontainersmadefromNatureWorksPLAhavehitthe1millionsoldmarkinlessthan6months WillexpanduseofNatureWorksPLAtopackagefrozenpastriesbytheend2005 Anestimated25milliontrayswillbeusedforsweettreats Newman sOwnOrganicsadvertisement CustomerAdvertising Thefishprefersthenaturalcup PackagingmanufacturerCiPlastismakingcleareggtraysfromNatureWorksPLAMarketingthemthroughoutWesternEuropetoeggproducersandretailchains CustomerAdvertising BottleLaunches BIOTABrandsofAmerica NorthAmerica BIOTABrandsofAmericawaslaunchingalineofbottleswatersandwasseekingapackagingsolutionthatwouldmaketheirbrandstandapart NaturallyIowa NorthAmerica NaturallyIowawaslookingforawaytodifferentiatetheirlineof organicandnatural certifiedmilkataconsumerlevel BeluWater www belu org UnitedKingdom Launchedbio basedbottleinJuly JivitaWaterLaunch CoopItaly spromotionofFoamproducts CoopboxcommercializedvealmeattrayinJune2005withretailer CoopItaly UVColorLaunchesNatureWorksPLAGiftCardsatPackExpo2005 TargetingbrandownerssuchasAveda Wal Mart andathirdMinneapolis basedretailerwhichwecannotname fortrials PanasonicBatteryBlisterPacks AlkalineBatteryPacksNewOxa lideBatteryPacks FujitsuPCcaseJanuary 2005 Plant derivedplastictappedforFujitsuPCTheAsahiShimbun SonyEricksonmobilecommunicationsCo Ltd experimentallyproducedthecellularphone whichusedplant basedplastic Itistheplastic PolyLacticAcid whichrawmaterialismainlyfromcorn itcancontributetothesavingofexhaustibleresourceaswellastothereductionofgreenhousegases Itsays60 ofthephonecase isbiobasedmaterial whichweighs22g NTTDocomo mobilecarrierApril21 2005 GrowthinNewFibersSegments Consumables PremiumPositioningEstablishedviaCo BrandingwithIndustry TrendLeadersi e LeadingApparel Home TextileEarlyAdopters Non wovensishavingsomeearlywins AuchanstoresLaunchoffemininehygieneproductsin360Auchanstores superandhypermarkets inItalyandFrance WipeslaunchbysupplierFamaJersey supportedbyFET Love NS