The Agriculture/Cleantech Nexus

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The Agriculture/Cleantech Nexus

Doug Cameron Alber8 Advisors LLC

Wisconsin Bioenergy Ini8a8ve 2010 Wisconsin Bioenergy Summit October 14, 2010 Madison, Wisconsin


There are big, global challenges around energy, agriculture and environment Problems are opportuni8es for savvy researchers, entrepreneurs and investors Many emerging opportuni:es at the nexus between cleantech and sustainable agriculture Wisconsin and the Midwest are should be the natural leaders at this nexus Some examples of opportuni:es in biomass, power, biofuels and bio‐based chemicals


Big, global challenges

Jonathan Foley, Scien:fic American, March 2010


cleantech

sustainable agriculture

Renewable energy

Efficient land use

Carbon management

Soil conserva:on

Energy efficiency

Efficient nutrient/fer:lizer use Water management Benign weed and pest control


Na8onal Venture Capital Associa8on investments buckets: SoNware Life Sciences Cleantech Internet

An emerging area: Sustainable agriculture




A very visible example of the cleantech/ag nexus




Solum makes a field‐deployable measurement tool that can give immediate answers on soil nutrient needs. Fer:lizer is a major cost for commodity crops, amoun:ng to 40‐50% of the opera:ng expense for corn. It is currently applied in an inefficient manner based on average values rather than per‐acre needs. Our services and tools give farmers confidence that they can increase their yields and reduce their costs by applying fer8lizer in the right amount, at the right place, and at the right 8me. Using our tools makes farming more sustainable by reducing nitrogen runoff (which causes "dead zones" in areas such as the Gulf of Mexico) and comba:ng the dominant source of nitrous oxide—the third most important greenhouse gas and the leading cause of ozone deple:on. Solum was founded in 2009 by Nick Koshnick, Mike Preiner, and Jus:n White, three Applied Physics PhDs from Stanford.


Clentech/Ag Nexus—renewable, biomass power

Charter Street Hea:ng Plant, Madison, WI


poplar

Short rota:on willow


Miscanthus switchgrass

Sweet sorghum

Energy cane


Mixed grass study, David Tilman


Equipment for mechanized sugarcane harves:ng, Piracicaba, Sao Paulo, Brazil (for ethanol fuel produc:on)


Single‐pass corn stover harvester Iowa State, Poet, John Deere


Philip Benfey, PhD Co‐Founder and Chief Execu2ve Officer


Cleantech/Ag Nexus: Addressing the biomass supply chain



Sapphire, New Mexico





Less exo:c—diges:on of animal waste to biogas


…and more controversial

Fibrominn LLC, Benson, MN, 55 MW, 700,000 tons poultry waste annually


Policy, legal an regulatory opportuni8es at the cleantech/ag nexus

Renewable Fuel Standard, include life cycle analysis and influence of land use change

Energy Independence and Security Act (EISA) of 2007



Biofuels: Current Technology yeast fermenta8on

corn starch ethanol cane sugar (sucrose) methanol

soybean oil

rape seed oil

palm oil hip://www.bioprofilelabs.com/Maize.jpg hip://img.alibaba.com/photo/11648118/Sugar_Cane.jpg hip://www.biotechnologyonline.gov.au/images/contentpages/soybeans.jpg hip://www.cambridge2000.com/gallery/images/P4230761.jpg hip://img.alibaba.com/photo/11564472/Crude___Refined_Palm_Oil_From_Malaysia.jpg

Trans‐ esterifica8on

glycerol

biodiesel


A broader view of renewable fuels and chemical “photosynthesis” CO2

Non‐fossil biomass (or direct to fuels and chemicals)

“Reac8ve” Intermediates Hydrolysis (“sugar plaXorm”) Non‐fossil biomass

Pyrolysis (“bio‐oils”)

Gasifica8on (syngas)

Fuels and chemicals


A collec8on of biofuels, all with some commercial interest hydrogen

iso‐pentanol

methane methanol dimethylether

methyl levulinate methyltetrahydrofuran (MTHF)

ethanol propane isopropanol

dimethylfuran (DMF)

Iso‐tetradecane, a representa8ve hydrocarbon

n‐butanol iso‐butanol

farnesene

Methyl oleate, a fa[y acid methyl ester (FAME), representa8ve biodiesel molecule


BiocharÂ




Bio‐based chemicals Petroleum

Petro‐ chemicals

Refinery

Fuels (gasoline, diesel)

Non‐fossil biomass

Biorefinery

Biofuels (ethanol, biodiesel, other)

Bio‐based chemicals


Neo‐chemurgy??

Chemurgy is a branch of applied chemistry that is concerned with preparing industrial products from agricultural raw materials. The word "chemurgy" was coined by chemist William J. Hale and first publicized in his 1934 book The Farm Chemurgic. (Wikipedia)


Petrochemical building blocks ethylene

benzene

propylene

toluene

butadiene mixed xylenes


Emerging biobased chemicals polyesters

Biomass

polyethylene isooctane/fuels polyacrylates

nylon, 6



The cleantech/ag nexus: a big, global need and opportunity?


Thank you Doug Cameron dcc@alber8advisors.com


AHS Probine


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