joint session of the ece timber committee and the fao
TRANSCRIPT
Joint Session of the ECE Timber Committee and the FAO European Forestry Commission
Location, Turkey – 10‐14 October 2011
Innovation scenariosA pulp and paper industry perspective
Ulrich Leberle
Orman 2011: Forests in a Green Economy, 10-14 October, Antalya Turkey
ROCE and EBITDA
• Low profitability
European pulp & paper industry profitability
0
5
10
15
20
1996 2001 2006 2007 2008 2009 2010
In %
ROCEEBITDA
Source:
Orman 2011: Forests in a Green Economy, 10-14 October, Antalya Turkey
• Population by 2050 – 9 billion• GDP from US$35 to 72 trillion by 2030• For each additional $ earned, 30-40% to food
consumption• Cereal demand:+ 42% by 2030; + 67% by 2050• Energy demand x 2 by 2030• Increase share of carbon free energy to 50-80%• GHG emissions decrease 50-80% by 2050• Total water demand to increase 30% by 2030• Long distance transport increased 10 times 2002-2009• 4-5 billion Internet users through mobile phones
Operating in a challenging world
Orman 2011: Forests in a Green Economy, 10-14 October, Antalya Turkey
Input prices developments Pulp and other commodities prices
Source: IMF, RISI, July 2011
0
50
100
150
200
250
300Ja
n-05
Jul-0
5
Jan-
06Ju
l-06
Jan-
07Ju
l-07
Jan-
08Ju
l-08
Jan-
09
Jul-0
9Ja
n-10
Jul-1
0Ja
n-11
Jul-1
1
Inde
x 20
05 =
100
Commodity Metals Price IndexMonthly Price
NBSK pulp
Commodity Price Index MonthlyPrice
Commodity Industrial Inputs PriceIndex Monthly Price
Crude Oil (petroleum), Price indexMonthly Price
Commodity Agricultural RawMaterials Index Monthly Price
Orman 2011: Forests in a Green Economy, 10-14 October, Antalya Turkey
Peak Land
Palm Jumeirah in Dubai
Source: Nilsson, 2008
Orman 2011: Forests in a Green Economy, 10-14 October, Antalya Turkey
Innovation – 2 routes
Doing better what the industry does well (pulp and paper), improving the process (energy efficiency, resource efficiency, recycling, etc.)
Doing new products (bio- polymers, nanotech, biofuels, biochemicals, etc.) for new uses
Orman 2011: Forests in a Green Economy, 10-14 October, Antalya Turkey
Route 1- Excelling in Paper making
• Improved online forming• Multilayer paper (e.g.
aquavane)• Smart labelling • Condebelt drying
technique• Optical sorting
technologies for recycled fiber
Orman 2011: Forests in a Green Economy, 10-14 October, Antalya Turkey
Route 1 – New paper applications (functionalisation)
• Hot / Cold sensitive paper• Fresh / Old sensitive
paper• Intelligent paper memory
cards• Pharma DDSi – Intelligent
packaging for pharmaceuticals reminding you to take you pills at the certain time
• Paper batteries• Hydrophobic paper• Solar cells printed on
paper
Orman 2011: Forests in a Green Economy, 10-14 October, Antalya Turkey
Route 2 – new products for new uses
• Improved lignin extraction (carbon fiber, chemicals, bioenergy)
• BTL – Gasification• Micro-fibrils• Textile fiber• Food additives• …
Orman 2011: Forests in a Green Economy, 10-14 October, Antalya Turkey
Biorefinery
Orman 2011: Forests in a Green Economy, 10-14 October, Antalya Turkey
•Oppdatert: 03.05.2006 - Page11
ConstructionConstruction
ExipientsExipients
TextilesTextiles
CosmeticsCosmeticsHealth productsHealth products FoodFood
PaintsPaints
CoatingsCoatings
AgricultureAgriculture
Dyes
Additives for
tiles and bricks
Additives for
tiles and bricks
Oil field chemicals
Car batteriesCar batteries
BioethanolBioethanol
Flavour
Fragrances X-ray contrast
Plasticisers
Fine chemicals
Taste enhancer
Animal FeedAnimal Feed
Soft AcidSoft Acid
ConstructionConstruction
Pelleting
Pulp & paperPulp & paper
Orman 2011: Forests in a Green Economy, 10-14 October, Antalya Turkey
It’s time for a change!
Henry Ford:
“If I'd asked people what they wanted, they would have said a faster horse”
NO LIMITS, many opportunities, but many challenges!
Orman 2011: Forests in a Green Economy, 10-14 October, Antalya Turkey
Thank you for listening