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1、NatureWorks LLC,NatureWorks LLC Asia Pacific Commercial Organization,Steve Davies Director Fibers Application Apparel,Peter Clydesdale Managing Director Asia Pacific Packaging and Fibers,Japan: Masayoshi Oku General Manager Daisuke Takabatake Manager, Business Development China Jim Jem Korea Ike Yoo
2、n ANZ Rick Poynter,Snehal Desai Global Commercial Director,Kathleen Bader Chairwoman, CEO, President,Dennis McGrew Chief Marketing Officer,Sharon Lim Director Market Development/Public Affairs- Asia Pacific,Pauline Ning China Roy Beckwith Hong Kong Guisi Bettoni - Milan,A New Name, a Renewed Commitm
3、ent,Cargill initiated PLA efforts in 1980s Cargill Dow formed in 1997 as a joint venture between Cargill and Dow, forming a separate company to explore sustainable plastics. Cargill announced on January 20, 2005 that it would acquire Dows share of the joint venture. NatureWorks LLC was announced on
4、February 1, 2005 as the new name for our company, wholly owned by Cargill. Cargill has a Strategic Intent to build market focused, solutions oriented businesses and NatureWorks has synergies with their current customers. Cargills COO has stated his vision of “commercializing photosynthesis” a desire
5、 to build businesses from a low cost carbohydrate feedstock,NatureWorks Strategic Intent,Utilize increasing consumer/government concerns over environmental & oil security issues to accelerate market adoption Increase focus on Brandowners/Retailers and use Co-Branding to deliver consistent message to
6、 consumer and create differentiation at the point of sale Support converters who make commitment to dedicate lines and optimize processes to achieve economies of scale for part production Price NatureWorks PLA resin and Ingeo Fibers for market penetration to fully utilize Blair capacity Leverage ext
7、ernal industry and supplier networks to enhance product development capabilities,Market Dynamics Business Results,Assessing Current Market Dynamics,Higher prices for fossil fuel based polymers have increased interest in NatureWorks PLA and other biopolymers. Increased environmental awareness on gree
8、n house gas emissions with implementation of Kyoto Protocol supports bio-based alternatives. Increasing governmental emphasis on end-of-life issues for packaging, are aiding NatureWorks messaging. Examples are Korea, Taiwan, Japan, Germany, France, Netherlands and California, USA. Brandowners/Retail
9、ers are under increased consumer pressure to make responsible choices for packaging and fibers materials,NE Asia,WTI Crude,NA PET,WE,PLA,Forecast,Government Interest,Government efforts will drive further market adoption,Kyoto Protocol requiring significant reductions in greenhouse gases from 2008-20
10、12 . - PLA viewed as an alternative contributing to greenhouse gas reduction. North America CA, 2002 Farm Bill EU Germany, Netherlands, France Asia Taiwan, Korea,Germanys Packaging Directive in Effect June 2005,Adapted German Packaging Directive went into force on May 28th. Results in EN 13432 certi
11、fied compostable packaging materials being exempted int the period 06/01/2005 through 12/31/2012 from Germanys waste disposal fees. Fees are 1.2 euro/kg, making PLA or other compostable packaging less expensive than packaging made from the incumbent polymers such as PET and PS.,Auchans Response to E
12、U Legislation,Environmental Auchan consumers expect proactive actions in issues regarding the environment Comply with EU Directive 93 to reduce packaging consumption Salad container: 45 grams in PET, 32 grams in PLA Renewables offer flexibility of feedstock and reduced fossil fuel consumption Financ
13、ial 27% weight reduction results in 27% ecotax savings PET prices increasing, PLA pricing competitive and stable,China 2008 Beijing Olympics Green Theme,Sustainable development is now the political buzzword, and Chinas top leadership has vowed to push through various green policies. (Singapore Strai
14、ts Times - Nov. 15, 2005),Continuing Volume Acceleration 3Q YTD 2005 Results,3Q 2005 sales were 2X sales for 3Q 2004, setting another quarterly sales record. Volumes through 3Q 2005 are 205% of prior year. Geographic growth rates vary dramatically. Volumes in Asia, NA and EU each represent 28% of to
15、tal, while Japan is remaining 16%. Packaging growth rates have accelerated more rapidly, with Packaging representing 89% of our total volume and Fibers at 11%. We have broadened and strengthened our customer base, with many new customers in 2005 and more in 2006,New Corporate Initiatives,Corporate R
16、epositioning Market and Customer Responsiveness,Renewable Energy “We are the first green house gas neutral polymer” Takes advantage of growing Green House Gas and Climate Change concerns Provide LCA improvement prior to further technology implementation Recycle Developed a position based on feedback
17、 and concerns of bottle Brandowners and targeted NGOs NatureWorks PLA “Buy back” program rolled out in August 2005 Customer Source Options on Feedstocks Provides three stage offering to the market Additional costs/commitments required by customers,Achieving a Greenhouse-Gas-Neutral Polymer,NatureWor
18、ks LLC is offsetting all emissions from the energy used for the production of PLA, from cradle to polymer, to achieve a greenhouse-gas-neutral position for NatureWorks PLA NatureWorks LLC has purchased 59,000 Mega-watt hours per year in renewable energy certificates (RECs) NatureWorks is now one of
19、the top 10 corporate buyers of RECs in the U.S. The RECs purchased by NatureWorks represent a reduction of 48,000 metric tons of CO2 (over 100 million lbs) NatureWorks recognized at December 1 Kyoto Protocol meeting in Montreal,What it Means for Customers,The greenhouse-gas-neutral position of Natur
20、eWorks PLA provides increased competitive advantage A global benefit to retailers and brand owners seeking to reduce their environmental footprint. A meaningful and way to help achieve compliance with the Kyoto Protocol. For example: Wal-Marts conversion of 114,000,000 PET containers used in the gro
21、cery retail area in one year to NatureWorks PLA . . .,Converting PET containers to PLA in the grocery retail area reduces fossil fuel usage,- Energy savings: 30,150,000 kilo watt ours. Estimated energy savings are equal to 800,000 gallons of gasoline in one year,Source: NatureWorks LCA Data 2005,Con
22、verting PET containers to PLA in the grocery retail area reduces greenhouse gas emissions,- GHG savings: 11,957,000 pounds. Equal to eliminating the CO2 emissions from a driving a car 14,300,000 miles in one year,Bottle Recycling - NA Position,Co-existing in the recycling stream PLA can be collected
23、 through normal plastic recycling streams PLA can be sorted from other plastics in the recycling stream using standard sorting equipment. NatureWorks Buy-Back Program (USA) Commercial Municipal Recycling Facilities (MRFs) in geographic areas would separate post-consumer PLA bottles into distinct PLA
24、 bales meeting a predefined specification, resulting in truckload quantities (40,000 lbs.). NatureWorks LLC will buy these bales at an agreed-upon price and route them to an appropriate end-of-life solution and/or post-consumer use based on geography of collection and prevailing market economics.,Cu
25、stomer Source Options Three tiers for customer choice:,Certification of “non GMO” PLA by lot, order, run (whatever our customerscriteria) according to GeneScan, Inc.,Similar to green energy, partners are offered the option to purchase a source-offset of non GM corn. NatureWorks LLC will purchase, an
26、d verify deliver to the corn mill, an equivalent amount of non-GM corn based on the volume of PLA delivered to the participating partner.,Large volume customers, with multiple-year supply contracts will be given the opportunity to purchase 100% NatureWorks PLA sourced and produced from identity pres
27、erved dextrose feedstock.,Market Focus with NatureWorks LLC,Driving Focused Market Participation,Primary focus remains on rigid packaging, films and fiber applications where we are fit for use. Participation in core disposable/single use non-wovens applications beginning (wipes, diapers, etc.). Appl
28、ication developments efforts in bottles, foams and durable non-wovens continue to deliver 2006-07 volumes. Pipeline assessment on extrusion and emulsion coatings could add volume in 2007 and beyond. Apparel market positioning leveraged across other fiber segments,Maintaining our Customer Emphasis,We
29、 have moved from niche to mainstream in many applications and geographies, with significant growth in breadth and depth of customer base. NatureWorks LLCs efforts for Brandowner/Retailer emphasis have been successful, with our revised message on “Responsible Packaging and Fibers Alternatives”. Conve
30、rter Channel Leaders are being challenged by Brandowners/Retailers to bring NatureWorks PLA solutions for packaging and fibers, and are engaging NatureWorks. NatureWorks is leveraging Cargills customer reach and global capabilities,Packaging Market Focus Rigid Applications,Grocery Retail Continues a
31、s key market in most geographies Focus on applications where “natural” story supports brands Growing converter base and article breadth Disposable Food Service Broader supply chain developing for multiple articles Costs are more competitive as petroleum prices rise Increasing regulatory focus on the
32、se applications globally,Packaging Market Focus Other Applications,Bottles Focus on ISBM technology Initial efforts for short shelf life, cold fill applications Developing multi-layer technology and coatings to enhance barrier properties Developing heat set bottles for hot fill applications Films In
33、creasing interest in all geographies Converter base is still limited Appear to be performance advantages in many applications Consumer Goods Increasing NatureWorks efforts with Brandowners Converter base for sheet and film is limiting Increasing pressure on PVC folding cartons and blisterpacks,Recen
34、t Packaging Launches,Wal-Mart has approved the use of multiple PLA rigid containers and films for mass distribution: cut fruit, fresh strawberries and other produce, donut boxes, gift cards,Salads packed in rigid containers made from NatureWorks PLA have hit the 1 million sold mark in less than 6 mo
35、nths. Will expand use of NatureWorks PLA to package frozen pastries by the end 2005. An estimated 25 million trays will be used for sweet treats.,Newmans Own Organics advertisement,Customer Advertising,“The fish prefers the natural cup”,Packaging manufacturer Ci Plast is making clear egg trays from
36、NatureWorks PLA Marketing them throughout Western Europe to egg producers and retail chains,Customer Advertising,Bottle Launches,BIOTA Brands of America (North America) BIOTA Brands of America was launching a line of bottles waters and was seeking a packaging solution that would make their brand sta
37、nd apart.,Naturally Iowa (North America) Naturally Iowa was looking for a way to differentiate their line of “organic and natural” certified milk at a consumer level.,Belu Water,www.belu.org,(United Kingdom) Launched bio-based bottle in July,Jivita Water Launch,Coop Italys promotion of Foam products
38、.,Coopbox commercialized veal meat tray in June 2005 with retailer, Coop Italy,UV Color Launches NatureWorks PLA Gift Cards at Pack Expo 2005,Targeting brand owners such as Aveda, Wal-Mart (and a third Minneapolis- based retailer which we cannot name) for trials.,Panasonic Battery Blister Packs,Alka
39、line Battery Packs New Oxa-lide Battery Packs,Fujitsu PC case January, 2005,Plant-derived plastic tapped for Fujitsu PC The Asahi Shimbun,“Sony Erickson mobile communications Co., Ltd. experimentally produced the cellular phone, which used plant-based plastic. It is the plastic, Poly Lactic Acid, wh
40、ich raw material is mainly from corn. it can contribute to the saving of exhaustible resource as well as to the reduction of greenhouse gases. It says 60% (of the phone case) is biobased material, which weighs 22g.,NTT Docomo, mobile carrier April 21, 2005,Growth in New Fibers Segments - Consumables
41、,Premium Positioning Established via Co-Branding with Industry & Trend Leaders i.e. Leading Apparel & Home-Textile Early Adopters,Non-wovens is having some early wins.,Auchan stores Launch of feminine hygiene products in 360 Auchan stores (super and hyper markets) in Italy and France. Wipes launch b
42、y supplier Fama Jersey (supported by FET). LoveN Sanitary napkin/panty liner from WIP, Italy introduced in 2004, utilizes a mix of eco-friendly PLA fiber from Far Eastern Textile, Lysac natural super absorbent (Lysorb) and Mater-Bi biodegradable film from Novamont.,Ingeo Fiber Home Adoptions F/W 200
43、5,Akemi,Luo Lai,Sealy,Roda,A N O,Zambaiti,Lodetex,BAGUTTA,Ingeo Fiber Apparel Commercial Adoptions F/W 2005,DOCARE,PIERLUIGI FUCCI,COP COPINE,FORTEI,BILANCIONI,NAPAPIRJI,VERSACE SPORT,A-STYLE,ARMANI,Giorgio Armani “Armani Collezioni” mens collection: The shirt is created with a 100% Ingeo knit Arman
44、i/Ingeo co-branded, offered for the 2006 S/S season.,BAGUTTA,Mens collection: Pajama & mens underwear in cotton/Ingeo blend fabric,Ingeo Fiber Apparel Commercial Adoptions S/S 2006,BIO3-ZONE,Womens collection offer: T-shirts and jersey dress in a cotton Ingeo blend,ELISA JIMENEZ,Womens collection of
45、fer: Couture collection using 100% ingeo from Jackytex, Guigou, Itochu & wool/Ingeo blend from Pontetorto,Ingeo Fiber Apparel Commercial Adoptions S/S 2006,SALEWA,mens and womens collection: Salewa enlarged its ingeo fiber garment offer for S/S 2006 with a comprehensive range of tshirts, outdoor jackets, trousers, sweaters.,Ingeo Fiber Apparel Commercial Adoptions S/S 2006,DOCARE (A06),Mens and womens knitwear collection Expande range from initial basic underwear,Thank you,