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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 green
8、 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/Retailer
9、s 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 2008-2012
10、 . - 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 certifie
11、d 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 EU L
12、egislation,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 Financial
13、 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 Chinastop leadership has vowed to push through various green policies. (Singapore Straits T
14、imes - 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 total,
15、 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 Repos
16、itioning 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 implementationRecycle Developed a position based on feedback and concerns of bottle Brandowners and targeted NGOs NatureWorks PLA “Buy back” program rolled out in August 2005Customer Source Options on Feedstocks Provides three stage offering to the market Additional costs/commitments required by customers,
