1. Industrial Perspective
21 September 2018
Industrial Perspective
Mark Jones
Executive External Strategy and Communications Fellow
The Dow Chemical Company

2. Simplified Chemical Industry

3. Rough Mass Balance for Chemical Industry

4. Chemical Industry Transformation

5. Rough Mass Balance for Chemical Industry

6. Rough Mass Balance for Chemical Industry~

7. Industry Snapshot

8. US Chemical Industry Left For Dead

9. Impact of Shale Resources
from disadvantaged to advantaged

10. Advantage Remains, But Diminished

11. Live Long and Prosper

12. Bio is not cost advantaged.
Observation
Bio is not cost advantaged.

13. Advantage Remains, But Diminished
raw materials only
sugar
Bzl EtOH
US EtOH
corn
renewable data from 12 Sept 2018

14. Simplified Chemical Industry

15. Options for Reducing Capital
Scale
Experience

16. Scale Wins .
If you are moving mass around, scale reduces cost faster than experience.

17. Biobased systems follow the same economic rules as chemical systems.
Observation
Biobased systems follow the same economic rules as chemical systems.

18. Biological Production Unit

19. Largest US Egg Producer: Cal-Maine Foods
42.7 million laying hens spread over three breeding facilities, two hatcheries, six wholesale distribution centers, 22 feed mills, 42 shell egg production facilities
800 miles
1,037.7 million dozen shell eggs = 16% US eggs
the U.S. produces about 75 billion eggs a year

20. Eggs Travel

21. Same for Bread

22. Leading Baker in the U.S.
75 bakeries in 31 states, serving the entire continental United States through more than 13,000 sales routes.

23. Growth in bioplastics is slower than conventional production.
Observation
Growth in bioplastics is slower than conventional production.

24. Bioplastics

25. Reality – MEG production for PET

26. Questions