Transcript Document

The Forest Sector in 2020 and beyond
Jukka Kilpeläinen , svp Group R&D and Technology, Stora Enso Oyj
Aarhus June 19th, 2012
It should be noted that certain statements herein which are not historical facts, including, without
limitation those regarding expectations for market growth and developments; expectations for growth
and profitability; and statements preceded by “believes”, “expects”, “anticipates”, “foresees”, or similar
expressions, are forward-looking statements within the meaning of the United States Private Securities
Litigation Reform Act of 1995. Since these statements are based on current plans, estimates and
projections, they involve risks and uncertainties which may cause actual results to materially differ from
those expressed in such forward-looking statements. Such factors include, but are not limited to: (1)
operating factors such as continued success of manufacturing activities and the achievement of
efficiencies therein, continued success of product development, acceptance of new products or services
by the Group’s targeted customers, success of the existing and future collaboration arrangements,
changes in business strategy or development plans or targets, changes in the degree of protection
created by the Group’s patents and other intellectual property rights, the availability of capital on
acceptable terms; (2) industry conditions, such as strength of product demand, intensity of competition,
prevailing and future global market prices for the Group’s products and the pricing pressures thereto,
price fluctuations in raw materials, financial condition of the customers and the competitors of the
Group, the potential introduction of competing products and technologies by competitors; and (3)
general economic conditions, such as rates of economic growth in the Group’s principal geographic
markets or fluctuations in exchange and interest rates.
Jukka Kilpeläinen
19th June 2012
2
The World before the Algae Era
”The well-being of our planet
strongly depends on forests,
the lungs of our planet”
Jukka Kilpeläinen
19th June 2012
3
Stora Enso in brief
•
•
Stora Enso is a global paper, packaging
and wood products company
Produces media papers, consumer board,
industrial packaging and wood products
•
Approximately 26 000 employees in more
than 35 countries worldwide
•
Sales 2011 EUR 12 billion
•
Shares listed on Helsinki and Stockholm
stock exchanges
“Worldwide at least 35% of food
is lost before consumption
due to lacking or
improper packaging”
Jukka Kilpeläinen
2012-06-19
5
Our promise – vision
Vision: Today we as a company,
people and planet face new challenges
never before seen. The world needs a
new approach to materials.
Presenter name
July 7, 2015
6
Our vision: 100% wood-based packaging materials
when matters
Jukka Kilpeläinen
2012-06-19
7
Renewable wind, solar, algae, even forest…
“By 2050, we could get all the energy we need from
renewable sources. There is nothing more important
to our ability to create a sustainable future.”
James P. Leape, Director General WWF International
Jukka Kilpeläinen
19th June 2012
8
Bio economy requires bio efficiency
“We cannot afford wasting valuable
biomaterial in processing some
single favored products – that is
sub-optimizing”
Overall Bioenergy & Biorefining Roadmap
Value added,
R&D
intensity
Highest value-add,
higher
Biochemicals;
Advanced materials, uncertainties, need
Biopolymers/plastics. external partners
Biofuels
=>Bio-crude wax for renewable diesel
Major demand
growth, regulatory
dependent
Known technology,
Capturing additional value of existing sidestrams new solutions to
old problems
Pellets, power & heat generation and
biomass sales & trading
2008
2011
~2013
~2015
Immediate market
Timing
(indicative)
Biorefinery - Focus areas
Profitability drivers
Biofuels
Biomass price
Subsidies
Oil price
Lignin
materials
Product price
Volume
Energy prices
Micro
materials
Natural product
Renewable
Competitive
Functional
Biochemcicals
Niche product prices
Sources of valuable innovations
• Customer co-op 60-70%
• Supplier or partner co-op 20-30%
• R&D organizations including institutes and universities
10-20%
Responsible competitive differentiation
Jukka Kilpeläinen
19th June 2012
14