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World Ethanol 2008

World Ethanol 2008. Ethanol in 2008/09 Light at the end of the tunnel?. World Ethanol 2008 What has increased the risk premium?. Volatile feedstock and crude prices The massive supply build-up The sustainability debate food vs. fuel controversy Ambigous policies.

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World Ethanol 2008

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  1. World Ethanol 2008 Ethanolin 2008/09 Light at the end of the tunnel?

  2. World Ethanol 2008 What has increased the risk premium? • Volatile feedstock and crude prices • The massive supply build-up • The sustainability debate • food vs. fuel controversy • Ambigous policies

  3. World Ethanol 2008Sugar/grains vs crude

  4. World Ethanol 2008The y-o-y impact on production costs +43% +16% +45% -4% 2007

  5. World Ethanol 2008The capacity build-out and utilisation rates

  6. World Ethanol 2008 Political achievements • EU – Commission confirms 10% biofuel target, • ...but with strict sustainability rules • USA – Energy Act mandates 36 bln gallons of biofuel use by 2022, • ... but focus is on cellulosic ethanol

  7. World Ethanol 2008EU – Production is rising …

  8. World Ethanol 2008…but much too slow

  9. World Ethanol 2008USA – Production is rising …

  10. World Ethanol 2008… and legislation had to catch up

  11. World Ethanol 2008The Energy Act of 2007

  12. World Ethanol 2008The RFS (mln gallons)

  13. World Ethanol 2008Asia – a breaktrough in 2008?

  14. World Ethanol 2008The y-o-y impact on production costs +15% +10% +5% +10% +15% 2008

  15. World Ethanol 2008 The 2008 S/D

  16. World Ethanol 2008How big a surplus in Brazil?

  17. World Ethanol 2008How big a surplus in Brazil? Export availability Possible destinations

  18. World Ethanol 2008How big a defict in the US?

  19. World Ethanol 2008How big a defict in the EU?

  20. World Ethanol 2008The capacity build-out and utilisation rates

  21. World Ethanol 2008 Some conclusions • World ethanol production to rise in 2008. • Sugar based ethanol will keep its competitive edge. • Slower capacity build-out will rebalance the market and may push prices higher in 2009.

  22. www.dropet.com

  23. Introduction • The first independent online platform where users can exchange physical positions of fuel and industrial grade alcohol around the globe. • Aimed at the main players in the ethanol industry worldwide, including producers, traders and end-users. • Already part of the community are 100+ users that rely on our services. www.dropet.com

  24. Buy / Sell physical positions Tenders Swap positions Storage exchange Additional Ethanol-related business Services Provided www.dropet.com

  25. How it works www.dropet.com

  26. Initial Steps Registration and acceptance by DROPET Acceptance by existing users (48 working hours) New User receives access information details New User chooses counterparties they are unable to transact business with. Welcome to DROPET www.dropet.com

  27. Special Features New positions are automatically emailed to accepted users Anonymity Temporary refusal of a counterparty per specific position On-line negotiation system www.dropet.com

  28. Market Screen www.dropet.com

  29. No legal commitment until a position is posted or negotiated Nomonetary cost until a position is closed All posted positions are supervised by a team with more than 12 years of experience in the sector at an international level. Users may also rest assured that they have access to personal assistance when they are posting and closing transactions via Dropet. www.dropet.com

  30. Immediate access to a broad user list Guarantee that transactions are carried out with approved players in the sector Convenient and dynamic way to conduct business (24 hours) Possibility of establishing new lines of business Solutions to any contingent situations that may arise Anonymity and Impartiality To see a demo of the system, visit www.dropet.com/demo Value Proposition www.dropet.com

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