investors given latest intelligence on water technology opportunities from o2 environmental at...
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Investment professionals were given the latest intelligence and analysis of the global water technology market recently by O2 Environmental. Company CEO Paul O'Callaghan provided these insights while speaking at the European Energy Venture Fair in Zurich Switzerland September 2011.TRANSCRIPT
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Water Technology Market Opportunities
European Energy Venture Fair
September 14th 2011
Paul O’Callaghan O2 Environmental Inc
www.o2env.com www.bluetechtracker.com
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Brave Blue World
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Intelligent Design or Evolution?
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Water is a Local Issue
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Re-thinking Water Systems Efficiency
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Providing water services… …without water
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Global Water Use
• Agriculture: 70%
• Energy & Industry: 22%
• Municipal and Urban: 8%
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Municipal & Urban
8%
Energy & Industry
22%
Agriculture 70%
Agriculture $9.5Bn (2%)
Energy & Industry $23Bn (6%)
Municipal & Urban $368Bn (92%)
Global Water Usage Global Water Market
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Global Water Utility Market: $354Bn
Operational Expenditure,
$189.7Bn
Capital Expenditure,
$164.3Bn
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Global Water Industrial Market: $23Bn
Capital Expenditure,
$9.7Bn Operational Expenditure,
$13.3Bn
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Global Water Capital Expenditure: $172Bn
Professional & Other, $17.5Bn
Equipment Market, $31.5Bn
Pumps, Pipes Valves, Site
Works, $123.0Bn
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What Technologies are we likely to see?
• Technologies that deal with water issues locally
• Technolgies that use ‘butter knives’ instead of chainsaws
• Technologies which provide water services, without using potable water, or using less water
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Areas and Technologies to Watch
• Energy and Resource Recovery – SCFI – Emefcy
• Produced Water Treatment – Soane Energy – Drake Water Technology
• Decentralised Treatment and Re-use – M2 Renewables
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Slide 14
Electrogenic bacteria, while treating the wastewater at the anode, break-down the organic material into electrons and protons
The MEGAWATTER™ Technology
Electrogenic Biofilm with conductive nano-wires
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Innovative Companies Tracked by Application Area
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Proof of Concept
13%
Demonstration Scale 29%
Commercial 58%
BlueTech Tracker Companies: Technology Development Stage
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Pre-Revenue 35%
Early Revenue 30%
Profitable 35%
BlueTech Tracker Companies: Company Revenue Stage
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BlueTech Tracker Companies: Number of Employees per Company
<5 19%
5-30 56%
30-100 18%
100+ 7%
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How is the water technology market likely to Change?
• Pressures are driving early adopters
• New technologies will then move to the ‘Early Majority’ section of the market
• Overall the rate of adoption of new solutions will accelerate
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When there is Big Change,
there is Big Opportunity
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Straws in the Wind • Increase in Research:
– Up 30% each year between 2000 & 2009 (Elsevier)
• Increase in Patent Filings – Desalination Technology Patents in 2010 almost
double those in 2005 (O2 Environmental)
• Investments and Acquisitions – 2009- record high, 50 deals, 60% early-stage (Cleantech)
• Water Centres for Excellence – Proliferating at an alarming rate
• Water Conferences!
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To sign up for our free newsletter:
www.BlueTechTracker.com
Europe: Phone: +353 21 240 9133 Unit 1201, City Gate Mahon, Cork, Ireland www.o2env.com
North America: Tel: +1 604 676 3581 15th Floor, 701 West Georgia BC, V7Y 1C6, Canada www.o2env.com
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Desalination Patent Breakdown
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Desalination Patents (2005-2010) – by Assignee’s Country
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Nutrient Recovery Technologies • Ostara • DHV – Crystallactor • Phosnix • Pho-Strip • REM-NUT • P-RoC – Phosphorus Recovery • Kemira- Kemicond & Krepro • ThermoEnergy – Ammonia Recovery Process