Friday, June 7, 2013

Biogreentech: engineering the systems to make it work


  1. One way to engineer the whole biogreentech space to take on the established supply chains existing in the downstream petchem industry is to develop whole value chains to make it feasible in its later-stage commercialisation phase, assuming the technological hindrances have been ironed out.
  2. Feedstock systems is one, biocatalysts is another. Market access. Capital and financing systems for scaleup commercial plants. Investors with patience to endure false starts, a few of them (investors and to minimise false starts)
  3. Strategic investors are just too important to get this right, eg O&G NOCs or large plantation companies with large amounts of heft and willingness to forgo immediate returns for potential first-mover advantages. (though it seems setup that a follower model is perhaps a more prudent strategy to derive margins and build cost advantages - say the AirAsia model)
  4. The high barriers of entry make it a small playground of players though. How do you make the risks seem insignificant to the benefits?



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