1、0Technology and Ingredients to power the Materials Transition at scaleChristophe SchillingChief Executive OfficerDOE Clean Fuels&Products Shot SummitApril 9,20241“Decarbonization”and Lowering Intensity of Chemicals&Materials$5T Materials Transition Opportunity.INCREASE IN ANTICIPATED CARBON DEMAND D
2、ECREASE IN ANTICIPATED CARBON DEMANDSource:Renewable Carbon Initiative 2022RELATIVE CHANGE IN THE EMBEDDED DEMAND FOR CARBON BY 2050The world is currently experiencing a massive Energy Transition wherein the demand for carbon as a source of energy is set to come down substantially in the coming deca
3、des with the growth in renewable energy and trends in electrification.Energy can be generated from sources other than the combustion of carbon via industry-wide solutions already at-scale1However,the Chemical and Materials industries will need 2X the amount of carbon to hit 2050 projections for mark
4、et demandThe search is on for more sustainable sources of carbon and the enabling conversion technologies to increasingly displace conventional hydrocarbons in a$5T global materials industry,across 100s to 1000s of products.2Renewable Sources of Carbon Same Exact Materials2Enabling“Clean Products”wi
5、th Higher Sustainability ImpactTargeting the identical molecules(“drop-ins”)vs.building new marketsAPPARELHOME CARENUTRITIONBEAUTYPACKAGINGDirect Addressable MarketsCompetitive EconomicsEqual PerformanceCarbon Emissions ReductionRenewable Carbon ContentLower Carbon IntensityCarbon SavingsxScalexSpee
6、d=ImpactTons CO2 per ton productTons product per plantNumber of plantsTons CO2 Avoided3Geno integrates the power of synthetic biology and chemical process engineering to deliver carbon-efficient conversion technologies going from ideation to commercial realization enabling others to produceGeno deve