Bio-based chemicals and materials are catalyzing the biggest change that the global chemicals industry has seen in decades. Surprisingly for an industry so dependent on massive scale, small technology startups are leading the way. We evaluated the technical and business strengths and weaknesses of 106 new innovators, charting their evolution towards a successful exit or early extinction. They compete in seven technology areas, from renewable feedstocks like algae, GM crops, and waste gases, to downstream processing in pyrolysis, gasification, and synthetic biology. In addition to each player's position, each field's evolution feels external forces like value gaps in the marketplace, government policy, investor interest, and macroeconomics.
Table of Contents
Table of Contents
Executive Summary
Landscape
Bio-based Chemical Companies' Performance Is Measurable
Company Position Depends on Performance in Three Dimensions
Interpreting Company Positions and Each Renewable Chemical Technology Space
Market Dynamics Have Additional Implications for Strategic Decisions
Landscape Conclusions
Analysis
Companies' Technologies Generate or Upgrade Potentially Fathomless Feedstocks
Algae Cultivators Endure, Despite Deep Problems in Microbiology and Macroeconomics
Key Companies
A Few Individual Players May Break Free, but Don't Expect Improvement from the Algae Field as a Whole
Both Mature Players and Recent Entrants Bristle with Activity in Biocomposites
Key Companies
Biocomposites' Biggest Fight Is Against Drop-in Substitutes
Mature Integrated Biocatalysis Firms Commercialize, Even as New Entrants Crowd In
Key Companies
Dynamics of the Field
Cellulosic Processing Technology Developers Tackle One of Nature's Toughest Polymers
Key Companies
Dynamics of the Field
Crop Modification Companies Thrive With Close Corporate Collaboration
Key Companies
Dynamics of the Field
Waste Gases to Chemicals is Cluttered with Idealistic but Ineffective Approaches
Key Companies
Dynamics of the Field
Thermochemical Technologies Promise the Bounty of Bioprocessing, Without Finicky Bugs
Key Companies
Dynamics of the Thermochemical field
Other Bio-Based Innovators Defy Easy Categorization, Yet Are Still Worth Watching
Outlook
About Lux Research
Assessing Innovator Evolution in Renewable Materials and Chemicals published by Lux Research in December 22, 2011. This report consists of Pages: 34 and the price starts from US $ 3500.
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