Challenges and Opportunities for the Chemical Industry in NRW ChemClust Dissemination Conference Chemical Clusters – Cores for Future Innovation Brussels, November 22nd, 2012 Prof. Dr. Michael Droescher, Manager Cluster CHEMIE.NRW

Prof. Dr. Michael Dröscher

Goals and objections of NRW cluster politics By supporting and funding 16 NRW clusters, the NRW government aims to strengthen the economical position and improve the competitiveness of NRW: §  Create a favorable environment for innovation §  Strengthen the growth potential of NRW’s industry §  Stimulate economical growth and employment §  Improve the network between industry and the scientific community

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Prof. Dr. Michael Dröscher

Goals and objectives of the Cluster Chemie.NRW §  Support the innovation initiative of the NRW government: §  Build a strong network of all potential cooperation partners: Academia, research institutes, SMEs and industry. §  Build cross innovation activities with the sister clusters on Plastics, Nanotechnology, Biotechnology and Energy Make ideas turn into innovations!

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Prof. Dr. Michael Dröscher

Chemical Industry in NRW Nr. 1 in Germany and 12 in the world 60.000 50.000 40.000 30.000 20.000 10.000 0

§  NRW chemical industry stands for 1/3 of chemical turnover in Germany §  NRW is together with Benelux the industrial centre of Europe

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Prof. Dr. Michael Dröscher

Chemical Industry in NRW Strength   •     Agglomera*on  of  chemical  enterprises      along  the  value  chain  from  petro    chemicals  to  chemicals  processing   •     Agglomera*on  of  the  most  important    customer  industries   •     Large  poten*al  of  human  resources   •     Well  developed  science  landscape   •     Exis*ng  and  well  func*oning  clusters    in  plas*cs,  materials  and  biotech  

Weakness   •     Basic  chemistry  is  dispropor*onally    large   •     Pharma  industry  is  dispropor*onally    small     •     Industry  and  living  quarters  are  close   •     Some  site  disadvantages     5

Prof. Dr. Michael Dröscher

Opportunity  

•     Maintain  the  chemical  value  chain    through  improvement  of  the  general    condi*ons  for  basic  chemistry   •     Accelerate  innova*on  dynamics  by    strengthening  the  network  of  the    chemical  value  chain   •     Improve  quan*ty  and  quality  of    chemistry  related  educa*on    

Risk  

•     Migra*on  of  the  basic  chemistry    industry  causes  the  next  chain  links    of  the  value  chain  to  follow   •     Public  and  local  poli*cal  resistance    against    the  improvement  and    expansion  of  industry  and    infrastructure   •     Site  disadvantages  impede  site    strengthening  

November 26, 2012

VCI-Prognos-Study Chemical Industrie 2030

Background of the investigation is a strongly changing world §  Long term changes •  Shift of market share to emerging nations •  Debt overload of the industrialized nations •  Demography: Weak growth in industrialized nations •  Scarcity of resources (Limits of growth?) •  Emerging nations gain political weight (G7 vs. G20) •  EU: European Integration, future of the Euro, active industriy politics (Conversion of the economy) •  Germany: “Energiewende” (turn around in energy politics)

Source VCI-Prognos-Study Chemical Industry 2030 7

Prof. Dr. Michael Dröscher

Project-Focus:

Consequences for the industrial location Germany 2030

Different future worlds (4 Scenarios) Innovation friedly environment

Prognosis

2011

2030 Disrupted value chains

Global growth weakness Source VCI-Prognos-Study Chemical Industry 2030 8

Prof. Dr. Michael Dröscher

fast

World population is growing and life expectancy rises

slow

population aging

Population in 2030 in millions

Population declines

Change in population 2011 to 2030 in %

Source VCI-Prognos-Study Chemical Industry 2030 9

Prof. Dr. Michael Dröscher

Population grows

Chemistry in China gains massively shares in world market Distribution of the global chemistry production

mical e h c th Grow ion: . ct produ : 4,5 % p.a . lly Globa y: 1,8% p.a an Germ

Source VCI-Prognos-Study Chemical Industry 2030 10

Prof. Dr. Michael Dröscher

Production growth of the customer industrial sectors

1,9% 2,0%

Electro

1,8% 2,0%

Plastics

1,8% 1,7%

Automotive

1,8% 1,6%

Mech. Engin. 0,3%

-1,3% -0,1%

Textile

5,1%

1,8% 1,9%

Chemistry

Construction

Germany EU World

1,4%

"   German production grows slower than globally

4,5%

"   Europe and Germany grow similarly fast

4,5%

"   The strong links between the different industrial sectors lead to similar growth scenarios

3,5%

3,9%

4,2%

"   The textile industry will move out of Germany to Europe

4,4%

Source VCI-Prognos-Study Chemical Industry 2030 11

Prof. Dr. Michael Dröscher

Export quota of the German chemical industry increase Export

Investment

Consume Supply to customer industries

Source VCI-Prognos-Study Chemical Industry 2030 12

Prof. Dr. Michael Dröscher

As of today the German chemical industry exports 50% Export quota will increase to 60 % in 2030.

German chemical industry: Verbund-production with expansion of specialty chemistry 216 1,8% p.a.

19,5%

Pharma average growth

154 19,5% 46,7%

Speciality chemistry growth over average

33,8%

Base chemistry slower growth

43,3%

37,2%

2011

2030

Source VCI-Prognos-Study Chemical Industry 2030 13

Prof. Dr. Michael Dröscher

Steps to make the prognosis come true Strengthen innovation activities Focus on speciality chemicals Improve production efficiency further Optimize raw materials base

Source VCI-Prognos-Study Chemical Industrie 2030 14

Prof. Dr. Michael Dröscher

Contribution of the Cluster CHEMIE.NRW Improve and accelerate the knowledge transfer from academia to industry, especially to SMEs §  Analyze core competences of universities, applied universities and research institutes and correlate to the structure and core competences of the industry §  Identify future business opportunities for the NRW chemical industry based on the competences of the NRW scientific community §  Identify possible bottlenecks in the education of engineers and scientists Identify new cluster activities to build more value chain networks Strengthen the site marketing for ChemSite (northern Ruhr area) and ChemCologne (Rhine area)

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Prof. Dr. Michael Dröscher

Examples for activities Research cluster SusChemSys Syntheses for sustainable chemistry

CleanTech NRW Resources efficient technologies

Keep the public informed and involved : Exhibition at the NRW Parliament 2011 ~8.000 visitors in 2 weeks

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Prof. Dr. Michael Dröscher