Mr. Fabien Hillairet

GLG News^SM Analyses by Fabien Hillairet

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Brazilian ethanol boom draws prominent investors

March 19, 2007

Analysis of:Steve Case backs Brazilian ethanol venture | money.cnn.com

After Bill Gates & Richard Branson, Vinod Khosla and Steve Case, 2 best-known Internet entrepreneurs, plan to invest $2 billion fund with a group of investors (other private equity groups) that will focus on Brazil's ethanol industry.

Brenco (company name) will set up this headquarter in Bermuda largest city of Sao Paulo, near the sugarcane fields where most Brazilian ethanol is produced.

Target of Brenco is to become one of the world largest ethanol producers, with 1 billion gallons of ethanol (3.8 billion liters) per harvest over the next 10 years.

Stora Enso and Neste Oil to join forces to enter in the Biomass to Liquid (Biofuels Synfuel) Business

March 19, 2007

Analysis of:Stora, Neste to cooperate on biofuels | www.reuters.com

Stora Enso has signed an agreement with Neste Oil to join forces to develop technology for producing new-generation biofuels from wood residues. Stora Enso is an integrated paper, packaging and forest products company.

Stora Enso

Stora Enso made 14.6 billion euros of turn-over (2006)

16.5 million tonnes of paper and board

7.4 million m3 of sawn and processed wood products

Approximately 44 000 employees in more than 40 countries

Market capitalization EUR 9.5 billion (31 Dec 2006)

Neste Oil

Oil refining & marketing company

EBITDA (2006) 1.037 MM

Market capitalization approximately EUR 7 billion

Approximately 4,700 employees

Stora Enso role will be to supply wood and sharing heat generated at its pulp and paper mill

Neste Oil’s role will be to refine the product into an end-product and market it

Phases of the joint venture

Phase 1

–Build a pilot plant at Stora Enso’s Varkaus Mill (estimated cost €14 million)

–Develop new gas purification technology

other tried and tested technology already exists (Fischer-Tropsch)

–Commission the pilot plant in 2008

–Millions of euros will be invested in R&D of the project over the coming years

Phase 2

–Build a commercial, full-scale production plant

Phase 3

–Expand production

Renewable energy, a booming business in Europe and Worldwide 70 billions euros of investments today could reach 300 billions euros in 2015

March 12, 2007

Analysis of:Greener homes for the future | www.northamptontoday.co.uk

We are seeing internationally new directives from governments to promote development of sustainable energies. After the launch of centralized sustainable energy as wind turbine, biomass & biofuels plants, hydropower, it is time to launch residential sustainable energies: solar thermal, photovoltaic, heat pumps, biomass boilers…

After the case study of Germany, British Government has announced its will to see all developers creating zero carbon homes by 2016. This response from UK is hard hitting for the promotion of renewable energies which will touch directly the final consumers.

Today energy used to light, heat and run our homes accounts for 27 % of all the UK

Massive investments in Second Generation of Biofuels – cellulosic ethanol & synfuels

February 28, 2007

Analysis of:Cellulosic ethanol firms in $160m merger | www.icis.com

US biofuels developers Diversa and Celunol have agreed to a $160m merger to create a new company in the cellulosic ethanol industry.

Diversa said the new company would be the first in the industry to fully integrate technologies for cellulosic ethanol production.

Last November Celunol started operations of the first cellulosic ethanol pilot facility in the US, at its site in Jennings. The company expects to produce 1.4m gallons/year of cellulosic ethanol from sugarcane bagasse and specially bred energy cane by the end of 2007.

Archer Daniels Midland, BP, Chevron, Shell, Syngenta, Sunopta, Danish Danisco, Diversa, Iogen, Abengoa, Petrochia, Nozozymes, Choren, Neste Oil.... examples of companies involved in the second generation biofuels competition;

Lets understand why such a movement.