Circular Economy Solutions GmbH - Circular Economy Geschäftsmodelle 07.09.2021 - OWL Maschinenbau

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Circular Economy Solutions GmbH - Circular Economy Geschäftsmodelle 07.09.2021 - OWL Maschinenbau
Circular   Circular Economy
            Geschäftsmodelle
Economy     Wo erfolgt die Wertschöpfung,
Solutions   womit verdient man zukünftig Geld?

  GmbH      07.09.2021
Circular Economy Solutions GmbH - Circular Economy Geschäftsmodelle 07.09.2021 - OWL Maschinenbau
COMPANY
                                                          Founded in February 2016
                                                          Offices in Göttingen, Karlsruhe and Chicago
                                                          Turnover 14,5 Mio € in 2020
                                                          100% owned by Robert Bosch GmbH

                                                          TEAM
                                                          30 headcount
                                                          Over 160 years of experience in
                                                          Reverse Logistics and Remanufacturing

                                                          BRAND
                                                          CoremanNet [Core Management Network]
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Circular Economy Solutions GmbH - Circular Economy Geschäftsmodelle 07.09.2021 - OWL Maschinenbau
WORLDWIDE NETWORK

                                                                               22 selection
                                                                               stations

                                                                               3 offices

                                                                               60 service
                                                                               providers

                                                                                3m parts
                                                                                per year

             Onsite CoremanNet locations

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Circular Economy Solutions GmbH - Circular Economy Geschäftsmodelle 07.09.2021 - OWL Maschinenbau
SOCIETY AND POLITICAL AGENDA 03.2020

   …. Adults keep saying we owe it to the young                  …. In the near future – and sooner                      …. The European Commission presented as
   people to give them hope. But I don't want your               than most anticipate – there will be a                  its first priority the European Green Deal.
   hope, I don't want you to be hopeful. I want                  significant reallocation of capital.                    Europe will be the world's first climate
   you to panic, I want you to feel the fear I feel              Climate Risk Is Investment Risk….                       neutral continent by 2050. And it will do
   every day. And then I want you to act, I want                 (Larry Fink, CEO Blackrock, Letter to                   what it takes to unlock the investment,
   you to act as if you would in a crisis. I want you            CEO’s of investor relations 2020)                       innovation and the creativity that is needed….
   to act as if the house was on fire, because it                                                                        (Ursula von der Leyen, World Economic
   is.…. (Greta Thunberg, Fridays for future, World              Source: https://www.blackrock.com/corporate/investor-   Forum Davos 2020)
                                                                 relations/larry-fink-ceo-letter
   Economic Forum Davos 2019)
                                                                                                                         Source: https://ec.europa.eu/commission/presscorner/detail/en/speech_20_102

   Source: https://www.fridaysforfuture.org/greta-
   speeches#greta_speech_jan25_2019

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Circular Economy Solutions GmbH - Circular Economy Geschäftsmodelle 07.09.2021 - OWL Maschinenbau
SOCIETY AND POLITICAL AGENDA 02.2021

                                                                                                                                                                                      The World Economic Forum (weforum.org)

   Schlüsselergebnisse der Studie des                                … dass Klimarisiken auch Investmentrisiken sind.                               … Ein Jahr danach hat der grüne Deal
   Wuppertal Instituts […] Eine                                      Sobald die Märkte beginnen würden, das Klimarisiko                             nichts von seiner Bedeutung verloren.
   Begrenzung der Erderwärmung auf                                   bei Wertpapieren einzupreisen, …, würde dies eine                              Europa hat sich zum Ziel gesetzt, als
   1,5 °C würde die Risiken und                                      grundlegende Umschichtung von Kapital in Gang                                  erster Kontinent bis 2050 klimaneutral zu
   Auswirkungen des Klimawandels                                     setzen. Dann kam das Coronavirus und im März                                   werden. Und wir haben gesehen, welche
   gegenüber einer stärkeren                                         schien allen klar, dass durch die Pandemie die                                 Dynamik dadurch freigesetzt wurde …
   Erwärmung erheblich verringern –                                  Klimakrise in den Hintergrund treten würde. Aber                               Wirtschaftsmächte in der ganzen Welt teilen
   unter anderem die Gefahr,                                         genau das Gegenteil geschah. Und damit                                         nun unsere Ambitionen... (Ursula von der
   unumkehrbare Kipppunkte im                                        beschleunigte sich die Kapitalumschichtung noch                                Leyen, World Economic Forum Davos 2021)
   Klimasystem zu überschreiten.                                     stärker, als ich erwartet hatte. (Larry Fink, CEO
                                                                     Blackrock, Letter to CEO’s of investor relations 2021)                         Source:https://ec.europa.eu/commission/presscorner/detail/de/speech_21_221
   Source:https://fridaysforfuture.de/studie/schluesselergebnisse/

                                                                     Source: https://www.blackrock.com/de/privatanleger/2021-larry-fink-ceo-brief

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Circular Economy Solutions GmbH - Circular Economy Geschäftsmodelle 07.09.2021 - OWL Maschinenbau
REASONS FOR CIRCULAR ECONOMY

                                                          Human well-being

                                                          Economic activity

                                                                 Resource decoupling
                                                          Resource use

                                                          Impact decoupling
                                                                                                                   Time

                                                          Environmental impact

07.09.2021   © Circular Economy Solutions GmbH 2021   6                                Figure adapted from UNEP Report 2011
Circular Economy Solutions GmbH - Circular Economy Geschäftsmodelle 07.09.2021 - OWL Maschinenbau
REASONS FOR CIRCULAR ECONOMY

                                                                                                                               Al        Ag        C     Ca Cd Ce

                                                                                                                          Co        Cr        Cu        Fe Ga Ge

                                                                               AI        C         Ca Ce                       In        K         Li       Mg         Mn Mo

                                                      C       Ca Co Cu       Co     Cr        Cu Fe Mg                    Nb        Ni        P         Pb        Pt    Re
                                                          Fe    Mn     Pb   Mn Mo        Ni        Pb       Pt       Si    REE           Rh Ru               Si        Sn       Ta
                   C     Ca Fe                                Sn   W         Sn Th            Ti        V        W        Te        Th        Ti        U         V         W

                       1700                                    1800                      1900                                                 2000

07.09.2021   © Circular Economy Solutions GmbH 2021       7                                                                                         Figure adapted from Ocean Atlas 2017/Achzet
Circular Economy Solutions GmbH - Circular Economy Geschäftsmodelle 07.09.2021 - OWL Maschinenbau
TARGET OF CIRCULAR ECONOMY (CE)
     In the past: Focus on waste prevention and reducing disposal   WASTE HIERARCHY
     − to reduce landfill and pollution
     − to protect natural resources
                                                                    WASTE PREVENTION
                                                                                           PRODUCT
                                                                                           WASTE
     EU Commission’s Circular economy action plan (2020):           PREPARING FOR RE-USE
     Prevent a product from becoming waste and reduce
     dependency on new raw material imports
     − Design of sustainable products                                    RECYCLING
     − Repairability of products
     − Availability of spare parts and repair manuals
     − Extended producer responsibility                                  RECOVERY

     − New business models
     − Implementation of reporting mechanism                              DISPOSAL

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Circular Economy Solutions GmbH - Circular Economy Geschäftsmodelle 07.09.2021 - OWL Maschinenbau
Circular
                                       9 R OF CIRCULAR ECONOMY
                   Economy
                                                                          Make product redundant by abandoning functions or
                                                             REFUSE
                                      Smarter                             by offering same function with a different product.
                                      product
                                                             RETHINK      Make a product use more intensive.
                                      use and
                                      manufacture                         Increase efficiency in product manufacture or use by
                                                             REDUCE       consuming fewer natural resources and materials.
                                                                          Reuse of used products which are still in
                                                              REUSE       good condition and fulfill their original function.
                                                                          Repair and maintenance of product so it
                                                             REPAIR       can be used with its original function.
                                      Extend
                                      lifespan
                                      of product            REFURBISH     Restore used product and bring it up to date.
                                      and its parts                       Remanufacture used products so parts
                                                          REMANUFACTURE   or whole product can be used again.
                                                                          Use discarded product or its parts in a new
                                                            REPURPOSE
                                                                          product with a different function.

                                      Useful                 RECYCLE      Process materials to obtain the same or a similar quality.
                                      application
                                      of materials          RECOVER       Incineration of material with energy recovery.
                    Linear
                    Economy
07.09.2021   © Circular Economy Solutions GmbH 2021   9                                                                         Figure adapted from Potting et al. (2017, p.5)
Circular Economy Solutions GmbH - Circular Economy Geschäftsmodelle 07.09.2021 - OWL Maschinenbau
OVERALL CONTEXT
                                                                   Sustainable social   Reduction of costs   Green      Scarcity of
                                                 Reasons             responsibility     for manufact. site   spirit   raw materials
                                                 for Circular
                                                 Economy

             Linear business                                                                                     Circular economy

                                                       Penalties       Attractive         Surcharge
                                                                         price            approach
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PRODUCT-LIFE-CYCLE IN AUTOMOTIVE
                                                              to be considered when developing new vehicles

      Development                          OE-Production                    Aftermarket Production          Service             „End of Life“

     1       2       3        4        5       6          7    8        9    10    11   12   13      14   15   16     17   18   19   20   Year
         R&D                      OE-Production                                                           Aftermarket

                             Extend life-time of product „vehicle“ by long-term availability of spare-parts and service

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REMAN PROCESS FOR CORES

                                                           Collection and sorting of used parts (Cores)

                                                            Complete disassembly into components

                                                            Cleaning and testing of the components

                                                           Refurbishment of            Addition of new
                                                           the components               components

                           Cores                                       Assembly Product

                                                                         End-of-line test

                                                                           Packaging                      Remanufactured parts

07.09.2021   © Circular Economy Solutions GmbH 2021   12                                                                   Figure adapted from APRA
REMAN VS NEW PRODUCTION
                                                                                                           Eco balance value chain

    Savings

    − 400 kt CO2 (EU28)
    − 88% raw material
    − 56% energy
    − 30-50% costs
             (comparing
             remanufacturing to
             new production)

                                                          Source: University of Bayreuth
                                                      ¹ Values representative for electrical rotating machine (passenger car starter)
                                                      ² Calculated with the method of "Cumulative Energy Demand Version 1.05*

                                               Requirement: Remanufacturer receive enough and the right cores
                                                    for the manufacturing process → Core Management!
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SOCIAL IMPACT
                           REMANUFACTURING                                  NEW PARTS PRODUCTION
                           Highly manual process                              Automated supply-chain

                                                             Labour costs
                                                             Reman                            Infrastructure costs
                                         50%                                                  New production

                                                                            80%
        Cost advantage
        Reman

                             30%                      20%
                                                                                             20%
                                                       Infrastructure       Labour costs
                                                       costs Reman          New production

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                                                                                                         Source: internal research
CORE MANAGEMENT
                                                                           Verkauf

        Lagerung von Altteilen
         und bedarfsgerechte                                                                                            Sammlung
Provide    Anlieferung für die                                                                                          von Altteilen   Collect
              Instandsetzung                                            Reporting, Übersicht
                                                                   Konten, Finanzaufstellung

                                                       Sortierung von Altteilen     Identifikation und Bewertung von Altteilen

                                                                                  Inspect

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COREMANNET SERVICE
                                                                                        Diverse contracts
                                                                                          More than 100
                                                                                         customer-specific
                                                                                         contracts variants

                                                           High product diversity                              Technical condition
                                                               140.000 different                                  Product-specific
                                                                 products and                                  acceptance criteria for
                                                                   variants                                      30 product groups

                          CoremanNet                                                  Distribution structure
                            Handles all typical                                          More than 36.000
                             CE challenges                                                pick-up points

                                                              IT infrastructure                                   CO2 footprint

                                                             More than 10 different                             Our customers save
                                                                ERP Systems                                      more than 35.000t
                                                                  connected                                        CO2 eq/year
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Managing Circular Economy Networks
                                                          Offering the entire service to transform the
                                                             existing business of our customer to
                                                                a successful circular economy.

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CONCLUSION FOR CIRCULAR TRANSITION
                                                                                      − For future generations climate change is
                                                                                         THE topic.
             − Societal and political change has                                      − Climate risks are driving capital-allocation
                started                                              Society and
                                                                   political agenda

     − CE-adapted business                                                                          − Technology is available
             models are missing or                                                                  − Development for CE-
                                                               Business
             incomplete                                                      Technology                applications offers very
                                                                Models
     − Design by yourself or being                                                                     interesting technological
             shaped?                                                                                   perspectives
     − Focus on opportunities                                                                       − competitive advantage

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Thank you
                                                                 Peter Bartel
                                                            +49 160 – 70 30 376
                                                           Peter.Bartel@c-eco.com

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