is our water future sustainable? competition for scarce water resources jeff fulgham cso banyan...
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Is our water future sustainable?Competition for scarce water resources
Jeff FulghamCSOBanyan Water
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TodayWater scarcity, bills, damage growing
Property owners underserved by fragmented vendors
TomorrowWater Steward: software & service for smart, remote mgmt.
Unique:• Team of industry leaders• Solution: 1st layer, smart grid for irrigation• Pipeline for rapid growth
“Water will become the single most important physical-commodity-based asset class” — Citigroup
GE to Banyan Water?
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Today’s focus
Global Water Challenges
Sustainability = risk mitigation
Water Sustainability Enablers
Sustainable Examples
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Assuring sustainable quantity
Improving water quality
Reducing energy consumption
Global water challenges
Can we change the outcome?
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Assuring sustainable quantity
Improving water quality
Reducing energy consumption
Global water challenges
Can we change the outcome?
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0
1,000
2,000
3,000
4,000
5,000
6,000
2010
4,500
Available supply
Billion m3
Global water withdrawals
2020
5,800
Gap
Demand >>> Supply
Decreasedemand
Increasesupply
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Assuring sustainable quantity
Improving water quality
Reducing energy consumption
Global water challenges
Can we change the outcome?
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Quality
TDS TSS
Hg
Se
As PN
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Assuring sustainable quantity
Improving water quality
Reducing energy consumption
Global water challenges
Can we change the outcome?
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Energy
UnconventionalGasOil Sands Mining
Power production
Energy production is thirsty!
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Alternate energy sources …carbon-water tradeoff?
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Public concern over environmental issues
Low High
Water availability
Frac water
Produced water
Truck traffic
Venting or flaring from completions/
workovers
Regional ozone
attainment
Quantity
Water rights
Land clearing
Wastewater treatment/
disposal
* Relative to conventional gas development
Water use
Air quality
Land disturbance
Related to frac process
Degree of public scrutiny*
Water issues take forefront of national debate
Chemical composition of
frac fluid
Source
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“Global water scarcity is one emerging risk that all companies should be focused on – and one about which investors need information. The combination of rising global populations, rapid economic growth in developing countries, and climate change is triggering enormous water availability challenges around the world. Electric power generators, food producers, and other water-intensive industries are especially vulnerable, both in their operations and their extensive supply chains.”
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Water risk factors
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Regulatory risks
Water rights
Tariffs
Discharge options
Stringent regulation
s
Ash ponds
Waste disposal
PermittingEmerging pollutants
• Wastewater reuse• Se, As, Hg removal• Zero Liquid Discharge• Cooling tower reuse• Water stewardship• Biological control
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Physical/Operational risks
Availability
Quality
Demand
Access/ Allocation
sEfficiency
Knowledge gaps
Outage impacts
Shift from air to water
• Alternate sources of supply
• Wastewater reuse• Desal … brackish,
seawater• Muni/industrial
wastewater reuse … BOO• Greywater expertise • Cooling water treatment
automation & control
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Reputational/Social risks
Brand impact
Media sensitivity
Supply chain
Compliance
violations
Employee impact
Long-term fate
• Site-specific water sustainability plan
• CSR support• Metrics & monitoring• Remote monitoring &
diagnostics• Environmental
stewardship• Aqueduct project
consortium • “Credit” for reuse
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Financial risks
Direct costs
Indirect costs
Energy costs
Water pricing
Bond rating
Waste treatment
“Next best”
alternative
Incentives
• Broader approach• Build, Own, Operate
options• Value Generation Process• Water reuse• Integrated Water Services• Alternate/renewable
energy• Waste to Value projects
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Water sustainability enablers
Technology
Economics
Policy
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Water sustainability enablers
Technology
Economics
Policy
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Human Hair(80 mm)
Removing contaminants from waterRelative particle size
1mm 10mm
H2O Na + Sucrose Hemoglobin Influenza Virus PseudomonasBacteria
StaphylococcusBacteria
100nm 10nm1nm0.1nm 10mm 100mm
ConventionalFiltration
Microfiltration
Ultrafiltration
ReverseOsmosis
1mm 10mm 100nm 10nm1nm0.1nm
Membrane technologies
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Extracting value from wastewater
Increasing Value for Recovery
• Water priced at true cost to supply, encouraging reuse
• Energy and materials cost expected to trend upward
What Drives Reuse?
Past: Water scarcity and environmental regulation
Future: Value recovery & continued regulation
Waste PondsDisposal Well
“Waste” stream
Efficient separations
MetalsEnergy
Water
Salts Nutrients
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Water recovery & energy reduction
Produced Water
70-85% Recovery 98% Recovery Beneficial Use
Membrane Based Systems
Thermal Evaporation,
Crystallization, Bio Polishing
Waste Water Recovery systems
Wastewater to value
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2003
Cost/m3
2010
RO processes
2012
New elements
2016
Waste heat water
recovery
2020
Nano high flux
membranes
Advanced desalination roadmap …
Continued cost reduction
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Water sustainability enablers
Technology
Economics
Policy
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Does the price of water reflect its true economic value?
Renew
able
wate
r re
sourc
es
per
capit
a
Total water + wastewater cost per m3 by country
High scarcity, low cost … where is the motivation to conserve?
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Water sustainability enablers
Technology
Economics
Policy
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Incentives & policy can drive change
Alberta: 70-90% reuse by 2012
Beijing: 100% reuse by 2015
Israel: 85% reuse today
90% by 2016
Saudi Arabia: 11% reuse today … 65% by 2016
Many countries taking action … US currently stalled
Spain: 11% reuse today … 40% by 2015
Water data source: GWIRenewables data source: REN21
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We never know the worth of water till the well is dry.
~Thomas Fuller
Twitter: @H2OSustain