Outline

Ayo Biomass Introduction

Ayo Biomass is a wood pellets producer in Vietnam, established in 2017, with a mission of providing high-quality, clean, sustainably sourced wood pellets to the growing Asian green energy market.

👉 125,000 MT/yr of fully contracted production capacity

Energy: 2,150,000 giga-joule

👉 Robust Long-Term Demand: growing, driven by energy transition and decarbonization of hard-to-abate sectors

👉 Building new plants to meet the growing demand

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Press

Vietnam pellet mill comes online under guidance of FutureMetrics

Pellet plant designed by FutureMetrics loads first shipment

Challenges to sustainable biomass

<aside> 💡 The main thesis for the sustainability and carbon-neutrality of biomass energy is that

… the carbon that it releases equals or is less than the carbon that trees absorb.

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Is biomass energy renewable or sustainable by itself?

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The complex supply chain may make some biomass energy sustainable and some not so much!

3 layers of challenge for sustainable biomass

1️⃣ Green Growth challenge. Can we ensure that new trees grow faster than the consumption of wood for making wood pellets?

2️⃣ Ecosystem challenge. Does the supply base have a healthy wood ecosystem (e.g. lumber, furniture, etc.) to ensure that trees are not grown only for making wood pellets?