PITCH DECK
SUSTAINABLE BAMBOO
TRANSFORMING ECOSYSTEMS AND
ECONOMIES IN BRAZIL
Authors
November 2024
Tommi NEUVONEN Ray RISCO
Flavio MOURA Guilherme KORTE
TABLE OF
CONTENT
PITCH DECK: TRANSFORMATIONAL
BAMBOO
Page
03 Introduction
xx Section 1: Bamboo as a commodity
xx Section 2: Bamboo as a Catalyst for
Decarbonization
xx Section 3: Investment opportunity
TEAM- About US
Flavio de Moura
Founded AQUOS Capital, a Swiss-based regulated
asset management company, which manages funds
by integrating top-tier financial products and
executions from various financial institutions.
Actively involved in identifying and sourcing
investment opportunities for business ventures. (
www.aquoscapital.com)
UBS AG – Director. Geneva. Switzerland
Merrill Lynch. AVP – New York, NY, USA
Stanford University; Palo Alto, CA USA
Denison University; Granville, Ohio USA
FOREWORD
BAMBOO AS A NATURAL SOLUTION FOR
DECARBONISATION AND SUSTAINABLE
BUSINESS
Bamboo in itself has the characteristics that support
sustainable business models through:
• Conservation of ecosystems and biodiversity
• Sustainable commodity production; foods and oils
• Wide support of UN Sustainable Development Goals
In addition to this carbon sequestration potential of
bamboo plantations in an carbon market context is
highly promising, with the ability to sequester
substantial amounts of CO2 annually.
ABOUT US
PARTNERING FOR A SUSTAINABLE
FUTURE
Born from a shared vision, the AAVA Climate and AQUOS
Capital, Ray Risco, and Guilherme Korte -partnership was
founded to harness climate markets and leverage impact
finance to deliver high quality projects that perform well as
an investment, as well as, instruments to combat climate
change.
The partners combined expertise in Brazilian commercial
bamboo markets, local business environment, capital
markets and climate project development, allow us to
deliver solutions to drive transformation, profitably.
SECTION 1
BAMBOO AS A COMMODITY
BAMBOO
ECONOMY
BAMBOO RESOURCES IN BRAZIL
• Signifi cant Bamboo Coverage: Estimated 5.26 million hectares, with substantial areas in Acre,
Amazonas, and Mato Grosso do Sul.
• Species Diversity: Brazil hosts 316 bamboo species across 52 genera
• Strategic Potential: High potential for sustainable bamboo industry development, biodiversity
conservation, and carbon sequestration.
• Broad Applications: Bamboo is utilized in sectors like furniture, construction, energy, and crafts,
supporting rural economies and sustainability.
BAMBOO PRODUCTION AND CARBON REMOVAL DRIVING
GROWTH
Bamboo is an eff ective carbon removal approach because of its rapid growth and exceptional ability
to sequester CO₂—absorption ability outpacing many traditional tree species. Its regenerative nature
allows it to regrow quickly after harvesting without the need for replanting, ensuring sustainable and
continuous carbon capture.
As an investment, bamboo is attractive due to its versatile applications across booming markets like
construction, textiles, paper, and bioenergy, which are increasingly seeking sustainable materials.
BAMBOO PLANTATIONS
OVERVIEW
• Overview of plantation process and benefits
• introduce options for cross-cropping with other
commercial plants or trees that create revenue
streams
BAMBOO SDG IMPACTS
BAMBOO IS AN INVESTMENT IN VALUE GENERATION AND SUSTAINABLE
IMPACTS
The plantation promotes local job creation and
Bamboo is the fastest growing grass.This makes
supports economic growth by establishing new
bamboo a champion in carbon sequestration.
industries around biochar production and its by-
Managed bamboo forest are a lot more efficient in
products, fostering economic resilience in local
terms of carbon storage.
communities.
A business model that focuses on circularity,
Bamboo grows perfectly on eroded or degraded land.
nature-inclusivity, and innovation.
The root system helps to gradually make the soil
In addition to the known basic applications of
fertile again and create its own ecosystem and
bamboo, the fibres and wood are ideal
support biodiversity.
alternatives to hardwood.
Bamboo is already accepted as a sustainable
The bamboo plantation encourages collaboration
material for urban development. With a strong
across sectors, such as between farming
use case for construction and sustainable
communities, construction and materials, to many
materials, it fits perfectly in a circular economy
other sustainable bamboo use cases.
model
Bamboo is a particularly efficient crop. This zero-
waste creates a sustainable bamboo industry and is a
profitable venture with a positive effect on the
environment.
STATISTIC
EXPECTED CARBON DRIVERS
At the heart of our success lies the
unwavering satisfaction of our clients. We
take pride in fostering lasting partnerships,
consistently exceeding expectations, and
delivering results that not only meet but
surpass the unique objectives of each client
we serve.
From brand positioning and messaging to visual
identity, we guide you through every step.
Navigate the path to increased sales with our
insightful report and offering a strategic
roadmap.
Amplify your revenue streams, engage
customers, and unlock the full potential of your
business.
SECTION 2
BAMBOO AS A CATALYST FOR
DECARBONIZATION
CHALLENGES
WE ARE FACING A GIGATON EMISSIONS
GAP
01 Public sector commitments are not
enough
Nearly 200 countries have committed to emissions
targets through their NDCs, but current efforts are
projected to achieve only an 11% reduction by 2030.
To meet the 2ºC target, a 28% reduction is needed, and
for the 1.5ºC pathway, a 42% reduction is required.
The emissions gap to stay within the 1.5 º C pathway
requires substantial efforts from both public and
private sector actors.
02 Supply Shortfall Amid Rising Demand
The market is set for a strong recovery, fueled by 03 Carbon Removal Critical ,but Projects
robust demand from CORSIA, CCP, and national Remain Limited
emissions trading systems.
The IPCC finds that limiting warming to 1.5°C requires
carbon removal through natural solutions and
A massive emissions gap exists, and carbon credit
emerging technologies. While the carbon removal
supply will fall short of the 4 billion demand by 2030,
sector, including DACC, BECC, and Biochar, is growing,
with only 600 million credits expected. Urgent action is
projects are scarce and mainly concentrated in Europe
needed to boost project development.
and North America.
SOLUTIONS
NATURE FOR SCALE, TECHNOLOGY
FOR THE LAST MILE
01 Nature based removals are essential
Carbon removals will need to deliver an impact
of between 1 Bt and 8 Bt by 2050 depending on
the pace of decarbonisation in the wider system.
90% of carbon removal is delivered by
nature-based solutions.
03 Economic Opportunities from new value
streams
02 Bamboo is an effective removal approach Scalable High ROI: Competitive returns through carbon credits and
bamboo product sales. The business is highly replicable allowing
Not only are bamboo extremely fast growing,
rapid scale up to substantial size and creates a new value stream
the carbon sequestration potential of bamboo
from the harvested bamboo.
plantations in an carbon market context is
highly promising, with the ability to sequester
Environmental Impact: A commercial bamboo project positively
substantial amounts of CO2 annually with a due
impacts the environment by sequestering carbon, restoring
to a vigorous growth rate. Bamboo has a high
degraded lands, enhancing biodiversity, and providing sustainable,
net primary productivity even with regular
renewable resources, creating jobs and a bamboo economy.
selective harvesting.
BAMBOO IN THE CARBON
MARKET
BAMBOO PRODUCTION AND CARBON REMOVAL DRIVING
GROWTH
Bamboo is an eff ective carbon removal approach because of its rapid growth and exceptional ability
to sequester CO₂—absorption ability outpacing many traditional tree species. Its regenerative nature
allows it to regrow quickly after harvesting without the need for replanting, ensuring sustainable and
continuous carbon capture.
As an investment, bamboo is attractive due to its versatile applications across booming markets like
construction, textiles, paper, and bioenergy, which are increasingly seeking sustainable materials.
CARBON REMOVAL IS GAINING TRACTION
We see an increasing role for removals in carbon markets.
• Brazilian Greenhouse Gas Emissions Trading System is under development for the COP30
conference impacting compliance and voluntary markets.
• Japan's GX-ETS to accept international removal voluntary credits for compliance obligations. EU’s
Carbon Compliance: Removal Certification Framework. The UK is also considering removals for its
ETS, including nature-based solutions.
• Corporate demand: SBTI, one of the largest corporate NetZero standards has released revised
position indicating that carbon credits based on removals would be usable.
• Corporate early movers: Google, Meta, Microsoft, Salesforce locking in long term purchase
contracts.
MATRIX FOR MARKET
DRIVERS
• Overview of primary offtake markets for carbon
credits to demonstrate viability for monetization
of carbon credits
• standards that work
• eligibility for mainstream expectations
Carbon performance of
bamboo Price Sensitivity analysis
issuable
CO2e Yield Price levels, Price Annual
volume (15% Revenue 10- Revenue 15
per year (3000 US$/tonne Sensitivity Revenue 1000
buffer years (US$) years (US$)
Ha planted) CO2e analysis Ha (US$)
reduction)
Current price
180000 153000 14
level 2.142.000 21.420.000 32.130.000
Moderate
180000 153000 18
price increase 2.754.000 27.540.000 41.310.000
Expected
180000 153000 25
price levels 3.825.000 38.250.000 57.375.000
SECTION 3
INVESTMENT OPPORTUNITY
CAPEX & OPEX
Add data rough investment details
INCOME STREAMS
commodities
carbon markets
ROADMAP FOR
SCALABILITY
Add data on financial roadmap and scalability
• 1 project 1000 Ha
• total 10k ha projects eg. 3 years
• 100k ha eg 10 year plan
NEXT STEPS
We are Here!
1 2 3 4 5 6
Exploring Market Analysis & Project Design Capital securing Project Scale-up
Opportunities Partnerships implementation
Identifying potential Engagement with Critical milestone in Securing capital Once capital for A successful pilot
partners and potential partners the development required for implementation is project will unlock
sources of feedstock for business process is the implementation of secured, the project additional capital
for bamboo development, drafting of the pilot activity. breaks ground, the for the replication of
production Securing funding for business plan and MOUs for potential first commercial the business medel
initial feasibility and assesment of factors offtake agreements. plantation is built as regionally and key
market analysis. impacting a model for scaling markets where the
Establishment of environmental up the activity in the environment for the
contracts for integrity. region model is available.
development (MOU Securing commercial
agreements.
CONTACT US
JOIN THE BAMBOO REVOLUTION FOR CLIMATE, COMMUNITIES, AND
FINANCIAL PERFORMANCE
AAVA Climate AQUOS Capital Brazil Brazil
Tommi Flavio MOURA Ray RISCO Guilherme KORTE
NEUVONEN flavio@aquoscapital.
[email protected] [email protected] ch m
November 2024
