Tag: WM
Plastic Bottle-neck
by Debra Fiakas, CFA
In September 2019, the California State Assembly sent out legislation that sets a 10% recycled plastic mandate by 2021 and increases the hurdle rate to 50% by 2030. The law covers plastic bottles that are already covered under the state’s container redemption program. Companies will need to use plastic bottles made from recycled plastic such that at least a minimum percentage of the plastic used meets the mandate.
Environmentalists and even consumers might be celebrating the new law, but the plastic recycling industry could be less than jubilant. The recycling news feed is peppered with headlines that reveal some fraying...
List of Pollution Control Stocks
Pollution control stocks are publicly traded companies whose business involves technologies for removing or reducing the emissions of harmful pollutants, contaminants, and/or waste from human activity, or removing these pollutants from the environment or water.
This article was last updated on 6/25/2020.
Advanced Emissions Solutions, Inc. (ADES)
Advanced Disposal Services (ADSW)
Babcock & Wilcox Enterprises, Inc. (BW)
Bion Environmental Technologies (BNET)
Biorem Inc. (BRM.V, BIRMF)
Casella Waste Systems (CWST)
CECO Environmental Corp. (CECE)
CDTi Advanced Materials, Inc. (CDTI)
Clearsign Combustion Corp. (CLIR)
CO2 Solutions, Inc. (CST.V, COSLF)
Donaldson Company, Inc. (DCI)
Ecolab, Inc. (ECL)
EcoSphere Technologies, Inc. (ESPH)
Euro Tech Holdings (CLWT)
Fuel Tech (FTEK)
iPath Global Carbon ETN (GRN)
OriginClear (OCLN)
Pacific Green Technologies Inc. (PGTK)
Republic Services,...
List of Waste-to-Energy Stocks
Waste-to-energy stocks are publicly traded companies whose business involves using municipal or other waste as a feedstock to create fuel or electricity. Organic matter and plastics in a waste stream can be converted to fuel and/or electricity chemically, by means of pyrolysis, biologically such as in anaerobic digestion, or by incineration. Alternatively, energy from waste can be captured from natural processes, such as in the collection of methane gas from landfills.
This list was last updated on 6/23/2021
Active Energy Group PLC (AEG.L)
Attis Industries, Inc. (ATIS)
Babcock & Wilcox Enterprises, Inc. (BW)
BioHiTech Global, Inc. (BHTG)
Blue Sphere (BLSP)
Capstone Microturbine (CPST)
China Recycling Energy Corp....
List of Biomass Stocks
Biomass stocks are publicly traded companies whose business involves growing, collecting, or using biological matter (biomass) which can be used to make some other form of energy. Biomass includes human waste, municipal solid waste, sewage sludge, as well as industrial wastes such leftover wood from logging operations.
4energy Invest (ENINV.BR)
Andritz Group (ADRZF)
Arcadia Biosciences, Inc. (RKDA)
BioAmber (BIOA)
Bion Environmental Technologies, Inc. (BNET)
Bunge, Ltd. (BG)
Claymore/Clear Global Timber Index (CUT)
Darling Ingredients (DAR)
Deltic Timber Corp. (DEL)
EcoSynthetix, Inc. (ECO.TO)
Enviva Partners, LP (EVA)
IQ Global Agribusiness Small Cap (CROP)
iShares Global Timber & Forestry Index Fund (WOOD)
John Deere (DE)
Market Vectors® Environmental Services ETF (EVX)
Pinnacle Renewable Holdings Inc. (PL.TO)
Plum Creek...
Casella Waste Systems: Cheap Enough to Recycle?
by Debra Fiakas CFA Solid waste has been one of the business types that has a natural hedge against macroeconomic distress. No matter how bad things get, as long as our neighbors draw breath there will be trash to handle. Casella Waste Systems, Inc. (CWST: Nasdaq) sits in the shadow of larger waste handlers such as Waste Management (WM: NYSE) and Republic Services (RSG: NYSE). Consequently, it is often passed over by investors despite a significantly better profit margin. One of the reasons investors might not take Casella seriously is its history of net losses. However, the...
Don’t Let Waste Go to Waste
Marc Gunther Reduce. Reuse. Recycle. It sounds simple. It’s not. Just ask Bill Caesar, who runs the recycling and organic growth units of Waste Management (WM), America’s biggest trash company, which has $13.3 billion in revenues last year. It’s hard to get many cities and towns to embrace recycling. It’s hard to get homeowners to figure out which plastics go into which bin. It’s expensive to build out the infrastructure needed to separate materials, and ship them to customers. And now, to make matters worse, the prices that buyers are willing...
The Best Peak Oil Investments, Part I: Biofuels
Tom Konrad CFA There are many proposed solutions to the liquid fuels scarcity caused by stagnating (and eventually falling) oil supplies combined with growing demand in emerging economies. Some will be good investments, others won't. Here is where I'm putting my money, and why. This first part looks at biofuel strategies for replacing oil. World oil supplies are stagnant, and in the not-so-distant future will begin to decline. If economic growth continues, demand for oil will increase as well. This will lead to a long term rise in oil prices, which will only stop if 1) high...
