1

Driving Forces Behind Tomorrow’s MRFs

Dyn amic Dev e lopm en t o f O p po r tu n i t i e s (b o t h New an d O ld )

Materials/Market

3

Materials/Market

Processing

Materials/Market

Processing

Infrastructure

5

Emerging Trends

Materials/MarketProcessingInfrastructure

6

Materials & Markets:Market vs No Market

GREENFENCE

7

Materials & Markets:Regional DifferencesGlass market access varies

8

Materials & Markets:Material Mix Changes

Huge Decrease

Huge Increase

Huge Increase

10

Materials & Markets: Market Timing

11

Dynamic and strengthening material markets.

Materials & Markets: Wrap-Up

World growth drives commodities prices.

A Gold Rush is coming. Own the waste stream.

13

Single Stream vs Something Else: Few Alternatives Scale Opportunities

14

Single Stream vs Something Else: Market Pushback

CONTAMINATION

15

Single Stream vs Something Else: Steward pushback in CA Price/Quality dilemma

16

The MRF is the central feature of recovery.

Processing: Wrap-Up

Constant pressure to increase stream size is at war with quality.

17

Infrastructure: Scale vs Diversity

18

Infrastructure: Economics of Transfer vs Specialization

z

Cost if material was processed

locally=

$/ton availabl

e for Haul

Transfer Station Load Cost

Destination MRF Cost+( )-

Based on operating Model for MRF size likely for each region

Based on cost curve for tonnage at each aggregation point

19

Infrastructure: Infrastructure Sufficiency (Tennessee)

ECONOMIC DEVELOPMENT IMPACT PER 10,000 TONS OF ADDITIONAL DIVERSION – SINGLE STREAM

$ 1,181,250CAPITAL INVESTMENT

MARKET EFFICIENCIES

$ 1,860,200

$ 678,95068JOBS

REV

$130 million total capital

7,480 total jobs

$180 million in market activity

20

Infrastructure: Infrastructure Sufficiency (USA)

90 million tons=> Landfill

900 New MRFS=> $15.3B capital

Valuable Material=> $9.0B

2nd Shift all MRFS820 New MRFs

=> $13.9B capital

21

Plenty of Unmet Need.Infrastructure: Wrap-Up

Huge Economic Returns Are Available.

Lowest Hanging Fruit for GHG Reduction.

22

Emerging Trends: Silver Bullet vs Sophisticated/Flexible Solutions

• Still need picture or graphic

23

Emerging Trends: Dirty MRF

HANDS ON

24

Emerging Trends: Energy Recovery

DIRTYFUEL?

25

CLEANORGANICS

Emerging Trends: Organics

CONTAMINATIONTROUBLES

26

Emerging Trends: Innovation

WHATNOW?

27

Emerging Trends: Wrap-Up

Highest and best use wins.

Energy recovery is only a gateway to higher and better use.

Flexible facilities accommodate change.

CONTACT

JD Lindeberg, President

EMAIL: JDL@RECYCLE.COM

RECYCLE.COM 734.646.3303

Thanks: Aaron, Jason, Jim, Kerry, Marty and Elizabeth