PresentationÉlé Asu The magic of urban heating from the plant through the city pipes straight to this very building where we are here today. Hello, ladies and gentlemen. Welcome. Thank you to all of you present here today in Poznan and to everyone connected remotely. Thank you for joining us for this Thema dedicated to new urban energy. Now as with previous editions, the aim here is to connect group level strategy with operational realities to give you all a clear view of Veolia's innovation capacity and it ...

Core Viewpoint - The acquisition of Clean Earth is a significant strategic move for Veolia, enhancing its growth and positioning in the hazardous waste sector as global demand increases [2][3]. Financial Impact - The acquisition doubles the size of Veolia's U.S. hazardous waste operations, making it the second-largest player in the U.S. market and reinforcing its global leadership with a turnover of $6 billion [3]. - The deal was secured at an attractive valuation, below a 10x 2026 EV/EBITDA multiple, and is expected to generate $120 million in synergies with existing U.S. operations [4].

Group 1 - The French waste-management company aims to expand in the U.S. hazardous waste sector through the acquisition [1] - The deal is expected to deliver synergies amounting to $120 million [1]

Core Points - The strategic cooperation agreement between Veolia and the Moroccan government aims to construct the largest seawater desalination plant in Africa, with plans to start construction by the end of 2025 and begin operations between 2028 and 2029 [1] - The plant is expected to have a daily processing capacity of over 820,000 cubic meters, producing approximately 300 million cubic meters of water annually, which will serve around 9.3 million people in the Rabat-Salé-Kénitra and Fès-Meknès regions [1] - This project is a crucial strategic measure for Morocco to address structural drought and water scarcity, with national water demand projected to increase by about 20 billion cubic meters by 2030 [1] Project Details - Upon completion, the national seawater desalination capacity will exceed 1 million cubic meters per day, significantly supplementing the existing 13 plants and reservoirs that currently provide 200,000 cubic meters of daily water supply [1] - The plant will utilize Veolia's low-pressure reverse osmosis (RO) technology, powered by renewable energy sources such as solar and wind, with freshwater production efficiency estimated at 3 to 4 kilowatt-hours per cubic meter [1] - Negotiations are ongoing regarding water pricing, investment structure, energy supply, and technology transfer, with the Moroccan government aiming to ensure affordable water prices for citizens while fostering local talent and long-term water resource autonomy [1]

Group 1 - The article discusses the expertise of a senior analyst and private portfolio manager with over 10 years of experience in generating value ideas in European and North American markets [1] - The analyst contributes to investing groups focusing on reasonably valued stock ideas across various European markets including Scandinavia, Germany, France, UK, Italy, Spain, Portugal, and Eastern Europe [1] Group 2 - The analyst holds beneficial long positions in specific stocks, indicating a personal investment interest in VEOEY and AWK [1] - The article emphasizes the importance of due diligence and research by investors before making any investment decisions [2]

Core Points - Veolia Group has won the operation rights for the Aguas Pacífico desalination plant in Chile, which has a designed capacity of 1,000 liters per second and a total investment of $1.2 billion, making it the largest desalination facility in Chile [1] - The initial operation contract is for 4 years, with the possibility of extension until 2040, and the project will utilize 100% renewable energy while ensuring 60% of the workforce is local [1] - The project aims to supply water to rural communities affected by drought, specifically in Limache and Olmué, and is expected to be operational by mid-2026, providing a stable supply of desalinated seawater to Valparaíso and the capital region [1]

Core Insights - Veolia has signed a new 10-year agreement to operate the wastewater treatment plant for the City of Holyoke, Massachusetts, ensuring high standards of environmental security and professional operation for nearly 40,000 homes and businesses along the Connecticut River [1] Company Developments - Holyoke will be the first city in the northeast United States to implement Veolia's Hubgrade digital platform, enhancing operational efficiency and service delivery [1]

Core Viewpoint - The meeting between the China Council for the Promotion of International Trade (CCPIT) and the CEO of Veolia Group focused on enhancing international cooperation in supply chains and supporting foreign enterprises in the Chinese market [1] Group 1 - The discussion emphasized China's commitment to high-quality economic development and high-level openness [1] - The meeting aimed to strengthen international cooperation in industrial and supply chains [1] - The importance of foreign investment in deepening engagement in the Chinese market was highlighted [1]

Core Insights - TotalEnergies SE and Veolia Environnement have signed a memorandum of understanding to enhance their partnership focused on energy transition and circular economy [1][2] - The collaboration aims to leverage TotalEnergies' expertise in methane emissions reduction and low-carbon energy solutions alongside Veolia's capabilities in water resource management and waste recovery [1][2] Group 1: Partnership Objectives - The agreement emphasizes both companies' commitment to reducing greenhouse gas emissions and water consumption while fostering innovation across various industries [2] - Veolia plans to utilize TotalEnergies' AUSEA drone technology for methane detection at landfills, aiming to capture 80% of landfill methane by 2032 [3] - TotalEnergies aims to reduce freshwater use by 20% in water-stressed areas by 2030 with Veolia's assistance [3] Group 2: Collaborative Projects - The companies intend to work on wastewater reuse projects at TotalEnergies sites and repurpose municipal wastewater for industrial applications [4] - Veolia's treatment technologies will be applied to enhance water efficiency in these collaborative efforts [4] Group 3: Market Reaction - TotalEnergies shares experienced a slight decline of 0.12%, trading at $59.63 in premarket [5]

Core Insights - Veolia has launched its first Hubgrade Center in North America, aimed at enhancing water and wastewater treatment through digital technology and AI [1] Company Overview - The Hubgrade Center integrates human expertise with real-time data and artificial intelligence to optimize operations at Veolia-operated facilities across the western United States [1] - This initiative allows communities of various sizes to leverage Veolia's digital capabilities and operational expertise [1]