Core Viewpoint - Northstar Clean Technologies Inc. has officially opened its first commercial asphalt shingle reprocessing facility in Calgary, Alberta, and secured a five-year contract with the City of Calgary for the reprocessing of asphalt shingles, marking a significant step towards waste diversion and the establishment of a circular economy solution in North America [1][4][5]. Contract and Collaboration - The contract with the City of Calgary will commence in April 2026 and involves the collection and reprocessing of asphalt shingles from the city's waste management facilities, contributing to the city's waste diversion goals [1][2]. - Northstar will collaborate with the City on the collection, inspection, and contaminant removal processes to ensure operational efficiency [2]. Supply and Capacity - This contract adds to Northstar's existing supply agreements with IKO Industries Ltd and Ecco Recycling & Energy Corporation, enhancing the feedstock supply for the Empower Calgary Facility [3]. - The facility is designed to process up to 80,000 tonnes of discarded shingles annually on a two-shift basis, recovering valuable materials for reuse [5][6]. Economic and Environmental Impact - The Empower Calgary facility is expected to create up to 30 full-time local jobs and is a significant example of Alberta's commitment to clean technology and circular economy initiatives [6][9]. - The facility aims to reduce lifecycle CO2 emissions by approximately 60% by converting landfill-bound waste into reusable materials, aligning with Canada's 2030 Emissions Reduction Plan and net-zero by 2050 targets [5][9]. Technological Innovation - Northstar utilizes its patented Bitumen Extraction & Separation Technology (BEST) to recover liquid asphalt, aggregate, fiber, and limestone from discarded shingles, showcasing a scalable solution for waste management [5][10]. - The project has received over $7.2 million in support from Emissions Reduction Alberta and Alberta Innovates, highlighting the collaboration between public and private sectors in advancing industrial decarbonization [6][8].

Core Insights - Anaergia Inc. has experienced significant transformation and renewed momentum since the new CEO took office on July 8, 2024, focusing on business refocusing and financial strengthening [1] - The company reported a 77% year-over-year increase in revenue and a 146% expansion in gross profit for Q3 2025, marking a return to positive Adjusted EBITDA [2] - Anaergia's revenue backlog has increased to $287 million from $103 million at the beginning of the year, indicating strong customer demand and a robust project pipeline [3] Financial Performance - The third quarter of 2025 showed consistent quarter-over-quarter improvements, with a return to positive Adjusted EBITDA of $2.6 million [7] - The capital-light business model has significantly improved operational efficiency and profitability, emphasizing technology sales and disciplined cost management [2] Growth and Market Position - Anaergia is positioned as a leader in renewable natural gas (RNG) and waste-to-value solutions, with increasing traction in markets such as Italy and North America [3] - The company has over 300 patents and more than 230 reference facilities in over 18 countries, showcasing its technological capabilities and commitment to sustainability [4] Strategic Focus - The company aims to build on its 2025 momentum by executing good-margin capital sales and expanding recurring service revenues while maintaining strict financial discipline [5] - Anaergia's solutions contribute to decarbonization goals and the transition toward a circular economy, addressing global waste challenges [4]

Core Insights - WM has expanded its list of accepted recyclable materials to include polypropylene plastic cups and paper to-go cups, enhancing curbside recycling options for residents across the U.S. [3][4] Company Overview - WM, formerly known as Waste Management, is based in Houston, Texas, and is North America's leading provider of environmental solutions, offering collection, recycling, and disposal services to millions of customers in the U.S. and Canada [2][9]. Recycling Initiatives - The addition of plastic and paper cups aims to help municipalities and customers achieve new recycling designations, promoting greater recycling participation and awareness [4][7]. - Polypropylene cups are nearing qualification for a "Widely Recyclable" designation, which would allow over 60% of U.S. residents to recycle these cups curbside [5]. - Paper to-go cups are trending towards meeting the "Check Locally" designation, indicating that at least 20% of communities accept them in curbside recycling [5]. Investment in Infrastructure - WM is investing $1.4 billion in new recycling infrastructure across North America to enhance recycling capabilities and ensure more materials are processed into new products [6]. - The investment aims to make recycling more accessible for everyday plastic and paper cups, which are valuable recyclable materials [6]. Collaboration and Community Engagement - WM is collaborating with industry leaders, including Starbucks and The Recycling Partnership, to update recycling guidelines and improve community recycling programs [7]. - The company emphasizes the importance of collaboration among communities, industry leaders, and consumers to enhance recycling effectiveness [7].

Company Overview - OMV is an integrated energy, fuels, and chemicals company based in Vienna, focusing on transitioning to sustainable energy solutions and aiming for net zero emissions by 2050 [4] - In 2024, OMV generated revenues of 34 billion euros and employs approximately 23,600 people globally [4] Upcoming Event - OMV will present live at the Oil & Gas Virtual Investor Conference on November 13, 2025, with Oana Goje and Oliver Rosenthal representing the company [1] - The event will allow real-time questions from investors, and an archived webcast will be available for those unable to attend live [2] Investor Engagement - Virtual Investor Conferences (VIC) provides a platform for companies to engage with investors through interactive presentations and one-on-one meetings [5][6] - VIC aims to enhance investor access and communication, replicating the experience of on-site investor conferences [6]

Core Insights - Clarios is accelerating its $6 billion U.S. investment plan to enhance battery recycling and critical mineral processing capacity, aiming to meet future demand and secure supply chains, thereby promoting national security and U.S. energy independence [1][5]. Group 1: Facility Enhancements - Clarios plans to fast-track the restart of its Florence, South Carolina facility to expand battery recycling capacity and add critical mineral processing capabilities, leveraging existing infrastructure for rapid scaling [1]. - The company is in the site selection and engineering phase for a new state-of-the-art battery recycling and critical mineral processing facility in the U.S., which will bolster domestic supply chain resilience [2]. Group 2: Capacity Expansion - Clarios is implementing A.I., automation, and capacity upgrades at its existing North American facilities in Mexico to increase throughput and efficiency, ensuring a steady flow of recycled critical materials to U.S. manufacturing sites [3]. - The initiatives collectively aim to provide additional recycling capacity of up to 400,000 metric tons, with ongoing evaluations for acquiring existing battery recycling capacity [4]. Group 3: Strategic Commitment - These initiatives are part of Clarios' broader commitment to advance American energy independence and support the circular economy, ensuring long-term access to essential materials for advanced energy storage technologies [5]. - The $6 billion American Energy Manufacturing Strategy aims to strengthen the nation's critical supply of batteries essential for vehicles in the U.S., expand operations, build new facilities, and create American jobs [5].

Financial Performance - The RealReal achieved a record quarterly GMV of $520 million, a 20% year-over-year increase[20, 24] - Revenue reached $174 million, up 17% year-over-year, with Consignment Revenue increasing by 15% and Direct Revenue by 47%[29] - Adjusted EBITDA was $9.3 million, representing 5.4% of Total Revenue, a 380 basis points year-over-year increase[20, 31] - The company generated $14 million in Free Cash Flow[20] Operational Efficiency and Scalability - Athena, the company's AI-enabled product intake process, scaled to approximately 27% of all units and is on track for 30-40% by year-end[20] - Consignment Gross Margin increased by 70 basis points year-over-year to 89.3%[20] - Operating Expenses improved by 620 basis points year-over-year as a percentage of revenue due to operating efficiencies, AI and automation, and fixed cost leverage[20, 34] Customer Engagement - Active Buyers reached an all-time high of 1.024 million, a 7% increase on a trailing 12-month basis[20, 26] - Supply value per existing Luxury Manager increased by 12% year-over-year, driven by a new compensation plan and AI investments[20] - Over 80% of GMV comes from repeat customers[44] Outlook - The company raised its Full-Year 2025 Guidance[20] - The FY25 Adjusted EBITDA outlook reflects approximately 400 basis points margin expansion versus 2024 at the guidance midpoint[20] - Full year GMV is projected to be between $2.099 billion and $2.109 billion[36] - Full year Revenue is projected to be between $687 million and $690 million[36] - Full year Adjusted EBITDA is projected to be between $37.7 million and $38.7 million[36]

Core Points - Cielo Waste Solutions Corp. has closed a tranche of its non-brokered private placement offering, issuing 29,325,000 units for gross proceeds of C$1,466,250 at a price of $0.05 per unit [1][2] - Each unit consists of one common share and one warrant, with the warrant allowing the purchase of one common share at $0.07 for two years [2] - The offering has received conditional approval from the TSX Venture Exchange and is subject to a hold period expiring on March 8, 2026 [3] Financial Details - The net proceeds from the offering are expected to be used for the development of a renewable fuels facility in British Columbia, including regulatory work and general working capital [4] - Approximately C$750,000 of the proceeds will be allocated to a settlement agreement with Expander Energy Inc., which has been fully paid [4] Company Vision and Future Plans - The CEO of Cielo stated that this financing reflects strong investor confidence and marks a transition from restructuring to growth, focusing on Project Nexus in British Columbia [5] - Cielo aims to position itself at the forefront of the clean-fuels economy in the province and support Canada's low-carbon goals [5] Company Overview - Cielo Waste Solutions Corp. is dedicated to transforming waste materials into high-value products, addressing global waste challenges while contributing to the circular economy and reducing carbon emissions [6] - The company is committed to providing environmental waste solutions and believes this will generate positive returns for shareholders [6]

Core Insights - Stubbo Solar is one of the largest solar projects in Australia, with an investment of AUS $760 million and a capacity of 520 MWdc (400 MWac) [1] - The project exemplifies the importance of clear policy and strong partnerships in unlocking large-scale renewable investments [3] - ACEN Australia is committed to supporting a clean energy future and has a significant pipeline of renewable projects [13] Project Overview - Stubbo Solar is located about 10 km north of Gulgong in central-west NSW and can generate enough electricity to power 185,000 Australian households [10] - The project includes a provision for a 200 MW / 800 MWh battery energy storage system (BESS) to enhance reliability as the grid decarbonizes [7] - It is the first large-scale solar project certified for full circularity under the Circular PV Alliance framework, ensuring sustainability through the reuse or recycling of all 930,000 solar panels [8] Economic Impact - During construction, ACEN Australia invested nearly AUS $85 million into the NSW economy, including AUS $60 million in local contracts and procurement [9] - The project contributed AUS $3.2 million to First Nations businesses and over AUS $400,000 to community initiatives through its Social Investment Program [10] Company Commitment - ACEN Australia has 1 GW of operational capacity and a pipeline of over 3 GW of fully permitted projects, with a goal of achieving 10 GW in development [13] - The company aims to invest around AUS $2 billion in regional benefits, supporting housing access, education, and local enterprise development [14] - ACEN Australia employs over 130 people and is focused on making Australia's clean-energy transformation a global benchmark for fairness and innovation [15]

Core Insights - Vallourec announced a $48 million investment to expand operations in Youngstown, Ohio, as part of a broader commitment to U.S. manufacturing, totaling over $1.5 billion invested in the U.S. over the past 15 years [1][2]. Investment Details - The investment will create a new Premium Threading Line within Vallourec's existing operations, enhancing its competitive position in the Oil Country Tubular Goods (OCTG) market in the U.S. [2] - The new line will increase capacity to thread VAM® high-torque connections, which are increasingly utilized in onshore wells with long laterals [2]. Construction and Employment Impact - Construction began in July 2025 and is expected to be completed by early 2027, with no disruption to current operations [3]. - Once operational, the new line will create 40 full-time-equivalent positions and expand the local supply chain, supporting the regional energy industry [3]. Company Overview - Vallourec North America is a fully integrated supplier of 100% Made in America seamless tubes, focusing on high-performance tubular solutions for energy and industrial sectors [4]. - The company emphasizes a strong circular economy approach, manufacturing seamless tubes entirely from recycled scrap metal [4]. - Vallourec's North American headquarters are located in Houston, Texas, with its main production facility in Youngstown, Ohio, employing nearly 2,000 people in North America [5]. Leadership Statement - Philippe Guillemot, Group Chairman and CEO, highlighted that the expansion reflects Vallourec's long-term vision and commitment to the U.S. market, reinforcing the region's manufacturing legacy [6].

Core Insights - SMX has transitioned from theoretical molecular science to practical applications in the global supply chain, establishing a framework for material traceability and sustainability [1][2] - The company is creating a national plastics passport system in Singapore, which serves as a model for other nations to follow in implementing circular economy practices [3][4] - SMX's partnerships across various regions, including Austria, Spain, and France, are focused on integrating molecular tracking and verification into industrial processes, enhancing compliance and market access [5][7][11] Company Developments - In collaboration with A*STAR, SMX is developing a national system in Singapore that assigns digital identities to materials, facilitating their tracking from production to reuse [3][4] - The partnership with REDWAVE in Austria has automated the verification process, allowing for real-time compliance checks and improved efficiency in recycling markets [5][6] - SMX's collaboration with CARTIF in Spain is embedding molecular tracking into industrial pilots, which will help define operational standards for circular economies in Europe [7][8] Industry Impact - The verification of material origin and lifecycle integrity is becoming essential for companies in the EU, with SMX providing the necessary tools to ensure compliance and market participation [8] - SMX's trueGold subsidiary is enhancing trust in the precious metals market by embedding molecular identity into bullion, which provides proof of origin and reduces risks associated with financing [9][10] - The partnership with CETI in France is transforming textile traceability, aligning production processes with new sustainability standards and enabling better market positioning for certified products [11][12] Ecosystem Development - Each partnership SMX forms contributes to a larger verified network that connects industry, regulation, and commerce, creating a robust ecosystem for sustainable practices [13] - SMX is not merely responding to sustainability trends but is actively shaping the infrastructure necessary for proof-based markets, ensuring long-term viability and leadership in the sector [14]