Core Viewpoint - Ecolomondo Corporation has reclassified its industry designation to Material Recovery Facilities, aligning its operations with its mission of transforming end-of-life tires into sustainable commodities [1][2][5]. Company Overview - Ecolomondo is a Canadian cleantech company specializing in sustainable scrap tire recycling technology, particularly its proprietary Thermal Decomposition Process (TDP) [8][12]. - The company aims to recover high-value reusable commodities from scrap tire waste, including recovered carbon black (rCB), oil, syngas, fiber, and steel [8][12]. Industry Classification - The new classification allows for better comparison with peers in the cleantech and resource recovery sectors, rather than traditional recycling or landfill operations [5][6]. - This change is expected to enhance clarity for analysts and attract investors by positioning the company as a high-value commodity recovery entity [6][7]. Environmental Impact - The TDP technology significantly reduces greenhouse gas emissions, with a 90% reduction in emissions compared to the production of virgin carbon black [18]. - The Hawkesbury facility is projected to reduce CO2 emissions by 15,000 tons per year, while the upcoming Shamrock facility is expected to reduce emissions by 45,000 tons annually [18]. Facility Details - The Hawkesbury facility is designed to process approximately 1 million scrap tires per year, producing around 4,000 MT of rCB, 5,000 MT of pyrolysis oil, 2,000 MT of steel, and 1,200 MT of process gas [9]. - The Shamrock facility, with a processing capacity of 5 million tires per year, is expected to yield approximately 15,000 MT of rCB, 18,000 MT of oil, and 7,500 MT of steel [10]. Strategic Goals - Ecolomondo's strategy focuses on becoming a major global builder and operator of TDP facilities, with plans for aggressive expansion in North America and Europe [13]. - The company is committed to ongoing research and development to maintain technological advancement in the cleantech sector [13]. Certification and Standards - The Hawkesbury facility has received the International Sustainability and Carbon Certification (ISCC), enhancing the commercial value of its end-products through traceability [14]. ESG Commitment - Ecolomondo is measuring various social and governance metrics, including health and safety, gender diversity, ethics, and ESG reporting [16].

Summary of Saint-Gobain Capital Markets Day - October 6, 2025 Company Overview - **Company**: Saint-Gobain - **Event**: 2025 Capital Markets Day - **Focus**: Mid-term strategy for growth and performance Key Points Industry Insights - **Construction Market Needs**: Significant demand in residential, non-residential, and infrastructure sectors, emphasizing climate adaptation and resource preservation [7][10] - **Sustainability Trends**: The construction sector is increasingly focused on low-emission and low-carbon buildings, with a strong market preference for green building certifications like LEED [13][15] Company Performance and Strategy - **Sales Growth**: Targeting mid-single-digit sales growth with a clear outperformance against market trends [12][56] - **EBITDA Margin**: Aiming for an EBITDA margin of 15% to 18% over the next five years, with a focus on enhancing profitability through solutions and portfolio management [56][60] - **Financial Performance**: Since 2018, operating income has increased by 66%, and recurring EPS has doubled [53] Regional Performance - **North America**: Facing a housing shortage of 4 million homes, with significant renovation needs due to climate change [17] - **Europe**: Targeting 3% to 5% sales growth, capitalizing on market recovery and energy efficiency trends [22] - **Emerging Markets**: High growth potential in Asia and Latin America, with a focus on urbanization and middle-class aspirations [18][22] Product and Market Expansion - **Comprehensive Solutions**: Saint-Gobain offers a wide range of products across the building envelope, enhancing performance and sustainability [19] - **Non-Residential and Infrastructure Markets**: Currently generating €15 billion in sales, with plans to expand significantly in these sectors [21][46] - **Construction Chemicals**: Targeting over €9 billion in sales by 2030, leveraging recent acquisitions and innovations [23] Innovation and Customer Engagement - **Customer-Centric Solutions**: Emphasizing integrated systems and solutions that meet customer needs, leading to increased sales and market share [26][31] - **Partnerships**: Collaborating with major builders like Barratt Redrow to develop innovative housing solutions [28][29] Financial Strategy and Capital Allocation - **Capital Deployment**: Planning to allocate around $20 billion for shareholder returns, growth investments, and acquisitions, with a focus on high-growth regions [60][63] - **M&A Strategy**: A disciplined approach to acquisitions, targeting leadership positions in high-growth markets and construction chemicals [63] Governance and Management - **Leadership Structure**: A renewed board with independent members and a strong management team focused on execution and value creation [66][68] - **Employee Engagement**: High levels of employee commitment to the company's growth strategy, with significant share ownership among employees [52][68] Additional Insights - **Market Trends**: The importance of adapting to megatrends such as urbanization, climate change, and energy efficiency is emphasized as a driver for growth [12][17] - **Sustainability Goals**: Saint-Gobain is committed to reducing its carbon footprint and leading in circular economy practices [51] This summary encapsulates the key insights and strategic directions discussed during the Saint-Gobain Capital Markets Day, highlighting the company's commitment to growth, sustainability, and innovation in the construction industry.

OMV Capital Markets Day 2025 Summary Company Overview - **Company**: OMV (OTCPK:OMVJ.F) - **Event**: Capital Markets Day 2025 - **Date**: October 06, 2025 - **Location**: Vienna Key Industry and Company Insights Strategy and Transformation - OMV is committed to its **2030 strategy**, focusing on adapting to market changes and ensuring robust cash flow generation while investing in sustainable growth opportunities [3][4][5] - The formation of **Baruch Group International (BGI)** with ADNOC marks a significant milestone, enhancing OMV's growth potential in the chemicals sector [4][6][29] - OMV emphasizes a balanced approach to investments, maintaining a strong foundation in traditional business while pursuing sustainable growth [5][12] Financial Performance - OMV has generated an average operating cash flow of **€6.5 billion** per year over the last four years, with a **30% increase** in regular dividends during the same period [10][39] - The company aims for a **dividend yield** of nearly **13%**, positioning itself among the top performers in its sector [10] - OMV's leverage ratio has improved significantly, reducing from **32% to below 10%**, and is projected to remain below **30%** post-BGI transaction [39][40] Emission Reduction and Sustainability - OMV has achieved a **23% reduction** in emissions compared to the 2019 baseline and aims for net-zero emissions by **2050** [11][32] - The company is focused on innovative technologies for the circular economy, including the **ReOil** chemical recycling technology [33][34] Growth Opportunities - The **Neptune Deep** gas project is on track for production in **2027**, expected to significantly contribute to OMV's gas supply and revenue [8][19][26] - OMV is expanding its **renewable energy** initiatives, including a nearly doubled EV charging network and investments in green hydrogen projects [8][9][18] - The chemicals sector is expected to recover, with rising demand in packaging, automotive, and renewable energy [15][17] Market Dynamics - OMV anticipates a **compound annual decline rate** of approximately **2%** in European natural gas demand through **2040**, with a projected supply deficit of **300 billion cubic meters** per year [24] - The company expects European gas prices to remain higher than pre-COVID levels, influenced by U.S. LNG pricing [24][25] Strategic Focus Areas - OMV's strategic focus includes enhancing its gas production capabilities, optimizing its chemical integration, and pursuing sustainable mobility opportunities [19][27] - The company plans to maintain a disciplined approach to capital allocation, with a focus on maximizing free cash flow and shareholder returns [22][51] Conclusion - OMV is positioned to leverage its integrated business model and strategic investments to navigate market volatility and capitalize on growth opportunities in gas, chemicals, and renewable energy sectors [12][25][36]

Capital Markets Update 2025 Vienna – October 6, 2025 Disclaimer © 2025 OMV Aktiengesellschaft, all rights reserved, no reproduction without our explicit consent. This presentation contains forward-looking statements. forward-looking statements may be identified by the use of terms such as "outlook", "believe", "expect", "anticipate", "intend", "plan", "target", "objective", "estimate", "goal", "may", "will" and similar terms, or by their context. These forward-looking statements are based on beliefs, estima ...

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 - TotalEnergies and Veolia have signed a memorandum of understanding to enhance cooperation in energy transition and circular economy initiatives, aiming to reduce greenhouse gas emissions and water footprint [1][11] Group 1: Collaboration Areas - The partnership will leverage Veolia's expertise in water resource management and waste recovery, alongside TotalEnergies' capabilities in methane emissions measurement and low-carbon energy production [2] - Veolia plans to implement TotalEnergies' AUSEA technology, which utilizes drones for methane emissions measurement at landfills, aiming for an 80% capture rate of methane emissions by 2032 [3][4] Group 2: Water Management - Veolia will assist TotalEnergies in achieving a 20% reduction in freshwater withdrawals by 2030 compared to 2021, particularly in water-stressed areas [5] - The collaboration includes developing wastewater reuse projects at TotalEnergies sites and enhancing water treatment technologies [6] Group 3: Sustainable Desalination - TotalEnergies will support Veolia in deploying low-carbon energy solutions at desalination plants, including a joint project for a solar power plant in Oman [7] - Veolia aims to double its desalination capacity by 2030 while significantly reducing the energy footprint of the technology [8] Group 4: Resource Recovery - The two companies will collaborate on research and innovation to industrialize processes for recovering strategic chemical elements from waste, such as rare earths used in renewable energy technologies [9]

Core Viewpoint - ATRenew has been recognized as a Finalist for The Earthshot Prize 2025, highlighting its leadership in promoting a circular economy for electronics recycling and addressing the growing issue of e-waste [1][5][6]. Company Overview - ATRenew Inc. operates a technology-driven platform for pre-owned consumer electronics transactions and services in China, founded in 2011 [8][9]. - The company aims to give a second life to idle goods and mitigate the environmental impact of pre-owned electronics through recycling and trade-in services [9]. Environmental Impact - Global e-waste is projected to reach 82 million tonnes annually by 2030, making ATRenew's mission to reduce e-waste critical [3]. - ATRenew employs an AI-powered system called Matrix in its operations, which standardizes processes such as quality inspection, grading, and pricing of used devices [3]. Business Model and Expansion - ATRenew has established a circular economy model for second-hand electronics, with potential for global scalability to promote sustainable consumption [4]. - The company is expanding its operations into Southeast Asia and the Middle East, and is offering its recycling technology to partners in Japan and Sweden [4]. Recognition and Selection Process - The Earthshot Prize selected ATRenew from nearly 2,500 nominees, emphasizing the company's leadership and future potential in addressing environmental challenges [6].

Core Viewpoint - Rock Tech Lithium Inc. has signed a letter of intent with ArcelorMittal Eisenhüttenstadt GmbH to enhance regional synergies in East Brandenburg, focusing on sustainable development and industrial competitiveness [1][5]. Group 1: Cooperation Focus Areas - The agreement emphasizes securing and qualifying skilled workers, as well as collaboration in laboratory services and quality assurance [5][6]. - Additional cooperation opportunities include local services and rail logistics at the Guben site [5][6]. Group 2: Commitment to Regional Development - The partnership aims to increase local industrial value creation and foster innovation, making East Brandenburg an attractive site for industry and employees [2][3]. - Rock Tech's Managing Director highlighted the importance of this cooperation in addressing regional skilled labor shortages and promoting sustainable development [3]. Group 3: Rock Tech's Strategic Goals - Rock Tech aims to ensure a stable supply of high-quality, locally produced lithium, supporting a resilient and sustainable value chain from mining to battery-grade material [4][7]. - The company is focused on responsible sourcing and integrating recycled materials to close the local battery loop, contributing to battery-grade material sovereignty [7]. Group 4: ArcelorMittal's Role - ArcelorMittal, as a traditional partner, aims to strengthen East Brandenburg as a modern industrial location with qualified skilled workers, benefiting from mutual expertise [4][3]. - The company generated revenues of $62.4 billion in 2024 and produced 57.9 million metric tonnes of crude steel, emphasizing its significant role in the industry [8].

Core Viewpoint - Ecolomondo Corporation reported record revenues for September 2025, achieving C$224,175, a 325% increase from C$52,724 in September 2024, marking the first time the company surpassed the C$200,000 monthly revenue milestone [2][3]. Revenue Performance - The revenue streams from the Hawkesbury TDP facility include sales of recovered carbon black (rCB), oil, gas, steel, and tipping fees for scrap tire disposal [2][11]. - The company shipped 4 tanker loads of tire-derived oil in September, which is recognized as a high-quality chemical resource with strong global demand [5]. Operational Status - Despite the strong revenue performance, the company continues to operate at a loss, estimating an operating loss of approximately C$125,000 for September 2025 due to the facility being in its ramp-up phase [3]. - The Hawkesbury facility is expected to process approximately 1 million scrap tires annually, producing around 4,000 metric tons of rCB, 5,000 metric tons of pyrolysis oil, 2,000 metric tons of steel, and 1,200 metric tons of process gas once fully operational [12]. Customer Engagement - A major off-take customer purchased 15 truckloads of rCB (23 metric tons each), with 3 truckloads shipped in September. A second U.S.-based customer has approved rCB for use in its supply chain and placed a trial order of 4 metric tons [4]. Environmental Impact - Each truckload of rCB produced prevents approximately 42 metric tons of greenhouse gas emissions, highlighting the environmental benefits of Ecolomondo's TDP technology [7][20]. - The TDP process is expected to reduce CO2 emissions by 15,000 tons per year at the Hawkesbury facility and 45,000 tons per year at the upcoming Shamrock facility [20]. Future Outlook - The company is actively hiring and training additional staff to support increased production activities across all departments of the Hawkesbury facility [8]. - Ecolomondo aims to expand its operations aggressively in North America and Europe, focusing on building and operating TDP facilities [15].

Core Insights - Log'ins, a social joint venture between GXO and ARES, has renewed its long-term contract with Recyclivre, enhancing workplace inclusion and supporting the circular economy [1][3]. Company Overview - Log'ins has been operational for nearly 15 years, managing a 6,500-square-meter warehouse in Villabé, France, and processing nearly 2 million books annually [2]. - The joint venture was established in 2011 to assist individuals with disabilities and those facing social exclusion in re-entering the workforce [3][6]. - Over the past five years, Log'ins has supported more than 500 individuals, with 70% successfully finding employment or entering training programs [3]. Partnership Impact - Recyclivre has doubled its activity in the past five years, attributing this growth to its collaboration with Log'ins, which exemplifies inclusive and sustainable logistics [3]. - The partnership aims to create pathways to employment and regain autonomy for individuals often excluded due to disabilities [4]. Company Credentials - Recyclivre is recognized as France's leading player in the online second-hand book market, committed to environmentally and socially responsible practices since 2008 [5]. - GXO Logistics is the world's largest pure-play contract logistics provider, with over 150,000 team members across more than 1,000 facilities [6].