Core Insights - Cabot Corporation has successfully validated its ability to produce circular reinforcing carbons in Asia Pacific, enhancing its sustainable offerings globally [1][3] - The company aims to support tire manufacturers' sustainability commitments, which target 40% sustainable material use by 2030 and 100% by 2050 [2] - Cabot's production capabilities span across major regions, including Asia, Europe, and the Americas, promoting supply chain efficiency and environmental sustainability [2][3] Company Developments - Cabot's manufacturing facilities in Cilegon, Indonesia, and Tianjin, China, are now capable of producing circular reinforcing carbons using tire pyrolysis oil (TPO) [1] - The company has a total of 13 ISCC PLUS certified sites globally, including facilities in the USA, Brazil, and the Czech Republic, supporting its circular reinforcing carbon portfolio [3] - Cabot's EVOLVE Sustainable Solutions technology platform offers ISCC PLUS certified products, reinforcing its commitment to a circular economy [3] Industry Context - The global tire manufacturing industry is increasingly focused on sustainability, with many companies pursuing ambitious goals for sustainable material use [2] - Cabot's TPO-based circular reinforcing carbons serve as a drop-in replacement for traditional carbon black, allowing manufacturers to enhance sustainable content without compromising performance [2] - The "make-in-region, sell-in-region" approach adopted by Cabot strengthens supply chain efficiency while contributing to sustainability across the tire value chain [2]

Core Viewpoint - PureCycle Technologies and TOPPAN have formed a partnership aimed at enhancing sustainability in flexible films and thermoformed packaging, responding to the increasing demand for high-quality recycled content from brand owners to meet global regulatory requirements [1][3]. Partnership and Product Development - The collaboration has led to the creation of a snack bar wrapper that contains over 30% recycled content, showcasing the capabilities of PureCycle's PureFive resin in flexible packaging applications [2]. - The snack bar wrapper demonstrates essential printability and functionality required by leading snack brands while significantly reducing environmental impact [2][3]. Sustainability Goals - The partnership emphasizes that food safety, regulatory compliance, performance, and environmental responsibility should progress together, not in competition [3]. - The companies are now focusing on multiple thermoforming applications where major brand owners are seeking recycled content solutions to comply with upcoming mandates [3]. Technological Innovation - PureCycle's dissolution recycling process converts post-consumer polypropylene packaging into virgin-like PureFive resin, effectively removing impurities that limit traditional recycling [4]. - The resulting PureFive resin meets FDA standards for food-contact applications and performs comparably to virgin resin, facilitating integration into existing manufacturing processes [4]. Market Positioning - The collaboration illustrates how innovative partnerships can yield commercially viable packaging that meets regulatory requirements and brand expectations [4][5]. - The partnership aims to enable brand owners to fulfill their sustainability commitments without compromising on quality, safety, or performance [5].

Core Viewpoint - South Korea's Ministry of Climate, Energy and Environment has mandated that all bottled drinking water must be produced and sold without traditional plastic labels starting from January 1, 2026, transitioning to digital QR codes for product information [1][2][3] Regulatory Changes - The new policy prohibits physical labels on PET bottles for bottled water, requiring QR codes on bottle caps to convey essential product details such as brand, manufacturing and expiry dates, and water source [2][4] - A one-year transition period will be implemented for individually sold bottles in physical retail shops to allow smaller retailers to adapt [4][5] Environmental Impact - The regulation is expected to reduce approximately 2,270 tonnes of plastic waste annually, based on projected production of around 5.2 billion bottles in 2024 [3][6] - This initiative is part of a broader government effort to minimize single-use plastic waste and enhance PET bottle recycling efficiency [3] Industry Compliance and Adaptation - The phased approach aims to minimize disruption across the bottled water supply chain, ensuring compliance from all stakeholders [5][6] - Packaging converters and print technology providers may need to adapt their machinery to support high-speed QR printing and direct marking solutions [6][7] Market Trends - The shift towards digital labeling reflects a growing trend in the beverage industry towards circular economy regulations and increased scrutiny on plastic waste [6][7] - Multinational bottlers and local contract packagers will need to stay informed about similar regulatory developments in international markets [7]

Core Viewpoint - SMX is fully financed through Q1 2027, enabling the company to focus on platform expansion and the advancement of its Plastic Cycle Token for the circular economy [1] Group 1: Financial Position - SMX has a strengthened balance sheet at the beginning of 2026, being fully funded through the first quarter of 2027 [1] Group 2: Strategic Focus - The company aims to scale its molecular tracking and Plastic Cycle Token platform to enhance accountability and transparency in global supply chains [1] - SMX is concentrating on execution and platform expansion as part of its strategic initiatives [1]

Core Viewpoint - Ecolomondo Corporation has engaged Craft Capital Management as its strategic investment banking advisor to support its capital markets strategy and facilitate its planned uplisting to NASDAQ, aiming to enhance its global growth strategy in sustainable scrap tire recycling technology [1][2][3] Company Overview - Ecolomondo Corporation is a Canadian cleantech company focused on its proprietary Thermal Decomposition Process (TDP) technology, which recovers high-value commodities from scrap tire waste, including recovered carbon black (rCB), tire-derived oil (TDO), syngas, fiber, and steel [4] - The company aims to be a leading producer and reseller of recovered resources by building and operating TDP facilities strategically located in industrialized countries [10] Financial Strategy - Craft Capital's mandate includes supporting Ecolomondo's financing initiatives and facilitating its uplisting to NASDAQ, which is expected to provide access to necessary capital for executing its growth strategy [2][3] - Revenue streams from TDP facilities will come from the sale of end-products such as rCB, oil, steel, and syngas, as well as tipping fees for processing scrap tires [5] Facility Developments - The Hawkesbury facility is expected to process approximately 1.3M to 1.5M 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 [7] - The Shamrock facility is projected to process 5 million end-of-life tires per year, yielding approximately 15,000 MT of rCB, 18,000 MT of oil, 7,500 MT of steel, and 4,500 MT of syngas, with construction expected to begin in Q3 2025 at a projected cost of approximately US$93 million [8] Environmental Impact - The TDP process is environmentally friendly, reducing greenhouse gas emissions by 90% compared to the production of virgin carbon black, with the Hawkesbury and Shamrock facilities expected to reduce CO2 emissions by 15,000 and 45,000 tons per year, respectively [15]

Core Viewpoint - Northstar Clean Technologies Inc. is extending the maturity date of $425,000 in convertible debentures from February 28, 2026, to February 28, 2027, while maintaining all associated terms unchanged [1] Group 1: Financial Restructuring - The company raised a total of $625,000 under the February 2026 Tranche, with 98% of the $2.1 million in convertible debentures issued between December 2022 and February 2023 either converted to common shares or extended [1] - Northstar plans to issue 106,250 common shares to satisfy $21,250 of interest owed on the February 2026 Tranche, with 18,750 shares going to insiders [1] - The extension of the expiry date of the warrants associated with the February 2026 Tranche is also planned, subject to TSX Venture Exchange acceptance [1] Group 2: Operational Goals - The extension of the debentures is aimed at supporting the company's balance sheet while pursuing production goals at the Empower Calgary facility and achieving profitable operations [1] - A comprehensive operational update is expected to be provided in the coming weeks [1] Group 3: Company Overview - Northstar is focused on sustainable recovery and reprocessing of asphalt shingles, utilizing a proprietary design process to extract liquid asphalt and other materials for reuse [1] - The company aims to lead the recovery and reprocessing of asphalt shingles in North America, addressing environmental concerns related to landfill waste [1]

Core Insights - Amcor has released a consumer insight report titled "Recycled Content, Real Impact," focusing on consumer perceptions of post-consumer recycled (PCR) content in packaging for supermarket products [1] Consumer Awareness and Behavior - 91% of European consumers are aware that some supermarket products, including food and beverages, contain recycled plastic in their packaging [2] - 76% of European grocery shoppers actively purchase products that utilize recycled materials in their packaging [3] Trust and Quality Perception - 63% of European consumers believe that the use of recycled content in packaging enhances their trust in a brand [4] - Over half (53%) of consumers feel that recycled plastic in packaging does not affect their perception of product quality, while 22% believe it improves quality, particularly among younger consumers aged 18 to 34, where 34% perceive higher quality [5] Sustainability Benefits and Consumer Expectations - Positive consumer attitudes towards PCR plastics are linked to sustainability benefits, with 67% citing reduced environmental impact, 53% for resource conservation, 43% for lower carbon footprint, and 40% for supporting a circular economy [6] - 79% of consumers desire independent certification of recycled materials on packaging, and 58% want clear indications of the percentage of recycled content used [7] Industry Recommendations - Amcor's lead researcher emphasizes the importance of third-party certification for consumer reassurance and credibility [8] - The European Union's mandatory recycled plastic targets set for 2030 encourage brand owners to start integrating PCR into their packaging now to establish traceability and technical validation [8] - Financial incentives for using PCR, such as reduced plastic taxes or bonuses in Extended Producer Responsibility (EPR) schemes, are available in some countries [9]

Group 1 - Hilppa Rautpalo, Senior Vice President of Legal, HR, and EHSQ at Lassila & Tikanoja Plc, has resigned to pursue a new position outside the company by August 2026 [1] - The recruitment process for her successor will begin immediately [1] - Eero Hautaniemi, President and CEO, expressed gratitude for Rautpalo's contributions over the past six years [2] Group 2 - Lassila & Tikanoja is a leading Nordic circular economy company focused on waste management, recycling, hazardous waste, remediation services, industrial services, and water treatment [2] - The company aims to promote sustainable material use and transform waste into valuable raw materials [2] - Lassila & Tikanoja employs approximately 2,300 people in Finland and Sweden and is listed on Nasdaq Helsinki [2]

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Investor Presentation TOMRA Systems ASA 13 February 2026 © TOMRA TOMRA Group 3 TOMRA Group TOMRA Collection 18 TOMRA Collection 18 TOMRA Recycling 41 TOMRA Food 64 TOMRA Horizon 80 TOMRA Financials 94 3 2 TOMRA Recycling 41 TOMRA Food 64 TOMRA Horizon 80 TOMRA Financials 94 ~5,800 employees globally 1,318 million EUR revenues in 2025 Collection Recycling Food Horizon Transforming society's habits to keep valuable resources in a continuous loop of Giving every piece of material we sort and analyze – may it b ...