| 序号 | 固体废物名称 | 行业来源 | 固体废物描述 | | --- | --- | --- | --- | | 1 | 废弃水基钻井泥浆 | 石油和天然气 | 石油和天然气开采过程中,使用清水、聚合物钻井 | | | | | 泥浆(未加入沥青类药剂和液体润滑剂类药剂)钻 | | | | | 井时产生的废弃钻井泥浆和岩屑,或者使用聚合物、 | | | 及岩層 | 开采 | 聚磺/磺化泥浆钻井时随钻破胶压滤系统产生的废 | | | | | 弃钻井岩屑(压滤泥饼)。 | | 2 | 脱墨渣 | 纸浆制造 | 废纸造浆工段的浮选脱墨工序产生的脱墨渣。 聚乙烯(PE)树脂、聚丙烯(PP)树脂、聚苯乙烯 | | | 七类树脂生产过程 中造粒工序产生的 | 合成材料制造 | (PS)树脂、聚氯乙烯(PVC)树脂、丙烯脂-丁二 烯-苯乙烯(ABS)树脂、聚对苯二甲酸乙二醇酯(PET) | | 3 | | | | | | 废料 | | 树脂、聚对苯二甲酸丁二醇酯(PBT)树脂等七类树 | | | | | 脂造粒加工生产产品过程中产生的不合格产品、大 | | | | | 饼料、落地料、水涝料以及过渡料。 | | | 热浸 ...

Clean Harbors Conference Call Summary Company Overview - **Company**: Clean Harbors - **Industry**: Environmental, Industrial, and Hazardous Waste Management - **Revenue**: Expected to finish 2025 with approximately $6 billion in revenue [4] - **Employees**: Approximately 24,000 across North America [4] - **Operating Segments**: - Environmental Services (ES): Approximately $5 billion in revenue [5] - Safety-Kleen Sustainability Solutions (SKSS): Approximately $1 billion in revenue [5] Key Business Segments Environmental Services Segment - **Technical Services**: Expected to generate about $1.7 billion in revenue in 2025 [6] - Largest owner/operator of hazardous waste incinerators in North America, operating 10 out of 14 licensed incinerators [7] - Significant growth in project work, particularly in remediation and PFAS-related services [8] - **Safety-Kleen Environmental Services**: Similar to technical services, focusing on small to medium businesses [9] - Grew approximately 10% annually, with 7% growth in the latest quarter [10] - **Field Services**: Another billion-dollar business unit, slower growth expected in 2025 due to fewer large emergency response jobs [11][12] - **Industrial Services**: Revenue expected to be around $1.3-$1.4 billion, facing cost pressures from refinery and chemical customers [13][14] Safety-Kleen Sustainability Solutions (SKSS) - Focuses on the collection and recycling of used motor oils [16] - Expected to generate about $140 million in EBITDA in 2025, down from previous highs due to falling base oil prices [17] Growth Opportunities - **PFAS Market**: Anticipated growth of 15%-20% annually, with $120 million in PFAS-related work in 2025 [19] - **New Incinerator in Kimball, Nebraska**: Expected to contribute $10 million in EBITDA in 2025, with projections to double in 2026 [20][36] - **Reshoring Activity**: Increased demand for hazardous waste management as reshoring projects generate waste [19] Financial Performance - **EBITDA Margins**: Expected to be around 26% in 2025, a 70 basis points improvement from the previous year [28] - **Revenue Growth**: Revenue growth at 4%, with EBITDA growth nearly double that rate [32] - **Cost Management**: Continuous focus on cost savings and operational efficiencies [32][33] Market Environment - **Tariff Uncertainty**: Previous uncertainties have eased, leading to increased customer production discussions for 2026 [24] - **Crack Spreads**: Improvement in crack spreads expected to benefit refinery customers and increase capital spending [24] Technology and AI Integration - Clean Harbors is leveraging AI and technology to improve operational efficiencies and drive revenue growth [33][26] Regulatory Landscape - Anticipated guidelines from the Department of Defense regarding PFAS disposal at military installations [40] - Ongoing developments in EPA regulations and state-level PFAS legislation [42] Conclusion - Clean Harbors is well-positioned for future growth and profitability, with a strong focus on environmental services and emerging market opportunities like PFAS management [46]