Waste-to-Value
- Situation
- U.S. waste generation per capita is now 4.5 lbs/day, nearly double 1960 levels
- Over 60% of waste still goes directly into landfills
- Consumer behavior is difficult to change
- Industry is change resistant
- Market Opportunities
- Aggregate market forecast to grow 3-4% CAGR through 2016 (many segments growing much faster)
- Oil & Gas drilling waste management forecast to grow at 10% CAGR through 2018
- Historically-low multiples create opportunity for exit multiple expansion based on growth
- Increasing focus on “dematerialization” to reduce materials content and excess energy use in products and packaging
- NewWorld Investment Focus
- Waste-to-energy infrastructure (such as biomass-to-energy projects)
- Waste-to-materials recovery
- Waste-to-fertilizer infrastructure