The Big Haulers Put $100M Behind AI. Almost None of the Margin Comes From the Model.
Waste Connections, Republic and GFL just disclosed real AI waste management ROI numbers. An engineer reads the margin math and finds where it breaks.
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Previously published OWI analysis. Use the navigation below to move between pages.
Inside a Waste-to-Energy Power Plant, the Turbine Is the Easy Part
A waste to energy power plant makes about 550 kWh a tonne, but the turbine isn't what decides that. An engineer walks the line from bunker to export meter.
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Your Waste Analytics Dashboard Is Only as Honest as Its Worst Sensor
Real-time waste analytics fails at the data layer, not the dashboard. An engineer on what the screen shows, where the numbers break, and what it costs.
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40,000 Tonnes a Year, Locked for a Decade: Why Plastics-to-Fuels Lives or Dies on Feedstock Security
Abundia locked a decade of polyolefin feedstock before building Cedar Port. Why feedstock security, not the reactor, decides plastics-to-fuels projects.
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Waste-to-Energy Makes 34 MW. AI Data Centers Want 1,500.
Waste to energy data centers sound like baseload for the AI boom, until you run the megawatts. What a 34 MW plant can and can't feed, and where it fits.
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Why Does Waste-to-Energy in India Keep Stalling? Look at What's in the Bin
Waste-to-energy in India keeps stalling, and the boiler isn't why. Delhi's plants take 5,600 tonnes a day; barely 1,100 will burn. The fix is upstream.
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Your Waste-to-Energy Solution Is Only as Good as the Feedstock You Didn't Measure
Most waste-to-energy solutions fail because the technology gets picked before the feedstock is measured. Here's how moisture and calorific value decide the box.
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Carbon Capture on Energy from Waste Doesn't Pencil Without the Pipeline Next Door
Carbon capture energy from waste pencils at Encyclis Protos because of the HyNet cluster and a state contract, not cheaper capture. Here's the retrofit math.
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The Model Is the Easy Part: What Actually Breaks Industrial AI Projects
Most industrial AI projects fail, and rarely because the model is weak. After building OWI, here's what actually breaks them: data, sensors, and integration.
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108 Euros a Tonne by 2030: What EU ETS Waste Incineration Inclusion Does to Your Gate Fee
EU ETS waste incineration inclusion could add EUR 74-132 per tonne to gate fees by 2030. The biogenic share you can't defend is what sets your bill.
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How Does Waste-to-Energy Project Finance Work? Underwrite the Tipping Fee, Not the Megawatt
Waste to energy project finance sizes debt off the PPA. That's the wrong number: the tipping fee is the only contractual line. Here's how to underwrite it.
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Africa's Dumpsite Crisis Is Real. Imported Waste-to-Energy Plants Keep Underperforming.
Waste to energy in Africa keeps underperforming, and Reppie shows why: plants built for dry European trash choke on wet, organic waste. Here's the real fix.
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