Verticalized Resourcify/Schüttflix for one specific component/material (e.g. lithium car batteries, glass, copper)
Actually more of an opportunity statement
Climate Investor I talked to recently: “You wouldn’t believe how many supply chains/industrial processes are extremely well optimized. Still, there are probably dozens of different great verticals - meaning individual components like batteries or materials like copper - that need recycling.”
- Resourcify handles most waste of B2B clients like B2B waste mgmt companies, hardware stores, hotels, etc.
- Schüttflix, for example, delivers but also picks up a specific material (dry bulk goods e.g. gravel). Partially, the material picked up can be recycled.
What Makes a Good Vertical?
- Increase in material demand
- Decrease virgin material supply (mining) / increase in virgin material price
- Recycling of the material is possible (e.g. not possible for all plastics)
- Maybe: fragmented market on the supply and demand side (e.g. if there were just 5 huge lithium batteries production companies, it might be trickier than with lots of small players)
- Do distances between material & recycler play a role? Depends on the volumetric weight & price per ton.
- Do the buyers of the OEM-produced parts made of the material in question care/are made to care about recycling/climate?
- → a good way to find opportunities likely is to explore supply chains of specific materials