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Here are some financial highlights: Accelerating solid waste pricing growth and E&P waste activity drive better than expected Q2 results Revenue of $1.816 billion, up 18.4% Net income SP sp of $224.1 million, and adjusted EBITDA of $566.8 million, up 16.9% Adjusted EBITDA SP sp margin of 31.2% of revenue, in line with outlook and flat year over year, excluding acquisitions Net income of $0.87 per share, and adjusted net income SP sp of $1.00 per share, up 23.5% Year to date net cash provided by operating activities of $973.7 million and adjusted free cash flow SP sp of $638.4 million, or 18.4% of revenue Year to date signed or closed acquisitions with approximately $470 million of total annualized revenue Increases full year 2022 outlook to revenue of approximately $7.125 billion, net income of approximately $837.5 million, adjusted EBITDA of approximately $2.190 billion, net cash provided by operating activities of approximately $1.974 billion and adjusted free cash flow of approximately $1.160 billion Waste Connections looks to be set up for double-digit sales growth with significant operating leverage in 2023. Waste Connections (WCN) announced its Q2 2022 earnings today and all results point to outperformed expectations. [Extracted from the article]

WasteExpo offers an interactive conference program that dives deep into vital waste, recycling, organics, and sustainability topics over four days. B NEW YORK, March 22, 2022 - b WasteExpo, North America's largest solid waste, recycling and organics industry event, today announces the 2022 conference program. [Extracted from the article]

The year ended on a high note, as strong solid waste organic growth and acquisition activity, along with continuing underlying margin expansion, drove Q4 financial results once again above expectations. "Acquisition activity accelerated in the fourth quarter, resulting in approximately $400 million in acquired annualized revenues in 2021 and setting up acquisition contribution approaching 6% in 2022, including transactions completed year to date. [Extracted from the article]

Stifel released its latest solid-waste industry update, "Top 10 Trends in 10 Years in Solid Waste: Technology Is Now Table Stakes But Does Not Disintermediate the Business Model." POTW's produce sludge, which has high concentrations of PFAS (even before accepting landfill leachate). PFAS restrictions on managing leachate will only exacerbate the cost of operations. [Extracted from the article]

GFL Environmental Inc. (GFL) has agreed to acquire the solid waste and environmental solutions business of Terrapure Environmental Ltd. for C$927.5 million (US$743.3M). "The acquisition of Terrapure is another example of GFL delivering on our commitment to pursue strategic and accretive acquisitions to continue growing our business", said Dovigi. [Extracted from the article]

Stifel and Waste360 conducted a survey of solid waste service companies focused on post-pandemic trends exiting 2020. The industry and the public companies continue to demonstrate how durable the business is and how nimble the public companies proved to be during the pandemic." Graph: https://www.waste360.com/sites/cet.com/files/temprolloff2021.png B Recycling business mix b The survey results support that the market has been shifting to a process-fee from a dependence on commodity sale with the respondents nearly split evenly between fee (49%) vs. commodity (51%). [Extracted from the article]

Solid Waste and Alternative Fueled Vehicles - What Does the Future Hold? Last week, Stifel hosted a fireside panel discussion on the evolution of routed solid-waste hauling, from a primary reliance on diesel to alternative-fueled vehicles. This chat was designed to explore one of the "Top 10 Trends in 10 Years in Solid Waste" as identified by the financial-services company on its most recent list: Stifel anticipates a future where more than 50% of such hauling vehicles will be non-diesel. [Extracted from the article]

This week, Stifel released its latest solid-waste industry update, "Top 10 Trends in 10 Years in Solid Waste: A Mixture of Recurring and New Ideas." In urban markets, if there are three to four landfills on average today, the trend is likely to result in at least one landfill closing over 10 years. Many have turned to third-party ratings agencies, which mostly automate data collection, often resulting in errors that drive incorrect conclusions. [Extracted from the article]

We recently surveyed, in collaboration with Stifel Financial Corp., solid waste service companies, focusing on the impact of the "Great Shutdown" on operating models. Commercial collection volumes fell across two-thirds of those surveyed, with 38 percent of the customers cancelling or putting the service on hold. Three-quarters of those are take-all services (whatever is put on the curb they have to take), Of the customer mix two-thirds have pay for a separate recycling pickup and nearly 30 percent have a third pickup. [Extracted from the article]

An interview is presented with Anne Germain, vice president (VP) of technical and regulatory affairs for the National Waste & Recycling Association (NWRA) on consumer education and plastic exports. Topics discussed include the art of collaboration and gaining consensus in groups; challenging aspect related to landfills at the Delaware Solid Waste Authority and the impact of technology change on the waste and recycling industry.