Insights & News
We Sell the Coat Three Times – Why Circularity Is the Smarter Business
Explore practical strategies for future-proofing supply chains. Learn how take-back schemes, modular design, and technology enable circular logistics while unlocking new revenue opportunities.
Reframing Waste Sorting as Infrastructure: The Circular Economy’s Missing Link
Chemical recycling is scaling fast, but the feedstock to power it is not. Europe has announced 2.8 million tons of capacity by 2030, yet only 500 kilotons of sorted inputs exist today. Without new models to finance and expand waste sorting, billions in announced projects risk sitting idle. The solution lies in treating sorting as infrastructure—unlocking external capital, lowering costs, and securing long-term stability for the circular economy.
Case Study: Securing Plastics Feedstock for Chemical recycling
Global chemical producers and consumer brands face growing challenges in securing reliable, cost-effective plastics feedstock for chemical recycling. In this case study, we share how we supported three leading companies across Europe, the UK, and Turkey with feedstock mapping, partner screening, and business case assessments—helping them unlock access to millions of tons of PET and polyolefins for circular value chains.
The Coming Shakeout in Supply Chain Tech: $80B at Risk in the Age of AI.
The supply chain technology sector faces a major turning point. More than $80B has been invested since 2018, yet the rise of AI is rapidly commoditizing capabilities that once took years to build. Traditional growth models — from visibility to prediction to automation — are collapsing as generative AI enables faster, cheaper development. This shift leaves billions in capital at risk and challenges exit opportunities for startups and investors alike. Defensibility will no longer come from technology itself, but from proprietary data, operational context, and leadership.
Investing in Intralogistics Automation: Why bother?
While venture funding across logistics has contracted sharply since its 2021 peak, intralogistics automation—spanning robotics, warehouse software, and AI—continues to show steady adoption and long-term potential. This piece explores the mismatch between investor expectations and sector realities, and why today’s constrained funding landscape offers savvy, long-term investors a rare entry point into a growing market.