Electronics recycling market update
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Electronics Recycling in 2017 Nathan Hill VP Operations Good Point Recycling 3/27/17
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Transcript of Electronics recycling market update
Electronics Recycling in 2017
Nathan HillVP Operations
Good Point Recycling3/27/17
Topics
• Trends, Markets, Prices• Collector Due Diligence– Material Handling– CRTs– Focus Materials
• Detailed Look Behind at the Numbers• Innovation
Google News Results for CRT Recycling
E-Scrap Recycling Laws in the Northeast
http://www.enterprisenews.com/article/20150711/NEWS/150719156?start=2
Recent E-waste Closures• 2TRG - NY/OH Recycler, failed to fulfill its
financing obligations, abandoned CRTs piles.• Creative Recycling - Major service provider on
East Coast (NY, CT, NJ, PA), bankrupted.• CRT Recycling (CRTR) Brockton MA, one of the
largest competitors in MA and NH; arson investigation ongoing.
• CLRR - Columbus OH, massive closure, leaving thousands of tons of CRT glass piles.
• Eco International* - Hallstead, PA, oldest CRT glass processor in the Northeast. Reportedly left the 12k tons of CRT glass during their bankruptcy.
• Ewaste Recyclers, LLC of Jaffrey, NH closed without recycling of CRT glass they had accepted.
• MPC - Philadelphia, PA. One largest OEM recycling contractors in NY, closed following discovery of 2,500 tons unprocessed CRTs in Philadelphia area warehouses.
• Kuusakoski shuttered NE operations following a huge controversy with dumping CRT glass on municipal landfills as "daily wind cover".
• Sims Metal Recycling NY/NJ/Canada - Closed largest e-waste plants this year after $115M annual "write offs" for e-waste.
• Waste Management Inc. closed its CRT dismantling facility in Springfield, Massachusetts.
• WeRecycle* CT/NY - Went through a brief bankruptcy, then withdrew from residential recycling contracts. Had been one of the largest e-scrap recyclers in CT, NY, MA, RI.Why?
Commodity PricesMaterial 2014 Annual LBS 2015 Predicted LBS 2016 Predicted LBS 2013 Price Current Price 2013 2014 2015 20152 2016 Price 2016 Amount 2017 2017 AmountA/C Adapters 29,860 48,025 40,175 $0.28 $0.23 $13,447.08 $11,045.81 $0.23 $11,045.81 $0.30 $12,052.37 $0.42 $16,873.32 Aluminum Heat Sinks 4,495 7,230 6,048 $0.65 $0.54 $4,699.19 $3,903.94 $0.54 $3,903.94 $0.45 $2,721.47 $0.45 $2,721.47 TV/Monitor Boards: 80,235 129,046 107,951 $0.30 $0.28 $38,713.74 $36,132.82 $0.28 $36,132.82 $0.24 $25,908.16 $0.32 $34,544.22 Copper Yokes: 40,932 65,833 55,071 $0.90 $0.54 $59,249.61 $35,549.76 $0.54 $35,549.76 $0.50 $27,535.60 $0.50 $27,535.60 Motherboards - Jelly Bean: 3,832 6,163 5,156 $1.80 $0.15 $11,093.74 $930.64 $1.50 $9,244.78 $1.30 $6,702.40 $1.80 $9,280.25 Motherboards - Green: 5,994 9,640 8,065 $3.70 $3.11 $35,669.62 $29,981.76 $3.11 $29,981.76 $2.95 $23,790.32 $2.95 $23,790.32 Motherboards - Server: 2,892 4,651 3,891 $4.10 $3.11 $19,070.50 $14,465.67 $3.11 $14,465.67 $3.00 $11,672.96 $3.00 $11,672.96 Degaussing Cable: 8,735 14,049 11,752 $1.60 $1.23 $22,478.27 $17,280.17 $0.97 $13,627.45 $0.90 $10,577.11 $0.90 $10,577.11 Daughter Boards: 587 944 790 $4.35 $3.11 $4,106.84 $2,936.15 $3.11 $2,936.15 $3.00 $2,369.30 $3.50 $2,764.19 Finger Boards: 7,880 12,674 10,602 $4.35 $3.11 $55,130.95 $39,415.46 $3.11 $39,415.46 $3.00 $31,806.00 $3.50 $37,106.99 Scrap RAM: 1,383 2,224 1,861 $14.50 $12.25 $32,253.00 $27,248.23 $12.25 $27,248.23 $13.00 $24,189.51 $14.00 $26,050.24 Hard Drive Boards: 1,465 2,356 1,971 $10.80 $9.95 $25,447.28 $23,444.49 $9.95 $23,444.49 $8.75 $17,246.75 $8.75 $17,246.75 CD / DVD Drive 66,184 106,447 89,046 $0.20 $0.15 $21,289.38 $15,967.03 $0.15 $15,967.03 $0.15 $13,356.90 $0.19 $16,918.74 Copiers 29,813 47,950 40,111 $0.07 $0.00 $3,356.48 $0.00 ($0.01) ($479.50) $0.00 $0.00 $0.00 $0.00 CRT TV - Scrap 998,546 1,606,009 1,343,475 ($0.11) ($0.13) ($176,661.03) ($208,781.22) ($0.14) ($224,841.31) ($0.14) ($188,086.50) ($0.14) ##########CRT Monitor Scrap 125,382 201,658 168,693 ($0.11) ($0.13) ($22,182.37) ($26,215.52) ($0.14) ($28,232.10) ($0.14) ($23,617.00) ($0.14) ##########CRT - Bare Tube 634,812 1,020,999 854,096 ($0.12) ($0.12) ($122,519.83) ($122,519.83) ($0.12) ($122,519.83) ($0.14) ($119,573.43) ($0.14) ##########CRT - Broken Tube 49,836 80,154 67,051 ($0.12) ($0.12) ($9,618.44) ($9,618.44) ($0.12) ($9,618.44) ($0.14) ($9,387.13) ($0.14) ($9,387.13)Keyboard Mixed 24,139 38,824 32,477 $0.07 $0.00 $2,717.67 $0.00 ($0.01) ($388.24) $0.00 $0.00 $0.00 $0.00 Laptop Scrap 16,754 26,946 22,541 $0.90 $0.70 $24,251.63 $18,862.38 $0.70 $18,862.38 $0.70 $15,778.95 $0.70 $15,778.95 Mice 1,028 1,653 1,383 $0.10 $0.00 $165.34 $0.00 ($0.01) ($16.53) $0.00 $0.00 $0.00 $0.00 PC - Scrap 162,888 261,981 219,155 $0.35 $0.25 $91,693.20 $65,495.14 $0.20 $52,396.11 $0.26 $56,980.20 $0.27 $59,171.74 Plastic - ABS Mixed 7,818 12,574 10,519 $0.17 $0.11 $2,137.59 $1,383.15 $0.11 $1,383.15 $0.11 $1,157.04 $0.11 $1,157.04 Plastic - ABS White 8,118 13,057 10,922 $0.17 $0.12 $2,219.62 $1,566.79 $0.12 $1,566.79 $0.12 $1,310.67 $0.12 $1,310.67 Plastic - ABS White Monitor 11,179 17,980 15,041 $0.32 $0.23 $5,753.51 $4,135.34 $0.21 $3,775.74 $0.23 $3,459.33 $0.23 $3,459.33 Plastic - HIPS Black 137,070 220,456 184,418 $0.21 $0.12 $46,295.81 $26,454.75 $0.09 $19,841.06 $0.14 $25,818.56 $0.14 $25,818.56 Plastic - Polycarbonate 2,049 3,296 2,757 $0.34 $0.22 $1,120.47 $725.01 $0.21 $692.06 $0.21 $578.93 $0.21 $578.93 Power Supply 49,924 80,295 67,169 $0.38 $0.29 $30,512.16 $23,285.60 $0.25 $20,073.79 $0.25 $16,792.33 $0.29 $19,479.10 Printers 14,092 22,665 18,960 $0.07 $0.00 $1,586.54 $0.00 ($0.01) ($226.65) ($0.01) ($189.60) $0.00 $0.00 Printers - Scrap Baled 150,234 241,629 202,130 $0.07 $0.00 $16,914.00 $0.00 ($0.01) ($2,416.29) ($0.01) ($2,021.30) $0.00 $0.00 Printers - Scrap Gaylord 16,946 27,255 22,800 $0.07 $0.00 $1,907.85 $0.00 ($0.01) ($272.55) ($0.01) ($228.00) $0.00 $0.00 Metal Breakage 46,587 74,928 62,680 $0.10 $0.05 $7,492.81 $3,746.41 ($0.01) ($749.28) $0.03 $1,880.39 $0.03 $1,880.39 Metal - Light Iron 24,769 39,837 33,325 $0.11 $0.05 $4,382.09 $1,991.86 $0.04 $1,593.49 $0.03 $999.75 $0.03 $999.75 Metal Stereo / Audio Chassis 10,985 17,668 14,780 $0.10 $0.05 $1,766.77 $883.39 $0.00 $0.00 $0.02 $295.59 $0.02 $295.59 UPS 46,118 74,174 62,049 $0.20 $0.15 $14,834.76 $11,126.07 $0.15 $11,126.07 $0.20 $12,409.72 $0.24 $14,891.66 VCR / DVD/ Stereo Players 18,732 30,128 25,203 $0.10 $0.05 $3,012.76 $1,506.38 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 VCR / DVD Players 41,240 66,328 55,486 $0.10 $0.05 $6,632.83 $3,316.41 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 Wire / Cable- Mix 38,759 62,338 52,148 $0.90 $0.62 $56,104.16 $38,649.53 $0.49 $30,545.60 $0.54 $28,159.69 $0.60 $31,288.54 Wire / Cable Degaussing 8,735 14,049 11,752 $1.60 $1.23 $22,478.27 $17,280.17 $0.97 $13,627.45 $0.97 $11,399.77 $0.97 $11,399.77 Wire - Ribbon 12,248 19,699 16,479 $0.90 $0.60 $17,729.14 $11,819.43 $0.50 $9,849.52 $0.50 $8,239.42 $0.55 $9,063.36 Total 2,943,275 4,733,810 3,959,974 $376,732.99 $123,394.74 $58,535.87 $52,086.23 $92,991.49
Metals, plastics prices crashed, CRT costs rise, processing capacity decrease
2013 2014 2015 2016 2017$0.00
$0.01
$0.02
$0.03
$0.04
$0.05
$0.06
$0.07
$0.08
$0.09
$0.080
$0.026
$0.012 $0.013
$0.023
Estimated Average Scrap Price All Commodities Annual Comparison GPR
Collector Due Diligence
What can collectors do to mitigate risks?
Why is this a problem for collectors?
Collector Due Diligence
January
February
March AprilMay
JuneJuly
August
September
October
November
December
0
200,000
400,000
600,000
800,000
1,000,000
1,200,000
GPR Incoming LBS 2009-2016
Incoming 2009Incoming 2010Incoming 2011Incoming 2012Incoming 2013Incoming 2014Incoming 2015Incoming 2016
Is material being processed?
Stock Piling - Is material being processed?
Collector Due Diligence
January
February
March
AprilMay
JuneJuly
August
September
October
November
December
0
100,000
200,000
300,000
400,000
500,000
600,000
700,000
800,000
900,000
1,000,000
GPR Outgoing LBS 2010-2016
2010201120122013201420152016
Collector Due Diligence
2013 2014 2015 2016
-400,000
-200,000
0
200,000
400,000
600,000
800,000Difference in Incoming vs. Outgoing LBS GPR
Difference
Average Full Time Employee (FTE) can manage about 350,000 LBS of material annually
How many LBS do you manage in a year?How many FTE do you have?
Example – 12 Million LBS should be around 35 FTE (12M/350k)
CRT Management
Material Streams
Ferrous5.77%
Non Ferrous19.01%
Plastic19.28%
CRT Outsource15.70%
Bare CRT27.78%
Reuse9.70%
Fibers2.67%
Special Waste / UWR0.08%
2016 GPR Outgoing LBS
Negative Value Material – CRTS Average % of Total Volume
Material Streams
2010 2011 2012 2013 2014 2015 20160%
10%
20%
30%
40%
50%
60%
70%
80%
90%
100%
GPR Outgoing Categories %
ReusePlastic Non ferrous Special Waste / UWRFibers Ferrous CRT Outsource Bare CRT
CRT Management
CRT Recycling Markets
TDM/TDA/Glassico Dlubak Glass Nulife Camacho Doe-Run-Buick GlencoreGroupo Mexico
Material Container LBS Trailer LBSCRT TVs - Whole Devices 22,500 28,000Bare CRTs 44,000 44,000Mix ? ?
Due Diligence
Question Answer CalculationCalculated Answer
How much material do you manage? 15 Million LBSHow many employees? 45 Full time employees 15,000,000/350,000 43How do you manage CRTs and where do you ship?
Dismantle, ship bare CRTs to Dlubak 15,000,000*45% 6,750,000
How often do you send a load? 2 per week 6,750,000/44,000/52 3
Example Recycler
In this case, the numbers of CRT shipments per week don’t match. This would be a good opportunity to ask follow up questions.-Commercial Clients vs. Residential Clients, Time of year, How much stored in warehouse/trailers etc.
Markets
Domestic Re-cycle Total
78.13%
Domestic Reuse Total
0.06%
Export Recycle Total
10.95%
Export Reuse Total10.85%
2016 GPR Outgoing Market LBS
Domestic Recycling Categories
CRT - Bare
Tube
CRT TV - S
crap
Printers
- Scra
p Baled
Printers
Metal B
reakage
Plastic B
reakage
Boards -
TV/Monito
r
Plastic -
HIPS Black
Wood Bales
CRT Monito
r Scra
p
VCR / DVD Players
LCD M
onitor -
Scrap
Metal C
lean St
eel
Microwave
Oven
Steel B
ales
Wire / C
able- Mix
Copper Yoke
UPS (Uninterru
ptible Power Supply)
VCR / DVD/ S
tereo Players
Cable / S
atellite TV Boxe
s
Power Supply
Routers /
Modem
s
A/C Adap
ters
Iron, L
ight Baled
Keyboard
Mixe
d
Speakers
- Metal
Wire
/ Cable Degaussi
ng
CD / DVD Driv
e
Imacs
- All in
ones0
200000
400000
600000
800000
1000000
1200000
1400000
1600000
1800000
Domestic Recycled Material 2016 GPR
Export Recycling Categories
CRT TV - S
crap
Plastic -
HIPS Black
CRT - Bare
Tube
Plastic -
ABS White
Monito
r Only
Plastic -
ABS Shreds
Plastic -
Polycarbonate (A
pple Plastic)
Plastic -
ABS White
Plastic -
Mixe
d ABS/HiPS/P
C(Flat Scre
en Bezels)
CRT - Bro
ken Tube0
50000
100000
150000
200000
250000
300000
350000
Export Recycled Material GPR 2016
Export Reuse Categories
PC - Teste
d Worki
ng
LCD M
onitors
Servers
Laptops
CRT TV - Good Reuse
Keyboard
- Grade A
LCD/P
lasma TV - G
ood
Household Goods
Hard Driv
es
Wire
/ Cable- M
ix
Imac
s - All in
ones
Copiers
Routers /
Modems
Mice
Speakers
- Wood
Networki
ng Equipmen
t
A/C Adapter
s
LCD/P
lasma Board
s
Speakers
- Plasti
cFa
ns
RAM - Good
0
50000
100000
150000
200000
250000
300000
350000
Export Reused Material 2016 GPR
Focus Materials
• CRT Glass• Circuit Boards• Items containing
Mercury• PCBs• Batteries
Flat Panel Displays- Plasma- LCD- LED
Circuit Boards
Scrap Price: $3.25 VIZIO M502I-B1 Main Board Reuse: $70
Lamps
Fair Trade Recycling – Reuse Markets
Fair Trade Recycling – Reuse Markets
Fair Trade Recycling – Reuse Markets
• Carbon Exchange Model • Ton for ton exchange of refurbished goods for
scrap recyclables.• Collect Reuse/Recycling Data
Takeaways• CRTs and Flat Panel TVs are still a concern• Ask questions to find out management practices
and how/when material is being processed• Good Point Recycling wants your flat screen TVs
Nathan HillGood Point Recycling
