Clean Harbors raised its full-year 2026 guidance after a better-than-expected first half, lifting the midpoint of its adjusted EBITDA outlook by $110 million to $1.38 billion, with a range of $1.35-$1.41 billion. The company also increased the midpoint of its adjusted free cash flow outlook by $30 million to $550 million, guiding to $520-$580 million. For the third quarter, management expects adjusted EBITDA to rise 24-28% year over year, supported by emergency-response activity, PFAS opportunities, reshoring-related demand and favorable conditions for re-refined products. Clean Harbors generated more than $120 million in PFAS-related revenues in 2025, with that figure tracking more than 30% year-over-year growth by the second quarter, against an initial 2026 projection of 25-35% growth. Adjusted free cash flow swung from negative $76 million in the first quarter to $136 million in the second quarter, while operating cash flow rose 15% year over year to $239 million, and the company repurchased $25 million and $27.1 million of shares in the first and second quarters respectively, leaving nearly $550 million under its authorization as of June 30. Clean Harbors stock has gained 10.4% over the past six months, against a 5.7% decline for its industry and a 16% rise for the Zacks S&P 500 Composite.
HomePro Partners with Tata Tiscon to Sell Low-Carbon Steel Bars at MegaHome Nationwide
Home Product Center Public Company Limited, or HMPRO, has announced a partnership with Tata Tiscon to bring EF steel bars, a low-carbon steel bar produced using electric arc furnace technology from 100% recycled scrap steel, to MegaHome stores nationwide. Part of the scrap steel comes from HomePro customers' electrical appliances through the Trade Old for a New World program. Mr. Theerapong Samphan, Assistant Managing Director of the Construction Procurement Group at HomePro, said that offering EF steel bars this time helps technicians, contractors, and consumers access low-carbon construction materials more easily at an affordable price. Mr. Chaichalerm Bunyanuwat, Senior Assistant Managing Director of Marketing and Sales at Tata Steel (Thailand) Public Company Limited, said the project shows that the circular economy can truly happen in everyday life, when scrap metal from products consumers no longer use returns to the production process through Tata Steel Thailand's EAF technology and is turned back into standard-quality steel bars sold again through MegaHome. Using one ton of steel bars produced with an EAF furnace reduces carbon dioxide emissions by the equivalent of planting more than 180 trees, and cuts carbon dioxide emissions by about three to four times compared with the BF-BOF steelmaking process. The products carry verifiable environmental information, including EPD, CFP, and the Green Label. Tata Tiscon's product range also includes SD50 high-strength steel bars, which help reduce the amount of reinforcement steel used by up to 20%, and CUT & BEND prefabricated cut-and-bent steel, which helps reduce steel waste at job sites by 10-15%. Tata Tiscon EF steel bars are available today at MegaHome stores nationwide.
REBAR · Demand · Positive Tata Tiscon steel bars, including rebar-type products, are being sold through MegaHome nationwide, expanding retail demand for steel bars.
New York Approves Casella Waste Systems Hakes Landfill Expansion
New York's Department of Environmental Conservation approved a permit allowing Casella Waste Systems to expand the Hakes Construction and Demolition landfill in Campbell by about 43.3 acres, adding an estimated 5.8 million cubic yards of disposal capacity. The approval also covers 21.7 acres of soil borrow area and upgraded leachate and gas systems, materially increasing Casella's permitted footprint for construction and demolition waste. The expansion sits alongside Casella's 6 August 2026 guidance update, in which management raised 2026 revenue expectations to US$2.090 billion to US$2.110 billion while cutting net income guidance to US$0 to US$6 million on higher acquisition activity and fuel cost recovery dynamics. Casella's narrative projects $2.5 billion revenue and $92.3 million earnings by 2029, requiring 9.2% yearly revenue growth and about a $86.6 million earnings increase from $5.7 million today, with forecasts yielding a $111.00 fair value, a 34% upside to its current price.
CWST · Regulation · Positive New York DEC approved a permit expanding Casella's Hakes landfill by ~43.3 acres and 5.8 million cubic yards of disposal capacity.
CWST · Capital · Neutral Casella's 6 August 2026 guidance raised revenue but cut net income guidance to $0-$6 million on higher acquisition activity and fuel cost recovery.
BWG Confirms Saraburi Landfill Safe from Flooding, TRIS Ratings Affirms BBB
Better World Green Public Company Limited, or BWG, has confirmed that its waste landfill in Saraburi province carries no risk of flooding, as it sits on ground well above road level and sea level. Ms. Nattaphan Luengwiriya, a director and deputy managing director for business development and corporate communications, told Than Hoon that the company expects fourth-quarter 2026 operating results to be close to the same period a year earlier, and that full-year 2026 performance should be roughly flat versus the prior year, with EBITDA this year likely holding steady amid persistent pressure from oil costs. BWG reported total revenue of 2.76 billion baht for 2025 and EBITDA of 1.495 billion baht. Meanwhile, the new Power Development Plan, whose public consultation concluded on September 15, 2026, opens the door for the company to expand further into the power plant business. Most recently, on September 29, 2026, TRIS Rating affirmed BWG's corporate credit rating at BBB with a stable outlook, and expects waste management volumes to grow about 2% per year during 2026-2028, SRF sales to rise about 5% per year over the same period, and EBITDA from the waste management business to recover from 360-380 million baht in 2026 to 640-670 million baht by 2028.
GFL Environmental Jumps 4% as Two Private Equity Consortia Submit Takeover Bids
GFL Environmental rose 4% on a report that two private equity groups have made offers for the company. GFL's special committee is evaluating the takeover offers with its adviser, according to traders who cited a CTFN report circulating on Friday that cited a source familiar with the matter. One group consists of private equity firms KKR, Blackstone, and Energy Capital Partners, while the other group includes Brookfield Asset Management and IFM Investors. The bids likely need to be at the top end of the $50 to $55 a share range that CTFN previously reported to get across the finish line, and GFL has also received interest from strategic buyers for certain markets or regions. GFL CEO Patrick Dovigi told Bloomberg TV last month that he is open to taking the company private at a higher valuation than it currently trades at, saying no decision has been made, and GFL is set to report Q3 results on Oct. 28.
Climate Adaptation & Water › Waste Management & Circular Economy Capital
GFL · Capital · Positive Two private equity consortia submitted takeover bids for GFL, with the special committee evaluating the offers.
BAM · Capital · Neutral Named as part of a consortium bidding for GFL, but no specific terms or outcome for Brookfield are given.
BX · Capital · Neutral Named as part of a private equity group bidding for GFL, with no deal terms or impact specific to Blackstone.
KKR · Capital · Neutral Named as part of a private equity consortium bidding for GFL, but no specific terms or outcome for KKR.
Energy Capital Partners · Capital · Neutral Named as part of a private equity group bidding for GFL, with no deal terms or impact specific to Energy Capital Partners.
IFM Investors · Capital · Neutral Named as part of a consortium bidding for GFL, but no specific terms or outcome for IFM Investors.
Better Group Partners with Seacon Square to Turn Mall Waste into Electricity, Cutting 2.4 Million Kilograms of Carbon
Better Group has joined forces with Seacon Square Srinakarin shopping centre on the "Seacon Zero Waste: From Waste to Energy, Building a Cleaner Future" project to convert waste from the mall into clean electrical energy. Better Group is responsible for handling non-recyclable end-of-line waste, feeding it into a process that turns it into refuse-derived fuel, or RDF, to supply a renewable energy power plant instead of going to landfill. Supawat Worawinit, an executive of Better Group, said the company is ready to apply its expertise to close the gaps in end-of-line waste management, and praised Seacon Square's vision in drawing cooperation from its shops and all sectors. The project reduces greenhouse gas emissions by more than 2.4 million kilograms of carbon dioxide equivalent, with qualifying activities certified under the Low Emission Support Scheme of the Thailand Greenhouse Gas Management Organization, a public organization. Certificates of honour will also be presented to more than 130 model shops.
Ibaraki Governor Says No to Nuclear Waste Survey, Rules Out Hosting Final Disposal Site
Ibaraki Governor Kazuhiko Oigawa said at a regular press conference on the 2nd that he will not consent to moving to the second-stage preliminary survey in the process of selecting a final disposal site for high-level radioactive waste from nuclear power plants, so-called nuclear waste. He also ruled out accepting a final disposal site. On the final disposal issue, Hitachiomiya Mayor Sadayuki Suzuki in Ibaraki Prefecture stated on September 30 that the city would accept the first-stage literature survey. Proceeding to the preliminary survey requires the governor's consent as a precondition.