Description
Environmental Industry Outlook 2020-2021
In this annual outlook edition, EBJ presents the results and analysis of EBJ’s annual Snapshot Survey and takes on the task of framing an Environmental Industry Outlook for 2020, resetting its forecast for 2020 and 2021 in the wake of the unprecedented coronavirus crisis. Survey respondents provide business responses to the Covid-19 shutdown and also reflect on morale and pathways forward. Executive Q&As profile companies enduring the crisis and reflecting the resilient nature of the environmental industry.
Table of Contents
Industry Outlook: The Covid-19 shutdown clouds the environmental industry forecast, but resiliency in services and client sectors should soften impact ….. 1-17
EBJ Snapshot Survey: Project delays and cashflow concerns haunt the industry; jury still out on working from home ….. 18
EBJ Survey captures impact of Covid-19 on morale and future outlook ….. 20
Clean Harbors improves top- and bottom-line results three years running ….. 24
Cascade expands in remediation technology beyond a strong position in drilling; combined remedies approach provides one-stop shop for complex sites ….. 28
Raba Kistner reports public sector active; private sector dials back, but compliance and CAPEX projects sustained ….. 33
Rooted in air quality, Trinity Consultants diversifies via acquisitions and organic growth ….. 36
SHN right-sizes projects for rural clients, offers advantages larger firms cannot ….. 39
AKRF sees projects moving forward following Covid-19 disruption ….. 40
Wilcox & Barton thrives on strong leadership and work-life integration ….. 42
TRC has three ways to keep project teams safe and productive during lockdown ….. 45
Locus Technologies envisions an AI and blockchain future for big data management on a single reporting system; extends leadership in SaaS EMIS ….. 46
Stifel Financial reviews impact of lockdown on waste volumes, reactions to China’s import bans, and GFL’s IPO and entry into the USA from Canada ….. 52
Resource Recycling analyst says recycling markets face grim reality of rebuilding domestic markets in wake of Asia’s bans on contaminated exports ….. 53
Rossway reports strong demand and pricing gains; lower waste volumes show up in May but layoffs not expected ….. 56
EBJ Snapshot Survey: What to do with 30 minutes with the next president; and Opinions on the future of a carbon tax and GHG policy ….. 58
Exhibits in this edition of EBJ include:
Status of Work Scheduled Prior to Coronavirus
EBJ Survey: Project Continuations During COVID-19 Shutdown in April 2020
COVID-19 Shutdown Impact on Environmental Services Market Areas
EBJ 2020 Survey Respondent Pool by Size and Segment
2020-2021 Client Forecast: Ranking of Environmental Markets
Client Sector Prospect for Growth: Ratings for 2020-2021
2017-2020 EBJ Surveys: Company & Segment Revenue Growth Rates
EBJ Surveys: Company Gross Revenue Growth Rates
EBJ Surveys: Segment Growth Rate
May & June Expectations of Organic Growth in 2020 and 2021
2020-2021 Forecast: Ranking of Environmental Markets by Media
Media Category Prospect for Growth – Ratings for 2020-2021
Environmental Services Trends: 2019 to 2020
Geographic Trends in North America
Geographic Trends Outside the USA
Year-by-Year Operating Margin Change: 2015-2020
Economist Intelligence Unit World Economy: May 2020 Forecast Summary
EBJ Respondent Opinion on the 2020 Stock Market: S&P 500
EBJ Respondent Opinion on Housing Prices in Next Two Years
Not a V-Shaped Recovery’: U.S. Real GDP % Change Since Beginning of Recession
Business Lockdowns by Sector: Deviation From Typical GDP Growth
Global Oil Glut: Supply & Demand and Balance (mil bbl/day)
U.S. Job Market Forecast: Job Change & Unemployment Rate 2019-2023
U.S. Unemployment Rate: 1930-2020
2020-2021 Environmental Industry Exposure to Key Clients by Segment
Environmental Industry vs. GDP Growth: 1990-2024
U.S. Environmental Industry Revenues: 1970-2024
U.S. Environmental Industry Forecast: Pre- and Post-COVID ($billion in current $)
EBJ Survey Question:“Please rank the most significant impacts of coronavirus on your company from a business perspective.”
EBJ Survey Question:“ “Please describe the impacts on your company morale, your community, your family and your outlook on the future.”
Clean Harbors Customer Base in 2019
Clean Harbors ‘Direct Revenues’ 2015-2019
Clean Harbors Incinerator Facilities
Cascade’s ‘Available Market’ or ‘Competitive Gameboard’ in Five Segments
Raba Kistner: Year-Over-Year Growth
Trinity Consultants’ Net Revenue Growth (in thousand dollars
AKRF Gross Revenues, 2000-2019
Waste Management and Republic Services Stock: 2015-2020
USA Waste Paper/Paperboard Export Value in $mil 1991-2019
USA Waste Plastics Export Value in $mil 1991-2019
USA Scrap Plastic Exports in Pounds; All Markets: 2015-2019
Top U.S. Export Markets for Recovered Fiber in Tons: 2018-2019
USA Recovered Fiber Exports; All Markets: Q1 Only: 2016-2020
USA Scrap Plastic Exports in Pounds; Q1 Only: 2016-2020
“If you had 30 minutes with the President or next President of the United States, what would you talk about and why?”
Coal: % of US Electricity Generation 2000-2050
Renewable Energy Share of US Electricity
The Conference Board June 2020 Economic Forecast
For more information on the Environmental Industry, click here to visit the EBJ homepage.
