EM- ?03-t?~ 95-O17
Recycling Markets, Marketing
      and  Market Development
               A Primer For Government Officials
                            Successful
                            Recycling
             Printed on Recycled Paper-10% Post-Consumer Waste
Published and
Distributed by
United States
Environmental
Protection Agency
Region III Office
Philadelphia, PA
1993

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                            TABLE OF CONTENTS
     INTRODUCTION

     PART I: MARKETS

           Essential Terms     .'
           Types of Markets
           Status of Domestic Markets

     PART II: MARKETING

           Marketing Defined
           Market Needs
           Market Forces
           General Specifications for Recyclables
           The Marketing  Process
           Marketing Tips  and Other Considerations

     PART III: MARKET  DEVELOPMENT

          Market Development Defined
          Purpose and Need
          Market Development Studies
          Market Database
          Market Development Incentives

     CONCLUSION

     APPENDIX

          Sources of Information and Assistance
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                            INTRODUCTION
   It's been said that the three key elements of successful recycling programs
   are Markets, Markets, and Markets. The importance of markets and
   marketing to recycling cannot be overemphasized. If you can't market a
   material, no matter how plentiful and high-quality it may be, you can't recycle
   it. It's as simple as that.
            Markets Unlock the Door to Recycling
  In fact, it's strongly recommended that the place to start in establishing any
  recycling program is with markets. Identify the markets first and design the
  recycling program around those markets.  Experience has shown that to
  collect certain materials and then to look for markets is going about the,
  process backwards. Start with markets  and go from there.

  We often view recycling as solely  an environmental issue or program. But as
  anyone who has been in the recycling business for some time will tell you, it's
  increasingly becoming an economic issue or program. Recycling is truly a
  business venture subject to the free market laws of supply and demand.
  Government officials who undertake recycling programs may find
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        nHff        Prepared (unleSS they have considerable business
     experience) to effectively, market their recyclables.  The marketing of
     recyclables can be very challenging, indeed, so the more we understand
     about recycling markets, the better prepared we will be to meet that
     challenge.


     This brings us to the purpose of this primer - which is to present a
     comprehensive review of the business of recycling markets.  It is written for
     mumcipal officiate  and designed to cover all of tht major aspects

                                                                               wuh
       Part 1 Markets:
                                                                  with
                                  ^—1______
• Examination of the different types of markets categorized by
 location, activity and material
• Assignment of markets for each major recyclable material
      Part 2  Marketing:
• Explanation of the lengthy and often complex process of
 marketing recyclables
• Major needs of marketplace cited
• Tips to keep in rnind
     Part 3  Market Development:
         • Description of the nature and scope of market studies
         • Identification and description of several economic
          incentives designed to strengthen and expand
          markets
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  In Part I we examine MARKETS - the different types of markets categorized
  by location, activity, and material.  We also present a general assessment of
  the markets for each major recyclable material.

  MARKETING is the subject of Part II in which we explain the lengthy and often
  complex process of marketing recyclables. We also cite some major needs
  of the marketplace and some tips to keep in mind.

  Part III focuses on MARKET DEVELOPMENT in which we describe the nature
  and scope of market studies, and identify and describe several economic
  incentives designed to strengthen and expand markets.
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                             PART I: MARKETS
                            ESSENTIAL TERMS


    When talking about recycling and markets, it's easy to get very confused if
    one doesn t understand the language. So let's begin with the definitions of
    some key terms,            ,

    First, there's the word MARKET. Simply stated, a MARKET is a customer (or
    group of customers) who is willing and able to accept the product or
    commodity that is being offered.  When we add the term RECYCLING to the
    term MARKET, we are referring to those customers that accept the
    recyclables that are collected from the municipal solid waste stream
    Sometimes the term is extended to also encompass the procurement of
    recycled products, but for the purpose of this primer, the term will apply only
    to recyclables.                                                  •    y

    Recycling markets may be POSITIVE or NEGATIVE,  that is, the customer may
    pay for the recyclables (POSITIVE MARKET) or the collector of the recyclables
    may pay the customer to accept them (NEGATIVE MARKET). And this leads us
    to another term which is often applied to recycling  - ECONOMIC MARKET
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     Market
                               Recycling
                      Recycling Markets
     Positive Market
        (Customer Pays)
    Customer
             (Pays)
-Vendor
                    \
Negative Market
 (Customer Gets Paid)
       $$
Vendor **^ Customer
      (Pays)         .
                       Economic Market

  In ideal market situations, the provider of a service or a product must be able
  to sell the service or product for a profit.  If not, no real market exists.
  However, in-the world of recycling,, profitability is not necessarily measured
  by the revenues received. Profitability often may be a measure of the
  "avoided costs," that is, the additional expenses or costs not incurred by
  having to bury the recyclables in a landfill or burn them in an incinerator.
  Whenever the cost of recycling is less or no greater than the cost of landfilling
  or incinerating recyclables, an ECONOMIC MARKET is said to exist. However,
  to accurately assess these costs, it is essential that there be full accounting of
  all solid waste management costs, including those for collection and disposal.
                                             i  '•',••
  MARKETING, the subject of the second part of this primer, is just a fancy word
  referring to the process of identifying recycling markets and making
  arrangements for those customers to accept the  recyclables.  The process
  involves several important steps and parties, can be quite complicated, and
  demands considerable skill and savvy.  (This process is  described in detail in
  Part II).
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      Marketing: Process of identifying recycling markets and arranging for
                 acceptance of recyclables.
    Finally, there is the term MARKET DEVELOPMENT (which is addressed in Part
    111). Like marketing, MARKET DEVELOPMENT is a process whereby we
    attempt to establish, enhance, strengthen, and expand recycling markets.
    Because we primarily utilize economic incentives to do this, MARKET
    DEVELOPMENT is essentially an economic development (rather than an
    environmental) activity.
      Market Development: Process that attempts to establish, enhance,
                           strengthen and expand recycling markets. '
   Another term often used relative to markets is VENDOR. This is a generic
   term that may be applied to either a party or company that seeks to acquire
   recyclables for subsequent processing or manufacturing, or to a party or
   company that seeks to sell.commodities such as recycled products
     Vendor:
A party or company that acquires recyclables for processing
or manufacturing. A party or company that sells recycled
products.
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                    TYPES OF RECYCLING MARKETS
  There is a tendency among recyclers to think in terms of "The Recycling
  Market" as if there was only one market for recyclables.  In reality, there are
  many markets not only for recyclables in general but for specific types and
  grades of different recyclables.  A term that is often used as a synonym for
  markets is vendor.
                                                  Recycling Markets *,, f>£
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   .There are three ways to look at recycling markets - by activity or service
    performed, by geographic location of the market, and by the specific type of
    recyclable or commodity being marketed.

      Recycling Markets Examination
                            GEOGRAPHIC
                            LOCATION of
                              MARKET
 ACTIVITY/
  SERVICE
PERFORMED
  TYPE of
RECYCLABLE
   BEING
 MARKETED
   Let's start by examining markets according to activity or service performed
   ^irst there are the collectors or haulers and the processors  These
   companies include those that collect the recyclables at curbside or at drop-off
   sites and subsequently prepare or process them for the end-user  Processing
   may include sorting, baling, crushing, cleaning, chipping, or other physical
   activity.  These companies are often referred to as intermediate markets
   The end-user markets are manufacturers that use the recyclables  to make
   new products. These end-users include paper mills, metal smelters, glass
   factories, and plastics fabrication plants. Another type of market are the
   brokers who handle all of the financial and shipping transactions involved in
   moving recyclables through the marketplace, but who don't necessarily ever
   own or physically handle the recyclables.

   We can also classify recycling markets by location or geography  One such
   category is "domestic" which refers to markets located within the continental
   United States.  These domestic markets may be local, that is, located within
   or immediately adjacent to the communities in which the  recyclables are
   collected. Other domestic markets, based on location, may be  regional (up to

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   a couple of hundred miles from the community). Terms generally applied to
   domestic markets include local, regional, and national. Those markets
   located beyond the boundaries of the United States are referred to as
   "export" markets. They range from our neighbors to the north and south
   (Canada and Mexico) to  countries in Europe, South America, and the Far
   East (the Pacific Rim countries are major markets for American
   recyclables).

   Market Classifications
      Domestic
      Markets
  Finally, we can classify markets by the specific types of recyclables or
  commodities collected. In most communities, the recyclables include waste
  paper, metals, glass, and plastics.

  Common grades of waste paper include old newspaper (ONP), old
  corrugated cardboard (OCC), high-grade paper (bond and ledger paper,
  computer printouts) for de-inking, and other mixed papers (including
  telephone directories, magazines, catalogs).
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    Recyclable glass usually consists of clear (flint), amber (brown), and oreen
    bottles and jars that contained foods and beverages. Plate glass can also be
    recycled but is a totally different material from bottle glass.

    Aluminum beverage cans, steel/tin cans that contained food, and heavy metal
    scrap (such as major household appliances called  "white goods") are their
    most commonly collected metals for recycling.

    Of the six major plastic resins and the dozens of different formulations the
    most common plastic materials recycled are soda bottles, milk bottles' and
    certain other containers made of polyethylene terephthalate (PET) or
    high-density polyethylene (HDPE). In some communities, packaging made
    from polyvinyl chloride (PVC), polystyrene (PS), and polypropylene (PP) may
    ^obfcollected for recyclinS as are other types of containers  made of PET
    and HDPE.
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  Market Classifications:
           Recyclables Collected-
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                     STATUS OF DOMESTIC MARKETS
  Sflook fiHfp         gTLf summar^ of current market conditions and
  ,™n£  ft  v ™jor recyclables recovered from municipal solid waste. It is
  important to keep in mind that many of these markets are cyclical in nature
  exhibiting considerable fluctuations in demand and prices. Further^or^ex'port
  markets are very significant outlets for some of the KcyclaU^^hT
  waste paper and scrap metals.  Some of the markets are suppl^limited L is
                        ^ °f a rec^lable for the mills, whTotosa7e      '
                          § ^ madeqUate demand f°r the Pr°ducts made from
  Waste Paper Markets


  ^r«

           (™ ?' *fd high-Srade mixed office paper in recent years.  In other
  AM™ Hf suPP1y°5wastePaPer has been driving the market rather than the
  demand for recycled paper products/This has caused imbalances in markets
  and has contributed to the decline in the prices formerly paid by interm^fate
  and end-user markets for these materials. Poor quality of the^w.aseTDer
  collected in some recycling programs has also caused the decline in prices.
 • 1.
  2.
 new^nrinf f^^f™ °f °NP ** paper mills that manufacture
 newsprint, paperboard, tissue products, molded pulp products
 cellulose insulation, animal bedding, and hydraulic mulch.  Although
 all of these users may increase their demand for ONP newsprint
 production is the primary sector of the paper industry capable of
 absorbing large supplies of ONP in the future. Some new  domestic
 newsprint mills have gone on-line recently and several more are
 being planned and/or built in the United States and Canada  Key to
 the future demand for ONP is the use  of recycled newsprint by     . -
 oeMpSPar?ehPUbllSherS PlUS a Steady.' rdiable' high-quality supply of
 thP Voorkf *** miCt' ^efdomestlc market outlook for ONP during
 the 1990s is favorable. In fact, some marketing analysts predict
 regional shortages of ONP by the mid-90s.

 OCC: Most of the OCC is consumed  by recycled paperboard
manufacturers for use in unbleached Kraft linerboard.  Some is also
used to make paperboard and boxboard, tissue products, packaging
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         and construction board. Domestic demand for OCC is increasing
         gradually and a few new mills that use OCC are being planned and/or
         constructed. The future domestic market outlook for OCC looks
         generally favorable and capable of absorbing the supply of OCC that
         will be generated by recycling programs.

  3.      High-Grade Mixed Paper: This category includes several types of
         waste papers generated primarily in offices.  The major end-users of
         such mixed papers are the manufacturers of recycled paperboard and
         boxboard and of construction board.  Some mixed paper is also used
         to make tissue products and printing papers.  While there has been an
         increasing demand for mixed papers on the export market, there has
         been a decline in the domestic market. The demand is highest for
         well-sorted, uncontaminated white bond and ledger and for computer
         printouts.  The outlook for the domestic market over the short term is
         quite uncertain.

  4.      Other Mixed Papers:  In recent years, there has been little or no
         market for such other mixed papers as telephone directories and old
         magazines (OMG). However, the market for telephone directories is
         emerging as is also true for OMG. Pre-consumer OMG have been
         used for years to make tissue products,  but post-consumer OMG
         have not been acceptable to most mills.  With the expansion of paper
         mills to de-ink ONP,  however, a market for post-consumer OMG has
         emerged.  One type of de-inking process uses clay to facilitate the
         separation of ink particles from the cellulose fibers. A major,
         relatively inexpensive source of the clay is OMG, of which clay is a
         major ingredient. Thus, the future domestic and Canadian market
         outlook for OMG is favorable.
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    Old Newspaper (ONP):

    • End-Users = Paper Mills
     • Manufacture
     -Newsprint
     -Paperboard
     - Tissue Products
     - Moled Pulp Products
     - Cellulose Insulation
     - Animal Bedding
     - Hydraulic Mulch    '

     1990's Domestic Market = Favorable
                                     Waste
                                     Paper
                                   Markets
'Old Corrugated

• End-Users = Recycled Paperboard
    J.     Manufacturer

• Manufacture  •
  - Unbleached Kraft Linerboard
  - Paperboard
  - Boxboard
  - Tissue Products
  - Packaging
  - Construction Board

• Future Domestic Market = Favorable
   High-Grade Mixed

   • End-Users = Manufacturers of
       J/     Recycled Boards'
   • Manufacture
    - Paperboard
    - Boxboard
    - Construction Board
    - Tissue Products
    - Printing Paper

   1 Short-Term Domestic Market =
    Uncertain
Other Mixed Paper: Magazines

• End-Users = Paper Mills in Need of
  "  -     Clay
•Use
 - Drinking Process - Clay Facilities
 .  Separation of Ink From Cellulose
   Fibers

• Future Domestic/Export Market =
 Favorable
Waste Glass Markets

The major end-users of glass bottles and jars are glass factories that use the
ground glass (called cullet) as a raw material. There are numerous glass
factories with the combined capacity to absorb much of the glass collected in
recycling programs.  However, the glass must be color-sorted and free of
contaminants.  Another domestic market for cullet is the fiberglass industry
Although it can use mixed colored glass, this industry's specifications relative to
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contaminants are very stringent.  Poor quality mixed glass can be crushed and
used for glassphalt (mixed with asphalt used to pave roads) and roadbed
construction. Recently, the market for green glass used primarily for wine and
beer bottles has declined significantly since'the domestic glass factories cannot
use the colored cullet. Most of the green glass bottles are imported from other
countries. The future domestic market outlook for clear glass is quite favorable,
although the market for colored glass is uncertain.
  Clear Glass:

  • End-Users - Glass Factories
   • Manufacture
   - Glass Products

   • Future Domestic Market •
   Favorable
•• Quite
                       Mixed Colored Glass:

                       • End-Users = Fiber Glass Industry
• Manufacture
 - Glassphalt

' Future Domestic Market = Uncertain
                                   Waste
                                   Glass
                                 Markets
Scrap Metal Markets

The most common scrap metals collected in municipal recycling programs are
aluminum beverage cans, steel/tin food and beverage containers, and large
household appliances collectively called white goods.

   1.      Aluminum:  Historically, the market for scrap aluminum has been
          strong.  The major end-users are can sheet manufacturers and mills
          that make aluminum construction products such as siding for houses.
          Although the prices paid for scrap aluminum have dropped recently,
          the future market outlook is favorable.
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    2.
.Steel (Ferrous Scrap): Steel cans and white goods are categorized by
 the steel industry as "obsolete scrap." With the recent growth of
 mini-mills equipped with electric' arc furnaces, which use mostly
 obsolete scrap, the demand for ferrous metals has increased
 dramatically. Steel/tin cans may be marketed directly to steel mills,
 however, since the tin is a contaminant, the amount of cans which
 steel mills may accept is limited.  This has created renewed interest
 in detinning plants  which remove the tin and prepare the steel for the
 mills.  However, detinners may require that paper labels be removed
 from the cans. The white goods market has declined in response  to
 the concerns about the presence of PCB in some electrical
 components. Unwilling to handle materials that might subsequently
 be considered hazardous, many scrap metal  dealers have refused to
 accept white goods although they pose only a minimal hazard when
 baled (rather than shredded).  A new federal law now requires- that
 the freon and other ozone depleting chemicals in refrigerators must
 be removed in a manner that prevents its escape into the atmosphere.
Despite all of these concerns and restrictions, the future market
outlook for ferrous scrap metal is strong.
Aluminum:

• End-Users = Can Sheet  .
           Manufacture Mills
   • Manufacture
    - Aluminum Construction Products

   • Future Market = Favorable
                                             Steel:

                                             • End-Users'
                                            ' Mini-Mills with Electric
                                            Arc Furnaces & Steel
                                            Mills   •   •
                                  • Manufacture
                                   -Steel

                                  ; Future Market = Strong
                                   Scrap
                                   Metal
                                 Markets
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Waste Plastics Market

Since the recycling of post-consumer plastics is a relatively new activity, the
market for such plastics is in its infancy. The market is growing rapidly,
especially for certain high-value resins. Although most plastic resins can be
recycled, the two that are most commonly collected are PET (Polyethylene
Terephthalate) and HDPE (High Density Polyethylene).

  1.     PET: Soft drink bottles are the most common PET product in
         municipal solid waste, although certain other foods also come in
         containers  made of this resin. The major end-users of PET are
         manufacturers of carpet fiber and fiberfill used in clothing. The
         market demand for PET resin appears strong  in several geographic
         areas and.the future market outlook is generally favorable.

  2.     HDPE: Milk and liquid detergent bottles are the most prominent
         HDPE household containers although several other types of products,
         such as motor oil, are also sold in such bottles. Recycled products
         manufactured from post-consumer HDPE include drainage pipes,
         traffic barrier cones, flower pots,  and other low-grade plastic
         products. The market demand for HDPE is potentially substantial.

  3.     PS: Polystyrene is another very common plastic resin used in both
         foam and rigid forms. The foam form is used extensively as
         packaging  to protect products and also for food containers (cups,
         plates, clamshells, etc).  The rigid form is used extensively to make
         food containers. Because PS is quite common in municipal solid
         waste, many communities have targeted it for recycling. The
         polystyrene industry has responded by constructing a few major PS
         recycling plants and manufacturers are making insulation board and
         other products from the reprocessed PS. In those geographic areas
         where such plants are located, the market outlook for PS is quite
         favorable.
                                          '
                                              I      '.';'••
  4.  .   Mixed Plastics: The major use of mixed resins is in the production of
         plastic lumber. Virtually any and all of the resins may be incorporated
         into the lumber, depending on the desired characteristics of the final
         product. Where strength is important, the lumber may be made solely
         of HDPE or a mixture of PET and HDPE. Plastic lumber may be used
         for docks,  bulkheads, outdoor furniture, and fence posts. There
         appears to  be a growing market for plastic lumber and the future
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                              '.                 '          '
              market is potentially very favorable, pending research on the
              economic and environmental aspects and on product development.
                                                                                     ,'
PET:

• End-Users = Manufacturers of Carpet
             Fiber and Fiberfill

    f
• Manufacture
  -Carpet
  - Clothing Fiberfill        '

• Future Market = Generally
  Favorable
                                                                  Low-Grade Plastic
                                                                   Products Manufacturers
                                                          f
                                                       Manufacture
                                                       - Drainage Pipes
                                                       - Traffic Barrier Cones
                                                       - Flower Pots
                                                      • Future Market = Potentially
                                                       Substantial
                                         Waste
                                        Plastics
                                        Markets
    PS:
    • End-Users = Polystrene Industry
    • Manufacture
     - Insulation Board
     -Other Reprocessed PS Products

    • Future Market = Quite Favorable
     Geographically
                                                 Mixed Plastics:

                                                ,• End-Users = Plastics Industry
                                                 • Manufacture
                                                  - Plastic Lumber

                                                 » Future Market = Potentially Very
                                                  Favorable
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                        PART II: MARKETING
                        MARKETING DEFINED
 As previously stated, MARKETING refers to the process of identifying
 intermediate and end-user markets and making arrangements for those
 markets to accept recyclables. This process can be quite complex and
 time-consuming.
                            MARKET NEEDS
 While we may be primarily concerned about meeting our own market needs, it
 is essential that we also understand the needs of the marketplace which we
 hope will accept our. recyclables. Seeing the other side of the process can help
 us meet both our own needs and those of the market.

 Upon entering the marketplace, we must understand that we are no longer
 dealing in "garbage" or "waste."  We are now offering "commodities" or "raw
 materials" which must meet industry specifications. In essence, the market
 needs a reliable, adequate supply of high quality material ,on a consistent basis.
 If we cannot assure that, then the market may not accept the recyclables we
 have collected.
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   Market Place
           COMMODITIES/HAWMATERIALS
Market
Acceptance of
Recyclables
 The projected quantity of recyclable*.can be estimated by conducting a waste
 stream analysis and then calculating the generation and recovery rates fo^he
 different recyclables in the municipal waste stream.


 Quality standards can be met by ensuring that extraneous and non-recyclable
 materials are not mixed in with the recyclables that we seek to m^

 Recv^hT110111S ^ °f ^ WggeStimPediments to successful marSng
 Recyclables must compete with virgin raw materials, therefore the higher the
 quality of the recyclables, the better they can compete in
 Contaminated Commodity
  Market
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Therefore it is imperative that information about industry specifications be
conveyed to the generators and collectors of recyclables.  Complete, easily
understood printed instructions to all generators (households, businesses,
institutions, etc.) coupled with careful collection and handling of recyclables are
essential to minimizing contamination problems.
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                             MARKET FORCES
  There are many factors or forces that drive markets in general and recycling
  markets in specific. The following are some major factors that must be
  considered when developing a marketing plan.

    1.      Supply:  The quantity (tonnage) or supply of a recyclable that is
           available is of critical importance. If there is too little available, there
           may be no market even if the material is of high quality.  Conversely
           if there is an overabundance of a material, the market may be
           overwhelmed which, in turn, may "kill" the market.
                                                 MARKET PLAN
   2.
Demand:  There must be a need or demand for the material by the
industries that might use it as a raw material.  If an industry already
has an adequate supply of the material, then demand for additional
material will be limited despite the adequacy and quality of the supply
On the other hand, if there is an unmet demand for the recyclable
material, the market will be strong, provided the industries have the
ability and willingness to pay appropriate prices for the material.
                           DEMAND
                                     bu.
                                                 MARKET PLAN
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  3.      Quality:  Post-consumer recyclable materials must meet the
         specifications of the end user industries.  Since recyclables compete
         with virgin raw materials in the marketplace, the quality of the
         recyclable materials must be of sufficiently high quality that they may
         be used as substitutes for the virgin materials.
                        QUALITY
                                               MARKET PLAN
         Substitutability:  Recyclable materials must have characteristics that
         permit them to be readily substituted for their virgin counterpart. If
         not, there may be no market for them.
              SUBSTITUTABILITY
JTY  I
Unl
t
                                               MARKET PLAN
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    5.
    6.
 Handling costs: For some recyclables (such as plastics), the cost of
 collecting and processing them may be such that it is not technically
 or financially feasible to market the material. It may be less costly to
 use virgin materials.
                    HANDLING COSTS
                                                   MARKET PLAN
Transportation costs: • The distance to some markets and the
associated transportation costs may be such that it is not feasible for
a municipality to recycle a material. Plastics, for example, may be so
lightweight that the value of the material may be less than the cost of
transporting it in an unprocessed and undensified form. As a general
rule, the closer the markets are to the source of recyclables  the more
cost-effective it will be to transport the materials.
                TRANSPORTATION COSTS
                                                  MARKETPLAN
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  7.      General economy:  The general economic climate of a region or the
          nation can significantly affect, positively or negatively, the markets
          for recyclables. For example, many products used in the construction
          of housing (roofing shingles, tar paper, wallboard, siding, insulation)
          are made in whole or part from recyclables. If the housing market
          hits a slump and new construction declines, the demand for these
          recycled products also declines, affecting the markets for
          recyclables.  Conversely, as home heating fuel prices rise, more
          insulation may be sold as homeowners seek to conserve energy.
          This could create a great demand for cellulose and fiberglass
          insulation made from recyclables.
                GENERAL ECONOMY
                                                MARKET PLAN
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           GENERAL SPECIFICATIONS FOR RECYCLABLES
  If municipalities are to find stable markets for their recyclables, they must meet
  the specifications of the industries that will use the recyclables in their
  manufacturing processes. Always keep in mind that we are not dealing in
  waste or garbage.  The recyclables are the raw materials of industries.

  Specifications may be different for processors and for end-users.  Furthermore
  the specifications of processors may be less stringent than those of the
  end-users, and specifications may vary among end-users in the same general
  industry.

  As a general rule, municipalities should strive to meet current market
  specifications, yet maintain sufficiently high quality to permit easy switching to
  other markets if that should become necessary.
                            Rules For
                 Marketing Recyclables
                        • Meet Market Specifications
                             • Maintain High Qualify
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There are certain specifications or quality standards that are generic for all
recyclables and markets. For example, materials must be clean and free of
contaminants. "Clean" means not soiled with food, chemicals, or other similar
substances.  "Contaminants" refer to grades and types of materials that differ
from the recyclable being marketed (such as newspaper mixed with high-
quality office papers or plate glass mixed with bottle glass).

The following is a brief summary of the general specifications for each of the
major recyclables as stipulated by both processors and end-users. Keep in
mind that these are only generic specs and that each market may have more
precise standards.

   1.      ONP:  Processors usually accept newspapers in paper sacks or as
        •  bundles tied with cotton twine. They usually do not want the glossy
          inserts and do not want the paper placed in plastic bags or tied with   .
          nylon  twine. Furthermore, there should be no cardboard, phone
          directories, magazines, and non-paper materials.  End-users usually
          stipulate the same and usually want the paper baled (although some
          paper mills prefer to have the paper loose for ease of inspection).

   2.      High-Grade Office Papers: Processors may specify only selected
          grades of white paper such as white bond or ledger and computer
          printouts.  Other grades of paper, including colored ledger, telephone
          directories, books, newspapers, and chemically treated papers may
          be excluded.  End-users usually prefer well-sorted high-grade papers
          that are baled.

   3.      Glass: Processors invariably accept only bottle and jar glass free of
          plate glass, light bulbs, crystal, and ceramics.  The glass must be
          color-sorted (clear or flint, green, and brown or amber). Labels need
          not be removed but lids and metal neck rings should be. End-users
          have the same specifications and may also require that the glass be
          crushed so that particles are no greater than a certain size.

   4.      Aluminum cans: Processors stipulate that aluminum cans be clean
          and free of contaminants (such as soda straws). They usually do not
          require that the cans be flattened.  End-users, which are usually
          secondary aluminum smelters, have the same cleanliness standards
          and may require that the aluminum be shredded or baled (the small
          bales are referred to as "biscuits").
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    6.
 Steel cans:  Processors stipulate that the cans be clean and free of
 other contaminants.  As for paper labels, processors that sell directly
. to steel mills don't require that the labels be removed since the paper
 is consumed in the furnaces.  However, cans that are shipped to
 detmning plants where the tin is removed first, require that the paper
 labels be removed. Cans that are shipped to steel mills are usually
 baled (although some may be shredded). However, cans shipped to
 detmning plants must be loose or loosely baled so the individual cans
 can easily be separated.                           '

 PET and HOPE:  Processor and end-user specifications for these two
 plastic resins are similar. Processors stipulate that containers must
 be clean and free of contaminants (such as metal neck rings). Paper
 or plastic labels may be left on.  Containers which held toxic or
 hazardous products (such as pesticides, solvents, and motor oil) may
 not be accepted. Containers may be delivered loose or baled
 depending on how far the material must be transported (it is usually
 too costly to ship loose containers long distances). End-users usually
 require that the different resins be kept separate (some will accept
 only one resin). They may also  specify that the containers be
 shredded  or chipped and washed (to remove labels) and the chips
placed in  large corrugated cardboard boxes called gaylords.
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                           Generic Specifications
    Commodity
   Old Newspaper
      Processor Standards
                          • In Paper Bags or Tied with
                           Cotton Twine
                            No
                            No Nylo
                            No Cardboar
                            No Phon
 End-User Standards
                                       • Standards of Processors
                                       • Baled paper
  High-Grade
  Office Paper
  • Selected Grades of White Paper
  - e.g., bond, ledger, computer
                              »Colored Paper
                           • No Phone Books
                           • NoBooK
                           • No Newspap
                           • No Chemically Treated
                            Paper
• Well sorted High-grade
 papers
1 Baled paper
  Glass
• Bottled and Jar Glass Only
• Color Sorted (Clear, Green, Brown)
                               Plate Glass
                            Nought Bulbs
                            No CryS
                            No Ceramic
                            No Lids
                            No Mefal Neck Ring
• Standards of Processors
• Crushed to specific
 particle size
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                            Generic Specifications
     Commodity



   .Aluminum Cans
        Processor Standards
   •Clean
                             • No, Contaminants
 EndrUsers Standards
                                         • Standards of Processors
                                         1 Shredded or baled
                                          aluminum
    Steel Cans
                           •Clean
                            •'No Contaminants
                                        • Steel mills -
                                         Labels okay
                                         and cans baled
                                        • Defining Plants -
                                         No labels and cans
                                         loose/loosely baled
  PET&
  HDPE
• Clean
• Labels okay
• Loose or Baled Depending on
 Transportation Distance
                           "••••No Contaminants
                            • No"Go.ntainer Formerly..--"
                            HoldingHa^ardous-'"'
                            Products    >
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                    THE MARKETING PROCESS
The many individual steps in the marketing process can be grouped into two
major phases - the market analysis phase and the market implementation
phase.                                                  .    .   ,

                        Marketing Process
             Phase 1

        Market Analysis Phase
/p fp ^ ^ ^
Supply

Quality

Demand

Identity
of
Markets
Assessments
of Marketing
Options
      Phase 2
   :    s
Market Implementation Phase

L-\
IFB _
X
Contract
Agency to
« oversee
contract






RFP Issued
X
Proposals reviewed
by municipality
X
Selection of best
proposal
The market analysis phase is essentially a data and information gathering
activity. The following information needs to be acquired and documented.

  •      Supply (quantity) of each recyclable collected: This should include
         both current and future anticipated tonnages.  The supply available
         per week, per month, and per year should be estimated.

  •      Quality (condition) of each recyclable collected:  This should
         stipulate whether the recyclables will be commingled or separated
         and whether the recyclables will be totally unprocessed or partially-
         processed (such as baled).
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           Demand for each recyclable collected: This Should include the
           quantity (tonnage) that can be accepted by each market per week,
  , _        per month, and per year.

           Identity of Markets: These should include brokers, processors, and
           end-users located locally and in the region.  The name and address of
           each company plus the name of a contact person should be obtained.
           This type of information can be found in marketing studies, trade
           publications, market databanks, and telephone directories.

           Assessment of marketing options: Decisions,must be made from
           among many options including the following:
*          -   -work with one-single market for all recyclables or work with a
               separate one for each recyclable;
           -    deal with brokers, intermediate processors, end-users, or all  three
               types of markets;
           -    sign long-term contracts with one or a few markets or play the
               open market;
           -    negotiate your own contracts or hire a professional marketing
              firm to do so;    ,
           -   market your recyclables independently or in cooperation with
              other municipalities through a cooperative marketing agreement.

 In assessing these many options, it is always helpful to consult with several
 markets. All of the information acquired should be compiled in a report to
 facilitate its analysis.

 When the market analysis is completed, the market implementation phase
 can begin. This phase involves the selection of one or more markets and the
 negotiation of marketing agreements.

 The municipality begins this phase by publishing an Invitation For Bids (IFB).
 This should fully describe just what services the municipality needs such as
 processing and transporting, the quantity and quality of the recyclables that
 must be achieved, dates or schedules that must be met, and the cost of all
 services. To ensure the legality and fairness of the competitive bidding process,
 municipalities must comply with all procedures stipulated in state and local
 laws. Upon receipt, opening, and review of bids by the municipality, the best
 offers can be identified and the bidders invited to  discuss contract terms. Once
 the parties reach agreement, the bidder should submit a letter of intent which
 summarizes the services to be provided.
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 Next, a formal agreement or contract is drafted. The terms of such an
 agreement or contract typically address the following:

   •       the parties to the contract;

           the responsibilities of the contractor;
                                              i ,    '
   •       the price to be paid or received for the recyclable and the means by
           which this will be determined (if variable);

           the types and specifications of materials that will be accepted by the
           contractor;                .

           how,' when and where the contractor will collect and transport the
           recyclables, or how, when and where the municipality will deliver the
           materials;

           the effective  date and duration of the contract and procedures for its
           cancellation.

 Once the wording of the agreement is acceptable to both parties, the contract is
 signed. The municipality must then assign a responsible party or agency to
 oversee implementation of the contract. This will  ensure that the contractor
 complies with all of the contract terms and will facilitate any adjustments that
 subsequently may be necessary.

 If a municipality  wants to avoid all of the work involved in the preceding
 process, it can simply issue a Request For Proposal (RFP). Such a RFP would
 describe the  type of service or program desired and allow the potential markets
 to suggest how they would establish and implement such a service or program.
 In other words, the'municipality describes what is needed and the potential
 markets present their plan for meeting that need. The municipality then:
 reviews each proposal and selects the one that best meets its needs.
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            MARKETING TIPS AND OTHER CONSIDERATIONS
  There are many things to consider and decide when marketing recyclables
  The following are a few tips to keep in mind.


            Always seek stable, reliable markets. These can be identified by
            studying past, present, and future market trends.


            Collect only those materials that can be readily marketed. If you
            can't market the materials, you can't recycle them.


            Keep materials clean and free of contaminants. Quality of
            recyclables is the key to successful marketing. The generators of
            recyclables must be educated about quality and constantly reminded
            of specifications.


            Consider marketing recyclables in conjunction with other
           municipalities. Cooperative marketing is becoming fairly common.

           Don't overlook the .small local end-user markets. Don't automatically
           seek the big manufacturer.


    •       Always write clear, complete agreements and contracts with
           markets.  Well-drafted contracts can prevent a lot of future problems.

           Reassess existing markets and other potential markets regularly and
           monitor their status. Always be on the lookout for new markets.


           Consider turning over the entire marketing component of your
           program to a private company.  Privatization of marketing can have
           advantages such as alleviating the municipality of many
           time-consuming administrative duties.
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     Keys to Marketing Recyclables
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    In addition to these tips, the following should also be taken into consideration.


            The supply of and demand for recyclables should be in balance to
        f    avoid over-supply and under-demand.


            Markets must be within relatively short distance of the supply of  '

            recyclables. It is usually not cost-effective to ship low-value and
            low-density recyclables long-distance.


            A complete, efficient infrastructure must be in place to collect,
           process, and transport recyclables.


           The technology and facilities^ needed to process and use recyclables
           must exist and be readily available.
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        Other Keys To Consider
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                  PART III: MARKET DEVELOPMENT
                   MARKET DEVELOPMENT DEFINED
  Like MARKETING, MARKET DEVELOPMENT is a process - the process of      -
  implementing various economic and legislative/regulatory incentives which will
  facilitate the strengthening and expanding of existing markets and of creating
  new -markets for recyclables,
                          PURPOSE AND NEED
 Although recycling markets have existed for decades, the markets have
 handled primarily commercial and industrial scrap and waste. With the crrowth
 of municipal solid ,waste recycling, several of these markets have been  ?
 periodically inundated with vast amounts of new materials that often do not
 meet established industry specifications. This flooding of existing markets has
 in some cases, created an oversupply which has, in turn, forced prices to
 plummet. As a result, municipalities may have to pay to have the recvclables
 removed.

 If recycling is to succeed over the long run, there must be adequate domestic
 markets for the bulk of the recyclables collected by municipalities.  There is a
 very large export market as well, especially for waste paper and scrap  metals
 and many marketers currently rely heavily on these export markets because
 the domestic markets cannot absorb  all of the materials.  Therefore, market
 development initiatives are designed to strengthen and expand the capacity of
 domestic markets.
                  MARKET DEVELOPMENT STUDIES
                                ,       .                , i

The initial step in market development is (or should be) to conduct a study of
         Existing markets; and,            -
         Present and Future Market Trends.
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One must have a considerable amount of information before pursuing a market
development strategy.

Usually, market development studies are conducted by state governments or by
regional authorities and made available to counties and local municipalities.
However, the latter may also choose to conduct more detailed, small-scale
studies in lieu of or as a supplement to a state or regional study.

A market development study should, at a  minimum, achieve the following.

   •       Obtain accurate estimates of the different types and quantities
          (supplies) of recyclables available currently and in the near future.

   •       Identify major local and regional existing markets for the recyclables
          and to identify industry plans for future markets.

   •       Assess market trends during the immediate past,  at the present time,
          and in the near future, including the capacity to accept various
          recyclables and the prices paid or charged.

   •       Identify existing regulatory and economic incentives that might be
          used to strengthen and expand markets and to identify additional
          incentives that might be implemented.

A review of numerous published recycling markets studies  reveals that most
are essentially similar in that they include at least the following basic
information.

   •       Geographic and demographic information about the study area. Data
          may be categorized by county, by municipality, by planning region,
          and even by school district. The population information usually
          includes age distribution, individual and/or household income,.housing
          categories, and household size.

   •       Waste stream, including recyclables, data.  This includes estimated
          tonnages1 of each recyclable in  the waste stream currently  and in the
          near future.  Estimated recovery  rates projected into the future are
          also included.
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           Description of the status of existing markets for recyclables including
           the current and near-future capacity or demand of each. The historic
           performance of such markets may also be summarized.

           Future market projections and their capacity to absorb recyclables.

           Economic incentives that are designed to stimulate the recycling
           markets. This would include incentives already in place plus others
           that might be employed.

           Summary of major findings and of recommended actions that might
           be implemented.
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                          MARKET DATABASE
 Much of the information acquired about recycling markets can and should be
 made readily available to potential users such as municipalities. Several states
 have established market databases available in one or a combination of.formats.

 One format, and probably the most common and least expensive, is the printed
 directory.  The information listed usually includes the names, addresses, and
 phone numbers of recycling centers, processors, and end-user industries that
 accept recyclables. Some may also identify a contact person and hours of
 operation.  Detailed information about the types and minimum quantities of
 various recyclables accepted may be provided in the more comprehensive
 directories.        •                            :....'

 The other major format, and the one that is becoming essential for quick and
 easy access to market data, is the computerized system. Data about recycling
 brokers, processors, and end-users is computerized.  This data can then be
 transmitted from a central databank by modem to distant locations and
 subsequently viewed both on a screen or computer printout.

 To obtain printed lists of recycling markets  and/or market directories, or to
 access the computerized market databases, please contact your state  recycling
 office.
               Market Databases
          Printed Directories-

          • Names

          • Addresses

          • Phone Numbers

          • Recycling Centers

          - Processors

          - End-Users

         • Contact Person

         - Hours of Operation

         To Obtain List Of Printed
         Directories:

         • Call Your State Recycling Office
     Market Databases

Computerized System:

- Recycling Brokers

- Processors

- End-tlsers

Can Be Transmitted By Modem:

« On Screen

 - Computer Printout

 To Obtain List of Computerized
 Market Databases:

 - Call Your State Recycling Office
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                  MARKET DEVELOPMENT INCENTIVES,


  State and local governments, through legislative and financial channels, can do
  much to shape the economic climate within their jurisdictions. Actions can be
  taken which help the economy in general or which can be targeted to assist
  specific businesses such as the recycling industry. The following are the most
  common types of incentives used by states and municipalities to stimulate
  recycling markets.

  Economic  Incentives

  1. Tax relief

  Businesses must pay a wide array and large amount of taxes which can place a
  heavy economic burden on them. Providing relief, even if only temporarily  is
  one thing that government can do to reduce this burden. They may take the
  form of property tax relief on land and buildings or sales tax exemptions on  the
  purchase of recycling equipment and supplies.  Another potential measure  is
  the use of tax credits  for major capital investments. Industries, by applyin^
  such credits, may reduce  their corporate income taxes.                &

 2. Grants and Loans

 In addition to such indirect financial assistance, states may also provide direct
 assistance to industries in  the form of loans, grants, and bonds.  Grant programs
 usually require that eligible companies provide matching funds. Low-interest
 loans with extended repayment terms and guarantees by the state may also be
 used to underwrite certain risky business ventures.  The use of industrial
 development revenue bonds is also a common economic development measure
 wherein the businesses may receive up to 100 percent financing at below
 market interest rates.  Both the business and bondholders also receive
 tax-exempt benefits.                             .             .

 3. Job Training Funds

 Another avenue for indirect financial assistance is through job training  Several
 states help pay for the cost of training and employing low-skill workers in
 certain industries.  This benefits both the businesses arid society in general
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4. Enterprise Zones
Several states have designated economically distressed areas for special
economic development assistance.  Industries that locate in these "enterprise
zones" may be eligible for a package of incentives such as those cited above
plus regulatory relief and utility bill reductions.

5. Business Incubators

Another form of economic assistance is the business incubator for fledgling
companies. States and local governments may provide assistance in the form
of low-cost or rent-free space, professional business counseling services, and
access to investment capital.  Companies remain in the incubator until they are
self-sufficient (usually no more than three years).

6. Recycled Product Procurement

Another, but often overlooked, economic incentive is the procurement by
government (as well an institutions and businesses) of the products made from
the recyclables collected. This involves identifying recycled products that
might be substituted for the virgin materials currently in use, assessing the
specifications for these products, modifying the bidding and other procurement
documents to remove any discrimination against recycled products, and
buying/using the recycled products that meet performance standards.
Government, because it is such a large purchaser of products and materials
(federal, state, and local government purchases account for about 20 percent of
the Gross National Product), can  be a major factor in strengthening and
creating markets for recyclables.
                                 Market
                        Development Incentives -
                                Economic
                                                                  t
  Tax Relief
I Grants   I    Job    i  cntpmrjQp I
  &     I  Training  I  Ent7e!J"se I
Loans   I    Funds   |    Zone   |
 Business
Incubators
 Recycled
  Product
Procurement
I
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  Legislative Incentives
  1 • Mandatory Recycling Laws: Most states and large municipalities have
    enacted mandatory recycling legislation and have established minimum
    recovery rates for recyclables.  Such laws ensure that large quantities of
    certain recyclables will be collected and this, in turn, sends a message to
    industries that the raw materials will be available. This encourages industries
    to make capital investments in processing and manufacturing facilities.
                                                          ('
 2-  Minimum Content Standards:  Some states have enacted laws requiring that
    a minimum content of secondary materials (recyclables) be used to
    manufacture certain products.  A notable example is newspapers  which must
    contain at least a certain minimum percentage of fiber from waste paper.
    Such minimum content standards ensure manufacturers that there will be a
    market for their recycled products, encouraging them to make the necessary
    capital investments to produce  the products.
                            Market
                 Development Incentives -
                         legislative
                               I
               Mandatory
                Recycling
                  Laws
Minimum
 Content
Standards
 Technical Assistance                '   -   •    .

 State and local government may also offer a wide array of technical assistance
 including business development and management counseling, plus help in
 locating appropriate sites, complying with government regulations, and solving
 problem related to utilities, environmental protection, and site planning.
 Assistance may also be provided in identifying and contacting markets.
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                             CONCLUSION
 This primer summarizes the basic elements of recycling markets, marketing,
 and market development.  Understanding these three aspects of recycling is
 essential to anyone who is involved in establishing and operating recycling
 programs.

 The future of successful recycling programs depends largely on the existence
 of adequate markets, especially domestic ones, for the many recyclables being
 collected from the solid waste stream.  The development and strengthening of
 such markets must be of the highest priority in the forthcoming years.

 Market development is the task not only of state and local government
 recycling officials but of economic development professionals as well - for
 recycling is as much an economic issue as an environmental one.

 It is hoped that this primer provides the reader with both an understanding of
 the mechanics of recycling markets and an appreciation of the importance of
 markets and economics in the recycling process.

              Markets  Unlock the Door to Recycling
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                                           APPENDIX

                 SOURCES OF INFORMATION AND ASSISTANCE
  The purpose of this primer has been to present general information on recycling
  markets, marketing, and market development.  Obviously, considerable detail
  and specifics have been omitted.  Therefore, it may be necessary to consult
  with various agencies and resource materials to obtain additional information'.
  The fallowing is a listing of agencies and a bibliography of some publications
  that we recommend.
                   Source of Information and
                         Assistance

            £edemLStai££<^^
            U.S. Environmental Pr
           District of Columbia
           Department of Public Works
           Office of Recycling
           65 K Street, NW
           Washington, DC 20002
          202/727-5872

          State of Delaware
                              Environmemai comro1
         89 Kings Highway
         Dover, DE 19903     .
         302/739-3822

         State of Maryland
                t of the Environment
        Commonwealth of Pennsylvania

        SSBBSSnSBB"
        r.U. Box 8471
        Harrisburg, PA 17105-8471
        717/787-8685
Commonwealth of Virginia.  '
Department of Environmental Quality
Division of Waste Management
Monroe Building/nth Floor
101 North 14th Street
Richmond, VA 23219 •
804/225-2525

State of West Virginia
Division of Natural Resources
1900 Kanawha Boulevard East
Building 31, Room 732
Charleston, WV  25305
304/558-3370

Bibliography of Useful Reports and Journals

EPA Publications; a bibliography of publications on
source reduction, recycling, solid waste management,]
and education. To obtain a copy, call
800/424-9346 or 215/597-2842        '    -

Market study reports sponsored by the Northeast
Recycling Council: includes studies of markets for
paper, plastics, and other materials. For more
information, contact NERC, 139 Main Street,
Suite 401, Brattleboro, VT 05201
802/254-3636          .

RESOURCE RECYCLING, North America's Recycling
Journal: a monthly magazine for recycling
professionals; many articles devoted to recycling
markets and market development. For information,
contact RESOURCE RECYCLING, 1206 NW 21st
Street, P.O. Box.10540, Portland, OR 97202
800/227-1424

RECYCLING TIMES: a bi-weekly newspaper on
recycling markets.  For information contact
RECYCLING TIMES, National Solid Waste
Management Association, 1730 Rhode island Ave.,
NW, Suite 1000, Washington, DC'20036-3196
202/861-0708
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