As we continue our Transport and Environment series, our Investment Director, Ambroise Bayen, highlights the parallels between municipal waste collection and public transport.
Both provide essential services and operate under availability-based remuneration models, which makes them resilient to economic cycles.
At Cube, we leverage our expertise in public transport to drive similar value creation in waste collection, focusing on fleet electrification and improving sorting efficiency. With EU recycling and decarbonization targets driving investment in technologies like electric fleets and automated sorting, this sector offers strong growth potential and opportunities to generate attractive returns for long-term investors.