垃圾填埋场关闭将增强美国废物管理公司定价能力

投资观察
Sep 03, 2025

摩根大通分析师表示,随着垃圾填埋场空间日益稀缺,美国废物管理公司将获得更强的价格调整能力。

据预测,未来15年内美国约10%至15%的现有垃圾填埋场将面临关闭,而东海岸地区一半的垃圾处理产能需要在未来10年内进行重新配置。

分析师指出,美国废物管理公司拥有业内规模最大的垃圾填埋场网络,其加权平均剩余使用年限超过25年,在同行中处于领先地位。

面对即将到来的垃圾填埋场关闭潮,该公司已经积极扩大铁路车厢和集装箱运输能力,以便从那些面临填埋场关闭的地区转运垃圾。这一战略布局使公司能够在供应收缩的市场环境下提高服务价格。

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