Out of everything we published this month, at least four forces stand out as they’ve taken new momentum. These are the things that will define the next 12 to 18 months for this industry. First, the e-waste export opportunity is closing very quickly. Second, AI spending is splitting your portfolio in two. Third, compliance now beats price. And fourth, EU regulations are becoming the global standard. These four forces are the foundation of key developments we are seeing in the sector, as articulated in this presentation.