世界经济论坛-产业循环转型：伙伴关系的作用（英）-2024.1-27页_15mb

Circular Transformation of Industries: The Role of Partnerships

Foreword

• Circular economy offers a blueprint for resilience and sustainability amidst climate change, resource tensions, and environmental degradation.
• It requires collaborative partnerships to accelerate transformation and achieve systemic change.

Executive Summary

• Circular Transformation Need: Humanity consumes 70% more resources than ecosystems regenerate; only 7.2% of materials are circular.
• Value Creation Areas:Improved resilience, new revenue streams, resource efficiency, and environmental sustainability.
• Partnership Imperative: 94% of executives view partnerships as crucial for unlocking circular transformation value.

Three Archetypes for Circular Value Creation

1. Circular Feedstock: Replace virgin materials with recycled (e.g., Ball Corp., Indorama Ventures, Western Digital).
2. Lifespan Extension: Extend product useful life through repair/refurbish (e.g., Schneider Electric).
3. Circular Platforms/Services: Innovate business models (e.g., HPE's subscription services).

Key Concepts

• Control Points: Critical value sources (e.g., materials, processes).
• Inflection Points: Key decisions/moments that drive circular transformation.

Role of Partnerships

• Resource Access: Collaborations enable access to circular materials, information, and new markets.
• System-Wide Impact: Multi-stakeholder coalitions foster systemic change beyond individual firms.

Case Studies

• Indorama Ventures (Philippines): Securing feedstock through partnerships with bailers and major clients.
• Schneider Electric (France): Global take-back platform supported by logistics partnerships.
• JERA Americas + Hanwha: Repurposing gas turbines for hydrogen blend.

Circular Coalitions

• Global Initiatives: Circular Electronics Partnership (CEP) & Global Battery Alliance (GBA).
• Benefits: Joint standards development, reduced compliance costs, expanded circular markets.

Conclusion for CEOs

• Five Steps:
  1. Select optimal circular archetype(s).
  2. Identify necessary control points.
  3. Define impactful inflection points.
  4. Create dedicated partnership strategy.
  5. Form cross-industry coalitions if needed.

Appendix Summary

• Schneider, Western Digital, Siemens, and Ball Corporation case studies highlight partnership enablement challenges and strategies.