The Morning Wire — Monday, September 28, 2026
In this issue:
Arizona gets a rare earth recycling facility. Cyclic Materials opened its first U.S. plant in Mesa, a possible new offtake partner for haulers handling electronics and automotive scrap.
ADEQ awards $809K in recycling grants. Fourteen organizations were funded from 68 applicants requesting nearly $8 million. Here's who got funded and what it signals.
Fuel Pulse. California-adjacent routes are running nearly $2/gallon above Gulf Coast diesel. Time to review fuel surcharge structures.
Commodity Pulse. September bales came in mostly flat. Paper and metals carry program revenue while plastics stay soft.
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