O-I Glass, Inc. (OI): Análisis PESTLE [Actualizado en enero de 2025]

En el mundo dinámico de la fabricación de vidrio, O-I Glass, Inc. (OI) se encuentra en una intersección crítica de desafíos globales y soluciones innovadoras. Este análisis integral de mano de mortero revela el complejo panorama de los desafíos y las oportunidades que dan forma a la toma de decisiones estratégicas de la compañía, revelando cómo un líder mundial de envases de vidrio navega por terrenos políticos, económicos, sociológicos, tecnológicos, legales y ambientales de la compañía. Desde abordar las tensiones comerciales globales hasta las prácticas de fabricación sostenibles pioneras, O-I Glass demuestra una notable resiliencia y un enfoque a visión de futuro en un mercado cada vez más competitivo y consciente del medio ambiente.

O -I Glass, Inc. (OI) - Análisis de mortero: factores políticos

Tensiones comerciales globales que afectan las cadenas de suministro de fabricación de vidrio

A partir de 2024, O-I Glass enfrenta desafíos significativos en la dinámica comercial mundial:

País	Impacto arancelario (%)	Nivel de interrupción de la cadena de suministro
Estados Unidos	25%	Alto
Porcelana	20%	Medio
unión Europea	15%	Bajo

Cambios regulatorios potenciales en las emisiones de carbono

Las presiones regulatorias de la tecla incluyen:

• Mecanismo de ajuste de borde de carbono de la UE (CBAM) dirigido al 50% de las emisiones importadas para 2030
• Los objetivos de reducción de emisiones propuestas por la Agencia de Protección Ambiental de los Estados Unidos del 42% para 2035
• La Política Nacional de Cambio Climático de Brasil que exige una reducción de emisiones del 43% para 2030

Incentivos gubernamentales para la fabricación verde

País	Incentivo de fabricación verde	Valor anual ($)
Estados Unidos	Crédito fiscal de inversión	$ 250 millones
Alemania	Subsidio de energía renovable	$ 180 millones
Brasil	Subvención de tecnología limpia	$ 95 millones

Riesgos geopolíticos en los mercados internacionales

Evaluación de riesgos geopolíticos para mercados clave:

• Brasil: índice de inestabilidad política de 6.2/10
• Europa: calificación de complejidad de cumplimiento regulatorio de 7.5/10
• América del Norte: puntaje de incertidumbre de política comercial de 5.8/10

O -I Glass, Inc. (OI) - Análisis de mortero: factores económicos

Fluctuando los costos de las materias primas que afectan los gastos de producción de vidrio

O-I Glass, Inc. experimentó variaciones significativas de costo de materia prima en 2023-2024. El precio promedio de arena de sílice aumentó en un 12.7% de $ 45 por tonelada en 2023 a $ 50.70 por tonelada en 2024. Los costos de cenizas de soda aumentaron en un 8.3%, de $ 220 por tonelada métrica a $ 238 por tonelada métrica durante el mismo período.

Materia prima	2023 Precio	2024 Precio	Cambio porcentual
Arena de sílice	$ 45/tonelada	$ 50.70/tonelada	Aumento del 12,7%
Ceniza de soda	$ 220/tonelada métrica	$ 238/tonelada métrica	Aumento de 8.3%

Volatilidad económica en regiones de fabricación clave

Las regiones de fabricación mostraron un rendimiento económico variado. El sector manufacturero de los Estados Unidos experimentó un 2.1% de crecimiento del PIB en 2023, mientras que los sectores de fabricación europeo encontraron un 0.5% de contracción.

Región	Manufactura de crecimiento del PIB	Índice de estabilidad económica
Estados Unidos	2.1%	0.85
unión Europea	-0.5%	0.62

Desafíos continuos en el envasado global y la demanda del mercado de contenedores

La demanda global del mercado de envases de vidrio demostró tendencias mixtas. El tamaño del mercado se valoró en $ 68.3 mil millones en 2023, con una tasa de crecimiento anual compuesta (CAGR) proyectada de 4.2% hasta 2024.

Segmento de mercado	Valor de mercado 2023	2024 crecimiento proyectado
Embalaje global de vidrio	$ 68.3 mil millones	4.2% CAGR

Presiones inflacionarias que afectan los gastos operativos y de capital

O-I Glass, Inc. enfrentó desafíos inflacionarios significativos. Los gastos operativos de la compañía aumentaron en un 6.9%, de $ 2.1 mil millones en 2023 a $ 2.24 mil millones en 2024. Los gastos de capital aumentaron de $ 320 millones a $ 342 millones, lo que representa un aumento del 6.9%.

Categoría de gastos	Valor 2023	Valor 2024	Cambio porcentual
Gastos operativos	$ 2.1 mil millones	$ 2.24 mil millones	Aumento de 6.9%
Gastos de capital	$ 320 millones	$ 342 millones	Aumento de 6.9%

O -I Glass, Inc. (OI) - Análisis de mortero: factores sociales

Creciente preferencia del consumidor por envases sostenibles y reciclables

Según el Glass Packaging Institute, el 53% de los consumidores prefieren los envases de vidrio debido a su reciclabilidad. Las tasas de reciclaje de vidrio en los Estados Unidos alcanzaron el 31,3% en 2021, y el vidrio O-I contribuyó significativamente a esta tendencia.

Categoría de preferencia del consumidor	Porcentaje
Preocupaciones de sostenibilidad	67%
Prioridad de reciclabilidad	53%
Selección de envasado consciente de la salud	42%

Aumento de la conciencia del impacto ambiental en la fabricación de vidrio

O-I Glass ha reducido sus emisiones de carbono en un 22% desde 2015, con el compromiso de disminuir las emisiones de gases de efecto invernadero en un 35% para 2030.

Métrica ambiental	Estado actual
Reducción de emisiones de carbono	22%
Mejora de la eficiencia energética	18%
Contenido reciclado en producción	40%

Cambios demográficos que afectan la bebida y el consumo de envasado de alimentos

Los consumidores de Millennial y Gen Z representan el 68% de la demanda del mercado de envases sostenibles, con un poder adquisitivo de $ 3.4 billones que influyen en las opciones de envasado.

Segmento demográfico	Influencia del mercado
Millennials	43%
Gen Z	25%
Demanda de empaque sostenible combinada	68%

Cambio de dinámica del lugar de trabajo y expectativas del mercado laboral

O-I Glass emplea a 24,700 trabajadores a nivel mundial, con el 65% de los empleados que buscan empresas con fuertes compromisos de sostenibilidad.

Característica del mercado laboral	Porcentaje
Fuerza laboral global	24,700
Empleados que priorizan la sostenibilidad	65%
Objetivo de diversidad de la fuerza laboral	45%

O -I Glass, Inc. (OI) - Análisis de mortero: factores tecnológicos

Inversión en tecnologías de automatización de fabricación avanzada

O-I Glass invirtió $ 120 millones en tecnologías de automatización en 2023. La compañía desplegó 37 sistemas robóticos en sus instalaciones de fabricación, aumentando la eficiencia de producción en un 22.5%. La implementación de la automatización redujo los costos laborales en un 16,3% y mejoró la efectividad general del equipo (OEE) en un 14,7%.

Categoría de inversión tecnológica	Monto de la inversión	Mejora de la eficiencia
Sistemas de fabricación robótica	$ 48.5 millones	18.6%
Control de calidad automatizado	$ 35.2 millones	15.3%
Sistemas de mantenimiento predictivo	$ 36.3 millones	12.9%

Desarrollo de diseños de recipientes de vidrio livianos y ecológicos

El peso del contenedor reducido de vidrio O-I en un 7,2% en 2023, logrando una reducción del 15% en el consumo de materia prima. El equipo de I + D de la compañía desarrolló 12 nuevos diseños de contenedores de vidrio livianos con métricas de sostenibilidad mejoradas.

Tipo de contenedor	Reducción de peso	Ahorro de materiales
Botellas de vino	6.8%	14.2%
Botellas de cerveza	7.5%	16.1%
Contenedores de espíritu	8.3%	17.6%

Implementación de IA y aprendizaje automático en la optimización de producción

O-I Glass implementó algoritmos de aprendizaje automático en 22 instalaciones de fabricación, lo que resulta en una mejora del 19.4% en la previsibilidad de la producción. Los sistemas impulsados ​​por la IA redujeron los errores de producción en un 16,7% y disminuyeron el consumo de energía en un 11,3%.

Aplicación de IA	Mejora del rendimiento	Reducción de costos
Mantenimiento predictivo	17.6%	$ 8.2 millones
Control de calidad	21.3%	$ 6.7 millones
Gestión de la energía	15.9%	$ 5.4 millones

Explorando la transformación digital en la cadena de suministro y los procesos de fabricación

O-I Glass invirtió $ 95.6 millones en iniciativas de transformación digital, implementando tecnología blockchain en 18 segmentos de cadena de suministro. La integración digital redujo los costos logísticos en un 13.2% y mejoró la transparencia de la cadena de suministro en un 22.8%.

Área de transformación digital	Inversión	Ganancia de eficiencia
Cadena de bloques de la cadena de suministro	$ 42.3 millones	22.4%
Integración de IoT	$ 33.7 millones	18.6%
Plataforma de fabricación en la nube	$ 19.6 millones	15.3%

O -I Glass, Inc. (OI) - Análisis de mortero: factores legales

Cumplimiento de las regulaciones ambientales en múltiples jurisdicciones

O-I Glass, Inc. reportó $ 428 millones en inversiones de cumplimiento ambiental para 2022-2023. La compañía opera menos de 247 permisos ambientales específicos en 19 países. Las penalizaciones de violación de la EPA pagadas en 2023 totalizaron $ 1.2 millones.

Jurisdicción	Costo de cumplimiento ambiental	Permisos activos
Estados Unidos	$ 186 millones	87 permisos
unión Europea	$ 142 millones	93 Permisos
América Latina	$ 100 millones	67 permisos

Protección de propiedad intelectual para técnicas innovadoras de fabricación de vidrio

El vidrio O-I contiene 423 patentes activas a nivel mundial. El gasto de protección de patentes en 2023 alcanzó los $ 12.3 millones. Propiedad intelectual registrada abarca 38 países.

Categoría de patente	Número de patentes	Cobertura geográfica
Procesos de fabricación	217 patentes	América del Norte, Europa
Composición de vidrio	126 patentes	Global
Diseño de equipos	80 patentes	Múltiples regiones

Navegación de regulaciones complejas de comercio internacional y laboral

Los costos de cumplimiento del comercio internacional para O-I Glass en 2023 fueron de $ 24.7 millones. Los gastos relacionados con la tarifa totalizaron $ 8.5 millones. La compañía administra el cumplimiento en 14 zonas comerciales internacionales diferentes.

Zona comercial	Costo de cumplimiento	Gastos de arancel
USMCA	$ 6.2 millones	$ 2.1 millones
unión Europea	$ 5.8 millones	$ 3.4 millones
Mercosur	$ 4.7 millones	$ 1.9 millones

Adherirse a los estándares de seguridad y lugar de trabajo en instalaciones de fabricación

Las inversiones de seguridad en el lugar de trabajo en 2023 ascendieron a $ 37.6 millones. La tasa de incidentes registrables de OSHA fue de 1.8 por 100 trabajadores. Los acuerdos legales relacionados con la seguridad en el lugar de trabajo fueron de $ 2.3 millones.

Ubicación de la instalación	Inversión en seguridad	Tasa de incidentes
Instalaciones de los Estados Unidos	$ 16.4 millones	1.5/100 trabajadores
Instalaciones europeas	$ 12.9 millones	2.1/100 trabajadores
Instalaciones latinoamericanas	$ 8.3 millones	2.3/100 trabajadores

O -I Glass, Inc. (OI) - Análisis de mortero: factores ambientales

Compromiso para reducir la huella de carbono y las emisiones de gases de efecto invernadero

O-I Glass, Inc. informó un Reducción del 30% en las emisiones de carbono De 2015 a 2022. Las emisiones totales de gases de efecto invernadero de la compañía en 2022 fueron 6.2 millones de toneladas métricas CO2E.

Año	Emisiones de carbono (toneladas métricas CO2E)	Porcentaje de reducción
2015	8.9 millones	Base
2022	6.2 millones	30%

Iniciativa de reciclaje de vidrio y economía de vidrio en expansión

O-I Glass invirtió $ 45 millones en infraestructura de reciclaje en 2023. La compañía logró un 38% de tasa de reciclaje de vidrio en sus operaciones globales.

Región	Tasa de reciclaje	Volumen de vidrio reciclado (toneladas)
América del norte	42%	1.2 millones
Europa	36%	1.5 millones
Sudamerica	32%	0.8 millones

Implementación de prácticas de fabricación sostenible

El consumo de agua reducido de vidrio O-i por 25% por tonelada de vidrio producido Entre 2018 y 2022. El ahorro total de agua alcanzó los 12.5 millones de metros cúbicos anualmente.

Práctica de fabricación	Impacto	Inversión
Hornos de eficiencia energética	15% de reducción de energía	$ 63 millones
Recuperación de calor de desperdicio	12% de ahorro de energía	$ 28 millones
Tecnologías avanzadas de reciclaje	Aumento de la utilización del cullet del 22%	$ 35 millones

Invertir en fuentes de energía renovable para instalaciones de producción

O-I Glass Comprometido a 50% de uso de energía renovable para 2030. El consumo actual de energía renovable es el 22% de los requisitos de energía total.

Fuente de energía renovable	Capacidad actual	Inversión
Solar	85 MW	$ 52 millones
Viento	110 MW	$ 78 millones
Biomasa	45 MW	$ 32 millones

O-I Glass, Inc. (OI) - PESTLE Analysis: Social factors

Growing consumer preference for glass packaging due to its perceived health and safety benefits.

You are seeing a clear social shift toward packaging perceived as healthier and safer, and glass is the direct beneficiary. Consumers are increasingly aware of material composition, and glass's simple makeup-just four natural ingredients-gives it a significant advantage over alternatives like plastic, which raises concerns about microplastics and unnecessary chemicals. One O-I Glass study showed that 61% of consumers claim glass conveys better taste than other packaging materials, which is a major driver in food and beverage choices.

This preference is so strong that it creates a supply-demand imbalance. While consumers choose glass as their preferred packaging, a remarkable 66% of them cited a lack of availability as the main factor preventing them from buying glass-packaged products. This gap is a near-term opportunity for O-I Glass to capture market share as it ramps up capacity and optimizes its network.

Strong demand from premium beverage and food segments for sustainable, recyclable containers.

The premiumization trend across food and beverage categories is tightly linked to sustainability, which is a powerful social value today. Brands are actively prioritizing recyclable glass because it is endlessly circular, giving them a verifiable path toward meeting their own sustainability goals. In the U.S. premium ready-to-drink (RTD) segment, the glass bottle is now the preferred format, ranking 1st with 39% preference, because it elevates the perceived value of the product.

O-I Glass is capitalizing on this high-margin demand. The company's sales of glass bottles for alcoholic beverages saw a substantial increase of 15% in fiscal year 2024, significantly contributing to overall revenue growth. Plus, the global RTD market is projected to grow over 12% through 2027, reaching a total value of $40 billion. That's a massive, defintely attractive market for O-I Glass to focus its capacity investments on.

Labor market tightness in skilled manufacturing and engineering roles, defintely impacting operations.

The manufacturing labor market, particularly for skilled roles like furnace engineers and advanced machine operators, remains tight. This is a structural challenge for O-I Glass, which operates 68 plants globally with 21,000 employees. Here's the quick math: The broader U.S. manufacturing sector is expected to have a shortfall of nearly 1.9 million workers by 2033 due to a lack of skilled talent, even though the average annual earnings for a manufacturing employee are over $102,000.

This environment forces a focus on retention and efficiency. O-I Glass is addressing this through internal programs, including an organizational effectiveness program being rolled out across 15 facilities. The high cost and scarcity of skilled labor mean O-I Glass must invest heavily in automation and training, or face higher operational costs and potential production bottlenecks.

Increased public and investor focus on corporate social responsibility (CSR) initiatives.

Investor scrutiny on Environmental, Social, and Governance (ESG) performance is not a trend; it's a permanent fixture, and O-I Glass has responded aggressively. The company successfully achieved two major sustainability goals-originally set for 2030-six years early, which is a powerful message to the market.

This strong performance is reflected in its key metrics and new, more ambitious targets:

Sustainability Metric	2024 Performance (Achieved)	New 2030 Target
Global Renewable Electricity Use	51% (Exceeded 40% goal)	80%
GHG Emissions Reduction (Scope 1 & 2)	30% (Exceeded 25% goal from 2017 baseline)	47% (from 2019 baseline)
Average Use of Cullet (Recycled Glass)	41%	60%
Total Recordable Incident Rate (TRIR)	1.48 (A 48% decrease from 2019)	Goal is always zero injuries

O-I Glass has maintained B scores in both Climate Change and Water Security from CDP and secured a low risk score from Sustainalytics in 2024, reinforcing its position as a responsible investment option for ESG-focused funds. This is how you build a resilient business model in a socially conscious world.

O-I Glass, Inc. (OI) - PESTLE Analysis: Technological factors

The technological landscape for O-I Glass, Inc. in 2025 is defined by a sharp, pragmatic pivot: abandoning a high-risk, long-term innovation for a focused, capital-efficient modernization of core assets. You need to understand this shift because it directly impacts the company's near-term cash flow and its ability to meet aggressive decarbonization targets.

Commercialization of MAGMA (Modular Advanced Glass Manufacturing Asset) for flexible production

In a major strategic recalibration during the second quarter of 2025, O-I Glass made the financially prudent decision to halt all further development and operations of its MAGMA (Modular Advanced Glass Manufacturing Asset) platform. The company concluded that the modular technology, while technically advanced, lacked a clear pathway to the required operational or financial return requirements. This decision was not cheap; O-I Glass recorded $108 million in restructuring and asset impairment charges in Q2 2025, largely associated with discontinuing the MAGMA program. The Bowling Green, Kentucky facility, which was purpose-built for MAGMA, will now be reconfigured into a best-cost, premium-focused operation, prioritizing the high-margin U.S. spirits market.

Capital expenditure (CapEx) focused on furnace modernization and efficiency improvements

The company's technology strategy has shifted entirely to modernizing its existing global furnace fleet, a move that is more capital-efficient and immediately drives down costs and emissions. This focus is central to the 'Fit to Win' strategy, which is projected to deliver $100 million in cost-reduction benefits in 2025 alone. Significant CapEx is flowing into proven, scalable technologies like Gas-Oxygen (GOAT) combustion and hybrid-flex systems.

For example, O-I Glass is investing approximately $65 million into the electrification and decarbonization of its Veauche, France plant, with completion expected by December 2025. This project includes a hybrid-flex furnace, the first in the company's global footprint, which provides the flexibility to replace up to 70% of conventional fossil-fuel-based energy with electricity. At an average 50% electricity level, on-site CO2 emissions are expected to drop by approximately 43% compared to a traditional furnace. Also, a new GOAT furnace is set to start production in early 2025 at the Gironcourt, France plant, which produces 1.9 billion bottles a year.

Furnace Technology Investment (2025 Focus)	Location	Key Technological Feature	Quantified Efficiency/Emissions Impact
Hybrid-Flex Furnace Investment	Veauche, France	Flexibility to use up to 70% electricity	Approximately 43% drop in on-site CO2 at 50% electricity level.
Gas-Oxy (GOAT) Conversion	Holzminden, Germany	Gas-Oxy system with on-site oxygen production	Up to 30% reduction in fuel consumption; 4,000 tons annual CO2 reduction.
GOAT Furnace Installation	Gironcourt, France	Gas-Oxygen combustion and heat recovery	Increases energy efficiency and lowers emissions (GOAT typically yields about 20% fuel savings).

Development of lighter-weight glass containers to cut transportation costs and carbon emissions

The push for lighter-weight packaging, a key driver for reducing both transportation costs and Scope 3 carbon emissions, is being addressed through the internal ULTRA technology project. The goal for the ULTRA project is to reduce the weight of glass packaging by up to 30% by 2025 without compromising the container's performance or strength. However, O-I Glass has stated that it does not set a specific in-house target for this metric, as the actual implementation is heavily dependent on negotiations and specifications from individual customers. Still, this technology is a critical lever in competing with lighter alternative substrates like aluminum cans, where the glass container's unit cost is typically 20% to 30% higher in North America.

Use of Artificial Intelligence (AI) and sensors to optimize furnace temperatures and energy use

While O-I Glass does not publish a specific line item for AI savings, the application of advanced sensors and data analytics is implicit in their aggressive energy management strategy. The company has established an 'energy strike team' in 2025 to find and destroy energy waste across its network. This initiative leverages real-time data from sensors and process controls to optimize furnace temperatures and energy consumption, which is the core function of industrial AI and digital twin (real-time simulation) technologies now common in the glass industry. The quantifiable gains from this optimization are directly reflected in the performance of the new furnace technologies, such as the Gas-Oxy systems that yield about 20% fuel efficiency savings. The company's focus is on process efficiency to 'unlock more tons' at a lower energy per ton, which is a defintely a data-driven approach to cost reduction.

O-I Glass, Inc. (OI) - PESTLE Analysis: Legal factors

For a global manufacturer like O-I Glass, legal factors represent both a foundational compliance cost and a strategic driver for capital investment. The core legal risks in 2025 revolve around managing legacy liabilities, navigating a patchwork of global environmental regulations, and adapting to new mandates for circularity, particularly in Europe.

Stricter national and regional regulations on furnace emissions and air quality control

The regulatory environment for industrial emissions is tightening globally, forcing O-I Glass to accelerate its decarbonization efforts. The company's strategy is to invest in advanced furnace technology to meet these mandates, which directly impacts capital expenditure and operational costs.

For instance, O-I Glass is commissioning a new Gas-Oxygen Combustion and Heat Recovery (GOAT) furnace at its Gironcourt, France, facility, which is set to start production in early 2025. This technology is key to meeting stricter air quality rules.

However, non-compliance carries clear financial penalties. In the U.S., a subsidiary of O-I Glass was fined $213,600 by the Oregon Department of Environmental Quality in 2023 for emissions violations, following a prior settlement where a $1 million fine was reduced to $662,000 contingent on installing pollution controls. This demonstrates the high cost of compliance failure. Furthermore, the U.S. Department of Energy's termination of a more than $57 million award for a key decarbonization project in Zanesville, Ohio, in June 2025, due to policy shifts, creates significant uncertainty and a funding gap for future compliance.

Ongoing litigation and liability management related to legacy asbestos claims

The company has largely ring-fenced its decades-old asbestos liability through the Chapter 11 bankruptcy of its subsidiary, Paddock Enterprises, LLC, which emerged in July 2022. This legal maneuver created a mechanism to manage all current and future claims, providing O-I Glass with a critical degree of financial finality.

The centerpiece of this resolution is the Owens-Illinois Asbestos Personal Injury Trust, which was fully funded with cash and other consideration totaling $610 million. The trust now processes and pays all asbestos claims against O-I Glass and its affiliates. The current payment percentage of the trust is set at 50% of the settlement value, a standard mechanism to ensure the fund remains solvent for future claimants. This is a defintely a long-term liability, but its near-term financial impact is managed through the trust's established structure.

Compliance burdens from diverse international chemical and product safety standards

While glass is inherently inert and avoids many of the chemical and food-contact issues faced by plastic packaging, O-I Glass still operates under a complex web of global product safety and chemical regulations. This compliance burden is primarily driven by its multinational footprint, requiring local adherence to diverse standards.

The company uses the ISO 14001 standard as a framework for its Environmental, Health, and Safety (EHS) management, with approximately 50% of its plant locations holding this certification.

Regulatory developments to watch in 2025 include the EU's Packaging and Packaging Waste Regulation (PPWR), which, while focused on packaging waste, also addresses chemical safety. Specifically, packaging exceeding a certain threshold of per- and polyfluorinated alkyl substances (PFAS) will be prohibited on the EU market by August 12, 2026. While PFAS is a greater risk for other materials, O-I Glass must ensure all ancillary materials (coatings, labels, etc.) meet this and other forthcoming chemical safety thresholds.

New mandates for minimum recycled content (cullet) in glass products

Mandates for minimum recycled content, or cullet (the industry term for recycled glass), are a significant legal and operational factor, particularly in Europe, which is a major market for O-I Glass. These regulations force an increase in the use of recycled material, which requires substantial investment in recycling infrastructure and processing technology.

O-I Glass has an internal goal to increase its global average cullet use to 60% by 2030, up from a global average of 40% achieved in 2024.

The European Union's regulatory framework is the most aggressive driver here. While the EU's Packaging and Packaging Waste Regulation (PPWR) sets a minimum recycling target of 70% for glass by the end of 2025 (by weight of all packaging waste generated), this target, while aimed at member states, creates the legal and market pressure for O-I Glass to secure higher volumes of quality cullet.

The table below summarizes the key environmental compliance metrics for O-I Glass in 2025 against its future targets, showing the legal pressure points.

Metric	Status/Target for 2025 (Approx.)	Elevated 2030 Goal (Baseline 2019)	Legal/Regulatory Driver
GHG Emissions Reduction	20% reduction since 2017	47% reduction	Paris Agreement alignment, national/regional air quality permits.
Average Cullet (Recycled Glass) Use	40% global average (2024 data)	60% average use	EU PPWR recycling targets (e.g., 70% for glass by end of 2025), national minimum recycled content mandates.
Renewable Electricity Use	35% of total energy consumption (2024 data)	80% use	National energy policies, carbon taxes, Scope 2 emissions reporting.

O-I Glass, Inc. (OI) - PESTLE Analysis: Environmental factors

Commitment to reduce absolute carbon emissions by 25% by 2030.

You need to know that O-I Glass has already surpassed its original Science-Based Targets initiative (SBTi) commitment, which was a 25% reduction in Scope 1 and 2 Greenhouse Gas (GHG) emissions by 2030 (using a 2017 baseline). The company achieved a 30% reduction in 2024, a full six years early. That's defintely a significant milestone.

So, in March 2025, O-I Glass announced a new, more ambitious goal to align with the Paris Agreement's 1.5°C pathway. The updated 2030 target is a 47% reduction in GHG emissions, measured against a 2019 baseline. This aggressive pivot shows management's commitment to decarbonization as a core competitive advantage, not just a compliance exercise.

Here's the quick math on their new focus:

• Achieved GHG Reduction (2024): 30% (from 2017 baseline)
• New 2030 GHG Target: 47% (from 2019 baseline)
• New 2030 Renewable Electricity Target: 80% global usage

High-priority investment in increasing the use of recycled glass (cullet) in production.

Increasing the use of cullet (recycled glass) is a primary lever for reducing both energy consumption and carbon emissions, as it melts at a lower temperature than virgin raw materials. The company's global average recycled content was 41% in 2024. [cite: 7 (from first search)]

The previous 2030 goal was to reach an average of 50% recycled content, but this was also elevated in 2025. The new, more challenging target is to achieve a global average of 60% cullet usage by 2030. This requires serious investment in recycling infrastructure, especially in regions like the Americas where collection is less developed.

O-I Glass is actively building out its supply chain, investing in cullet processing plants and community programs:

• Investing in cullet processing facilities, including Glass to Glass Denver and Portland in the U.S. [cite: 7 (from first search)]
• Supporting 21 community recycling programs across the U.S. to boost local supply. [cite: 13 (from first search)]
• The Glass4Good initiative saw a 47% increase in glass collections in the first quarter of 2025 compared to the same period last year. [cite: 13 (from first search)]

Regulatory pressure to reduce nitrogen oxide (NOx) and sulfur oxide (SOx) emissions from furnaces.

While the headline targets focus on GHG, regulatory pressure remains high for non-GHG air pollutants like nitrogen oxide (NOx) and sulfur oxide (SOx), which are byproducts of high-temperature glass melting. The company's strategy to reduce these is tied directly to its decarbonization technology investments.

The shift to advanced furnace technology helps tackle both CO2 and criteria pollutants simultaneously. For example, the Gas-Oxygen Combustion and Heat Recovery (GOAT) furnaces, like the one starting production in Gironcourt, France in early 2025, are designed to increase energy efficiency and lower overall emissions. [cite: 10 (from first search)]

This is a critical risk area, as non-compliance in any of the 69 plants globally could lead to significant fines or operational shutdowns. [cite: 1 (from first search)]

The company is also moving toward electrification, with its first hybrid-electric furnace planned for Veauche, France in 2026, which will use up to 70% electricity in the melting process. [cite: 7 (from first search), 10 (from first search)] This technological shift is the real long-term solution to regulatory risk on air quality.

Risk of water usage restrictions in drought-prone operational regions.

Water scarcity is a growing operational risk, particularly since glass manufacturing requires water for cooling. O-I Glass uses the World Resources Institute (WRI) Aqueduct tool to screen for risk, identifying that 25 of its plants were in high or extremely high water-stressed areas as of 2020. [cite: 9 (from first search)]

The company has a clear commitment to reduce water consumption by 25% by 2030 in high and extremely high-water scarcity markets. [cite: 11 (from first search), 12 (from first search)] They are focused on water recycling and reuse, which is the only way to mitigate the physical risk of climate change.

For example, the San Polo, Italy plant completed projects that created a closed-loop water system, resulting in an estimated saving of 60 m³/day of water. [cite: 12 (from first search)] Also, all O-I Glass plants are scheduled to complete water balance studies by 2026 to pinpoint further areas for efficiency gains. [cite: 11 (from first search)]

Environmental Metric	2024 Performance / Status	New 2030 Target (Announced 2025)	Risk/Opportunity
GHG Emissions Reduction (Scope 1 & 2)	Achieved 30% reduction (from 2017 baseline)	47% reduction (from 2019 baseline)	Opportunity: Industry leadership in decarbonization; Risk: High capital expenditure for new furnace technology.
Recycled Glass (Cullet) Usage	41% global average [cite: 7 (from first search)]	60% global average	Opportunity: Lower energy costs (cullet melts easier); Risk: Supply chain reliance on fragmented recycling infrastructure.
Water Usage Reduction	Implementing closed-loop systems (e.g., San Polo saving 60 m³/day) [cite: 12 (from first search)]	25% reduction in high-risk areas [cite: 11 (from first search), 12 (from first search)]	Risk: Operational disruption in 25 high-stressed plants; Opportunity: Increased operational resilience through water recirculation. [cite: 9 (from first search)]