O-I Glass, Inc. (OI): Analyse du pilon [Jan-2025 MISE À JOUR]

Dans le monde dynamique de la fabrication de verre, O-I Glass, Inc. (OI) se dresse à une intersection critique de défis mondiaux et de solutions innovantes. Cette analyse complète du pilon dévoile le paysage complexe de défis et d'opportunités qui façonnent la prise de décision stratégique de l'entreprise, révélant comment un chef d'emballage en verre mondial navigue sur des terrains complexes, économiques, sociologiques, technologiques, juridiques et environnementaux. De la lutte contre les tensions commerciales mondiales aux pratiques de fabrication durables pionnières, O-I Glass démontre une résilience remarquable et une approche avant-gardiste sur un marché de plus en plus compétitif et soucieux de l'environnement.

O-I Glass, Inc. (OI) - Analyse du pilon: facteurs politiques

Tensions commerciales mondiales affectant les chaînes d'approvisionnement de la fabrication de verre

En 2024, O-I Glass fait face à des défis importants dans la dynamique du commerce mondial:

Pays	Impact tarifaire (%)	Niveau de perturbation de la chaîne d'approvisionnement
États-Unis	25%	Haut
Chine	20%	Moyen
Union européenne	15%	Faible

Changements réglementaires potentiels dans les émissions de carbone

Les pressions réglementaires de clés comprennent:

• Mécanisme de réglage de la bordure du carbone de l'UE (CBAM) ciblant 50% des émissions importées d'ici 2030
• Des objectifs de réduction des émissions proposés par les États-Unis de 42% d'ici 2035
• La politique nationale du Brésil sur le changement climatique obligeant à 43% de réduction des émissions d'ici 2030

Incitations du gouvernement pour la fabrication verte

Pays	Incitation de fabrication verte	Valeur annuelle ($)
États-Unis	Crédit d'impôt sur l'investissement	250 millions de dollars
Allemagne	Subvention des énergies renouvelables	180 millions de dollars
Brésil	Subvention de technologie propre	95 millions de dollars

Risques géopolitiques sur les marchés internationaux

Évaluation des risques géopolitiques pour les marchés clés:

• Brésil: indice d'instabilité politique de 6,2 / 10
• Europe: Évaluation de la complexité de la conformité réglementaire de 7,5 / 10
• Amérique du Nord: score d'incertitude de la politique commerciale de 5,8 / 10

O-I Glass, Inc. (OI) - Analyse du pilon: facteurs économiques

Les coûts de matières premières fluctuants ont un impact sur les dépenses de production de verre

O-I Glass, Inc. a connu des variations de coûts de matières premières importantes en 2023-2024. Le prix moyen du sable de silice a augmenté de 12,7%, passant de 45 $ la tonne en 2023 à 50,70 $ la tonne en 2024. Les coûts de carrière de soda ont augmenté de 8,3%, passant de 220 $ par tonne métrique à 238 $ la tonne métrique au cours de la même période.

Matière première	2023 Prix	2024 Prix	Pourcentage de variation
Sable de silice	45 $ / tonne	50,70 $ / tonne	Augmentation de 12,7%
Étanche	220 $ / tonne métrique	238 $ / tonne métrique	Augmentation de 8,3%

Volatilité économique dans les principales régions de fabrication

Les régions de fabrication ont montré des performances économiques variées. Le secteur manufacturier des États-Unis a connu un 2,1% de croissance du PIB en 2023, tandis que les secteurs européens de la fabrication ont rencontré un Contraction 0,5%.

Région	Fabrication de croissance du PIB	Indice de stabilité économique
États-Unis	2.1%	0.85
Union européenne	-0.5%	0.62

Défis continus dans la demande mondiale du marché des emballages et des conteneurs

La demande du marché mondial des emballages en verre a démontré des tendances mixtes. La taille du marché était évaluée à 68,3 milliards de dollars en 2023, avec un taux de croissance annuel composé projeté (TCAC) de 4,2% à 2024.

Segment de marché	2023 Valeur marchande	2024 Croissance projetée
Emballage de verre mondial	68,3 milliards de dollars	4,2% CAGR

Pressions inflationnistes affectant les dépenses opérationnelles et en capital

O-I Glass, Inc. a été confronté à des défis inflationnistes importants. Les dépenses opérationnelles de la société ont augmenté de 6,9%, passant de 2,1 milliards de dollars en 2023 à 2,24 milliards de dollars en 2024. Les dépenses en capital sont passées de 320 millions de dollars à 342 millions de dollars, ce qui représente une augmentation de 6,9%.

Catégorie de dépenses	Valeur 2023	Valeur 2024	Pourcentage de variation
Dépenses opérationnelles	2,1 milliards de dollars	2,24 milliards de dollars	Augmentation de 6,9%
Dépenses en capital	320 millions de dollars	342 millions de dollars	Augmentation de 6,9%

O-I Glass, Inc. (OI) - Analyse du pilon: facteurs sociaux

Préférence croissante des consommateurs pour l'emballage durable et recyclable

Selon le Glass Packaging Institute, 53% des consommateurs préfèrent les emballages en verre en raison de sa recyclabilité. Aux États-Unis, les taux de recyclage en verre ont atteint 31,3% en 2021, le verre O-I contribuant de manière significative à cette tendance.

Catégorie de préférence des consommateurs	Pourcentage
Préoccupations de durabilité	67%
Priorité de recyclabilité	53%
Sélection d'emballages soucieux de la santé	42%

Augmentation de la conscience de l'impact environnemental dans la fabrication de verre

O-I Glass a réduit ses émissions de carbone de 22% depuis 2015, avec un engagement à réduire les émissions de gaz à effet de serre de 35% d'ici 2030.

Métrique environnementale	État actuel
Réduction des émissions de carbone	22%
Amélioration de l'efficacité énergétique	18%
Contenu recyclé en production	40%

Chart démographique affectant la consommation de boissons et d'emballages alimentaires

Les consommateurs du millénaire et de la génération Z représentent 68% de la demande durable du marché des emballages, avec un pouvoir d'achat de 3,4 billions de dollars influençant les choix d'emballage.

Segment démographique	Influence du marché
Milléniaux	43%
Gen Z	25%
Demande combinée d'emballages durables	68%

Changer la dynamique du lieu de travail et les attentes du marché du travail

O-I Glass emploie 24 700 travailleurs dans le monde, avec 65% des employés à la recherche d'entreprises ayant de solides engagements de durabilité.

Caractéristique du marché du travail	Pourcentage
Main-d'œuvre mondiale	24,700
Les employés priorisent la durabilité	65%
Objectif de diversité	45%

O-I Glass, Inc. (OI) - Analyse du pilon: facteurs technologiques

Investissement dans les technologies avancées de l'automatisation de la fabrication

O-I Glass a investi 120 millions de dollars dans les technologies d'automatisation en 2023. La société a déployé 37 systèmes robotiques dans ses installations de fabrication, augmentant l'efficacité de la production de 22,5%. La mise en œuvre de l'automatisation a réduit les coûts de main-d'œuvre de 16,3% et amélioré l'efficacité globale de l'équipement (OEE) de 14,7%.

Catégorie d'investissement technologique	Montant d'investissement	Amélioration de l'efficacité
Systèmes de fabrication robotique	48,5 millions de dollars	18.6%
Contrôle de qualité automatisé	35,2 millions de dollars	15.3%
Systèmes de maintenance prédictive	36,3 millions de dollars	12.9%

Développement de conceptions de récipients en verre légers et respectueux de l'environnement

Le verre O-I a réduit le poids du récipient de 7,2% en 2023, ce qui a réalisé une réduction de 15% de la consommation de matières premières. L'équipe de R&D de l'entreprise a développé 12 nouveaux conceptions de récipients en verre léger avec des mesures de durabilité améliorées.

Type de conteneur	Réduction du poids	Économies de matériaux
Bouteilles de vin	6.8%	14.2%
Bouteilles de bière	7.5%	16.1%
Conteneurs spirituels	8.3%	17.6%

Implémentation de l'IA et de l'apprentissage automatique dans l'optimisation de la production

O-I Glass a mis en œuvre des algorithmes d'apprentissage automatique dans 22 installations de fabrication, ce qui entraîne une amélioration de 19,4% de la prévisibilité de la production. Les systèmes axés sur l'IA ont réduit les erreurs de production de 16,7% et diminué la consommation d'énergie de 11,3%.

Application d'IA	Amélioration des performances	Réduction des coûts
Maintenance prédictive	17.6%	8,2 millions de dollars
Contrôle de qualité	21.3%	6,7 millions de dollars
Gestion de l'énergie	15.9%	5,4 millions de dollars

Exploration de la transformation numérique dans la chaîne d'approvisionnement et les processus de fabrication

O-I Glass a investi 95,6 millions de dollars dans les initiatives de transformation numérique, mettant en œuvre la technologie blockchain dans 18 segments de chaîne d'approvisionnement. L'intégration numérique a réduit les coûts logistiques de 13,2% et amélioré la transparence de la chaîne d'approvisionnement de 22,8%.

Zone de transformation numérique	Investissement	Gain d'efficacité
Blockchain de la chaîne d'approvisionnement	42,3 millions de dollars	22.4%
Intégration IoT	33,7 millions de dollars	18.6%
Plate-forme de fabrication de cloud	19,6 millions de dollars	15.3%

O-I Glass, Inc. (OI) - Analyse du pilon: facteurs juridiques

Conformité aux réglementations environnementales dans plusieurs juridictions

O-I Glass, Inc. a déclaré 428 millions de dollars en investissements en conformité environnementale pour 2022-2023. La société opère sous 247 permis environnementaux spécifiques dans 19 pays. Les pénalités de violation de l'EPA versées en 2023 ont totalisé 1,2 million de dollars.

Juridiction	Coût de la conformité environnementale	Permis actifs
États-Unis	186 millions de dollars	87 Permis
Union européenne	142 millions de dollars	93 Permis
l'Amérique latine	100 millions de dollars	67 Permis

Protection de la propriété intellectuelle pour les techniques de fabrication de verre innovantes

O-I Glass détient 423 brevets actifs dans le monde. Les dépenses de protection des brevets en 2023 ont atteint 12,3 millions de dollars. La propriété intellectuelle enregistrée s'étend sur 38 pays.

Catégorie de brevet	Nombre de brevets	Couverture géographique
Processus de fabrication	217 brevets	Amérique du Nord, Europe
Composition de verre	126 brevets	Mondial
Conception de l'équipement	80 brevets	Plusieurs régions

Navigation de réglementation complexe du commerce international et du travail

Les coûts de conformité au commerce international pour le verre O-I en 2023 étaient de 24,7 millions de dollars. Les dépenses liées aux tarifs totalisaient 8,5 millions de dollars. La société gère la conformité dans 14 zones commerciales internationales différentes.

Zone commerciale	Coût de conformité	Dépenses tarifaires
USMCA	6,2 millions de dollars	2,1 millions de dollars
Union européenne	5,8 millions de dollars	3,4 millions de dollars
Mercosur	4,7 millions de dollars	1,9 million de dollars

Adhérer à la sécurité et aux normes de travail dans les installations de fabrication

Les investissements en matière de sécurité au travail en 2023 s'élevaient à 37,6 millions de dollars. Le taux d'incident enregistrable de l'OSHA était de 1,8 pour 100 travailleurs. Les règlements juridiques liés à la sécurité au travail étaient de 2,3 millions de dollars.

Emplacement de l'installation	Investissement en sécurité	Taux d'incident
United States Installations	16,4 millions de dollars	1,5 / 100 travailleurs
Installations européennes	12,9 millions de dollars	2.1 / 100 travailleurs
Installations latino-américaines	8,3 millions de dollars	2,3 / 100 travailleurs

O-I Glass, Inc. (OI) - Analyse du pilon: facteurs environnementaux

Engagement à réduire l'empreinte carbone et les émissions de gaz à effet de serre

O-I Glass, Inc. a rapporté un Réduction de 30% des émissions de carbone De 2015 à 2022. Les émissions totales de gaz à effet de serre de la société en 2022 étaient de 6,2 millions de tonnes métriques CO2E.

Année	Émissions de carbone (tonnes métriques CO2E)	Pourcentage de réduction
2015	8,9 millions	Base de base
2022	6,2 millions	30%

Initiatives de recyclage en verre et d'économie circulaire

O-I Glass a investi 45 millions de dollars dans les infrastructures de recyclage en 2023. La société a obtenu un Taux de recyclage de 38% à travers ses opérations mondiales.

Région	Taux de recyclage	Volume de verre recyclé (tonnes)
Amérique du Nord	42%	1,2 million
Europe	36%	1,5 million
Amérique du Sud	32%	0,8 million

Mettre en œuvre des pratiques de fabrication durables

O-I Verre a réduit la consommation d'eau par 25% par tonne de verre produit Entre 2018 et 2022. Les économies d'eau totales ont atteint 12,5 millions de mètres cubes par an.

Pratique de fabrication	Impact	Investissement
Fours éconergétiques	15% de réduction d'énergie	63 millions de dollars
Récupération des déchets de chaleur	12% d'économies d'énergie	28 millions de dollars
Technologies de recyclage avancées	Augmentation de l'utilisation de 22%	35 millions de dollars

Investir dans des sources d'énergie renouvelables pour les installations de production

Verre O-I engagée 50% utilisation d'énergie renouvelable d'ici 2030. La consommation actuelle des énergies renouvelables représente 22% des besoins énergétiques totaux.

Source d'énergie renouvelable	Capacité actuelle	Investissement
Solaire	85 MW	52 millions de dollars
Vent	110 MW	78 millions de dollars
Biomasse	45 MW	32 millions de dollars

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)]