O-I Glass, Inc. (OI): Análise de Pestle [Jan-2025 Atualizada]

No mundo dinâmico da fabricação de vidro, a O-I Glass, Inc. (OI) está em uma interseção crítica de desafios globais e soluções inovadoras. Essa análise abrangente de pestles revela o complexo cenário de desafios e oportunidades que moldam a tomada de decisão estratégica da empresa, revelando como um líder global de embalagens de vidro navega por terrenos políticos, econômicos, sociológicos, tecnológicos, legais e ambientais. Desde abordar as tensões comerciais globais até as práticas de fabricação sustentáveis ​​pioneiras, o O-I Glass demonstra uma resiliência notável e abordagem de pensamento avançado em um mercado cada vez mais competitivo e ambientalmente consciente.

O -I Glass, Inc. (OI) - Análise de Pestle: Fatores Políticos

Tensões comerciais globais que afetam cadeias de suprimentos de fabricação de vidro

A partir de 2024, o O-I de vidro enfrenta desafios significativos na dinâmica comercial global:

País	Impacto tarifário (%)	Nível de interrupção da cadeia de suprimentos
Estados Unidos	25%	Alto
China	20%	Médio
União Europeia	15%	Baixo

Possíveis mudanças regulatórias nas emissões de carbono

As principais pressões regulatórias incluem:

• Mecanismo de ajuste de borda de carbono da UE (CBAM), direcionando 50% das emissões importadas até 2030
• Metas de redução de emissões propostas pela Agência de Proteção Ambiental dos EUA de 42% até 2035
• Política nacional do Brasil sobre mudança climática que determinam 43% de redução de emissões até 2030

Incentivos do governo para fabricação verde

País	Incentivo de fabricação verde	Valor anual ($)
Estados Unidos	Crédito do imposto sobre investimentos	US $ 250 milhões
Alemanha	Subsídio de energia renovável	US $ 180 milhões
Brasil	Concessão de tecnologia limpa	US $ 95 milhões

Riscos geopolíticos em mercados internacionais

Avaliação de risco geopolítico para os principais mercados:

• Brasil: Índice de Instabilidade Política de 6,2/10
• Europa: Classificação da complexidade da conformidade regulatória de 7,5/10
• América do Norte: Pontuação de Incerteza de Política Comercial de 5,8/10

O -I Glass, Inc. (OI) - Análise de Pestle: Fatores Econômicos

Custos de matéria -prima flutuantes que afetam as despesas de produção de vidro

O-I Glass, Inc. experimentou variações significativas de custo de matéria-prima em 2023-2024. O preço médio da areia de sílica aumentou 12,7%, de US $ 45 por tonelada, em 2023 para US $ 50,70 por tonelada, em 2024, os custos de cinzas de refrigerante aumentaram 8,3%, de US $ 220 por tonelada para US $ 238 por tonelada métrica durante o mesmo período.

Matéria-prima	2023 Preço	2024 Preço	Variação percentual
Areia de sílica	US $ 45/tonelada	$ 50,70/tonelada	Aumento de 12,7%
Refrigerante	$ 220/ton métrica	US $ 238/ton métrica	8,3% de aumento

Volatilidade econômica nas principais regiões de fabricação

As regiões de fabricação mostraram desempenho econômico variado. O setor manufatureiro dos Estados Unidos experimentou um 2,1% de crescimento do PIB em 2023, enquanto os setores de manufatura europeus encontraram um Contração de 0,5%.

Região	Crescimento do PIB de fabricação	Índice de Estabilidade Econômica
Estados Unidos	2.1%	0.85
União Europeia	-0.5%	0.62

Desafios contínuos na demanda global de embalagens e contêineres

A demanda global do mercado de embalagens de vidro demonstrou tendências mistas. O tamanho do mercado foi avaliado em US $ 68,3 bilhões em 2023, com uma taxa de crescimento anual composta projetada (CAGR) de 4,2% até 2024.

Segmento de mercado	2023 Valor de mercado	2024 crescimento projetado
Embalagem global de vidro	US $ 68,3 bilhões	4,2% CAGR

Pressões inflacionárias que afetam as despesas operacionais e de capital

O-i Glass, Inc. enfrentou desafios inflacionários significativos. As despesas operacionais da Companhia aumentaram 6,9%, de US $ 2,1 bilhões em 2023 para US $ 2,24 bilhões em 2024. As despesas de capital aumentaram de US $ 320 milhões para US $ 342 milhões, representando um aumento de 6,9%.

Categoria de despesa	2023 valor	2024 Valor	Variação percentual
Despesas operacionais	US $ 2,1 bilhões	US $ 2,24 bilhões	6,9% de aumento
Despesas de capital	US $ 320 milhões	US $ 342 milhões	6,9% de aumento

O -I Glass, Inc. (OI) - Análise de Pestle: Fatores sociais

Crescente preferência do consumidor por embalagens sustentáveis ​​e recicláveis

De acordo com o Glass Packaging Institute, 53% dos consumidores preferem embalagens de vidro devido à sua reciclabilidade. As taxas de reciclagem de vidro nos Estados Unidos atingiram 31,3% em 2021, com o vidro O-I contribuindo significativamente para essa tendência.

Categoria de preferência do consumidor	Percentagem
Preocupações de sustentabilidade	67%
Prioridade de reciclabilidade	53%
Seleção de embalagens preocupada com a saúde	42%

Aumentando a conscientização sobre o impacto ambiental na fabricação de vidro

O O-I Glass reduziu suas emissões de carbono em 22% desde 2015, com o compromisso de diminuir as emissões de gases de efeito estufa em 35% até 2030.

Métrica ambiental	Status atual
Redução de emissões de carbono	22%
Melhoria da eficiência energética	18%
Conteúdo reciclado na produção	40%

Mudanças demográficas que afetam o consumo de bebidas e embalagens de alimentos

Os consumidores milenares e da geração Z representam 68% da demanda do mercado de embalagens sustentáveis, com um poder de compra de US $ 3,4 trilhões que influenciam as opções de embalagem.

Segmento demográfico	Influência do mercado
Millennials	43%
Gen Z	25%
Demanda combinada de embalagens sustentáveis	68%

Mudança de dinâmica do local de trabalho e expectativas do mercado de trabalho

O O-I Glass emprega 24.700 trabalhadores em todo o mundo, com 65% dos funcionários buscando empresas com fortes compromissos de sustentabilidade.

Característica do mercado de trabalho	Percentagem
Força de trabalho global	24,700
Funcionários priorizando a sustentabilidade	65%
Objetivo de diversidade da força de trabalho	45%

O -I Glass, Inc. (OI) - Análise de Pestle: Fatores tecnológicos

Investimento em tecnologias avançadas de automação de fabricação

O O-I Glass investiu US $ 120 milhões em tecnologias de automação em 2023. A Companhia implantou 37 sistemas robóticos em suas instalações de fabricação, aumentando a eficiência da produção em 22,5%. A implementação da automação reduziu os custos da mão -de -obra em 16,3% e melhorou a eficácia geral do equipamento (OEE) em 14,7%.

Categoria de investimento em tecnologia	Valor do investimento	Melhoria de eficiência
Sistemas de fabricação robótica	US $ 48,5 milhões	18.6%
Controle de qualidade automatizada	US $ 35,2 milhões	15.3%
Sistemas de manutenção preditivos	US $ 36,3 milhões	12.9%

Desenvolvimento de designs de contêineres de vidro leve e ecológico

O vidro O-I reduziu o peso do contêiner em 7,2% em 2023, alcançando uma redução de 15% no consumo de matéria-prima. A equipe de P&D da empresa desenvolveu 12 novos designs de contêineres de vidro leves com métricas aprimoradas de sustentabilidade.

Tipo de contêiner	Redução de peso	Economia de material
Garrafas de vinho	6.8%	14.2%
Garrafas de cerveja	7.5%	16.1%
Contêineres espirituais	8.3%	17.6%

Implementação de IA e aprendizado de máquina na otimização da produção

Os algoritmos de aprendizado de máquina implementados em vidro O-I em 22 instalações de fabricação, resultando em uma melhoria de 19,4% na previsibilidade da produção. Os sistemas acionados por IA reduziram os erros de produção em 16,7% e diminuíram o consumo de energia em 11,3%.

Aplicação da IA	Melhoria de desempenho	Redução de custos
Manutenção preditiva	17.6%	US $ 8,2 milhões
Controle de qualidade	21.3%	US $ 6,7 milhões
Gerenciamento de energia	15.9%	US $ 5,4 milhões

Explorando a transformação digital na cadeia de suprimentos e nos processos de fabricação

O O-I Glass investiu US $ 95,6 milhões em iniciativas de transformação digital, implementando a tecnologia blockchain em 18 segmentos da cadeia de suprimentos. A integração digital reduziu os custos de logística em 13,2% e melhorou a transparência da cadeia de suprimentos em 22,8%.

Área de transformação digital	Investimento	Ganho de eficiência
Blockchain da cadeia de suprimentos	US $ 42,3 milhões	22.4%
Integração da IoT	US $ 33,7 milhões	18.6%
Plataforma de fabricação em nuvem	US $ 19,6 milhões	15.3%

O -I Glass, Inc. (OI) - Análise de Pestle: Fatores Legais

Conformidade com regulamentos ambientais em várias jurisdições

A O-I Glass, Inc. registrou US $ 428 milhões em investimentos em conformidade ambiental para 2022-2023. A empresa opera sob 247 licenças ambientais específicas em 19 países. As multas por violação da EPA pagas em 2023 totalizaram US $ 1,2 milhão.

Jurisdição	Custo de conformidade ambiental	Permissões ativas
Estados Unidos	US $ 186 milhões	87 licenças
União Europeia	US $ 142 milhões	93 licenças
América latina	US $ 100 milhões	67 licenças

Proteção de propriedade intelectual para técnicas inovadoras de fabricação de vidro

O vidro O-I possui 423 patentes ativas globalmente. As despesas de proteção de patentes em 2023 atingiram US $ 12,3 milhões. A propriedade intelectual registrada abrange 38 países.

Categoria de patentes	Número de patentes	Cobertura geográfica
Processos de fabricação	217 patentes	América do Norte, Europa
Composição de vidro	126 patentes	Global
Projeto de equipamento	80 patentes	Várias regiões

Navegando regulamentos de comércio internacional e comércio complexos

Os custos internacionais de conformidade comercial do O-I em 2023 foram de US $ 24,7 milhões. As despesas relacionadas à tarifa totalizaram US $ 8,5 milhões. A empresa gerencia a conformidade em 14 diferentes zonas de comércio internacional.

Zona comercial	Custo de conformidade	Despesas tarifárias
USMCA	US $ 6,2 milhões	US $ 2,1 milhões
União Europeia	US $ 5,8 milhões	US $ 3,4 milhões
MERCOSUR	US $ 4,7 milhões	US $ 1,9 milhão

Aderir aos padrões de segurança e local de trabalho em instalações de fabricação

Os investimentos em segurança no local de trabalho em 2023 totalizaram US $ 37,6 milhões. A taxa de incidentes registrados da OSHA foi de 1,8 por 100 trabalhadores. Os acordos legais relacionados à segurança do local de trabalho foram de US $ 2,3 milhões.

Localização da instalação	Investimento em segurança	Taxa de incidentes
Instalações dos Estados Unidos	US $ 16,4 milhões	1.5/100 trabalhadores
Instalações européias	US $ 12,9 milhões	2.1/100 trabalhadores
Instalações latino -americanas	US $ 8,3 milhões	2.3/100 trabalhadores

O -I Glass, Inc. (OI) - Análise de Pestle: Fatores Ambientais

Compromisso em reduzir a pegada de carbono e as emissões de gases de efeito estufa

O-I Glass, Inc. relatou um Redução de 30% nas emissões de carbono De 2015 a 2022. As emissões totais de gases de efeito estufa da empresa em 2022 foram de 6,2 milhões de toneladas métricas.

Ano	Emissões de carbono (toneladas métricas)	Porcentagem de redução
2015	8,9 milhões	Linha de base
2022	6,2 milhões	30%

Expandindo iniciativas de reciclagem de vidro e economia circular

O-i Glass investiu US $ 45 milhões em infraestrutura de reciclagem em 2023. A empresa alcançou um Taxa de reciclagem de vidro de 38% em suas operações globais.

Região	Taxa de reciclagem	Volume de vidro reciclado (toneladas)
América do Norte	42%	1,2 milhão
Europa	36%	1,5 milhão
Ámérica do Sul	32%	0,8 milhão

Implementando práticas de fabricação sustentável

O-I de vidro reduziu o consumo de água por 25% por tonelada de vidro produzido Entre 2018 e 2022. A economia total da água atingiu 12,5 milhões de metros cúbicos por ano.

Prática de fabricação	Impacto	Investimento
Fornos com eficiência energética	15% de redução de energia	US $ 63 milhões
Recuperação de calor residual	12% de economia de energia	US $ 28 milhões
Tecnologias avançadas de reciclagem	Aumento de utilização de abastecimento de 22%	US $ 35 milhões

Investir em fontes de energia renovável para instalações de produção

O-i Glass comprometido com 50% de uso de energia renovável até 2030. O consumo atual de energia renovável é de 22% dos requisitos totais de energia.

Fonte de energia renovável	Capacidade atual	Investimento
Solar	85 MW	US $ 52 milhões
Vento	110 MW	US $ 78 milhões
Biomassa	45 MW	US $ 32 milhões

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)]