What is Circular Materials and what does it do?

Circular Materials is a producer responsibility organization managing Ontario’s blue box system under extended producer responsibility. It coordinates collection, processing, and reporting, and sets producer fees based on packaging volumes and recyclability. The goal is higher recovery, lower contamination, and stable, transparent costs for the program.

How will producer fees affect CPG earnings in Canada?

Fees are tied to packaging volume, weight, and material type, which can lift costs for brands with harder-to-recycle formats. Many CPGs will try to pass some costs to retailers and consumers. Investors should monitor gross margin guidance, packaging capex, and mix shifts toward more recyclable materials.

Will curbside rules change for Ontario residents right away?

Many set-out practices look similar at launch, but accepted items may expand and sorting guidance may tighten. Residents should check local calendars and lists from their municipality or contractor. Early communication quality will influence contamination rates and help keep program costs from rising.

Who is Miller Waste Services and why does it matter here?

Miller Waste Services is a collection contractor serving many communities under the new system. Its role is central to on-time pickups, route optimization, and contamination control. Strong performance from Miller supports cost stability for producers and a smooth experience for residents.

Global Market Insights

Circular Materials January 2: Ontario Blue Box Shift Hits CPG Costs

ByDanny Kontos January 2, 2026January 2, 2026

Circular Materials now leads Ontario blue box collection under extended producer responsibility, starting January 1. The producer-funded model shifts recycling costs from municipalities to brand owners. Fees will track packaging volumes and material types, putting pressure on CPG margins and encouraging packaging redesigns. Miller Waste Services is the core collection contractor during rollout, with an expanded list of accepted items. Investors should assess margin sensitivity, pass-through rates, and operational risks during the transition as residents and municipalities watch service quality closely.