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Writer's pictureFabien Cros

Reimagining Monetization of Stranded Assets for B2B-OEMs Through Circular Economy


In an era where environmental sustainability intersects with industrial innovation, B2B original equipment manufacturers (OEMs) are uniquely positioned to transform their business models. For expert Ron Giuntini, there's an urgent call for these companies to rethink how their financial structures—namely the balance sheet and income statement—can adapt to today's environmental challenges, particularly in managing stranded assets within their installed base.

Globally, the installed base of commercial machines is valued at an estimated $25,000 billion, with about $2,000 billion of these assets becoming stranded annually. These assets, often sidelined due to regulatory changes, technological advancements, or shifts in market demand, represent a significant financial and environmental overhead. However, if leveraged correctly, they can also offer substantial returns and benefits not just for the OEMs, but for the environment and stakeholders at large.


Strategic Approach to Stranded Assets

Ron Giuntini proposes that B2B-OEMs could adopt innovative contract agreements with buyers. These agreements would involve the OEMs purchasing back the products at a predetermined fee once they become stranded. This approach not only ensures a planned route for asset recovery but also integrates the principles of a circular economy—focusing on repurposing, disassembling, remanufacturing, and recycling.

For instance, under such a contract, a stranded asset originally priced at $100,000 might be repurchased for $5,000. This transaction would be reflected in the OEM's financials at the time of the contract, setting up a balanced entry of asset accrual and anticipated liabilities for the future recovery process. Suppose the asset undergoes various circular economy processes costing $4,000, and the OEM manages to generate $20,000 from these efforts. This would result in a clear financial gain reflected on the income statement, demonstrating the economic viability of this strategy.


Why This Matters

Benefits of This Strategic Change:

  • Monetization of Previously Wasted Resources: What was once considered waste becomes a profitable resource, reducing environmental impact and contributing to sustainability.

  • Innovation in Business Models and Contracts: Adopting new frameworks for asset management encourages innovation and can set a precedent in the industry.

  • Building Trust: Transparent practices in environmental responsibility build trust among stakeholders, particularly those concerned with the planet's health.


Action Steps for B2B-OEMs

  1. Develop New Business Models: Create contracts that specifically address the use of stranded assets.

  2. Conduct Rigorous ROI Analysis: Validate the economic feasibility and sustainability of these new models.

  3. Maintain Transparency: Keep the investor community informed about the initiatives and their impacts.

  4. Implement Pilot Programs: Test these models in controlled environments to refine and perfect the approach.


By modifying traditional auditing practices to consider environmental impacts, B2B-OEMs can align their financial health with environmental stewardship. It's a strategic pivot that promises not only to protect but also to enhance their competitive edge and market reputation. The invitation is open: who is ready to join in fostering a more sustainable and transparent business ecosystem?

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