Participated in an industry call this Am. It is obvious now that all municipalities will need to outsource waste collection to the big guys $GFL. Labor inflation hurting. Taxpayers will notice that municipalities operating own fleet are hemorrhaging cash. More wins coming $GFL.
In the US. ~20% of the industry is still Municipal. Should go to nearly 0% over time. Opportunity for solid waste winners with #scale 
US + Canada is a $15 billion opportunity for scaled waste companies to replace municipal fleets. I expect $GFL to win more deals in the North East. $WCN to win the West. These deals are very high margin.
New York is also restructuring its waste system in 2022. This is low margin but good for $WM. I expect $WCN and $GFL to benefit the most.
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