Partner Benefits
Yanbu Industrial City — Phase Initial · 300 TPD · 3 Modules · Registry: registry-yanbu-v3
3 Modules
obligation
Nitaqat-labeled, ESTIMATED
MWAN 2035
SGI contribution
incl. YANSAB unique
Zero Authority Capital
Without ACM
- 9 streams generating ongoing disposal cost
- 400 TPD at SAR 290/ton blended = ~SAR 41.2M/yr disposal spend
- No manufactured output, no V₂O₅, no carbon products
- MWAN compliance gap — disposal cost escalates annually
With ACM (Option A)
- Zero capital deployment — $165M Carbotura capital only
- Processing Service (Ijarah) — Year 1 outflow
- Revenue Share (Musharakah) commences Month 14 — net surplus from Year 2 onward
- 105,000 tpy MWAN diversion credit
- 141 direct in-Kingdom jobs
Processing Service Fee and Manufactured Goods Revenue Share are independent transactions. Year 1 net position is pre-royalty. Year 2+ Revenue Share exceeds Processing Service Fee.
MWAN 2035 Mandate Contribution
Saudi Arabia's National Center for Waste Management (MWAN) requires 85% diversion from landfill across all industrial waste by 2035. Yanbu Phase Initial (3 modules) contributes 105,000 tpy — 262.5× GEMS national capacity — toward this mandate.
| Phase | Modules | TPD | MWAN tpy | Cumulative MWAN |
|---|---|---|---|---|
| Phase Initial | 3 | 300 | 105,000 | 105,000 |
| Phase Medium | 6 | 600 | 210,000 | 315,000 |
| Phase Expanded | 9 | 900 | 315,000 | 630,000 |
All ESTIMATED. Phase Medium and Phase Expanded subject to separate CSA elections and site confirmation.
YANSAB–SABIC Circular Loop — Unique to Yanbu
The Only Closed-Loop Polymer Circular Economy in Saudi Arabia
YANSAB (Yanbu National Petrochemical Company, SABIC-majority JV) produces HDPE, LLDPE, and polypropylene. Production generates polymer waste and off-spec rejects — 80 TPD — currently with no circular processor in any KSA region. ACM converts this waste into Carbon Black, Graphite, Carbon Fiber Precursor, and Aromatics. SABIC downstream buys the output.
- SABIC eliminates polymer waste disposal cost for its Yanbu production affiliate
- SABIC receives IKTVA National Content credit for domestic procurement
- YANSAB waste becomes SABIC supply chain input — same corporate group, no import dependency
- Carbon Fiber Precursor (RC4) from polymer waste — highest unit value output from this stream
- No equivalent circular loop exists at any other KSA industrial city — Yanbu is the only site with YANSAB polymer scale
Critical Minerals — Petcoke Ash
No WtE ash stream. REE (Ce/La/Nd/Y/Li/Co) absent. Critical minerals pathway is V₂O₅, Nickel, Gallium, and Molybdenum from YASREF/SAMREF petcoke ash only.
All volumes ESTIMATED. V₂O₅ pending engineering confirmation of YASREF and SAMREF petcoke configuration (WARN-08). Saudi Arabia imports 100% of V₂O₅ and ~95% of Gallium.
IKTVA Alignment
| IKTVA Benefit | Description | Primary Beneficiary |
|---|---|---|
| In-Kingdom manufacturing | ACM operating in RCJY Yanbu IC territory qualifies as Saudi-based manufacturer for IKTVA scoring purposes | SABIC, Aramco, Ma'aden — procurement scoring |
| YANSAB loop scoring | SABIC receives IKTVA National Content credit for sourcing Carbon Black and Graphite from ACM — domestic circular processor | SABIC / Aramco (SABIC parent) |
| V₂O₅ domestic sourcing | Aramco receives IKTVA credit for domestic V₂O₅ procurement for VRFB supply chain — no domestic incumbent | Saudi Aramco |
| IKTVA proxy (employment) | 62% IKTVA proxy ESTIMATED — 141 direct FTE in-Kingdom, Saudization-compliant target | RCJY / HRSD |
IKTVA premium is additive to base product economics. Base product economics hold at export reference prices without IKTVA premium.
Vision 2030 Alignment
Saudi Green Initiative (SGI)
~399,675 tCO₂e/yr avoided from 3-module deployment. SGI 278M tCO₂e national target contribution. ESTIMATED
NIDLP — Industrial Diversification
$165M Carbotura FDI into Yanbu IC advanced manufacturing. Carbon Black, Graphite, and Carbon Fiber produced in-Kingdom from waste streams.
Renewable Energy Storage
V₂O₅ from YASREF/SAMREF petcoke ash → Aramco VRFB supply chain → 110 GW Saudi renewable storage program. WARN-08
Petrochemical Circular Economy
YANSAB polymer waste → Carbon Fiber and Graphite. Saudi Arabia's first closed-loop polymer circular economy from existing SABIC/YANSAB infrastructure.
RCJY Phase II Development
45,000–75,000 m² ACM footprint in RCJY Yanbu IC Phase II. Advanced manufacturing anchor for Phase II land.
MWAN Compliance
105,000 tpy from Phase Initial. Addresses MWAN 2035 85% diversion mandate — 800+ facilities required nationally.
Employment Creation ESTIMATED — Nitaqat-labeled
All FTE figures ESTIMATED. Subject to Nitaqat compliance and HRSD Saudization determination at Feasibility Study.
| Phase | Direct FTE | Indirect | Total |
|---|---|---|---|
| Phase Initial (3 modules) | 141 | 423 | 564 |
| Phase Medium (6 modules) | 282 | 846 | 1,128 |
| Phase Expanded (9 modules) | 423 | 1,269 | 1,692 |
All phases ESTIMATED. Subject to Nitaqat compliance — HRSD Saudization tier confirmed at Feasibility Study.
Environmental Impact
SIRC Subsidiary Portfolio Completion — Yanbu
Carbotura processes the residual output of each SIRC subsidiary present at Yanbu Industrial City:
| SIRC Subsidiary / Operator | Primary Activity | Current Residual | Carbotura Processes | Access |
|---|---|---|---|---|
| Yadoum Yanbu | MSW → RDF for cement | Non-RDF-grade fluff and rejects | MSW residuals 40 TPD | IMMEDIATE |
| Akam Yanbu | C&D → aggregate | Light fraction / C&D fluff | C&D fluff 50 TPD | IMMEDIATE |
| ELECTA Yanbu | EoL vehicles → metals | Automotive Shredder Residue (ASR) | ASR 20 TPD | IMMEDIATE |
| GEMS Yanbu | Industrial hazardous mgmt | Industrial sludge | Wastewater sludge 40 TPD | CONDITIONAL |
| YANSAB (SABIC JV) | HDPE / LLDPE / PP production | Polymer waste, off-spec rejects | Polymer waste 80 TPD — UNIQUE | IMMEDIATE |
| YASREF / SAMREF | 400K bpd refining | High-vanadium petcoke ash | Petcoke ash 60 TPD | CONDITIONAL |
Carbotura processes what SIRC's network cannot sell. Every ton leaving YANSAB, Yadoum, Akam, and ELECTA as residual becomes RC3+ manufactured output through ACM.