Infinity Recycling

High costs, volatile recyclate prices and uncertain regulatory frameworks have been putting pressure on the European plastics recycling market for some time. At the same time, expanding circular structures requires substantial investment, particularly in new, capital-intensive technologies for processing waste that has so far been difficult to recycle. Financing approaches are often reaching their limits, as projects are considered risky or only pay off in the long term. Against this backdrop, the question of what role specialised investors can play in closing this financing gap is becoming increasingly important. EUWID discussed this with Jeroen Kelder, co-founder and managing partner of Infinity Recycling, an investment manager focusing on the advanced plastics recycling market. #ChemicalRecycling

Is Capital the Catalyst or the Constraint? 🔎 That was the question we explored on Tuesday during the first Infinity Recycling webinar on Industrialising Innovation. The discussion was guided by three questions: 🔵 Why does this investment opportunity exist now, and not 10 years ago? 🔵 When technologies scale, what is the impact? 🔵 How to navigate the next investment frontier? Behind the scenes, the session marked an important moment for our team (and a step outside our usual comfort zone!). As the fund matures and approaches the end of its investment period, we took time to align internally and engage openly with investors on how we see the current market, the next phase of industrial scale‑up, and what “impact” means when technologies move from promise to infrastructure. Many thanks to Sybren van Doesum (LiveOnlineEvents) for the technical support. Some behind‑the‑scenes moments below 👇 More will follow soon!

Are we actually making industrial systems more resilient? As we finalised our Q1 2026 report, this remains the question that matters most to us. Impact is not created through isolated solutions, it happens when multiple companies across value chains begin reducing dependence on: 🔻 fragile supply chains 🔻 volatile raw material inputs 🔻 inefficient waste handling 🔻 linear production models And more importantly: when those shifts begin reinforcing one another. That is where industrial resilience is built and real autonomy emerges. At Infinity Recycling, these principles are embedded into how we work with portfolio companies from the beginning. Through Impact strategy and implemented frameworks, companies gain a structured way to understand how their operations evolve not only environmentally, but also operationally and strategically: 🔹 reducing systemic risk 🔹 increasing operational maturity 🔹 improving long-term scalability When resilience increases at system level, impactful outcomes follow.

Thank you UpSolv for the warm welcome in Montreal! 🇨🇦   Last week, our Investment Manager Nicky van 't Hof was in Montreal, Canada, visiting our portfolio company UpSolv.   Since our investment in 2024, UpSolv has made strong progress in advancing its dissolution-based recycling technology for polystyrene, while also accelerating developments in ABS recycling.   Discussions focused on the next steps towards industrial scale-up for the polystyrene plant. Alongside our ongoing collaboration on impact and commercial strategy, visiting the headquarters and plant site remains essential for strong collaboration in the company’s next phase.   Thank you to the UpSolv team for the open discussions and insightful exchanges 💡

A pleasure to host today with Paula Sanabria at our stand Jan-Willem Muller and Júlia Burle Thank you for your visit! Infinity Recycling #circulareconomy #sustainability #chemicalrecycling

💡What does the next generation think about chemical recycling? Last week, our Managing Partner Jeroen Kelder served as a judge at the European Sci‑Tech Challenge final in Brussels, hosted at the European Economic and Social Committee. Over two days, secondary school students (15–18) from across Europe presented solutions to one of today’s most complex challenges: plastic and chemical recycling. The level of technical rigor, creativity, and teamwork was impressive! 🥇Congratulations to Xenion Education in Cyprus, named Europe’s best STEM school this year for an innovative and inclusive approach to plastic recycling. Thank you to ExxonMobil Europe, JA Europe, the mentors, the European Economic and Social Committee, and fellow jury members Joanna Drake, Chiara Colella Kyriakou, Alice Wells, and Xavier Milcent for a strong and inspiring edition. 🌍Such Initiatives demonstrate that industrial innovation is fostered from an early stage and advanced through education and deliberate international collaboration.

🚀 Excited to announce that I will be leading the ImpactVC Dutch chapter together with my co-lead Joost Notenboom and an outstanding SteerCo: Clare Murray, Desirée Pettersson, Jiska Klein, Narina Mnatsakanian. Working at the intersection of venture capital and impact means constantly navigating trade‑offs: ImpactVC creates a trusted, peer‑led space to work through challenges with people who are actively doing the work.  🤝Together, we’ll host focused convenings, spark honest conversations, and build a stronger, more connected community for impact-focused VCs across the Netherlands. More to come very soon - if this resonates, let's talk. To get involved, sign up to ImpactVC here 👇: https://lnkd.in/e9pj5xPn Ellie Broad, Douglas Sloan, Infinity Recycling #impactinvesting #vc #circulareconomy

Earth Day 2026 🌍What is Infinity Role? This year’s theme, 𝘖𝘶𝘳 𝘗𝘰𝘸𝘦𝘳, 𝘖𝘶𝘳 𝘗𝘭𝘢𝘯𝘦t, invites reflection on how we, as an impact investment manager, use our power to create change, not only in the world at large, but especially within our own network. We believe capital does more than fund innovative solutions that support defossilisation. Used well, it also educates markets, enables collaboration, and helps circular solutions move from concept to scale. 🌐 Impact is amplified through shared knowledge and collective action. That is why we are proud to be part of an ecosystem that recognises the responsibility and the influence it holds. 💡 Our wish on this Earth Day is simple: that capital, together with the right partners, steps up to enable the transition to a defossilised, circular economy. Find the EARTHDAY.ORG manifesto below 👇

🔎 What makes deal sourcing effective over the long term? At a recent workshop at Maas Impact Ventures (Rotterdam School of Management, Erasmus University), our Investment Associate Júlia Burle explored this question through the lens of Infinity Recycling’s investment strategy.   Our approach starts with a clearly defined problem that translates into a focused investment mandate. Together with the students, Júlia discussed how this strategic clarity shapes our sourcing, which is largely driven by proprietary networks, sector expertise, and long‑term relationships.   💡 One key message from the session? Effective deal sourcing is less about volume and more about focus, backed up by the discipline to say no.   The level of engagement and the students’ focus on the technical aspects of circular economy investing underlined the importance of university collaboration as a space to test and refine our fund’s approach.   Fresh perspectives help sharpen how we navigate evolving markets.   Thank you to Maas Impact Ventures for the invite and Brendan Moroso (Morningstar Sustainalytics) for contributing to the discussion!

Six months in, and Fairmat continues to validate everything we believed when we made the investment! Composite waste is one of the most structurally under-addressed challenges across European industry, particularly in sectors where performance requirements leave little room for compromise. 💡 Fairmat approach is a combination of materials engineering, process automation, and a focus on industrial scalability. Two weeks ago, the Fairmat team was at JEC World, the leading global trade show for composite materials, and left with significant commercial collaborations with Syensqo, Etex, Babolat, Orthotic Care Services and Salomon. These commercial alliances are not only relevant for brand recognition, but for what they demonstrate: recycled carbon fiber can meet demanding technical specifications and at scale. We're proud to support the Fairmat team as they build circularity in high-performance materials. 👏 Well done Ben and Fairmat team!