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  4. BDI & BCG Study: Where Circularity Pays Off
What is the economic potential of circularity? The Federal
Association of the German Industries (BDI) asked Boston Consulting
Group (BCG) to answer that for German industry. The report's
authors, Claas Oehlmann of the BDI's Circular Economy Initiative
and Alexander Meyer zum Felde of BCG, walk through the findings,
with Nadine Braun of E.ON bringing the view from a company
perspective. What you'll hear in this episode: • What the report
found: in five sectors covering most of German industry, circular
business models could double annual value creation, from 60 to 125
billion euros, by 2045. • Whether that number survives
cannibalisation. If a car gets refurbished, that's one new car not
sold, so does the potential still hold once you subtract the lost
sales? • What companies can do today, without waiting for new
regulation, and what still holds them back. Besides exploring the
macroeconomic impact of the circular economy, the episode also
looks at where circularity pays off for a company. This is the
second episode of the IFAT Munich 2026 series, recorded live at the
fair.

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