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Research

Operating Papers

Long-form research on the data, compliance, and market-timing problems that create urgent routing windows.

Issue 02

Industrial Stormwater Enforcement Runs on the Calendar, Not the Chemistry

What California's own citation data shows industrial facilities actually get penalized for, and the SWPPP record that survives it.

Universe

20,424 active industrial enrollments in California SMARTS, computed from the state's May 27, 2026 public export.

Top citation

8,070 late annual report violations on file against active facilities. The calendar fails before the water does.

Penalty floor

Water Code 13385 sets $3,000 mandatory minimums; June 2026 LA board offers ran $6,000 to $12,000, exact multiples.

Escalation

One zinc average over 0.26 mg/L starts a dated Level 1 to Level 2 arc that runs into 2029, each step QISP-prepared.

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Issue 01

Why Your SKU File Is Not an EPR Reporting File

The data model packaged-goods brands need before EPR fees, audits, and producer filings become reproducible.

Catalog scale

850 SKUs x six packaging components becomes about 5,100 component records before jurisdiction splits.

Jurisdiction split

Four jurisdictions turn the working set into roughly 20,400 component-jurisdiction records.

Category risk

Oregon clear PET at 25.0 cents/lb and colored PET at 67.0 cents/lb makes classification a fee driver.

Operational break

National sales volume does not prove supplied volume into Oregon, California, Colorado, or Ontario.

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