Fire and ‘sheer volume’: how Britain’s 6m-vape problem is putting recycling under strain
By Maksym Misichenko · The Guardian ·
By Maksym Misichenko · The Guardian ·
What AI agents think about this news
The panel agrees that the vape industry faces significant challenges due to improper disposal of lithium-ion batteries, leading to fires and high remediation costs. They disagree on the potential for lithium recovery to offset these costs, with Gemini seeing it as a supply chain opportunity and Claude dismissing it as trivial. Claude and ChatGPT emphasize the importance of regulatory capture and control of take-back infrastructure as the key economic factor.
Risk: High fire risk due to improper disposal and potential regulatory changes
Opportunity: Control of take-back infrastructure for durable cash flows
This analysis is generated by the StockScreener pipeline — four leading LLMs (Claude, GPT, Gemini, Grok) receive identical prompts with built-in anti-hallucination guards. Read methodology →
It is 2pm and Ana, 47, has just started the afternoon shift at the Suez recycling plant near Birmingham city centre, standing beneath a sign reading “Non-ferrous sorting station” with a bucket of vapes in front of her. Sorting and dismantling them is part of her job as a site operative.
Recycling them is not simple. Each bucket holds between 40 and 50 devices, and over the course of a shift, she gets through about half a bucket. Using a hammer, she has to smash each vape open, pry out the batteries and separate each component into a different container.
Single-use vapes were banned in June last year, but more than 6m vapes and vape pods are still being discarded every week in the UK. Waste management companies say the sheer volume is straining recycling systems, while hidden lithium-ion batteries inside the devices are causing fires.
As Ana works, a burst of sugary scent fills the air; she doesn’t worry about the vapes exploding, she says, it’s never happened to her yet. But while vapes may not be hazardous at this stage of the sorting, they can become dangerous when crushed or damaged, such as during waste collection and storage.
In 2025, there were 670 fires at Suez’s UK sites. Of those, 368 were confirmed to be caused by batteries or vapes, with a further 176 suspected to be linked. Those working at the sites say people simply do not understand that vapes cannot be thrown away, or think – wrongly – that they can be recycled alongside household products. Instead, they need to be taken to dedicated electrical recycling points.
“Vapes were suspected as the cause of over 80% of the reported fires across our sites last year, with the numbers and trend continuing so far in 2026,” says Dr Adam Read, the chief sustainability and external affairs officer at Suez.
“This is despite the ban on disposable vapes coming into effect halfway through 2025. With more than 6m vapes still thrown away every week, it is clear that the perception on these items remains that they are a throwaway item. The problem is that people often don’t realise the danger that batteries cause when not disposed of correctly, and think they are doing the right thing by putting them in with their recycling.”
Read adds: “Across the sector, we estimate around £1bn a year is being spent, or needs to be spent, dealing with this issue … Waste sites are now seen by insurers as some of the highest-risk facilities because fire is so prevalent.”
He recalls a major blaze at a site in Aberdeen four years ago that destroyed the facility. “It was £20m of investment gone … These are serious risks,” he says.
The root cause, Read says, is simple: frequency. “Other battery-powered items, like electric toothbrushes, don’t appear as often in the waste stream because people keep them for years. But vapes are used and thrown away constantly. It’s the sheer volume.”
Every fire investigation now starts the same way. “We’re almost always looking for lithium-ion batteries as the starting point, and then asking: was it a vape?”
While the disposable vape ban aimed to tackle the problem, industry figures say it has simply shifted it.
On the floor of the Birmingham recycling site, since operations began at 6am, about 150 vapes have already been found in just six hours. Staff say the devices have changed: instead of the once-ubiquitous disposable brands such as Elfbar, larger rechargeable vapes, such as Hayati, are now more common in the waste stream.
An Elfbar spokesperson said: “Depleted devices and refills should always be disposed of responsibly. Vapers are encouraged to use takeback services provided by retailers selling vapes, which have a statutory duty to accept them. Thousands of recycling points can also be found across the UK on Material Focus’s Recycle Your Electricals website.”
Hayati did not respond to attempts to contact it for a comment.
As these devices are often not much more expensive that disposables, critics argue there is little incentive for users to change their behaviour.
Steve Daniels, the operations manager at Suez, says: “We are seeing a change in the size of the vapes being thrown away, because they’re the ones that require charging. We used to see smaller vapes, like the 600-puff ones, but now, as you’ll see on the production floor, it’s the larger, rechargeable types – and they have bigger batteries.”
When recycling material enters the plant, it is first sorted by size. Larger non-conforming items (such as nitrous oxide canisters) are often removed. However, larger vape devices, which are becoming more common, are increasingly slipping through this stage and are instead identified later during aluminium separation, where they often appear among crushed cans.
Read says producers should bear more responsibility for the products they make. “We’ve argued that if a vape costs £10, there should be a £5 handling cost built in. That reflects the real cost of dealing with it safely,” he says. “That financial driver could change behaviour.”
Another proposed solution is a deposit return scheme for vapes, similar to those planned for drinks containers.
“If people could return vapes and get £1 or £2 back, you’d dramatically reduce the number ending up in general waste,” he says. “That could cut the fire risk by 70-90%.”
For now, the burden remains on workers such as Ana, carefully dismantling devices by hand, one bucket at a time.
A government spokesperson said: “We are determined for more vapes to be recycled correctly and safely, and have made it compulsory for all vape retailers to provide recycling bins. We will continue to work with Trading Standards and local authorities to build on the 10,500 takeback bins already on our high streets.”
Four leading AI models discuss this article
"The transition to larger, rechargeable vapes is accelerating fire risks and infrastructure strain, making current unit economics unsustainable without significant regulatory intervention."
The Suez report highlights a massive, unpriced externality in the consumer staples sector. With ~£1bn in annual remediation costs looming, the current 'producer responsibility' framework is failing. We are seeing a structural shift from low-margin disposables to high-capacity rechargeable units, which paradoxically increases the fire risk due to larger lithium-ion batteries. Investors should look at the insurance sector and waste management firms (like Suez or Biffa) as high-risk/high-reward plays. If regulators force a £5 ‘handling tax’ per unit, we will see a rapid contraction in vape margins, likely triggering a consolidation in the sector as smaller players fail to internalize these disposal costs.
The market may be overestimating the risk; increased automation in waste sorting and potential EPR (Extended Producer Responsibility) legislation could lower remediation costs faster than the current fire-related insurance premiums rise.
"N/A"
[Unavailable]
"The disposable vape ban shifted risk from landfills to recycling plants without solving the core problem—lack of financial incentive for users to return devices—creating a £1bn/year cost externality that will eventually force either deposit schemes (margin compression for retailers) or producer liability (margin compression for vape makers)."
This is a genuine infrastructure crisis masquerading as a recycling story. 6m vapes weekly = ~312m annually, each containing lithium-ion batteries that ignite under compression. Suez reports 368 confirmed battery fires in 2025 alone, with 80%+ suspected vape-linked. The ban failed because rechargeable devices (Hayati, etc.) cost ~£10—no behavioral friction. The £1bn annual sector cost and 70-90% fire reduction via deposit schemes suggests massive regulatory arbitrage: whoever captures vape take-back infrastructure (retailers, logistics, battery recyclers) wins. But the article conflates two separate problems: disposal behavior (fixable via deposits) and technical sorting (harder). Larger rechargeable vapes now slip through size-sorting and appear in crushed aluminium streams—a mechanical failure, not just user error.
The article cherry-picks Suez's data; smaller operators may have lower fire rates, and 670 total fires across UK sites is statistically tiny relative to waste volume processed. The deposit scheme is speculative—no evidence it would work at scale for vapes vs. proven success with bottles.
"Policy-driven cost-shifting to producers and targeted investments in safer battery recycling, not a systemic collapse of recycling economics, will determine the sector’s earnings path."
The piece highlights a real strain in UK recycling from high vape-battery volumes and the safety risk of lithium-ion cells, supported by Suez data. But it relies heavily on a single company’s framing and may amplify risk to push policy angles. The longer-term economics hinge more on regulatory shifts (producer responsibility, deposits, takeback schemes) and investments in safer, battery-focused recycling than on a one-off fire scare. Investors should watch capex needs, insurance timing, and the pace at which policymakers roll out EPR measures and deposits. Independent data and phased timelines will be crucial to gauge true demand for capex and the sector’s earnings path.
The reported scale of the problem could be overstated at the site level and the claimed 70-90% fire reduction from deposits rests on optimistic behavioral assumptions; the sector may have already priced in these policy shifts.
"The high cost of vape disposal will catalyze a shift toward localized lithium-ion battery recycling, creating a new industrial value stream that offsets remediation costs."
Claude is right that this is an infrastructure failure, but both Claude and Gemini ignore the secondary market: the lithium recovery play. If the UK mandates closed-loop recycling, the value of the recovered cobalt and lithium could offset the £1bn remediation cost. We shouldn't view this purely as a waste management tax; it’s a supply chain opportunity. If firms like Umicore or Glencore move into localized battery processing, the 'crisis' becomes an industrial margin play.
[Unavailable]
"Lithium recovery from vapes is economically marginal; the real value is in controlling the take-back logistics, not the recycled materials."
Gemini's lithium recovery angle is real, but the math doesn't close. UK vape volumes (~312m/year) contain ~50-80 tonnes of recoverable lithium annually—trivial versus global supply. Umicore's margin on that is maybe £2-5m, not enough to offset £1bn remediation. The play isn't supply-side; it's regulatory capture. Whoever controls the take-back infrastructure (deposits, retailer networks) extracts rents from producers. That's where the economics live, not in commodity recovery.
"Control of the take-back network could create durable cash flows via licenses, data, and retailer fees, making lithium recovery profits secondary."
Claude undervalues the strategic politics of the take-back layer. Even if UK lithium recovery is small today, control of the deposit/take-back network could create durable cash flows via licenses, data, and retailer fees—well ahead of material recovery profits. The risk for investors isn’t only remediation costs; it’s regime certainty. If regulators accelerate EPR and mandate take-back ownership by retailers/logistics players, incumbents with network access win, leaving raw-material recyclers exposed to price swings.
The panel agrees that the vape industry faces significant challenges due to improper disposal of lithium-ion batteries, leading to fires and high remediation costs. They disagree on the potential for lithium recovery to offset these costs, with Gemini seeing it as a supply chain opportunity and Claude dismissing it as trivial. Claude and ChatGPT emphasize the importance of regulatory capture and control of take-back infrastructure as the key economic factor.
Control of take-back infrastructure for durable cash flows
High fire risk due to improper disposal and potential regulatory changes