TechnologyTrace Match

TECHNOLOGY NOTEV01 · OCTOBER 2026TRACE MATCH

Matching materials by specification, not just category.

Compatibility between material, specification, volume, location, requirements and commercial conditions.

CENTRAL QUESTIONWhat does it really mean for a buyer to be compatible?

DimensionDemand ADemand B
Material
Specification
Volume
Location and logistics
Buyer requirements
Commercial conditions
  • Compatible
  • To be confirmed
  • Not compatible
FIG. 01Illustrative example of a compatibility matrix. It does not represent real buyers.

01CONTEXT

Connecting supply and demand looks simple: someone has material and someone needs it. In practice, most connections fail on details a category does not capture: a specification that does not match, an insufficient volume, an unviable location, a process requirement.

A bale of green PET, a PCB and an aluminum offcut should not go to the same type of market, even if all three are “waste”.

02WHY A DIRECTORY IS NOT ENOUGH

The usual alternative is a directory: a list of buyers by category. It solves the problem of knowing who exists, but not of knowing who fits, and it forces whoever uses it to rule options out by hand. “Here are three phone numbers” moves the work to the person who suffers it most.

An open marketplace does not solve it either: publishing a material does not say who it is useful for. Trace Match is not a directory or an open marketplace; it is a compatibility assessment.

Compatible is not the same as available.

03OUR HYPOTHESIS

If the material is described with a specification and the demand is described with its requirements, compatibility can be evaluated dimension by dimension and explained. Each dimension can rule an option out or make it more attractive: material, specification, volume, location, logistics, buyer requirements, demand, commercial conditions and possible netback.

The assessment depends on the information available. Where a data point is missing, it is not invented: it is marked as to be confirmed.

  1. 01MATERIALWhat it is, described by specification.
  2. 02SPECIFICATIONWhat the receiver requires.
  3. 03LOCATIONWhere it is and where it is needed.
  4. 04VOLUMEHow much and how often.
  5. 05DEMANDWho needs it.
  6. 06COMPATIBILITYHow well it fits, and why.
FIG. 02Six dimensions of a compatibility assessment.

04AN EXAMPLE Illustrative example

A material described as “plastic” could match dozens of buyers. The same material described by its resin, form, contamination level and monthly volume matches very few, and those few are the ones that matter. The matrix above shows the idea: one demand can fit on material and volume and fail on specification; another can fit on everything that is known and have two things to be confirmed.

Illustrative example. There are no real buyers or company names on this page.

05THE DEPENDENCY

There is no good compatibility without a good specification. If the material is described with a label, any assessment will be as imprecise as the label. That is why Material Specification is the input to Trace Match, and not the other way around.

06CURRENT BOUNDARY

Trace Match does not promise a buyer or a commercial result. Compatibility by specification, location and conditions is an assessment under development, and each match should be explainable with the dimensions above and show what information was missing.

07WHAT WE’RE LEARNING

The most useful matches are not the highest-scoring ones, but the ones that can be explained. Ruling out well is as important as finding: location and volume tend to eliminate more options than it seems, and ruling them out early saves time for the parties involved.

08WHAT COMES NEXT

Better input specifications, more market context and more outcomes that teach which matches work, which is the subject of Outcome Learning.