Sustainability, Energy Transition, ESG | Weekly Thematic

The Evolution Of the Plastic Industry Could Stall in 2022
January 5, 2022
Companies Mentioned:
Danimer Scientific, Origin Materials, Ginkgo Bioworks, PureCycle Technologies, Amyris, Darling Ingredients, Cosan, Alto Ingredients, Green Plains, REX America Resources, Gevo, Aemetis, Westlake, Juniper, Sasol, Fulcrum Bioenergy, Dow, LyondellBasell, Nova Chemicals, CP Chemicals, Archaea Energy, ExxonMobil, Chevron, NextDecade, Cheniere, Freeport LNG, Venture Global, Alcoa, Freeport McMoRan, Wacker Chemie, Huntsman, Olin, Solvay, Hexcel
Commodities Mentioned:
Subjects Covered:
Recycling, Renewables, Carbon Capture, Emissions, New Energy, The Hydrogen Economy, ESG Investing

C-MACC Weekly “CRETER” (Climate etc.)

The Evolution Of the Plastic Industry Could Stall in 2022

  • Lower polymer prices in 2022 could reduce the incentive to recycle, especially in the US, with the direction of polymer prices likely to impact recycling investments.
  • Lower polymer prices may hurt “New” material producers, but construction inflation for new capacity and rising feedstock costs will be more problematic.
  • Material/energy price inflation continues, and new capacity plans for renewable are fast enough to inflate inputs but too slow to solve energy shortages.  
  • The natural tension between what is desired by activists and what is practical is rising. We highlight examples in energy, waste, carbon, and other areas.
  • Otherwise, we look more closely at European energy shortages and why some suggested natural gas compromises may not be enough.

See PDF below for all charts, tables and diagrams

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