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