So Many Moving Parts: Some Moving The Wrong Way and Some Not Moving Fast Enough – Feedback from Pack Expo and CMA’s WCF

C-MACC Sunday Recap 186 & Sustainability Report 146

So Many Moving Parts: Some Moving The Wrong Way and Some Not Moving Fast Enough – Feedback from Pack Expo and CMA’s WCF

• For a first effort, CMA put on a well-attended and comprehensive event last week with a strong sustainability theme throughout and bad news for polyolefins.
• Our theme last week around suspension of disbelief was addressed in the bleak outlook for polyethylene and polypropylene oversupply and its likely persistence.
• Energy transition and sustainability were featured throughout the event, but the idea of who pays for it all was mainly left hanging, with more hope than solutions.  
• Our Hydrogen Panel and the debate from the panel and that has occurred since will be discussed in our Tuesday research – many thanks to those who participated.
• Otherwise, we look at the current challenges in the polymer markets and include feedback from the Pack Expo conference – we live in interesting times.

Last week we discussed 15 Chemicals and Related Products and 91 Companies.

See PDF below for all charts, tables and diagrams