Low Carbon Polymers – Likely To Surprise To The Upside

C-MACC Weekly “CRETER” (Climate etc.)

Low Carbon Polymers – Likely To Surprise To The Upside

• As the world iterates towards the best methods for plastic waste disposal, the volume available to recycle in original use will likely fall significantly short of goals.
• Higher value-in-use may come from recycling into new markets, especially in durable applications – allowing recycled polymers to offset other materials.
• Packagers will look for renewables, but supply will not be enough; traditional polymer makers with zero-carbon offerings may become the best alternate.
• The war for talent is heating up as “sustainable” start-ups look for expertise ranging from focused product knowledge to broader finance and operations.
• Otherwise, we look at Monolith and its “by-product”, zero-carbon hydrocarbons, more inflation worries for solar/hydrogen, and cement.

See PDF below for all charts