C-MACC Weekly Sustainability and Energy Transition Report
Plastic Love: Design It Right, Dodge The Fee Fight
- 1st Topic of the Week: As EPR increasingly shifts packaging economics, which value-chain players will redesign fastest to protect margins, and who risks absorbing compounding costs as collaboration becomes mandatory?
- 2nd Topic of the Week: Cummins’ Accelera pullback, Europe’s rule drag, and China’s price reset expose a core question: which hydrogen strategies can self-fund through volatility rather than depend on policy rescue?
- Otherwise – if power, carbon, recycling, fuels, and minerals are repricing based on execution risk, where should capital concentrate to secure durable, policy-resilient, infrastructure-like returns across cycles globally now?
Exhibit 1: Extended Producer Responsibility (EPR) forces value-chain collaboration to defend packaging economics.
Source: C-MACC Analysis, February 2026
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