Stuck in the Middle With You: Packaging Costs Rise, Coordination Starts Carrying Value

C-MACC Weekly Sustainability and Energy Transition Report

Stuck in the Middle With You: Packaging Costs Rise, Coordination Starts Carrying Value

• 1st Topic of the Week: Rising policy costs are pushing brand owners and resin producers toward tighter alignment as circular infrastructure investment depends on specification control and assured demand.
• 2nd Topic of the Week: Ammonia markets increasingly anchor hydrogen growth as selective supply expansion faces policy uncertainty, geopolitical risk, and uneven demand visibility beyond agriculture.
• Otherwise, infrastructure readiness, contracted power access, and conversion bottlenecks compete with commodity costs for decisive advantage across energy, chemicals, storage, and manufacturing globally.

Exhibit 1: EPR economics push packaging costs upstream toward data, resin, and infrastructure control.  

Source: rePurpose, May 2026