Recycled PET (rPET) refers to PET that has been collected, sorted, cleaned, and processed for reuse in new products
It helps conserve virgin materials, reduce landfill waste, and create a more sustainable material cycle
Different Types of Products made from Recycled PET
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The process to recycle PET:
1. Collection 2. Sorting 3. Cleaning 4. Shredding 5. Melting and Reprocessing 6. Manufacturing from pellets
Key raw materials for recycling PET include PET waste (bottles, containers), cleaning agents, and energy for the recycling process
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Benefits of Using Recycled Materials Over Virgin Plastic
1. Recycled materials reduce carbon emissions (30%-80%) 2. Life Cycle Assessments confirm environmental benefits of PET bottle recycling into fibers. 3. Recycled PET offers:
# 40-85% less non-renewable energy use
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Indian rPET market reached a value of $0.80 Bn in 2023, growing at a CAGR of 19.5% during 2017-2023
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Global rPET market size was estimated at $10.8 Bn in 2023 and is expected to grow at a CAGR of 8.5% from 2024-30
Segmental Highest Global Market Share in 2023
o Bottles & containers
o Grade A rPET
o Recycled PET flakes
o The clear rPET segment
o The fiber segment
BOPP & BOPET are key flexible packaging films and there are many listed cos. in this space
Currently, BO films industry is facing overcapacity...while volumes are good...oversupply has suppressed selling prices
Stocks are down and some promoters are buying from open market 🧵
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What are Biaxially Oriented (BO) Films?
BO Films are polymer films stretched in both machine and transverse directions during production, enhancing tensile strength, clarity, barrier properties, and dimensional stability
Types of Biaxially Oriented Films
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Flexible packaging BO films are produced by melting and extruding polymers, then stretching the film biaxially for enhanced properties
Multiple layers can be coextruded for combined benefits. Film is cooled, treated for printability, and cut into rolls for packaging use
Agrochemical is an important industry for India as we have the largest population to feed to
Last 2 yrs were bad for industry with pricing challenges and excess supply from China
Many stocks are down 50% from highs...have they bottomed out
Some industry details👇
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Agrochemicals are chemical substance used in agriculture to enhance crop production, protect crops from pests, diseases and weeds and promote agricultural productivity
It refers to pesticides, including fungicides, insecticides, herbicides, and nematicides
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Types of Agrochemicals:
Pesticides-Includes fungicides, insecticides, herbicides and nematicides & others.
Fertilizers- Nitrogen, Potassium, Phosphorus etc
Others- Biopesticides, Plant growth regulators, Soil Conditioners, Defoliants and Desiccants etc.
I was recently looking at few Edible Oil stocks...simply because some have fallen quite a lot and Promoters seem to be adding to their stake
Here are some details on Edible Oil Industry🧵
India is world's largest importer of edible oils
GOI has launched National Mission on Edible Oils - Oil Palm to boost domestic production
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Edible oil refers to any oil that is suitable for human consumption and is used primarily in cooking & food preparation
These oils are extracted from various plant sources such as seeds, nuts, fruits, grains, animals and marine oils
Types of Edible Oils
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Key raw materials for edible oil production include crude vegetable oil, phosphoric acid, caustic soda, bleaching earth, water, beta-carotene, antioxidants, and essential oils
Crude oils from oilseeds like coconut, cotton, soybeans, and palm are used