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
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
Recently I was reading about Rain Industries which manufactures Calcined Petroleum coke (CPC)
Industry seems highly cyclical and here's a brief 🧵on the same
CPC is used as raw material for aluminum, graphite electrodes & steel Industry
~ 85% of global CPC supply is dedicated to aluminium sector
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What is Calcined Petroleum Coke (CPC)?
CPC is produced from Green Petroleum Coke, a by-product of Crude Oil Refining, through a process known as "Calcining" that removes moisture and volatile matter from GPC at high temperature
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CPC is available in 2 primary qualities:
1) Anode-grade CPC-for aluminum smelting process
2) Industrial grade CPC used in manufacturing titanium dioxide and others
Anode-grade CPC represents more than 75% of global CPC production
Agrochemical is an important industry for India considering we have the largest population to feed to
2022-23 was bad for the industry with pricing challenges and excess supply from China
A lot of stocks are down 50% from highs
Here are some industry details 🧵
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Agrochemicals are chemical substances 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 - Bio-Pesticides, Plant growth regulators, Soil conditioners, Defoliants and Desiccants, etc.