At the 2023 ADI Forum, Victor Toffoli of ADI Analytics highlighted the steady growth in polyethylene and polypropylene markets, driven by packaging, automotive, infrastructure, and renewable energy, with PP and HDPE leading demand, while recycled HDPE is rapidly expanding and set to significantly impact new HDPE demand by 2030, partly due to EV growth.
Industry leaders emphasized that global expansion, strategic joint ventures, and digital transformation, driven by feedstock advantages and customer demands, are reshaping both polyolefin manufacturing and distribution.
Healthy polyolefin growth was highlighted, driven by PP in EVs and HDPE in infrastructure, alongside ethylene capacity expansion in Asia and recycled HDPE’s rise, with China’s shift to a net PP exporter intensifying global competition.
Polyolefin demand, especially for PP in EVs and HDPE in infrastructure, was set for growth, driven by ethylene capacity expansion in Asia and a rise in recycled HDPE, while China’s shift to a net polypropylene exporter should intensify global competition.
An explanation was given about how Europe leads in sustainability with a “stick” approach, while the US uses a “carrot” approach, with distributors acting as incubators for sustainable solutions and prioritizing risk mitigation for polyolefins.
At the 2022 ADI Forum, Vijay Mhetar of Kraton Corporation highlighted their broad recycling solutions for various plastics, noting current adoption by smaller companies and anticipating wider acceptance from larger firms following approvals from American and European plastic recycling organizations.
At the 2022 FlexPO+ conference, Richard Thomas of TotalEnergies US explained that while large energy companies face intense ESG scrutiny due to high Scope 3 emissions, their substantial cash flow and advanced R&D capabilities provide a significant advantage in self-funding and developing sustainable solutions in renewables and chemicals.
At the 2022 FlexPO+, Uday Turaga (ADI Analytics) highlighted that specialty chemicals consistently yield higher long-term returns, and even in commoditized markets, product differentiation through tailored solutions can achieve significant price premiums.
At the 2022 FlexPO+ conference, Ron Smith of PureCycle Technologies emphasized the critical importance of backward integrating into the feedstock supply chain, explaining their development of a plastic sorting facility to achieve a 90% polypropylene feedstock for their advanced purification process.
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At the 2025 ADI Forum, Ricardo Estrada, VP, Sustainability & Procurement, Plastilene Group, and Jan Kalfus, Director, Energy & Feedstocks, Braskem joined moderator Panuswee Dwivedi, Project Manager, ADI Analytics for the polyolefins panel. The renewable fuels and plastics industries were navigating a complex transition. This transition was marked by a growing emphasis on sustainability and […]
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At the 2025 ADI Forum, Uday Turaga, CEO, ADI Analytics presented an outlook for the chemical industry. He noted that the chemical industry has been through a very difficult cycle over the last couple of years. The chemical industry faced headwinds, including depressed margins and capacity rationalization outside China. China’s continued expansion created global price […]
In the August 2020 edition of the ADI chemicals newsletter, we discussed how global chemical companies increasingly faced ESG pressures amidst a mixed 2020 economic outlook. This featured a forecasted GDP contraction but a late Q2 recovery in auto sales and PMI. Europe saw plastic recycling and green hydrogen collaborations, while the Americas had an […]