Plastic isn’t an environmental problem anymore.
It’s becoming a cost problem.
For decades, plastic waste lived off the balance sheet.
Landfills were externalities. Recycling was optional. “Sustainability” was branding.
That regime is ending.
Across Europe, North America, and parts of Latin America, plastic waste is being priced, measured, and penalized — not encouraged away.
And when waste turns into a line item, the market doesn’t ask politely for solutions.
It forces them into existence.
That shift — from goodwill to enforcement — is creating a narrow window where a small group of technologies suddenly matter far more than their current size suggests.
This issue is about one of those setups.
Not a feel-good story.
Not a climate slogan.
A pricing inflection hiding inside a broken recycling system.
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