Technology17 Jul 20265 min readHigh urgency
Bottle-to-bottle PET capacity is being built faster than collection can feed it
Food-grade rPET commitments assume a bottle recovery rate the collection network does not currently deliver.
Synthesised from 4 independent sourcesFor Recycler, Aggregator, Manufacturer, Brand Owner
The investment case for bottle-to-bottle PET has been read as a processing story: build food-grade capable capacity, sign brand offtake, run it. The capacity is arriving. The feedstock assumption underneath it is the part that has not been stress-tested.
Announced food-grade rPET capacity now exceeds the volume of bottle-grade PET the collection network reliably recovers. That single fact reorders who holds pricing power in this chain.
Why bottle-grade is not the same as PET
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