Disposal Rules Force Substrate Conversion Away From Plastic
Labelling requirements, plastic content restrictions and producer responsibility schemes have moved from proposal to law across several markets, driven by the roughly 2.4 billion dollars utilities spend annually clearing sewer blockages. Conversion to viscose, lyocell and cotton substrates costs meaningfully more per square metre than polypropylene and needs different mill lines. That cost passes through to shelf price, which lifts category value even where unit volume does not move at all. Mill allocation has become the scarce resource, and it is being committed to whoever happened to move on it first.
Market Impact: Costs utilities $2.4bn annually








