Report by Beacon Policy Advisors

Democratic-controlled states have rapidly expanded laws taking aim at reducing consumer dependence on plastic. The surge in recycling laws, particularly extended producer responsibility (EPR) will raise costs for packaging producers, but manufacturers of more easily recyclable materials will benefit relatively. Aluminium is particularly well-positioned due to its properties, and manufacturers such as Crown Holdings, Ball Corp and Ardagh Metal Packaging will benefit from the Dem’s crackdown. Expect other companies leading the change from plastic to paper to also benefit, such as Graphic Packaging.