Mr. Tom Serpell

GLG News by Mr. Tom Serpell, Partner

Analyses are solely the work of the authors and have not been edited or endorsed by GLG.

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Bio-plastics SHOULD become important

July 30, 2010

Analysis of:Food Packaging Goes Green | online.wsj.com

There has been much activity on the supply side of bio-plastics for packaging but rather less on the demand side in Europe. Forecasts for early potential of up to 5% penetration may be influenced from suppliers and must be regarded with suspicion, until prices become closer to those of oil-based materials or the drivers for uptake are stronger.

International perspective

February 2, 2007

Analysis of:US Corn: Plastic to the Rescue | www.corpwatch.org

High US corn and other seed demand and consequent price rises should increase planting in USA and Europe.

High demand for bio-fuel may reduce materials available and raise prices for bio-plastics, which may temporarily slow down their uptake.

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