Unwrapped: Plastic packaging matters | May 2025

In this edition of Unwrapped, we delve into the potential effects of the second presidency of Donald Trump on plastic packaging products in both the US and Europe. We analyze how shifting US policies – ranging from EPA budget cuts to the rollback of clean energy incentives – are reshaping the regulatory and investment landscape for recycling and packaging. The report also examines the ripple effects of new tariffs, which are driving cost pressures and strategic uncertainty, particularly for US-based manufacturers and European exporters with significant exposure to the US market. Additionally, we explore how Europe is doubling down on its commitment to a circular plastics economy, and we consider how the rising popularity of anti-obesity medications could affect plastic packaging.