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  • 19 hours ago
Asia's plastic boom has long relied on cheap oil and petrochemical feedstock from the Middle East to make their products. But now that supply is under pressure and many are searching for alternatives.
Transcript
00:01Plastic is becoming scarce, or more precisely, polyethylene.
00:05The key raw material used to make plastics is in short supply across Southeast Asia.
00:10Here in West Jakarta, one of the last batches is being fed into a machine that produces plastic bottles.
00:17Polyethylene is made mostly from crude oil.
00:20And as the war in the Gulf has disrupted supplies, prices have been soaring worldwide.
00:27We're seeing a sharp drop in demand.
00:30Orders that used to be around 200,000 to 300,000 pieces are now down by more than 40%.
00:36And even when demand is there, we often can't fulfill it because we simply don't have the raw materials.
00:45Only three of the factory's 11 machines are still running.
00:49The situation is now worse than what it was during the COVID-19 pandemic.
00:53This family-run business has had to cut its workforce by half to just seven employees since the Iran war
01:00started.
01:01And the impact goes far beyond this factory.
01:04From rice to fresh fruit, almost all food distribution depends on plastic packaging.
01:10As costs rise, businesses are passing them on to consumers.
01:14But the crisis also comes with an unexpected shift.
01:18In much of Southeast Asia, plastic is often burned or ends up in rivers and the ocean because of poor
01:24waste management.
01:26Environmental groups have pushed for alternatives for decades.
01:30These alternatives are in the limelight.
01:32The pressure on plastic-producing companies is no longer just environmental, it's economic.
01:38And that's opening up new opportunities for companies producing biodegradable alternatives,
01:43like these plastic bags or straws.
01:46This company in Thailand produces a substitute made from tapioca, which is a starch released from the cassava plant.
01:54All these products here are biodegradable.
01:57Right now, the portion of bioplastic in the world is less than 1%.
02:02For years, the company struggled to compete on price.
02:06Now, the surge in plastic costs is turning things around.
02:09I think ultimately, whether there's a shock or not, the world still needs to move towards sustainability.
02:15Whether it be because of climate change, carbon footprint, the shock in the supply chain,
02:20we all need alternatives to what we're using now.
02:23Yes, plastic is big.
02:24And yes, you know, the price of plastic goes up now, but it will come down.
02:28Now, whether it comes down to the same level or slightly higher or even lower, no one knows.
02:33But ultimately, longer term, the world still needs sustainable packaging material.
02:38Back in Indonesia, the plastic factory owner is also shifting to sustainable policies.
02:44He has started recycling defective plastic bottles into granules that can be mixed with polyethylene.
02:50The quality may be lower, but it keeps the production going and costs down.
02:57Our biggest concern is that customers who have long relied on plastic may start shifting to alternatives like glass or
03:05other materials.
03:06That's a real risk for us.
03:12For Koman, the Indonesian government's directive to cut import duties on plastic raw materials is welcome.
03:19But he says this will only slow the rising prices down.
03:23Even if the Strait of Hormuz reopens tomorrow, it could take months for the supply chain for plastic to recover.
03:31To the point where they barriers to keep transit, it could take months for the price of a small gas
03:34pump over the surface.
03:34As a result of the demand, gas is also a great deal.
03:35To the point where you can be baptized, gas is up to buy a bigger picture and you could be
03:35closer to the site.
03:35To the point where you can start a little by using storage of my bag.
03:35But I'm excited to be able to look for you, but it's more common to my life before it does
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