The BOPP film market, captured in early August of 2025, clearly illustrated the complexities of regional demand driven by e-commerce and fast-moving consumer goods (FMCG), regulatory change, and supply dynamics. Demand was exceptionally strong across the packaging board in Brazil, India, and US with handsome growth in FMCG and e-commerce. Sustainability demand and feedstock supply constraints, centered largely on polypropylene (PP) as a feedstock, had markedly upward pressure. Additionally, port congestion, EPR laws, single-use plastics regimes and other significant regulatory frameworks compounded the situation globally as to pricing and inventory strategies across the globe.
