MARKET OPPORTUNITY

Why plastic credits now?

The market case presented by Reclaimed Earth, organised around supply, policy and long-term demand.

The investment thesis

Reclaimed Earth’s existing material argues that plastic credits sit at an early point in their market development. The thesis is built around rising plastic waste, limited verified credit supply, stronger producer responsibility and growing corporate demand.

Carbon credits: historical comparison

2005: £4/ton

2025 material: £70–80/ton

Stated growth: 20x

Plastic credits: Reclaimed Earth projection

2025 material: £80–150/ton

2035 projection: £400–750/ton

Projected growth: 4–5x

Projected plastic-credit values are forward-looking estimates from the existing site content, not guaranteed returns.

SUPPLY & DEMAND

The scale of the gap

400Mtons of annual waste cited for 2025

<2Mtons of verified credits cited annually

200:1stated demand-to-supply gap

Waste volumes

The existing material cites global plastic waste at more than 350 million tons in 2023, around 400 million tons in 2025 and potentially 1 billion tons by 2060. It also states that less than 10% is recycled, with substantial volumes incinerated, landfilled or leaking into the environment.

Verified supply

Reclaimed Earth’s material estimates 150–200 verified projects worldwide managing under 2 million tons of credits annually. It names platforms including PCX, rePurpose Global, CleanHub, Plastic Bank, Verra pilot initiatives and NILO as examples in the wider market.

POLICY DRIVERS

Government and corporate pressure

Extended Producer Responsibility

EPR schemes place more responsibility on producers for packaging and waste generated by their products.

Plastic taxes & levies

The existing material highlights packaging taxes and levies as incentives to increase recycled content and reduce virgin plastic use.

Recycling targets

Mandatory and voluntary recycling targets can increase the need for measurable recovery and recycling outcomes.

Market cycles and the green economy

The old site also framed plastic credits as part of a broader shift towards sustainability-led investment. Rather than treating that as a certainty, the new site presents it as part of Reclaimed Earth’s market thesis for investors to assess.

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