Farewell to Foam Act of 2025
BULLISHThe Farewell to Foam Act (HR1918) is an early-stage House bill that would prohibit expanded polystyrene (EPS) food service ware, loose fill, and coolers nationwide. The bill creates structural demand growth for paper-based packaging alternatives from companies like GPK, PKG, IP, and SEE. At current stage (referred to committee, 84 cosponsors, companion bill in Senate), passage probability is moderate but the multi-year timeline means near-term market impact is limited. The presidential DPA actions on energy infrastructure are not directly relevant to this materials-focused environmental bill.
→ EPS loose fill market (~$200M US) and EPS cooler market (~$300M US) shift to paper-based alternatives including corrugated and molded fiber