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Reactive Recycling: Commercial Momentum Builds, Revenue Conversion Takes TimeRecord commercial activity and an expanding customer pipeline highlight growing momentum in Nexam Chemical's Reactive Recycling business. The next challenge is converting this progress into sustained revenue growth.…Nick · 16 Oct 20260COMMENTS
Speculative Insight: Connecting the Dots on Nexam’s Unnamed Composites CustomerOne unresolved Nexam story is potentially approaching an interesting deadline. On 16 October 2024, Nexam announced that an unnamed global structural composites customer had entered full-scale production after 1.5 to 2…Nick · 31 Aug 20260COMMENTS
A New Era for European Packaging: Why PPWR Could Strengthen Nexam’s MarketOn 12 August 2026, the EU’s Packaging and Packaging Waste Regulation (PPWR) generally becomes applicable across the European Union. It marks the beginning of a major transition in how packaging is designed, produced,…Nick · 12 Aug 20260COMMENTS
The Next Phase of Recycling Will Be Driven by EconomicsThe plastics industry appears to be approaching its next phase. For years, the focus was on increasing recycling rates and expanding recycling capacity. Today, the conversation is gradually shifting towards a different…Nick · 30 Jul 20260COMMENTS
Why Reactive Recycling could become Nexam’s most valuable business areaReactive Recycling has gone from being an exciting technology platform to becoming one of the most important growth drivers for Nexam Chemical. While still accounting for a relatively small share of total revenue,…Nick · 20 Jul 20260COMMENTS
2026 Q2: Positive EBIT and Revenue boostNexam Chemical delivered its strongest quarter in company history, achieving record quarterly sales of SEK 60.0 million while reporting its first-ever positive EBIT. For those who have followed the company, this quarter…Nick · 14 Jul 20260COMMENTS
Blown Film - The potentialMost investors associate Nexam Chemical with recycling. The more interesting question may be where the company's technology gains commercial traction first. Today, the answer increasingly appears to be blown film. Blown…Nick · 21 Jun 20260COMMENTS
Sweden’s Next Deep Tech Wave May Be Bigger Than Many RealizeA lot of attention is now turning toward AI, defense tech, and increasingly space and Sweden is uniquely positioned in the next deep tech cycle. The coming years could fundamentally change how investors view advanced…Nick · 23 May 20260COMMENTS
Interesting development from NexCircle® in plastics recyclingThe new NexCircle® R401 is positioned as a next-generation solution for blown film applications using recycled LDPE and LLDPE - with a clear focus on higher efficiency and improved performance in demanding recycling…Nick · 23 May 20260COMMENTS
Independent Research Validates Nexamite® as a Powerful Enabler for Higher-Value Plastic RecyclingNew independent research from Sapienza University of Rome and Roma Tre University confirms the potential of Nexamite® additives to improve the quality and performance of recycled polypropylene (PP) - one of the world’s…Nick · 9 May 20260COMMENTS
The Real Shift in Plastics: From Recycling Volume to Material PerformanceThe market for recycled plastics is undergoing a clear structural shift. This is no longer a niche driven primarily by ESG narratives, but a global industry entering a phase of sustained, demand-driven growth where…Nick · 4 May 20260COMMENTS
Nexam Chemical Breakthrough: Enabling 100% Recycled Plastic in Food PackagingNexam Chemical has taken a major step forward in the transition to a circular plastics economy. In its latest announcement, the company confirms successful industrial results with a Canadian customer using 100% recycled…Nick · 24 Apr 20260COMMENTS
Q1 2026: Group sales −11%, Recycling +89% - soft top, intact thesisQ1 2026 is a soft headline with a strong underlying mix. Group net sales came in at 43.9 MSEK (~4.8 MUSD), down 11% y-o-y, and EBITDA turned negative at −1.4 MSEK (vs. +1.3 MSEK Q1 2025) as customers in Lightweight and…Nick · 21 Apr 20260COMMENTS
Higher oil prices: a stress test - and a catalystHigher oil prices are typically framed as a negative for the plastics industry - and that’s fair. The sector is inherently exposed given its reliance on oil-based feedstock. But periods like these also tend to separate…Nick · 14 Apr 20260COMMENTS
Q1 2026 Ownership Signals: Double Down After Rights IssueThe Q1 2026 Euroclear register reveals strong conviction following Nexam Chemical's rights issue. Claes Mellgren - long-term holder - more than doubled his stake from 2.1% to 4.3% (+2.8M shares), climbing from rank 7…Nick · 12 Apr 20260COMMENTS
India Opens for Food-Grade rPET - A Structural Tailwind for NexamIndia’s move to allow higher rPET content in food-contact packaging is a significant step toward scaling recycled plastics in demanding applications. With one of the world’s largest and fastest-growing packaging…Nick · 3 Apr 20260COMMENTS
From waste to high-performance materials - can polymer innovation become the key to the next phase of circular plastics?The plastics industry is undergoing a structural shift where regulatory requirements, sustainability goals, and increased demands from global brands are driving a sharp rise in the use of recycled materials. At the same…Nick · 12 Mar 20260COMMENTS
Clipped from Discord (September 2025) - State of the Nation - Nexam ChemicalIn recent years, Nexam Chemical has evolved from a niche additive company into one of the most interesting players in circular plastics. Historically, much of its growth came from Lightweighting (wind, aerospace,…Nick · 11 Mar 20260COMMENTS

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