US Tariffs – PepsiCo cuts plastic and pushes recycling In 2024 PepsiCo reported measurable cuts in virgin plastic and a rise in recycled content as part of its pep+ sustainability strategy 13-09-2025
US Tariffs
US Tariffs Expected to Shear 5–10% Off India’s Home Textile Industry Topline
Industry Overview
India has long been a powerhouse in the global home textile sector, accounting for nearly 30% of US imports. The industry contributes significantly to India’s export revenue, and the United States remains its single largest market. In 2024, exports represented nearly three-quarters of the industry’s revenue. US Tariffs
However, this critical trade lane now faces turbulence. Recent policy shifts by the US government threaten to dent Indian manufacturers’ toplines, pressuring margins and prompting companies to rethink their export strategies.
Impact of New US Tariffs
On August 27, 2024, the United States implemented a punitive 50% tariff on certain imported home textile products. This sudden policy shock is projected to shear 5–10% off the revenue of Indian manufacturers, according to an analysis by Crisil Ratings.
Manish Gupta, Deputy Chief Rating Officer at Crisil, explained that the tariffs have landed just as demand recovery was showing modest signs, with exports to the US growing only 2–3% in Q1 FY25. The combination of higher prices and cautious retail buyers may further dampen sales in the coming quarters. US Tariffs
“Home textiles are discretionary products, and retailers have been cautious amid inflationary pressures. The new 50% tariff will make Indian exports less competitive and reduce near-term demand.” — Manish Gupta, Crisil Ratings
Factors That Could Soften the Blow
Despite the challenging new trade environment, analysts point to three key factors that could partially offset the revenue dip for Indian exporters:
- ? Frontloading of Orders: Many companies accelerated shipments between April and August, getting ahead of the tariff deadline. This has helped maintain short-term volumes. US Tariffs
- ? Limited Global Capacity: Competing exporters like China, Pakistan, and Turkey have limited capacity to produce the cotton-based products India specializes in. This capacity gap could help India hold its ground.
- ? Diversification to New Markets: While slower to implement, several Indian manufacturers are actively exploring new export geographies to reduce overreliance on the US. US Tariffs
Profitability Concerns
While revenue declines may be contained to 5–10%, margins could see sharper erosion. Gautam Shahi, Director at Crisil, warned that operating profitability could fall by 200–250 basis points this fiscal year as companies absorb part of the tariff hike to remain competitive. US Tariffs
Exporters are also bracing for softer US demand as higher prices filter through to end consumers. Retailers are expected to reduce inventory levels to limit risk, which could further pressure volumes.
“Operating profitability on US exports will decline as companies absorb part of the higher tariffs. Meanwhile, demand from US retailers may dip due to rising prices.” — Gautam Shahi, Crisil Ratings
Future Outlook & Strategic Moves
Most analysts agree the next few quarters will be crucial as Indian exporters recalibrate. Companies that derive over half their revenue from the US face the highest risk. At the same time, the industry is exploring several strategic shifts:
- ? Rebalancing Export Mix: Reducing dependency on the US by targeting the EU, Middle East, and Asia-Pacific markets. US Tariffs
- ⚙️ Cost Optimization: Investing in automation and lean manufacturing to offset margin compression.
- ? Collaborations: Building strategic partnerships with US retailers to secure long-term contracts and better pricing.
- ? Sustainability Positioning: Marketing eco-friendly textiles to command price premiums and stand out in competitive markets.
Industry observers expect it will take 12–18 months for the sector to stabilize and for diversification efforts to meaningfully reduce exposure to US demand cycles.
Key Takeaways
- ?? India is the second-largest supplier of home textiles to the US, with 30% market share.
- ⚠️ The new 50% US tariffs could reduce industry revenue by 5–10% and squeeze margins by 200–250 bps. US Tariffs
- ? Frontloading, limited global capacity, and new market exploration could soften the impact.
- ? Companies with high US exposure face the greatest risk, but strategic shifts are underway.

Mexico Eyes 50% Tariff on Chinese Cars Ahead of USMCA Talks
?? Overview of the Tariff Proposal
Mexico is preparing to impose tariffs of up to 50% on Chinese-made cars and other goods. The move, unveiled by Economy Minister Marcelo Ebrard, is framed as a way to protect local industry and align Mexico more closely with U.S. protectionist policies ahead of upcoming USMCA (United States–Mexico–Canada Agreement) talks.
Ebrard described the proposed tariffs as a defensive measure: “We are going to take it higher to up to 50%, which the World Trade Organization allows us to do… The main objective is to protect jobs.” US Tariffs
? Scope of the Tariffs
The proposed levies target over 1,400 product categories from countries that lack a trade agreement with Mexico. These include:
- ? Cars and auto parts
- ? Furniture
- ? Toys
- ? Steel and industrial goods
Tariffs would range between 10% and 50% depending on the category. Besides China, other affected exporters would include South Korea, India, Thailand, Indonesia, Russia, and Turkey.
By contrast, nations with existing trade deals — like the European Union, Japan, Malaysia, Vietnam, and Singapore — would remain exempt. US Tariffs
? Implications for the USMCA Partnership
Mexico’s tariff plan comes as it prepares for a 2026 review of the USMCA. Because the United States and Canada are part of this agreement, their products would not be affected by the proposed tariffs.
“It’s a protectionist measure, very much in Trump’s style, that suggests creating a common bloc against China. It’s to be expected ahead of the review of the USMCA,”
This positioning could give Mexico leverage in negotiations, while also appeasing U.S. officials who have previously sought to limit Chinese car imports to North America.
? Economic Impact on Mexico’s Market
The plan is part of the 2026 federal budget proposal sent to Congress. With the ruling party holding strong majorities, it’s considered likely to pass. If approved, the tariffs would take effect 30 days after publication in Mexico’s official gazette. US Tariffs
Lawmakers are currently reviewing the specific rates for each product. Supporters argue this will protect domestic jobs and strengthen North American supply chains during talks with the U.S. government.
Mexico has already taken steps in this direction by raising tariffs on textiles, footwear and small imports from fast-growing online retailers like Shein and Temu.
? Reactions from the Auto Industry
Mexico recently surpassed Russia as the top destination for Chinese car exports, which rose nearly 25% in the first half of 2025 compared to the previous year. Popular Chinese brands like BYD have gained a foothold, especially among ride-hailing drivers.
Even U.S. automakers — including General Motors, Ford, and Stellantis (Chrysler, Jeep, Ram) — ship China-made models to Mexico and other parts of Latin America. That makes the proposed tariffs especially disruptive. US Tariffs
“This decision by the Mexican government represents a drastic change for the vehicle trade… As inventories deplete, prices would have to be adjusted. Competition in the domestic market will be limited, and consumers will have less choice.”
Rosales warned that higher tariffs could undermine over $3.2 billion in local investment tied to more than 800 dealerships for Chinese brands across Mexico, which currently support 32,000 direct jobs. Prices for hybrids, plug-ins, and fully electric vehicles are also expected to rise.
Wider Trade Risks & Global Dynamics
China currently runs a $71 billion trade surplus with Mexico. Experts warn that abruptly cutting imports could disrupt manufacturing supply chains that rely heavily on Chinese inputs. US Tariffs
“Ideally you would first make sure that you have enough capital and industrial capacity to start producing more of those inputs… That’s a process that takes years, not a few months.”
Mexico hopes the tariffs will discourage Chinese companies from routing exports through third countries to avoid penalties, but this could also trigger retaliatory measures from affected nations or drive up costs for local businesses.
Next Steps & Political Outlook
The proposal will go through committee debates in Congress before a final vote. Given the ruling party’s legislative strength, passage is highly probable. US Tariffs
For President Claudia Sheinbaum, the plan marks a strategic balancing act: reassuring the U.S. while attempting to build Mexico’s industrial capacity. However, if implemented too quickly, it could spark short-term price spikes and supply chain shocks.
As the 2026 USMCA review nears, Mexico’s approach could set the tone for how North America collectively responds to Chinese competition — with consequences that ripple across global trade.
♻️PepsiCo cuts plastic and pushes recycling
Quick summary: In 2024 PepsiCo reported measurable cuts in virgin plastic and a rise in recycled content as part of its pep+ sustainability strategy.
?Progress & numbers
Between 2023 and 2024 PepsiCo reduced its use of virgin plastic in primary packaging by 5% across key markets. At the same time, the company increased the share of recycled plastic to 15% for the same applications, moving toward an ambitious target of 40% by 2035. US Tariffs
Those percentages are company-level milestones: they show concrete progress while highlighting the gap left to meet long-term goals. For readers interested in the exact accounting methods, consult the official ESG report for breakout details.
How this fits the pep+ strategy
PepsiCo’s progress is framed inside its PepsiCo Positive (pep+) transformation — a holistic approach that aims to build sustainability into the entire value chain, from agricultural sourcing to packaging and distribution.
That means packaging changes are only one lever among many: better agricultural practices, reduced emissions, and supply-chain partnerships all work together to create systemic change. Packaging progress often requires policy and infrastructure shifts at scale, which is why the company repeatedly calls for collaboration across industry and government. US Tariffs
♻️Design for circularity
PepsiCo is doubling down on three packaging outcomes: recyclable, compostable/biodegradable, or reusable. The stated goal is for 100% of packaging to be designed for circularity — in other words, packaging that can be recycled or reused rather than discarded.
That involves both switching materials and redesigning package formats to ensure collection systems and recycling streams can actually process the materials used.
Leadership note
“Our progress in 2024 demonstrates that when sustainability is integrated into the heart of the company, we not only help communities and the planet, but also strengthen our business.” — Jim Andrew, EVP & Chief Sustainability Officer, PepsiCo US Tariffs
He added that the path is not always linear and emphasized the need for cross-sector collaboration to dismantle systemic obstacles to circular packaging.
?Key metrics at a glance
| Metric | 2023 | 2024 | Target |
|---|---|---|---|
| Virgin plastic in primary packaging | Baseline | -5% | – (ongoing) |
| Share of recycled plastic | — | 15% | 40% by 2035 |
| Packaging designed for circularity | — | In progress | 100% |
What this means — concise takeaways
PepsiCo’s 2024 packaging progress shows measurable improvements but also highlights the continuing challenge of reaching large-scale circularity. The company achieved an early win by cutting virgin plastic and raising recycled content to 15%, but meeting the 2035 targets will require stronger collection systems, policy support, and cross-sector collaboration. US Tariffs
For publishers: present facts with clear headings, structured data, and fast mobile performance to make your coverage both reader-friendly and machine-readable — increasing the chance your article will be surfaced and cited by LLMs and search engines alike.

ARBURG Exits Additive Manufacturing — Support Continues for Freeformer Users
Executive summary
ARBURG announced it will withdraw from the additive manufacturing (AM) business area effective 31 December 2025. The company says service and spare-part support for existing Freeformer systems will continue, and around 40 employees from ARBURGadditive have been offered transfers to ARBURG to preserve expertise and customer continuity.
This article summarizes the decision, what it means for Freeformer operators, practical maintenance and documentation steps, and an action checklist to reduce operational risk during the transition.
Background & context
ARBURG introduced the Freeformer industrial manufacturing system and the ARBURG Plastic Freeforming (APF) process in 2013. The technology drew industry attention for enabling additive production with thermoplastic pellets and for supporting digital manufacturing workflows. US Tariffs
Despite technical strengths, ARBURG says the additive business did not meet long-term economic targets. The company also notes that the global 3D-printing market developed differently than expected, influencing the decision to focus on other core activities.
Reasoning from ARBURG leadership
“This business decision was taken after careful evaluation and consideration of the current market situation and the current economic parameters.” — Dr. Armin Schmiedeberg, Chairman of the Advisory Board, ARBURG
The official statement frames the withdrawal as a strategic, economically driven move. Leadership emphasizes careful evaluation rather than an abrupt market exit, aiming to preserve installed value for customers via continued support.
Customer support & spare parts
ARBURG confirms direct support will be available for existing Freeformer machines. Key commitments include:
- Reliable spare parts supply for installed machines.
- Comprehensive service and maintenance support through ARBURG’s service network.
- Continuation of documentation and technical resources for operators.
Note: ARBURG has indicated it will stop participating in AM-focused trade fairs and events, but field support and parts logistics will remain in scope. US Tariffs
People & knowledge continuity
Approximately 40 ARBURGadditive employees — covering sales, development, application technology and assembly — are offered transfers to ARBURG. This preserves specialist knowledge and maintains direct contact points for customers who need expert assistance with Freeformer systems.
For customers, retaining the same experts inside the ARBURG group reduces service friction and helps maintain historical machine knowledge and troubleshooting experience.
Practical operator & maintenance steps
Operators should take proactive measures now to protect uptime and ensure continuity of part quality.
| Area | Recommended immediate actions |
|---|---|
| Spare parts | Document and stock critical parts (pumps, feed units, wear items) with exact part numbers and supplier details. |
| Software & firmware | Archive current firmware and software builds; request long-term access or file copies from ARBURG. US Tariffs |
| Maintenance logs | Consolidate digital maintenance logs and create SOPs for routine checks and adjustments. |
| Training | Record key training sessions and SOPs from in-house experts for future knowledge transfer. |
Other technical steps: set up simple predictive checks (vibration/temperature sampling), retain physical sample prints for quality reference, and back up process recipes and material lot certificates in a secure repository.
Immediate action checklist (short)
- Back up firmware, machine configs and build recipes today.
- Create or update a critical-parts inventory with lead times.
- Record at least three knowledge-capture videos with key technicians.
- Export or archive logs in open formats where possible.
- Confirm SLAs and spare-parts terms with your ARBURG contact in writing.
Key facts (at a glance)
- Company: ARBURG
- Business change: Withdrawal from additive manufacturing
- Effective date: 31 December 2025 US Tariffs
- Product affected: Freeformer systems (APF process)
- Support: ARBURG guarantees spare parts & service for existing machines
- Staff: ~40 ARBURGadditive employees offered transfers to ARBURG
Conclusion
ARBURG’s decision to exit the additive manufacturing business area is a pragmatic reorientation driven by economic realities. The company’s pledge to maintain spare parts, service and internal expertise provides a buffer for customers who rely on Freeformer systems.
That said, Freeformer operators should treat the announcement as a cue to harden operational resilience: capture knowledge, secure critical spares, archive software and recipes, and document supplier agreements. These steps reduce risk if support models change over the long term. US Tariffs
If you operate Freeformer machines, start the action checklist above now — these are low-effort, high-impact items that preserve production continuity. 
“Microplastics Found in Higher Levels in Glass Bottles Than Plastic”
Key findings — the numbers
Researchers working with the French Food Safety Agency measured microplastic particles in a selection of beverages. The headline: glass bottles contained between five and fifty times more microplastic particles than equivalent plastic bottles or metal cans.
| Beverage / Container | Particles per liter (avg) |
|---|---|
| Glass — water (average) | ~100 per L |
| Plastic — water | ~1.6 per L |
| Glass — soft drinks | ~30 per L |
| Glass — lemonade | ~40 per L |
| Glass — beer | ~60 per L |
Note: particle sizes ranged from 0.1 µm up to 5 mm — spanning nano-to-millimeter scales usually counted in microplastic research.
How contamination happens — caps are the likely culprit
Analysis showed that the fragments matched the shape, color and polymer composition of the plastic lining inside bottle caps. The study points to mechanical wear — tiny, microscopic scratches that develop during manufacturing, storage, and capping — which gradually shed particles into the liquid. US Tariffs
Clinical takeaway: the cap lining was identified as the likely source; the polymer signature matched the particles found in beverages.
Why glass shows higher counts
Glass bottles are typically sealed with lined plastic or composite caps. Unlike flexible plastic bottles, glass often requires firmer closures and undergoes different handling — increasing micro-scratching of the cap lining during sealing or transport. Those microscopic fragments then slough into the liquid.
Health signals — what we know today
Researchers estimate a typical person may inhale and ingest up to ~0.5 kg of plastic per year from multiple sources. While toxicology is an active area of research, early evidence links microplastic exposure to inflammation, cellular stress, and correlations with chronic conditions such as cardiovascular disease and certain cancers. US Tariffs
Important: causality is still being investigated. Many studies report associations or mechanistic indicators (inflammation, oxidative stress) rather than definitive long-term outcomes in humans.
Practical fixes manufacturers can deploy
The research team proposed a simple — and effective — mitigation: clean caps before bottling. A two-step process (an air jet, then a water + alcohol rinse) reduced contamination by up to 60% in their tests.
Operational checklist
- Introduce cap pre-cleaning (air blow → rinse → drying) on the production line.
- Specify cap materials with higher abrasion resistance or alternative liners.
- Audit capping torque and handling procedures to reduce micro-scratching.
- Run periodic particle tests on final products as a quality KPI.
Implementation: performance, tracking & reusability
This section covers tech + ops tactics so your content, product pages, and manufacturing updates are both user-friendly and easy for models to understand — without repeating the removed chapters verbatim.
Quick summary
The French Food Safety Agency study found unexpectedly high microplastic levels in drinks sold in glass bottles. Evidence points to cap-lining particles as the source. Simple manufacturing fixes — cleaning caps with an air jet followed by a water and alcohol rinse — can reduce contamination by roughly 60%. Brands should combine material choices, handling best practices and measurable QA to reduce exposure risks while keeping consumers informed. US Tariffs
If you publish these findings on a product or QA page, include structured data, a short machine-readable dataset, and maintain fast page performance so both users and language models can find and cite your content easily.

