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Feb 16, 2022Liked by Tony Maiorana

After leaving a polyolefins conference in Houston this week, I can attest to the bullish nature of the majors' results. Perhaps this question is slightly adjacent, but it is related to ungodly sums of money in the industry: I'd love to get your take on Origin Materials and their recent announcement about building a $750MM plant in LA to make PET from wood residue.

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