Verallia SA(VRLA.PA)
HQ FR22% share
Major European glass-packaging maker for food, condiments and beverages.
manufactured · input
Glass Bottles (Beverage)
Type I/II glass bottles for wine, spirits, and beer; US market dominated by Owens-Illinois (O-I) and Ardagh Group; no significant new furnace capacity added in 30 years; high carbon emissions and capital intensity create structural barriers to new entry
11
Source countries
5
Companies
1
Goods affected
0
Claims on record
What depends on it
Goods that need this input
1 essential American goods rely on glass bottles (beverage) somewhere upstream in their supply chain.
Who makes it
Supplier companies
5 companies produce glass bottles (beverage).
Vitro S.A.B. de C.V.(VITROA.MX)
HQ MX8% share
Mexican glass major; container and architectural glass for North American market.
Vidrala S.A.(VID.MC)
HQ ES7% share
Spanish container-glass maker serving European beverage/food markets.
Ardagh Group
HQ LU
Major European and North American metal and glass packaging manufacturer (NYSE: ARD); restructured parent of Ardagh Metal Packaging (AMP, NYSE: AMBP). Ardagh Metal Packaging manufactures aluminum beverage cans in Europe and North America — participating in the same aluminum can sheet supply chain as food can manufacturers. AMP's 2021 NYSE IPO raised ~$2.8B via SPAC. Ardagh Group also owns Ardagh Glass Packaging (bottles/jars). AMP primarily serves the beverage segment but its scale in aluminum can sheet procurement affects food can sheet availability. During 2020-2021, Ardagh Metal Packaging was building greenfield US capacity to serve beverage customers but competing for the same upstream aluminum sheet supply as pet food canners.
Owens-Illinois (O-I Glass)(OI)
HQ US
World's largest glass container manufacturer; one of only two major US glass bottle producers (with Ardagh Group); supplies wine, spirits, and beer glass; no significant new US furnace capacity added in 30 years; joint venture with Constellation Brands produces 60% of their bottle supply from Mexico