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The Poly Fuseletter · Vol. 1 · 26 Oct 2026

Federal water money hits a cliff

News from the previous week · HDPE Pipe

~60%Possible drop in federal water funding FY26→FY27
$190KPiping per MW in liquid-cooled AI data halls
522KUS manufacturing job openings (Aug), up ~26%

Policy & Funding

The IIJA water window has closed

Supplemental SRF funding ended on 30 Sept, and contractors are pushing Congress to reauthorise at IIJA levels. Without that, federal water funding could fall by about 60% in FY27.

Read the full story →

Lead line money keeps landing

Rhode Island won $38.8M of DWSRF funding for lead service line replacement, 35% above its normal allotment, and Providence Water was cleared to borrow up to $26.2M for more replacements.

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Why it matters: watch 2027 municipal bid pipelines. Manufacturers with heavy utility exposure may hold off on capacity and sales hires until Congress acts.

Supply, Resin & Demand

Westlake’s Longview PE plant stays open

A Texas judge refused to shut the ethylene pipeline feeding the plant, which protects 400+ jobs. An appeal is still possible.

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Data centres are a new pipe market

Data-centre piping is forecast to grow from $1.6B to $4.5B by 2035. Thermoplastics are among the fastest-growing materials at a 19% CAGR, and North America accounts for 42% of spend.

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Recycled HDPE ticks up

Natural PCR rose to 40.25¢/lb (from 36.50¢), and colour PCR to 11.13¢/lb.

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Leadership & Deals

A quiet week for announced moves

Consolidation is still 2026’s big story: Infra Pipes (Fortress) bought Atkore’s HDPE pipe and conduit business in April, adding five US plants.

Source →

One to watch

Advanced Drainage Systems reports Q2 FY27 results on 5 Nov. It's a useful read on plastic pipe demand, given ADS is targeting more than $4B in revenue by FY30.

Source →

Talent Insight

Plant leadership is getting harder to hire

  • US manufacturing openings hit 522K in August (from 416K a year earlier), and quits rose to 197K.
  • Average hourly pay is $36.92, up 3.4%. Automation operators, quality engineers and maintenance techs are the hardest roles to fill.
  • For 2027 plans: Plant Managers and VPs of Manufacturing who can keep teams stable while bringing in automation are scarce. Expect longer searches and stronger counter-offers.

Building a team in HDPE Pipe?

Joe Macklam specialises in HDPE Pipe hiring at QP Group. Talk to Joe about the market, salaries or a search.

Email Joe · joe.macklam@qpexec.com →
Joe Macklam
Joe MacklamManaging Director · Industrial
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