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Shivam Gusain

Shivam Gusain

sgdecypher.substack.comSource feed ↗10 episodes

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The Quick Chat Conundrum

A small change to how I am working.

Out of Fashion, Not Out of the Woods

Metsä Group’s decision not to build its planned Kuura textile fibre mill in Kemi deserves more scrutiny than a straightforward “another cellulosic project didn’t make it” write-up gives it, because Kuura wasn’t failing on the axis most European fibre projects fail on.

The $30 Billion Wedding Dress

The online commentary around Shein right now reads like a company that peaked and is now quietly deflating.

A Warning from Lyocell

Something interesting is happening in the lyocell world right now, and there are lessons in it for where next generation materials may be heading.

Solvolysis and the Art of Staying Solvent

The most useful thing in the Joint Research Centre’s new report on chemical recycling economics, “Economic viability of chemical recycling: Current and future perspectives” (Gaudillat, Marschinski and Saveyn, JRC147061, 2026)

The Dream We Left in the MUD

Somewhere, probably already, someone is assembling a new slide deck.

The Market Is Huge. So What?

No bank, bondholder or counterparty in finance would accept a promise of money with no date attached to it.

Burning Questions

I recently joined Philip Berman on Ecotextile Talks for a conversation on textile incineration, recycling, and some of the more uncomfortable assumptions sitting underneath the circularity debate.

So, How Was the Expo?

I had gone to Brussels expecting a reprieve.

The Long Game

Near the end of a two-hour call, I said something to Meredith Boyd that I hadn’t planned on saying out loud: that UNIFI might be the company I’ve encountered in this recycling space with the least marketing and the most substance behind it.