3M's recent patent activity points at a bio-based substitution programme
Why this matters to you
The timing lines up with your Q3 capacity coming online — you can commit volume they cannot get elsewhere.
Clustering the last scan…
Clustering the last scan…
What they're building
The timing lines up with your Q3 capacity coming online — you can commit volume they cannot get elsewhere.
Three of your flame-retardant and biocide lines are qualified substitutes in two of the affected segments.
Their stated compliance deadline is inside your typical qualification window, which favours an incumbent-displacing pitch.
Their stated compliance deadline is inside your typical qualification window, which favours an incumbent-displacing pitch.
This puts a competitor-held position in play for the first time in four years.
You have an existing MSA with this account, so commercial terms are not the obstacle. Qualification is.
Three of your flame-retardant and biocide lines are qualified substitutes in two of the affected segments.