3M is repositioning Transportation & Electronics from volume toward specialty margin
Why this matters to you
You have an existing MSA with this account, so commercial terms are not the obstacle. Qualification is.
Clustering the last scan…
Clustering the last scan…
Direction changing
You have an existing MSA with this account, so commercial terms are not the obstacle. Qualification is.
The timing lines up with your Q3 capacity coming online — you can commit volume they cannot get elsewhere.
Their stated compliance deadline is inside your typical qualification window, which favours an incumbent-displacing pitch.
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.
You have an existing MSA with this account, so commercial terms are not the obstacle. Qualification is.