Arkema's Carling site is operating under a consent order that constrains its current chemistry
Why this matters to you
Your Rhein Chemie additive range is already specified at an adjacent site, which shortens qualification.
Clustering the last scan…
Something is forcing their hand
Your Rhein Chemie additive range is already specified at an adjacent site, which shortens qualification.
Three of your flame-retardant and biocide lines are qualified substitutes in two of the affected segments.
You have an existing MSA with this account, so commercial terms are not the obstacle. Qualification is.
This puts a competitor-held position in play for the first time in four years.
The timing lines up with your Q3 capacity coming online — you can commit volume they cannot get elsewhere.