Clustering the last scan…
Something is forcing their hand
Your Rhein Chemie additive range is already specified at an adjacent site, which shortens qualification.
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.
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.
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.
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.