Clustering the last scan…
Yokohama Rubber
Their stated compliance deadline is inside your typical qualification window, which favours an incumbent-displacing pitch.
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.
This puts a competitor-held position in play for the first time in four years.
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.
Weak match — it may be its own thing.
Weak match — it may be its own thing.
Weak match — it may be its own thing.