182: Exploring the Effects of Industry Consolidation with Andrew Pokelwaldt

On this episode, Andrew Pokelwaldt joins me to discuss the topic of industry consolidation; we’ll explore the impact of some recent mergers & acquisitions. 

Like any sector in the global market, the composites & cast polymer industry isn’t immune to the forces of change. In an era defined by digital disruption, geopolitical tensions, and environmental challenges, businesses have had to adapt and reinvent themselves. The rapid rate of supplier consolidation is a testament to these forces at play.

So what does this mean for the future of our industry? Today we’ll try and dissect the nuances of these mergers and acquisitions, and assess their potential impact on our industry’s future. 

Some sources we’ll refer to are below: 

https://www.accenture.com/us-en/insightsnew/chemicals/changing-face-ma

https://www2.deloitte.com/content/dam/Deloitte/de/Documents/energy-resources/gx-global-chemicals-ma-outlook-2023.pdf

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