EC Podcast: How consolidation and niche strategies are reshaping the coatings market
The discussion examines the structural drivers behind recent mega-deals across the chemical and coatings sector, from corporate carve-outs to cross-border acquisitions. Matayi explains that subdued global demand, geopolitical tensions, rising energy costs in Europe and intensified competition from Asia and the Middle East are prompting chemical giants to pursue two distinct paths: scaling up to…