Client Context
European Polyurethane Producer in Performance Materials.
Case Study
How a strategy team pressure-tested market claims with plant-level data
The strategy team wanted a more defensible view of competitor expansion claims and regional demand narratives before committing budget.
Challenge
Secondary market narratives were too broad and did not line up with plant-level timelines or credible source trails.
Approach
Rebuilt capacity timing from filings, earnings commentary, and company disclosures.
Benchmarked regional market claims against named primary sources.
Summarized white-space risks and decision-critical uncertainties.
Outcome
Higher confidence in board-level investment discussion.
Reduced dependence on circular market sizing claims.
A clearer shortlist of follow-up diligence questions.