Eric Sabelhaus

Recent shocks in supply chains that manifested in increased inventory holdings and subsequent destocking have subsided, and the industry has relearned a critical lesson from the volatility—the importance of supply chain reliability.

The near-term outlook for participants in the industrial coatings industry remains bright. On top of broad economic tailwinds such as low interest rates, cash-rich participants and an active M&A market, several industry-specific factors are providing further lift.