INDUSTRY & SUPPLY CHAIN
Kearney: India's Chemical Plant Closures Signal Supply Redesign OpportunityA · FULL TRANSLATION
# India# chemicals# supply chain# China Plus One
Key Points
- About 1,000 plant closures and relocations expose concentration risk
- China Plus One strategies face an execution test
- Disruption creates entry windows for supply chain redesigners
Analysis
Kearney's India chemicals paper finds roughly 1,000 plant closures and relocations exposing supply concentration risk, with four forces compelling redesign. For Japanese and Taiwanese firms diversifying from China, the disruption is precisely the negotiation window.