DuPont

Strengths come from switching costs and brands embedded in customer qualifications and regulatory files. Tyvek is the healthcare sterile‑barrier standard with high requalification hurdles. Liveo medical silicones and Spectrum Plastics components integrate into validated device manufacturing.

FilmTec membranes support mission‑critical desalination and ultrapure water, where redesigns are costly and risky. Auto and industrial adhesives (BETAMATE/BETASEAL) are specified into OEM platforms and EV battery assemblies, creating multi‑year switching frictions. These confer pricing resilience and retention rather than true monopoly power.

Network effects are negligible. Cost advantages are moderate and stem from scale, process know‑how and global manufacturing, but rivals like Henkel, Sika, Toray, Nitto (Hydranautics) and Veolia/SUEZ remain formidable. The pending divestiture of Aramids removes two iconic brands, slightly diluting the brand moat but improving portfolio focus.

Weighting switching costs and intangibles highest yields a solid but not impregnable moat.