A quote from a news report titled "Expert: Shale gas won't lower PE prices in 2014":
The fact that oil sets the global PE pellet price is one reason why PE prices continue to escalate, he added. Other reasons include supplier consolidation and discipline, inventory and exports and PE no longer being a commodity.
I don't fully understand the sense that the words "consolidation and discipline" carry here. It seems to be a set phrase, "consolidation and discipline", so "consolidation" is unlikely to mean "merging of several companies into one entity". Or maybe I'm wrong.
Googling for "consolidation and discipline" brings up uses referring to policies implemented by one or other country, not within companies; it seems to combine with one other word, "fiscal": "fiscal consolidation and discipline".
I guess that it means "the supplier companies are less careless in using their funds". Am I right?