Dow is mid-cycle with PE and PVC margins still depressed by Chinese overcapacity. Path 2 Zero project in Alberta (~$9B) is on hold pending capital allocation review. Dividend coverage tight; deleveraging takes priority. Limited near-term catalysts beyond petchem cycle turn.
Thesis reviewed May 29, 2026
Dow Inc. is headquartered in United States, which is currently showing moderate signals.
🇺🇸United States59NEUTRALView United States risk detail →🧱Materials17WATCH| Ticker | Company | Score | Gap | Signal Δ | Action |
|---|---|---|---|---|---|
| APD | Air Products and Chemicals, Inc. | 24 | -9% | ↓7% | AVOID |
| DOW | Dow Inc. | 24 | +1% | ↓7% | NEUTRAL |
| DD | DuPont de Nemours, Inc. | 24 | +6% | ↓7% | EARLY |
| NUE | Nucor Corporation | 24 | +11% | ↓7% | EARLY |
| ECL | Ecolab Inc. | 24 | +2% | ↓7% | NEUTRAL |
| LIN | Linde plc | 24 | +10% | ↓7% | EARLY |
| SHW | The Sherwin-Williams Company | 24 | +2% | ↓7% | NEUTRAL |
Investors who hold DOW may also have indirect exposure through these country funds.
Dow announces Path2Zero project pause; capex deferred to 2027+
Asian PE margins remain at decade lows on Chinese capacity additions
Estimates · Yahoo Finance · Not audited figures
| Politician | Party | Type | Amount | Trade Date | Return |
|---|---|---|---|---|---|
| Alan Armstrong | Buy | $1k–$15k | Mar 27, 26 | ||
| Thomas H Tuberville | Sell | $1k–$15k | May 3, 24 | -30.6% |