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 elevated risk signals.
πΊπΈUnited States78REDUCEView United States risk detail βπ§±Materials35WATCH| Ticker | Company | Score | Gap | Signal Ξ | Action |
|---|---|---|---|---|---|
| SHW | The Sherwin-Williams Company | 38 | +2% | β7% | NEUTRAL |
| ECL | Ecolab Inc. | 38 | +2% | β7% | NEUTRAL |
| DOW | Dow Inc. | 38 | +1% | β7% | NEUTRAL |
| NUE | Nucor Corporation | 38 | +11% | β7% | EARLY |
| PPG | PPG Industries, Inc. | 38 | +1% | β7% | NEUTRAL |
| DD | DuPont de Nemours, Inc. | 38 | +6% | β7% | EARLY |
| LIN | Linde plc | 38 | +10% | β7% | EARLY |
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 Β· Yahoo Finance Β· Not audited figures
| Politician | Party | Type | Amount | Trade Date | Return |
|---|---|---|---|---|---|
| Thomas H Tuberville | Sell | $1kβ$15k | May 3, 24 | -30.6% |