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DOW: Record polyethylene sales and tight supply drive price hikes and margin gains amid transformation
Dow Inc. (DOW) is experiencing record polyethylene sales and tight inventories, leading to significant price increases due to global supply disruptions and feedstock volatility. The company’s strategic cost-saving and transformation initiatives are projected to deliver substantial EBITDA improvements, while operational efforts focus on maximizing asset utilization and margin expansion. This information stems from Dow Inc.'s JPMorgan Industrials Conference 2026 audio transcript.