How does Dow expect Middle East tensions to affect its third-quarter EBITDA guidance?

Dow expects that persistent Middle East tensions could boost its third-quarter EBITDA above its $1.7 billion target, potentially exceeding analysts’ prior expectation of about $1.9 billion, as rising oil prices support higher plastics and packaging prices while its key feedstock costs remain low due to ample US natural gas and ethane supply.

What role does polyethylene demand play in Dow's pricing strategy amid regional conflict?

According to CEO Karen Carter, resilient global demand for polyethylene — one of the world’s most popular plastics — combined with Middle East conflict 'really do set the ground for our price increases going up from here,' enabling Dow to raise prices without corresponding increases in material costs.

Dow Says Iran War Could Boost Guidance as Supply Chain Shielded

Jul 23, 2026

Dow Inc. expects Middle East tensions to lift plastic prices while low US feedstock costs protect margins, potentially driving third-quarter earnings above its $1.7 billion target.

bloomberg

2026-07-23

Dow Says Iran War Could Boost Guidance as Supply Chain Shielded

Dow Says Iran War Could Boost Guidance as Supply Chain Shielded

FAQ