Dow Inc. (DOW) provided an update regarding its business outlook during a presentation at a Morgan Stanley conference. The company reported that its order book has strengthened during the month of September. This increase in orders was noted across various regions, with specific mention of growth in the Asia-Pacific market.
In addition to demand trends, Dow highlighted the current state of its feedstock costs. The company stated that the elevated spread between oil and gas prices supports its feedstock advantage. This pricing dynamic is expected to favor Dow's cost structure relative to competitors.
Regarding trade exposure, Dow indicated that its direct tariff exposure remains minimal. The company characterized this risk as negligible in the current business environment.
