Dow (DOW) Summary Earnings Call
This is an abridged, summarized, narrated version of the Dow (DOW) Summary Earnings Call - run time 20 minutes #dow
0:00 Company statements
7:58 Feedstock costs pricing
8:44 Decline in feedstocks/pricing
9:51 China's ethylene/polyethylene
10:48 MDI Price Trends
11:37 End market improvement.
12:23 Propylene oxide supply
13:29 Ethane pricing outlook.
14:13 Expected free cash flow.
14:48 Volume and price per segment.
16:22 Buyback, dividend, coverage.
17:13 Improving volume in Q3.
18:10 Expectations for 2023.
18:52 Cost savings 2024.