Dow (DOW): FY25 Q4 earnings call, Jan 29, 2026

Thu, Jan 29Earnings callSpeaker-labelled transcriptDow

No Kalshi or Polymarket word markets were listed for Dow’s Jan 29, 2026 earnings call (FY25 Q4). The transcript is searchable below (quotes of at most 25 words).

Updated

Transcript

quotes of at most 25 words

Speaker-labelled transcript · Source and credits · Used to count words; quotes of at most 25 words.

6 matches for “China”; 5 quoted, at least 25 words apart.

Jeffrey L. Tatecompanyprepared

…well as the elimination of VAT export rebates on select products in China. Across our packaging market vertical, global polyethylene fundamentals are expected to remain…

Jeffrey L. Tatecompanyprepared

…resilient sales of electronics as a bright spot. Mobility remains mixed. In China, EV sales are anticipated to moderate as subsidies expire and government support…

Jeffrey L. Tatecompanyprepared

…as higher siloxane pricing following the increased market prices that happened in China late last year. Collectively, this will provide roughly $80 million of sequential…

James R. Fitterlingcompanyqa

…capacity that's coming out. We haven't seen anything substantive on anti-involution in China. So nothing has changed there. On Path to Zero, I think several…

James R. Fitterlingcompanyqa

…some actions I think are going to have a positive impact. In China, for example, the announcement that the 13% duty drawback for exports out…

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