Dow (DOW): FY26 Q3 earnings call, Oct 22, 2026

…one U.S. Gulf Coast site helped a cracker achieve durable, record-high production, which ultimately adds low cost capacity and strengthens supply reliability for downstream customers.

…Dow teams are advancing from expanded customer development capabilities to new production capacity in key markets, and we are doing so with a clear focus…

…to serve electronics and mobility markets, including engineered silicone and silicone rubber capacity expansions. Our asset actions include both closures and prudent growth investments. Taken…

…higher prices, particularly sort of in a scenario where the Middle East normalizes, let us assume sort of more Chinese capacity comes online as well?

…we are going to continue to double down on our advantage feedstock capacity here in North America. Jeff, anything else you want to say about…