Dow and Univar Solutions Enter Long-Term Agreement for Low-Carbon Products
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Jun 01 2026
0mins
Source: seekingalpha
- Agreement Details: Dow and Univar Solutions have entered a long-term agreement to expand the distribution of Dow's Decarbia low-carbon product portfolio through Univar's global network, covering various markets including beauty, food, and pharmaceuticals, aimed at improving customer access to low-carbon raw materials.
- Market Demand: As manufacturers face increasing pressure from investors and regulators, there is a growing demand for suppliers that can provide emissions data and lower-carbon alternatives, reflecting the industry's shift towards sustainability and compliance with internal climate targets.
- Carbon Footprint Calculation: Dow stated that the carbon footprints of products in the program are calculated using a Carbon Footprint Ledger methodology and assessed under standards such as ISO 14067 and the Greenhouse Gas Protocol Product Standard, ensuring environmental compliance and transparency.
- Strategic Implications: This agreement not only strengthens the commercial relationship between Dow and Univar but also highlights Dow's commitment to investing in the development of lower-carbon products, aiming to broaden their availability through distribution partners and support customers' emissions reduction initiatives.
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Analyst Views on DOW
Wall Street analysts forecast DOW stock price to fall
14 Analyst Rating
1 Buy
12 Hold
1 Sell
Hold
Current: 32.500
Low
22.00
Averages
27.83
High
32.00
Current: 32.500
Low
22.00
Averages
27.83
High
32.00
About DOW
Dow Inc. serves as a holding company for The Dow Chemical Company and its subsidiaries. The Company conducts its operations through six global businesses, which are organized into segments, such as Packaging & Specialty Plastics, Industrial Intermediates & Infrastructure and Performance Materials & Coatings. Packaging & Specialty Plastics segment consists of two integrated global businesses: Hydrocarbons & Energy and Packaging and Specialty Plastics. This segment employs a polyolefin product portfolio. Industrial Intermediates & Infrastructure segment consists of two customer-centric global businesses: Industrial Solutions and Polyurethanes & Construction Chemicals that develop intermediate chemicals that are essential to manufacturing processes, as well as downstream, customized materials and formulations that use advanced development technologies. Performance Materials & Coatings segment consists of two global businesses: Coatings & Performance Monomers and Consumer Solutions.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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See More
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- Interest Rate Expectations: The market largely anticipates that the Fed will keep interest rates unchanged for the fifth consecutive meeting, providing a stable monetary policy backdrop that supports the Dow's rise and reflects investor confidence in economic prospects.
- Strong Economic Data: U.S. retail sales and pending home sales both exceeded expectations, indicating that economic activity remains resilient despite rising borrowing costs, which offers positive fundamental support for the market.
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See More
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- Other Component Movements: ServiceNow is down 3.0% today, indicating cautious sentiment towards its outlook, while SanDisk is up 5.7%, suggesting strong performance in the current market environment that may attract investor interest.
- Market Sentiment: The overall market sentiment is affected by Dow's decline, potentially leading to increased scrutiny and volatility in the performance of other components, which could influence the broader market trend.
See More
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- Demand Stability: CFO Jeff Tate noted resilient polyethylene demand and stable spending in DIY and coatings applications, suggesting strong performance potential as the company enters the seasonally stronger summer period, despite weak consumer confidence.
- Supply Chain Challenges: Ongoing Middle East conflict has disrupted global oil, ethylene, and polyethylene capacities, with supply chain normalization expected to take several quarters, exacerbating market tightness due to declining inventories.
- Cost-Saving Initiatives: Dow plans to reduce its workforce from 37,000 to approximately 29,000 by 2027, expecting to realize about $500 million in cost savings this year, demonstrating a focus on internal efficiency improvements and profitability enhancement amid economic uncertainty.
See More
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- PCB Price Surge: According to a Goldman Sachs report, printed circuit board (PCB) prices have risen by up to 40% from March to April, directly affecting the costs of electronic products such as smartphones and computers, leading to increased price pressure on consumers.
- Supply Chain Vulnerability: TTM has indicated that despite its stock price rising over 400% in the past year, it plans to raise product prices by 5% to 25%, reflecting the erosion of profits due to rising raw material costs, particularly in lower-margin devices.
- Long-term Impact Warning: Experts warn that if the resin shortage extends into the autumn, electronics prices could reach their highest levels in a decade, prompting consumers to delay purchases of high-end devices due to rising prices and tight inventory.
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