Dow CEO Says Petrochemical Supply Disruptions to Persist in 2026

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Dow Inc., one of the world’s largest producers of petrochemicals, expects supply disruptions tied to the war in Iran to persist throughout the remainder of 2026, according to Chief Executive Officer Jim Fitterling.

“The conflict in the Middle East has created constraints that are clearly evident in the near term — this includes supply chain disruption for an extended period of time,” Fitterling said on a call with analysts on Thursday. “We also anticipate impact to future investments, including potential delays or cancellations of planned industry capacity additions, as well as increased pressure for capacity rationalization.”