Exclusive extracts from this 25-page-long report:
- Who is the player?
DowDuPont was established in 2017 following the merger of equals of Dow and DuPont. It is the leading US chemical company by revenue. In due time, the newly established DowDuPont group will split into three independent, publicly listed companies, focusing respectively on agriculture, materials science and specialty chemicals. The agriculture business will go by the name Corteva Agriscience, while materials science will revert to Dow and specialty chemicals to DuPont. [...]
- What are the player's strategies?
The shale revolution in the US has been a boon for DowDuPont, providing the company access to cost-advantaged feedstock in a safe and relatively easily accessible domestic location. DowDuPont is the world's leading producer of ethylene, the main building block in petrochemicals, and in May 2017, the company committed to investing $4 billion more to bring new petrochemical capacity online on the US Gulf Coast. This will see its total investment over the ten year period until 2022 reach $12 billion. […]
- What are the player's strengths and weaknesses?
The biggest ethylene producer in the world, with easy access to the large US market and a dedicated network of pipelines to facilitate the transport of petrochemical inputs and products […]
A relatively modest presence in China, the largest petrochemical market in the world
Merger and subsequent separation costs are likely to dilute earnings and reduce free cash flow […]
- What is the player's financial position?
The financial indicators included in the report include: Consolidated net revenues, Consolidated operating income and margin, Consolidated net profit and margin, R1D spending and ratio, Sales by segment, Sales performance by segment, Sales by region, Sales performance by region, Profitability ratios, Liquidity ratios, Solvency ratios and Free cash flow and capital expenditure.