Dow Inc.: A Major Beneficiary of Deglobalization and Onshoring

A Structural Shift in Industrial Demand

The U.S. plastics market is entering a renewed growth phase, driven by rising demand across packaging, automotive, construction, electronics, and consumer goods. These sectors rely on advanced materials that are essential to modern manufacturing and infrastructure, making plastics a foundational input across the industrial economy.

Dow’s Strategic Position in Essential Materials

Dow Inc. sits at the center of this demand. As a global leader in specialty plastics and industrial materials, Dow supplies critical inputs used across a wide range of applications. Its diversified product portfolio and scale position the company to benefit as material demand grows across multiple industries simultaneously.

Deglobalization and Onshoring as a Tailwind

The accelerating shift toward deglobalization and onshoring further strengthens Dow’s outlook. As supply chains become more localized and governments prioritize domestic manufacturing resilience, demand is increasingly favoring U.S.-based materials producers. Dow’s extensive domestic footprint makes it a natural beneficiary of this transition.

The Fortifi Perspective

At Fortifi BVI Ltd, we view Dow as well positioned to benefit from these overlapping structural tailwinds—market expansion, supply-chain localization, and renewed domestic manufacturing investment. With exposure to essential industrial demand and long-term policy-driven trends, we see a high-probability scenario in which Dow’s stock could experience significant appreciation, potentially doubling over the same growth cycle.