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Expert Analyses of the following article:

Buffett helps Dow pay $19bn for Rohm & Haas

Source: www.ft.com
Paul HodgesJuly 15, 2008
Dow Chemical's $40bn bet on a new type of chemical industry
Author: Paul Hodges, Chairman, International eChem
First, Dow moved its upstream chemical businesses into a JV with the Kuwaitis, to protect itself against increasing feedstock prices.  Now it is acquiring Rohm & Haas to position itself as a downstream 'solution provider'.  Some may see this as a high-risk strategy.  But the real risk, from an investment viewpoint, is probably with those companies that still lack either upstream...
July 14, 2008
Overlaps
Author: GLG Expert Contributor
Significant overlaps in the Acrylic Acid chain ranging from monomers through to polymers particularly in North America will require some portfolio adjustments. There will be further industry changes as a result. Dow brings some key raw material synergies.

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