Westlake Growth & Investment Strategy
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Compelling Portfolio of Growth Opportunities
Housing &
Infrastructure Products
Performance &
Essential Materials
Chloro-Vinyl Dynamics
Geismar PVC capacity additions
delivers near-term value
Newly announced EDC, VCM
and PVC in growth markets to
drive further bottom-line growth
Favorable Housing Trends
Over 10 years of underbuilding
in residential housing
Demographics and work from
home flexibility supporting
increased housing demand
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•
New Growth Lever With Epoxy
Trends in wind energy, light
weighting, coatings and
electrification resulting in
demand above global GDP
Global scale manufacturing
supported with R&D drive
continued specialization
Recurring R&R Revenue Stream
Predictable demand CAGR
supports growth in R&R
products of Westlake
•
Rising value in home equity
supports continued R&R
spending
•
LDPE Opportunity
Growing specialty and
differentiated PE to drive
higher margins
Ongoing product formulation
and sustainable product
solutions drive closer customer
relationships
Infrastructure Bill
Long term demand supports
Westlake's leading PVC pipe
and fittings offering
Product substitution of
PVC over lead, iron and
concrete pipe
Global Macro Trends Driving Demand for Westlake's Product Portfolio
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