Westlake Growth & Investment Strategy
Significant Near-Term Upside
95
1
Structural short supply in
Chlorovinyls Globally
Significant industry under-investment positions
Westlake to benefit as demand continues to grow
4
Specific trends in consumer packaging
and durable products met with Westlake's
specialty differentiated PE & PVC
Westlake is a leading producer of specialty PVC and
PE driving premium margins
2
Strong global demand in PVC, caustic.
soda and chlorine driven by construction,
industrial and manufacturing activity
5
Epoxy trends in EV light weighting and
wind energy as well as composite and
coating applications
Projected global GDP growth outpacing production
and 5-year averages
Epoxy resins are present everywhere in high growth
and sustainable oriented products
3
Decade plus of underbuilding in
residential homes
Underbuilding since 2007-2009 creates significant
deficit in available homes
Favorable demographics driving
6
strong demand for residential housing
Millennial and GenX represent majority of population
driving housing demand
Strong Capital Management and Operational Excellence Has Driven Exceptional Long Term Value Creation
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