Dow Chemical, Third Point in Board Pact

The video discusses a recent development involving Dow Chemical and activist investor Dan Loeb. After a period of conflict, Loeb's firm, Third Point, has reached an agreement with Dow, allowing Loeb to appoint four directors to the board. This move aligns with Loeb's vision to split the company and increase shareholder value. The video also touches on Dow's defense of its integrated model, the impact of market conditions like oil prices, and the stability of CEO Andrew Liveris's position. Additionally, it covers the compensation structure for new board members.

What impact might lower oil prices have on Dow Chemical according to the discussion?

What is the significance of Dan Loeb's comments regarding Andrew Liveris's performance as CEO?