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@Marcelo12650938 "$BAK #BRKM5 $LYB $DOW MarketScreener - Aramco CEO says chemicals are important growth area"
X Link @Marcelo12650938 2025-10-13T11:01Z XXX followers, XXX engagements

"$BAK #BRKM5 $LYB $DOW $HUN $OLN CNBC - Tim Moe of Goldman Sachs says the firm has designed an 'involution barometer' and says the older economy areas like solar and cement industry will see improvement from the campaign efforts. He expects profits to improve in 2026. He says countries are likely to pushback if China simply tries to export its' excess capacity"
X Link @Marcelo12650938 2025-10-09T20:59Z XXX followers, XXX engagements

"$BAK #BRKM5 $LYB $DOW $HUN $BRB.B $NUE $BYDDF $OXY Buffett just completed the Anti-Involution Trade: Sold BYD and Bought NUE and OxyChem"
X Link @Marcelo12650938 2025-10-05T14:33Z XXX followers, 1699 engagements

"$BAK #BRKM5 $LYB $DOW $HUN BARRONS - Berkshires Potential Deal for Occidental Chemical Business Would Be a Win for Buffett In a recent client note Roth chemicals analyst Leo Mariani raised concerns about a sale of the chemicals business after the Financial Times reported that Occidental was in talks to sell the operation. He noted that the price of $XX billion worked out to about eight times estimated 2025 earnings before interest taxes depreciation and amortization. However 2025 represents trough earnings for its chemicals business and it should grow in the coming years so this potential"
X Link @Marcelo12650938 2025-10-01T08:37Z XXX followers, 1260 engagements

"$BAK #BRKM5 $LYB $DOW $HUN $OLN YiCai - China Unveils New Measures to Steady Growth Across XX Key Industries The measures set specific targets for the steel nonferrous metals petrochemical chemicals building material machinery automobile electrical equipment light industry and electronic information manufacturing industries which account for about XX percent of large-scale industrial output according to the Ministry of Industry and Information Technology"
X Link @Marcelo12650938 2025-10-13T01:29Z XXX followers, XXX engagements

"$BAK #BRKM5 $LYB $DOW Plastic News - K 2025 closes with stable attendance optimism amid industry headwinds"
X Link @Marcelo12650938 2025-10-15T11:17Z XXX followers, XXX engagements

"@Riccardino999 If you look at the news in the last 12-18 months the majority of plant closures were in Europe and restructuring in SE Asia (Korea)"
X Link @Marcelo12650938 2025-10-12T13:45Z XXX followers, XX engagements

"$BAK #BRKM5 $LYB $DOW $HUN $OLN Bloomberg - China Unveils Steps to Crack Down on Price Wars The China Show 10/10/2025"
X Link @Marcelo12650938 2025-10-10T08:32Z XXX followers, XXX engagements

"$BAK #BRKM5 $LYB $DOW $HUN FN Times - 'Specialty expert' Lee Young-jun seeks to rescue LOTTE CHEMICAL from quagmire * Asset sales and NCC consolidation could mark bottom with return to profit possible next year Lotte Chemical's net borrowings surged 24-fold from KRW XXX billion at the end of 2021 to KRW XXXXX trillion at the end of 2024. To reduce this burden he implemented an 'asset light' strategy through asset sales. From October last year to March this year he secured approximately KRW XXX trillion by selling a XX percent stake in the US subsidiary (LCLA) XX percent stake in the"
X Link @Marcelo12650938 2025-09-29T08:56Z XXX followers, XXX engagements

"$BAK #BRKM5 $LYB $DOW $HUN $OLN Morgan Stanley - Opportunities From Chinas Policy Shifts October X 2025 - Our Chief China Equity Strategist Laura Wang discusses how Chinas new approach to economic development is transforming domestic industries and reshaping the global investment landscape"
X Link @Marcelo12650938 2025-10-10T08:42Z XXX followers, XXX engagements

"$BAK #BRKM5 $LYB $DOW Chemical Week - Saudi Aramco to boost gas chemicals; primed to handle shocks CEO"
X Link @Marcelo12650938 2025-10-14T17:52Z XXX followers, XXX engagements

"$BAK #BRKM5 $LYB $DOW Bloomberg - Stocks Rise as Powells Remarks Reinforce Fed Bets: Markets Wrap"
X Link @Marcelo12650938 2025-10-14T17:42Z XXX followers, XXX engagements

"$BAK #BRKM5 $LYB $DOW CNBC - Stock futures rebound from Fridays rout after Trump says China situation will all be fine: Live updates"
X Link @Marcelo12650938 2025-10-13T11:13Z XXX followers, XXX engagements

"$BAK #BRKM5 $LYB $DOW $HUN $SHEL Investing - Shell shares rise on trading update showing strong volumes and margins -- Shell Plc (LON:SHEL) shares traded higher after the British energy and petrochemical company released its third-quarter trading update which indicated stronger liquefaction volumes higher trading activity and improved refining margins. In chemicals and products Shell expects a refining margin of $XXXX per barrel up from $XXX in the second quarter and above a consensus of $XXX. Utilization is projected at 94-98% compared with guidance of 88-96% and XX% in the previous quarter"
X Link @Marcelo12650938 2025-10-07T10:52Z XXX followers, 1374 engagements

"$BAK #BRKM5 $LYB $DOW $HUN $OLN Chemical Week - OMVs olefin margins improved YOY in Q3 OMV AGs (Vienna) olefin margins increased year over year in the third quarter the company said in a trading update issued Oct. X. Its Europe ethylene indicator margin increased to XXX per metric ton in the third quarter from XXX per metric ton a year earlier and its propylene margin increased to XXX per metric ton from XXX per metric ton. OMVs Europe polyethylene (PE) indicator margin also increased year over year to XXX per metric ton from XXX per metric ton but its Europe polypropylene (PP) indicator"
X Link @Marcelo12650938 2025-10-09T21:55Z XXX followers, XXX engagements

"$BAK #BRKM5 $LYB $DOW $HUN $OLN ICIS - Chinas growth revised upward to XXX% in 2025 XXX% in 2026 World Bank"
X Link @Marcelo12650938 2025-10-08T11:07Z XXX followers, XXX engagements

"@Riccardino999 I believe those geared towards export markets like european and SE Asian"
X Link @Marcelo12650938 2025-10-12T11:45Z XXX followers, XXX engagements

"$BAK #BRKM5 $LYB $DOW $HUN $OLN The Times (UK) - Jim Ratcliffe: Collapse of chemicals sector will put 1m jobs at risk - European industry will be dragged down within a decade by energy costs carbon taxes US tariffs and cheap competition says the Ineos founder"
X Link @Marcelo12650938 2025-10-09T00:53Z XXX followers, XXX engagements

"$BAK #BRKM5 $LYB $DOW $HUN The Globe and Mail - Dow Inc (DOW) Gets a Buy from Wells Fargo"
X Link @Marcelo12650938 2025-09-28T10:59Z XXX followers, XXX engagements

"$BAK #BRKM5 $LYB $DOW $HUN $OLN ICIS - Europes plastics industry at cliff edge as market share erodes trade group"
X Link @Marcelo12650938 2025-10-09T22:06Z XXX followers, XXX engagements

"$BAK #BRKM5 $LYB $DOW SCMP - IMF stays upbeat on China growth despite US trade tensions In its new World Economic Outlook agency keeps - China growth estimate at XXX per cent for 2025 even as uncertainty prevails in global trade"
X Link @Marcelo12650938 2025-10-15T00:53Z XXX followers, XXX engagements

"$BAK #BRKM5 $LYB $DOW The Standard - China's September exports and imports surpass expectations - China's export growth picked up pace in September buoyed by manufacturers finding buyers in markets beyond the U.S. as a tariff deal with President Donald Trump remained elusive"
X Link @Marcelo12650938 2025-10-13T11:12Z XXX followers, XXX engagements

"$BAK #BRKM5 $LYB $DOW $HUN $OLN SCMP - Chinese regulators step up efforts to target disorderly price competition - Policy paper outlines key measures including possible cost investigations and price inspections"
X Link @Marcelo12650938 2025-10-10T10:40Z XXX followers, XXX engagements

"$BAK #BRKM5 $LYB $DOW BizJournals - Chemical challenges causing Exxon other companies to pause projects UH expert says"
X Link @Marcelo12650938 2025-10-13T11:05Z XXX followers, XXX engagements

"$BAK #BRKM5 This is bullish TradingView - Brazil's Braskem draws $X billion from standby credit line to bolster liquidity"
X Link @Marcelo12650938 2025-10-05T09:38Z XXX followers, XXX engagements

"$BAK #BRKM5 $LYB $DOW Chemical Week - LG Chem to discontinue HDPE production at Daesan South Korea LG Chem Ltd. has announced plans to cease operations at its high-density polyethylene (HDPE) plant at Daesan South Korea according to a customer letter seen by Platts part of S&P Global Commodity Insights on Oct. XX. While the company said further details about timelines were pending the announcement followed persistent weak trading activity in Far East Asia. Koreas petrochemical industry is currently facing severe profitability challenges prompting structural readjustments and business"
X Link @Marcelo12650938 2025-10-14T17:50Z XXX followers, XXX engagements