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"for 4Q25: $LYB $WDS.AX $HMSP.IJ $EC $PLTM $F34.SI $XES still bullish on O&G and am not gonna miss the cyclical low in chems this time round. Nice to see the spike in tobacco. This latest rally in platinum has more to go given supply deficits"
X Link @yu_knowit 2025-09-24T11:27Z XX followers, XXX engagements