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# ![@Marcelo12650938 Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1480156865480871936.png) @Marcelo12650938 Marcelo Ribeiro

Marcelo Ribeiro posts on X about $bak, $lyb, $dow, $hun the most. They currently have XXX followers and XX posts still getting attention that total XXXXX engagements in the last XX hours.

### Engagements: XXXXX [#](/creator/twitter::1480156865480871936/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1480156865480871936/c:line/m:interactions.svg)

- X Week XXXXX -XX%
- X Month XXXXXX +25%
- X Months XXXXXXX +1,434%

### Mentions: XX [#](/creator/twitter::1480156865480871936/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1480156865480871936/c:line/m:posts_active.svg)

- X Week XX -XXXX%
- X Month XXX -XXXX%
- X Months XXX +509%

### Followers: XXX [#](/creator/twitter::1480156865480871936/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1480156865480871936/c:line/m:followers.svg)

- X Week XXX -XXXX%
- X Month XXX +4.80%
- X Months XXX +356%

### CreatorRank: XXXXXXXXX [#](/creator/twitter::1480156865480871936/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1480156865480871936/c:line/m:influencer_rank.svg)

### Social Influence [#](/creator/twitter::1480156865480871936/influence)
---

**Social category influence**
[stocks](/list/stocks)  XXXXX% [finance](/list/finance)  XXXXX% [countries](/list/countries)  XXXXX% [travel destinations](/list/travel-destinations)  XXXX% [automotive brands](/list/automotive-brands)  XXXX% [cryptocurrencies](/list/cryptocurrencies)  XXXX% [technology brands](/list/technology-brands)  XXXX%

**Social topic influence**
[$bak](/topic/$bak) #1, [$lyb](/topic/$lyb) #1, [$dow](/topic/$dow) #9, [$hun](/topic/$hun) #47, [china](/topic/china) 11.86%, [$oln](/topic/$oln) #25, [stocks](/topic/stocks) 5.08%, [dow inc](/topic/dow-inc) #9, [south korea](/topic/south-korea) 3.39%, [shell](/topic/shell) #643

**Top accounts mentioned or mentioned by**
[@allkaresearch](/creator/undefined) [@tootiefrootie13](/creator/undefined) [@crisu1969](/creator/undefined) [@sinokraut](/creator/undefined) [@hubrishunter](/creator/undefined) [@mar33124085](/creator/undefined) [@bahiaeconomica](/creator/undefined) [@mgarinver](/creator/undefined) [@lwsresearch](/creator/undefined) [@farialimasincer](/creator/undefined) [@limitedhangout1](/creator/undefined) [@walststocker](/creator/undefined)

**Top assets mentioned**
[LyondellBasell Industries NV (LYB)](/topic/$lyb) [Dow Inc (DOW)](/topic/$dow) [Huntsman Corporation (HUN)](/topic/$hun) [Olin Corp. (OLN)](/topic/$oln) [PolkaBridge (PBR)](/topic/$pbr) [Berkshire Hathaway Inc. (BRK.A)](/topic/berkshire-hathaway) [Nucor, Corp. (NUE)](/topic/$nue) [Oxygen (OXY)](/topic/$oxy) [Bank of America (BAC)](/topic/bank-of-america) [Morgan Stanley (MS)](/topic/morgan-stanley) [Exxon Mobil (XOM)](/topic/exxon-mobil)
### Top Social Posts [#](/creator/twitter::1480156865480871936/posts)
---
Top posts by engagements in the last XX hours

"$BAK #BRKM5 $LYB $DOW Dr.Jims China: Monetary & Trade Indicators Strengthen September data show broad-based monetary growth: M2 up XXX% YoY M1 up XXX% M0 up 11.5%. These are notably stronger than the last two years hinting at better corporate profitability especially among SOEs depositing higher earnings in demand accounts. Trade data also firmed: Exports up XXX% YoY (vs. XXX% in August) imports up XXX% suggesting broader domestic demand recovery"  
[X Link](https://x.com/Marcelo12650938/status/1980236666154479907) [@Marcelo12650938](/creator/x/Marcelo12650938) 2025-10-20T11:36Z XXX followers, XXX engagements


"$BAK #BRKM5 $LYB $DOW WSJ - A New Challenge for Chinas Economy: Involution - Beijing is fighting to limit damage from a pattern of price wars and excess capacity Involution will be top of mind over the coming week at a major policymaking meeting of Chinas leaders who face a high-stakes balancing act as they discuss the countrys next five-year plan. What is involution exactly You wont find involution in economics textbooks. Generally it means excessive competition but it has become a shorthand for a range of maladies especially deflation and overcapacity. The term in Mandarin is neijuan. In"  
[X Link](https://x.com/Marcelo12650938/status/1979905991404646684) [@Marcelo12650938](/creator/x/Marcelo12650938) 2025-10-19T13:42Z XXX followers, XXX engagements


"$BAK #BRKM5 $LYB $DOW $HUN Dow Inc. (DOW) Upgraded to Buy with Promising Upside Potential Analyst Colin Isaac from Rothschild & Co Redburn has upgraded Dow Inc. (DOW Financial) from Neutral to Buy setting a new price target of $XX reduced from a previous $XX. The firm anticipates a recovery in polyethylene margins"  
[X Link](https://x.com/Marcelo12650938/status/1952687065449046260) [@Marcelo12650938](/creator/x/Marcelo12650938) 2025-08-05T11:04Z XXX followers, 1187 engagements


"$BAK #BRKM5 $LYB $DOW $HUN The Globe and Mail - Dow Inc (DOW) Gets a Buy from Wells Fargo"  
[X Link](https://x.com/Marcelo12650938/status/1972254753137807442) [@Marcelo12650938](/creator/x/Marcelo12650938) 2025-09-28T10:59Z XXX followers, XXX engagements


"$BAK #BRKM5 $LYB $DOW $HUN WSJ - Berkshire Hathaway Near $XX Billion Deal for Occidentals Petrochemical Unit - Warren Buffetts sprawling conglomerate could unveil its largest deal in years in coming days"  
[X Link](https://x.com/Marcelo12650938/status/1973305303258353678) [@Marcelo12650938](/creator/x/Marcelo12650938) 2025-10-01T08:33Z XXX followers, XXX 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](https://x.com/Marcelo12650938/status/1973306252181565683) [@Marcelo12650938](/creator/x/Marcelo12650938) 2025-10-01T08:37Z XXX followers, 1278 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](https://x.com/Marcelo12650938/status/1974845470683115634) [@Marcelo12650938](/creator/x/Marcelo12650938) 2025-10-05T14:33Z XXX followers, 1707 engagements


"$BAK #BRKM5 $LYB $DOW $HUN Chemical Week - OMV eyes XX% cracker rate by 2030; Borealis-Borouge merger on track In terms of wider petchem market developments OMV said it expects a positive industry impact in Asia from announced rationalization policies in China and South Korea as well as delays in new capacity in China. A further positive impact is anticipated from ongoing capacity rationalization in Europe with a focus on polyethylene and non-integrated facilities it said. In North America local capacity additions are expected in 202730 with improved domestic market and exports it added. BGI"  
[X Link](https://x.com/Marcelo12650938/status/1975259013592895713) [@Marcelo12650938](/creator/x/Marcelo12650938) 2025-10-06T17:57Z XXX followers, XXX 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](https://x.com/Marcelo12650938/status/1977547201761960127) [@Marcelo12650938](/creator/x/Marcelo12650938) 2025-10-13T01:29Z XXX followers, XXX engagements


"$BAK #BRKM5 $LYB $DOW Chemical Week - US volumes weigh on N. America weekly chemical rail Oct XX 2025 4:49:14 PM Clay Boswell Volume was stable in Canada and continued to strengthen in Mexico"  
[X Link](https://x.com/Marcelo12650938/status/1978780036883706001) [@Marcelo12650938](/creator/x/Marcelo12650938) 2025-10-16T11:08Z XXX followers, XXX engagements


"$BAK #BRKM5 $LYB $DOW The Globe and Mail - Bank of America Securities Remains a Hold on Braskem SA (BAK)"  
[X Link](https://x.com/Marcelo12650938/status/1979150295004246127) [@Marcelo12650938](/creator/x/Marcelo12650938) 2025-10-17T11:39Z XXX followers, XXX engagements


"$BAK #BRKM5 $LYB $DOW TradingView - Naphtha margins rebound gasoline firms to six-month high"  
[X Link](https://x.com/Marcelo12650938/status/1979171459692957837) [@Marcelo12650938](/creator/x/Marcelo12650938) 2025-10-17T13:03Z XXX followers, XXX engagements


"$BAK #BRKM5 $LYB $DOW No despairjust be patient they arent necessarily warning signs has added many new oil refineries in recent years BARRONS - Most Chemical Stocks Look Corrosive. These X Might Be Buys. Why are so many different types of chemical companies doing poorly at a time when stock indexes and house values are riding high Is it a sign of trouble or a buying opportunity My chemical curiosity was bubbling over so I checked in with Matthew DeYoe who covers the industry for BofA. Companies face a cluster of challenges he explained. They wont all be easily fixed but they arent"  
[X Link](https://x.com/Marcelo12650938/status/1979516396435317073) [@Marcelo12650938](/creator/x/Marcelo12650938) 2025-10-18T11:54Z XXX followers, XXX engagements


"$BAK #BRKM5 Braskem Navigates Debt Challenges with Potential PIK Deferral PIK Deferral - A Payment-in-Kind interest deferral is considered the most favorable solution aligning stakeholder interests (Novonor creditor banks) and avoiding dilutive measures"  
[X Link](https://x.com/Marcelo12650938/status/1980590295340249105) [@Marcelo12650938](/creator/x/Marcelo12650938) 2025-10-21T11:01Z XXX followers, XXX engagements


"$BAK #BRKM5 FT - Brazils corporate bond market rocked by credit concerns - Plunging prices for bonds of high-profile issuers draw comparisons with jitters in US credit Braskem was in a better position this investor added given its importance to Brazils economy and its part-ownership by Petrobras the state-controlled oil company"  
[X Link](https://x.com/Marcelo12650938/status/1980594689536311636) [@Marcelo12650938](/creator/x/Marcelo12650938) 2025-10-21T11:19Z 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](https://x.com/Marcelo12650938/status/1975514636951691571) [@Marcelo12650938](/creator/x/Marcelo12650938) 2025-10-07T10:52Z XXX followers, 1390 engagements


"$BAK #BRKM5 $LYB $DOW $HUN $OLN ICIS - Chinas growth revised upward to XXX% in 2025 XXX% in 2026 World Bank"  
[X Link](https://x.com/Marcelo12650938/status/1975880691121537223) [@Marcelo12650938](/creator/x/Marcelo12650938) 2025-10-08T11:07Z 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](https://x.com/Marcelo12650938/status/1976088663839707541) [@Marcelo12650938](/creator/x/Marcelo12650938) 2025-10-09T00:53Z XXX followers, 1019 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](https://x.com/Marcelo12650938/status/1976406261953663056) [@Marcelo12650938](/creator/x/Marcelo12650938) 2025-10-09T21:55Z 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](https://x.com/Marcelo12650938/status/1976568979935072753) [@Marcelo12650938](/creator/x/Marcelo12650938) 2025-10-10T08:42Z XXX followers, XXX engagements


"$BAK #BRKM5 $LYB $DOW MarketScreener - Aramco CEO says chemicals are important growth area"  
[X Link](https://x.com/Marcelo12650938/status/1977691108634169819) [@Marcelo12650938](/creator/x/Marcelo12650938) 2025-10-13T11:01Z XXX followers, XXX engagements


"$BAK #BRKM5 $LYB $DOW Bloomberg - Stocks Rise as Powells Remarks Reinforce Fed Bets: Markets Wrap"  
[X Link](https://x.com/Marcelo12650938/status/1978154542760890447) [@Marcelo12650938](/creator/x/Marcelo12650938) 2025-10-14T17:42Z 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](https://x.com/Marcelo12650938/status/1978156579280105924) [@Marcelo12650938](/creator/x/Marcelo12650938) 2025-10-14T17:50Z XXX followers, XXX engagements


"$BAK #BRKM5 $LYB $DOW Chemical Week - Saudi Aramco to boost gas chemicals; primed to handle shocks CEO"  
[X Link](https://x.com/Marcelo12650938/status/1978156896365277504) [@Marcelo12650938](/creator/x/Marcelo12650938) 2025-10-14T17:52Z 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](https://x.com/Marcelo12650938/status/1978262803564655041) [@Marcelo12650938](/creator/x/Marcelo12650938) 2025-10-15T00:53Z XXX followers, XXX engagements


"Well it seems that the phone call between Trump and Lula talked about business.J&F Group from the guys that mediated the approaching between Lula and Trump yesterday announced an investment in nuclear facility in Brasil.A few years ago J&F bid R$ XX billion for Braskem.All a coincidence slips of tongue Lets see:"  
[X Link](https://x.com/Marcelo12650938/status/1978778220129358225) [@Marcelo12650938](/creator/x/Marcelo12650938) 2025-10-16T11:01Z XXX followers, XXX engagements


"$BAK #BRKM5 $LYB $DOW $PBR #PETR4 FT - Saudi Aramco chief warns of global oil shortage if industry fails to invest - Amin Nasser predicts supply crunch unless energy companies return to exploration and find new reserves"  
[X Link](https://x.com/Marcelo12650938/status/1978781204024279344) [@Marcelo12650938](/creator/x/Marcelo12650938) 2025-10-16T11:12Z XXX followers, XXX engagements


"$BAK #BRKM5 $LYB $DOW Investing - Top X China Chemical Stocks to Watch as US-China Shipping Tensions Rise Hengli Petrochemical emerges as J.P. Morgans top pick in the Asian chemical space. Analysts expect Hengli to benefit from the projected slowdown in Chinese net chemical capacity additions through 2030 a direct result of anti-involution measures and US-China supply chain decoupling. The company is well-positioned to capitalize on the gradual rebalancing of global supply-demand dynamics and improving product spreads"  
[X Link](https://x.com/Marcelo12650938/status/1978845728064631215) [@Marcelo12650938](/creator/x/Marcelo12650938) 2025-10-16T15:29Z XXX followers, XXX engagements


"$BAK #BRKM5 $LYB $DOW Overall macroeconomic signals for commodity demand remain resilient and global growth forecasts are moving higher. While we expect some deceleration in growth in second half of 2025 in China we still expect gross domestic product growth of roughly X per cent for the year said Mike Henry BHPs chief executive"  
[X Link](https://x.com/Marcelo12650938/status/1980427744455569443) [@Marcelo12650938](/creator/x/Marcelo12650938) 2025-10-21T00:15Z XXX followers, XXX engagements


"$BAK #BRKM5 $LYB $DOW SCMP - Major foreign banks raise Chinas GDP forecast annual target seen as on track"  
[X Link](https://x.com/Marcelo12650938/status/1980574077397135850) [@Marcelo12650938](/creator/x/Marcelo12650938) 2025-10-21T09:57Z XXX followers, XXX engagements


"$BAK #BRKM5 $LYB $DOW Aramco meanwhile still views chemicals as a strategic growth area even as rivals such as Shell and Exxon Mobil scale back operations. Nasser noted Despite the current downturn chemicals remain a key long-term growth area with our proven strengths in feedstocks and conversion. The company has been expanding its downstream and petrochemical portfolio to diversify revenue. In October 2025 it gained majority control of Petro Rabigh by acquiring a XXXX% stake from Sumitomo Chemical. In July this year it bought a XX% stake in Chinas Rongsheng Petrochemical for USD XXX billion"  
[X Link](https://x.com/Marcelo12650938/status/1980591513970032804) [@Marcelo12650938](/creator/x/Marcelo12650938) 2025-10-21T11:06Z XXX followers, XXX engagements


"$BAK #BRKM5 $LYB $DOW Lyondells CFO - encouraging signs in the last few weeks about plant closures cycle could turn in a couple of years"  
[X Link](https://x.com/Marcelo12650938/status/1980666144978817336) [@Marcelo12650938](/creator/x/Marcelo12650938) 2025-10-21T16:03Z XXX followers, XXX engagements


"$BAK #BRKM5 $LYB $DOW $PBR ChemicalWeek/S&P Global - (Mark Thomas) Although greater regulations and incentives to reduce reuse and recycle plastic goods in the alternative scenario mean that increased use of oil in petchems is more limited the report adds that more pronounced falls in other components of oil demand means that by 2050 petrochemical demand accounts for around XX% of total oil demand. Thats a major slice of market share for petchems especially if you bear in mind that in the year 2000 petchems share of global oil demand was well under 10%. Small wonder then that petchems despite"  
[X Link](https://x.com/Marcelo12650938/status/1980769430251663607) [@Marcelo12650938](/creator/x/Marcelo12650938) 2025-10-21T22:53Z XXX followers, XXX engagements

[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]

@Marcelo12650938 Avatar @Marcelo12650938 Marcelo Ribeiro

Marcelo Ribeiro posts on X about $bak, $lyb, $dow, $hun the most. They currently have XXX followers and XX posts still getting attention that total XXXXX engagements in the last XX hours.

Engagements: XXXXX #

Engagements Line Chart

  • X Week XXXXX -XX%
  • X Month XXXXXX +25%
  • X Months XXXXXXX +1,434%

Mentions: XX #

Mentions Line Chart

  • X Week XX -XXXX%
  • X Month XXX -XXXX%
  • X Months XXX +509%

Followers: XXX #

Followers Line Chart

  • X Week XXX -XXXX%
  • X Month XXX +4.80%
  • X Months XXX +356%

CreatorRank: XXXXXXXXX #

CreatorRank Line Chart

Social Influence #


Social category influence stocks XXXXX% finance XXXXX% countries XXXXX% travel destinations XXXX% automotive brands XXXX% cryptocurrencies XXXX% technology brands XXXX%

Social topic influence $bak #1, $lyb #1, $dow #9, $hun #47, china 11.86%, $oln #25, stocks 5.08%, dow inc #9, south korea 3.39%, shell #643

Top accounts mentioned or mentioned by @allkaresearch @tootiefrootie13 @crisu1969 @sinokraut @hubrishunter @mar33124085 @bahiaeconomica @mgarinver @lwsresearch @farialimasincer @limitedhangout1 @walststocker

Top assets mentioned LyondellBasell Industries NV (LYB) Dow Inc (DOW) Huntsman Corporation (HUN) Olin Corp. (OLN) PolkaBridge (PBR) Berkshire Hathaway Inc. (BRK.A) Nucor, Corp. (NUE) Oxygen (OXY) Bank of America (BAC) Morgan Stanley (MS) Exxon Mobil (XOM)

Top Social Posts #


Top posts by engagements in the last XX hours

"$BAK #BRKM5 $LYB $DOW Dr.Jims China: Monetary & Trade Indicators Strengthen September data show broad-based monetary growth: M2 up XXX% YoY M1 up XXX% M0 up 11.5%. These are notably stronger than the last two years hinting at better corporate profitability especially among SOEs depositing higher earnings in demand accounts. Trade data also firmed: Exports up XXX% YoY (vs. XXX% in August) imports up XXX% suggesting broader domestic demand recovery"
X Link @Marcelo12650938 2025-10-20T11:36Z XXX followers, XXX engagements

"$BAK #BRKM5 $LYB $DOW WSJ - A New Challenge for Chinas Economy: Involution - Beijing is fighting to limit damage from a pattern of price wars and excess capacity Involution will be top of mind over the coming week at a major policymaking meeting of Chinas leaders who face a high-stakes balancing act as they discuss the countrys next five-year plan. What is involution exactly You wont find involution in economics textbooks. Generally it means excessive competition but it has become a shorthand for a range of maladies especially deflation and overcapacity. The term in Mandarin is neijuan. In"
X Link @Marcelo12650938 2025-10-19T13:42Z XXX followers, XXX engagements

"$BAK #BRKM5 $LYB $DOW $HUN Dow Inc. (DOW) Upgraded to Buy with Promising Upside Potential Analyst Colin Isaac from Rothschild & Co Redburn has upgraded Dow Inc. (DOW Financial) from Neutral to Buy setting a new price target of $XX reduced from a previous $XX. The firm anticipates a recovery in polyethylene margins"
X Link @Marcelo12650938 2025-08-05T11:04Z XXX followers, 1187 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 WSJ - Berkshire Hathaway Near $XX Billion Deal for Occidentals Petrochemical Unit - Warren Buffetts sprawling conglomerate could unveil its largest deal in years in coming days"
X Link @Marcelo12650938 2025-10-01T08:33Z XXX followers, XXX 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, 1278 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, 1707 engagements

"$BAK #BRKM5 $LYB $DOW $HUN Chemical Week - OMV eyes XX% cracker rate by 2030; Borealis-Borouge merger on track In terms of wider petchem market developments OMV said it expects a positive industry impact in Asia from announced rationalization policies in China and South Korea as well as delays in new capacity in China. A further positive impact is anticipated from ongoing capacity rationalization in Europe with a focus on polyethylene and non-integrated facilities it said. In North America local capacity additions are expected in 202730 with improved domestic market and exports it added. BGI"
X Link @Marcelo12650938 2025-10-06T17:57Z XXX followers, XXX 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 Chemical Week - US volumes weigh on N. America weekly chemical rail Oct XX 2025 4:49:14 PM Clay Boswell Volume was stable in Canada and continued to strengthen in Mexico"
X Link @Marcelo12650938 2025-10-16T11:08Z XXX followers, XXX engagements

"$BAK #BRKM5 $LYB $DOW The Globe and Mail - Bank of America Securities Remains a Hold on Braskem SA (BAK)"
X Link @Marcelo12650938 2025-10-17T11:39Z XXX followers, XXX engagements

"$BAK #BRKM5 $LYB $DOW TradingView - Naphtha margins rebound gasoline firms to six-month high"
X Link @Marcelo12650938 2025-10-17T13:03Z XXX followers, XXX engagements

"$BAK #BRKM5 $LYB $DOW No despairjust be patient they arent necessarily warning signs has added many new oil refineries in recent years BARRONS - Most Chemical Stocks Look Corrosive. These X Might Be Buys. Why are so many different types of chemical companies doing poorly at a time when stock indexes and house values are riding high Is it a sign of trouble or a buying opportunity My chemical curiosity was bubbling over so I checked in with Matthew DeYoe who covers the industry for BofA. Companies face a cluster of challenges he explained. They wont all be easily fixed but they arent"
X Link @Marcelo12650938 2025-10-18T11:54Z XXX followers, XXX engagements

"$BAK #BRKM5 Braskem Navigates Debt Challenges with Potential PIK Deferral PIK Deferral - A Payment-in-Kind interest deferral is considered the most favorable solution aligning stakeholder interests (Novonor creditor banks) and avoiding dilutive measures"
X Link @Marcelo12650938 2025-10-21T11:01Z XXX followers, XXX engagements

"$BAK #BRKM5 FT - Brazils corporate bond market rocked by credit concerns - Plunging prices for bonds of high-profile issuers draw comparisons with jitters in US credit Braskem was in a better position this investor added given its importance to Brazils economy and its part-ownership by Petrobras the state-controlled oil company"
X Link @Marcelo12650938 2025-10-21T11:19Z 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, 1390 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

"$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, 1019 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 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 MarketScreener - Aramco CEO says chemicals are important growth area"
X Link @Marcelo12650938 2025-10-13T11:01Z 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 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

"$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 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

"Well it seems that the phone call between Trump and Lula talked about business.J&F Group from the guys that mediated the approaching between Lula and Trump yesterday announced an investment in nuclear facility in Brasil.A few years ago J&F bid R$ XX billion for Braskem.All a coincidence slips of tongue Lets see:"
X Link @Marcelo12650938 2025-10-16T11:01Z XXX followers, XXX engagements

"$BAK #BRKM5 $LYB $DOW $PBR #PETR4 FT - Saudi Aramco chief warns of global oil shortage if industry fails to invest - Amin Nasser predicts supply crunch unless energy companies return to exploration and find new reserves"
X Link @Marcelo12650938 2025-10-16T11:12Z XXX followers, XXX engagements

"$BAK #BRKM5 $LYB $DOW Investing - Top X China Chemical Stocks to Watch as US-China Shipping Tensions Rise Hengli Petrochemical emerges as J.P. Morgans top pick in the Asian chemical space. Analysts expect Hengli to benefit from the projected slowdown in Chinese net chemical capacity additions through 2030 a direct result of anti-involution measures and US-China supply chain decoupling. The company is well-positioned to capitalize on the gradual rebalancing of global supply-demand dynamics and improving product spreads"
X Link @Marcelo12650938 2025-10-16T15:29Z XXX followers, XXX engagements

"$BAK #BRKM5 $LYB $DOW Overall macroeconomic signals for commodity demand remain resilient and global growth forecasts are moving higher. While we expect some deceleration in growth in second half of 2025 in China we still expect gross domestic product growth of roughly X per cent for the year said Mike Henry BHPs chief executive"
X Link @Marcelo12650938 2025-10-21T00:15Z XXX followers, XXX engagements

"$BAK #BRKM5 $LYB $DOW SCMP - Major foreign banks raise Chinas GDP forecast annual target seen as on track"
X Link @Marcelo12650938 2025-10-21T09:57Z XXX followers, XXX engagements

"$BAK #BRKM5 $LYB $DOW Aramco meanwhile still views chemicals as a strategic growth area even as rivals such as Shell and Exxon Mobil scale back operations. Nasser noted Despite the current downturn chemicals remain a key long-term growth area with our proven strengths in feedstocks and conversion. The company has been expanding its downstream and petrochemical portfolio to diversify revenue. In October 2025 it gained majority control of Petro Rabigh by acquiring a XXXX% stake from Sumitomo Chemical. In July this year it bought a XX% stake in Chinas Rongsheng Petrochemical for USD XXX billion"
X Link @Marcelo12650938 2025-10-21T11:06Z XXX followers, XXX engagements

"$BAK #BRKM5 $LYB $DOW Lyondells CFO - encouraging signs in the last few weeks about plant closures cycle could turn in a couple of years"
X Link @Marcelo12650938 2025-10-21T16:03Z XXX followers, XXX engagements

"$BAK #BRKM5 $LYB $DOW $PBR ChemicalWeek/S&P Global - (Mark Thomas) Although greater regulations and incentives to reduce reuse and recycle plastic goods in the alternative scenario mean that increased use of oil in petchems is more limited the report adds that more pronounced falls in other components of oil demand means that by 2050 petrochemical demand accounts for around XX% of total oil demand. Thats a major slice of market share for petchems especially if you bear in mind that in the year 2000 petchems share of global oil demand was well under 10%. Small wonder then that petchems despite"
X Link @Marcelo12650938 2025-10-21T22:53Z XXX followers, XXX engagements

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