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[@Marcelo12650938](/creator/twitter/Marcelo12650938)
"$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 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 $LYB $DOW $HUN Reuters - Chemicals maker Dow sees positive polyethylene price action in September Sept XX (Reuters) - Dow (DOW.N) opens new tab CEO Jim Fitterling said on Thursday the polyethylene market is setting up for positive price action in September following a dip in the second quarter due to tariff uncertainties. "There's no sign that there's a massive inventory build. There's no sign of anything getting locked up or China falling out of the market to the point where it backed up exports" Fitterling said at the Morgan Stanley Laguna Conference. The company expects a"  
[X Link](https://x.com/Marcelo12650938/status/1966419521880608817) [@Marcelo12650938](/creator/x/Marcelo12650938) 2025-09-12T08:32Z 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 $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, 1388 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, 1017 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 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 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 $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 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 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