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[@QuipusCapital](/creator/twitter/QuipusCapital)
"Brutal agchem cycle in Latam $BIOX $LVRO"  
[X Link](https://x.com/QuipusCapital/status/1978442910526841275) [@QuipusCapital](/creator/x/QuipusCapital) 2025-10-15T12:48Z 3197 followers, 1022 engagements


"Global chemical players are shouting for protectionism. First image from INEOS-Oxford report on the ailing European industry and second for Brazil's antidumping case against NA. The largest losers of this trend are NA and ME companies which export a lot: $LYB $DOW $XOM"  
[X Link](https://x.com/QuipusCapital/status/1978971023044231594) [@QuipusCapital](/creator/x/QuipusCapital) 2025-10-16T23:47Z 3198 followers, XXX engagements


"A lot of talk on Chemicals this week. Makes me feel early and contrarian. Wrote about Chems last year on Mexican Industrials (Orbia and Alpek) and then a Chemicals Intro earlier this year an overview of the whole industry. My next articles will be abt Chemicals in Asia"  
[X Link](https://x.com/QuipusCapital/status/1953528398233399296) [@QuipusCapital](/creator/x/QuipusCapital) 2025-08-07T18:47Z 3190 followers, XXX engagements


"Exited $ORBIA today for breakeven. I don't think the results in a week are very good considering these prices in China for PVC. Unlikely that Netafim gets sold for $XXX billion. It's more than the pre-news market cap of Orbia itself and is 10/12x EBITDA kind of expensive in this market"  
[X Link](https://x.com/QuipusCapital/status/1978516643933208668) [@QuipusCapital](/creator/x/QuipusCapital) 2025-10-15T17:41Z 3193 followers, 1011 engagements


"The Brazilian Capital Markets is out The companies that move the largest Latin American capital markets great operators interesting prices and the fiscal consolidation catalyst. $BOLSY $BPAC3.SA $XP $BBSEY $CXSE3.SA $PAGS $STNE"  
[X Link](https://x.com/QuipusCapital/status/1857800327036010509) [@QuipusCapital](/creator/x/QuipusCapital) 2024-11-16T14:58Z 3197 followers, 1030 engagements


"$FLXS 1Q26 (3Q25 calendar): a weak housing market combined with shaky consumer confidence are expected to be headwinds for the industry near term. Based upon feedback from our retail partners weekly consumer traffic and sales were especially uneven during the recent quarter suggesting that consumer sentiment remains fragile given mounting concerns about inflation and slowing employment growth"  
[X Link](https://x.com/QuipusCapital/status/1980661593303122365) [@QuipusCapital](/creator/x/QuipusCapital) 2025-10-21T15:44Z 3197 followers, XXX engagements