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# ![@ALLKAResearch Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1702205344544399360.png) @ALLKAResearch ALLKA Research

ALLKA Research posts on X about $bak, $pbr, tariffs, brazil the most. They currently have XXX followers and XXX posts still getting attention that total XXXXX engagements in the last XX hours.

### Engagements: XXXXX [#](/creator/twitter::1702205344544399360/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1702205344544399360/c:line/m:interactions.svg)

- X Week XXXXXX -XXXX%
- X Month XXXXXX +1.90%
- X Months XXXXXXX +42%
- X Year XXXXXXX +181%

### Mentions: XX [#](/creator/twitter::1702205344544399360/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1702205344544399360/c:line/m:posts_active.svg)

- X Week XX -XX%
- X Month XX +12%
- X Months XXX +137%
- X Year XXX +350%

### Followers: XXX [#](/creator/twitter::1702205344544399360/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1702205344544399360/c:line/m:followers.svg)

- X Week XXX -XXXX%
- X Month XXX -XXXX%
- X Months XXX -XXXX%
- X Year XXX -XXXX%

### CreatorRank: XXXXXXX [#](/creator/twitter::1702205344544399360/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1702205344544399360/c:line/m:influencer_rank.svg)

### Social Influence [#](/creator/twitter::1702205344544399360/influence)
---

**Social category influence**
[cryptocurrencies](/list/cryptocurrencies)  [stocks](/list/stocks)  [finance](/list/finance)  [countries](/list/countries)  [currencies](/list/currencies)  [travel destinations](/list/travel-destinations) 

**Social topic influence**
[$bak](/topic/$bak) #2, [$pbr](/topic/$pbr) #1, [tariffs](/topic/tariffs), [brazil](/topic/brazil), [brazilian real](/topic/brazilian-real), [playing](/topic/playing), [$294t](/topic/$294t) #1, [$353t](/topic/$353t) #1, [investment](/topic/investment), [israel](/topic/israel)

**Top assets mentioned**
[PolkaBridge (PBR)](/topic/$pbr) [PagSeguro Digital Ltd. (PAGS)](/topic/$pags) [Dow Inc (DOW)](/topic/$dow) [Exxon Mobil (XOM)](/topic/$xom) [LyondellBasell Industries NV (LYB)](/topic/$lyb)
### Top Social Posts [#](/creator/twitter::1702205344544399360/posts)
---
Top posts by engagements in the last XX hours

"$BAK $PBR #BRKM While Trump and Musk are playing around the Brazilian real continues to strengthen against the US dollar. Since the beginning of the year the USD/BRL has fallen by about 10%"  
![@ALLKAResearch Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1702205344544399360.png) [@ALLKAResearch](/creator/x/ALLKAResearch) on [X](/post/tweet/1930836143458685224) 2025-06-06 03:56:24 UTC XXX followers, 2096 engagements


"$BAK $PBR #BRKM Overall dear friends I hope that Nelson Tanure will finally announce how much he will pay to acquire a stake in Braskem next week or by the end of July at the latest. In the meantime take a look at this beautiful pomegranate"  
![@ALLKAResearch Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1702205344544399360.png) [@ALLKAResearch](/creator/x/ALLKAResearch) on [X](/post/tweet/1944446144274219418) 2025-07-13 17:17:41 UTC XXX followers, XXX engagements


"$BAK $PBR #BRKM Hi. Overall there are both positive and negative aspects. But I believe that this is not critical for Braskem. Firstly the company has production facilities in the US. Secondly this opens the door for Lula to introduce tariffs which will also lead to an increase in Braskem's marginality. Among the key negative aspects this is the potential growth of USD/BRL as well as inflation in Brazil which will accordingly not allow the Banco Central do Brasil to reduce the rate quickly. But overall as you know this event is not so important for Braskem since investors and analysts are now"  
![@ALLKAResearch Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1702205344544399360.png) [@ALLKAResearch](/creator/x/ALLKAResearch) on [X](/post/tweet/1943170806483230777) 2025-07-10 04:49:57 UTC XXX followers, 1051 engagements


"$BAK $PBR #BRKM I will be wrong as usual but considering Braskem's progress in Alagoas and the recent lawsuit it reminds me of a situation where a "relatively poor state" is trying to grab the last car of the "money cow" train. Because it seems to me that politicians understand that next year Braskem will no longer give so much money to workers and for the development of infrastructure there"  
![@ALLKAResearch Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1702205344544399360.png) [@ALLKAResearch](/creator/x/ALLKAResearch) on [X](/post/tweet/1946123064804090090) 2025-07-18 08:21:10 UTC XXX followers, 1038 engagements


"$BAK $PBR #BRKM TotalEnergies SE: Second Quarter 2025: Main Indicators Refining & Chemicals results are expected to reflect the improvement of refining margins (ERM growing to $35.3/t vs $29.4/t in the first quarter) and of the refining utilization rate"  
![@ALLKAResearch Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1702205344544399360.png) [@ALLKAResearch](/creator/x/ALLKAResearch) on [X](/post/tweet/1945530916631093537) 2025-07-16 17:08:11 UTC XXX followers, 1609 engagements


"$BAK $PBR #BRKM Israel you decided to please me (and not only me but at least most of the investment community of Brazil) again. $XXX million is 1/2 of Braskem's market capitalization"  
![@ALLKAResearch Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1702205344544399360.png) [@ALLKAResearch](/creator/x/ALLKAResearch) on [X](/post/tweet/1943135776507928616) 2025-07-10 02:30:45 UTC XXX followers, XXX engagements


"$BAK $PBR #BRKM Well comrades. The Brazilian real is strengthening. Theoretically inflation will go down and the Central Bank of Brazil Banco Central do Brasil will start cutting interest rates. What do you think"  
![@ALLKAResearch Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1702205344544399360.png) [@ALLKAResearch](/creator/x/ALLKAResearch) on [X](/post/tweet/1934612419835277652) 2025-06-16 14:01:58 UTC XXX followers, 1823 engagements


"$BAK $PBR #BRKM Today I watched Zootopia again and Braskem reminds me of "Flash." You might think it's because Braskem's stock price is slowly growing. No it's because at the end of our journey we'll be driving a beautiful red car. "Flash Hundred-yard dash.""  
![@ALLKAResearch Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1702205344544399360.png) [@ALLKAResearch](/creator/x/ALLKAResearch) on [X](/post/tweet/1942970639200989343) 2025-07-09 15:34:33 UTC XXX followers, XXX engagements


"$BAK $PBR #BRKM If I understand correctly we are talking about the law PL892/2025. Lula still has to sign it but I think there will be no problems with this. Link: and also In general I found the following information. P.S. Israel thank you very much wonderful post. "Bill 892/2025 authored by Representative Afonso Motta (PDT-RS) suggests a structure in two blocks the first to benefit from financial credits for the acquisition of less polluting inputs and raw materials such as natural gas and the second in the investment modality which can be converted into financial credits of up to X% of the"  
![@ALLKAResearch Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1702205344544399360.png) [@ALLKAResearch](/creator/x/ALLKAResearch) on [X](/post/tweet/1942800836804907481) 2025-07-09 04:19:49 UTC XXX followers, 2477 engagements


"$BAK $PBR #BRKM Nothing interesting. "Preliminary studies indicate that even a modest increase of X percentage point in import tariffs could generate a positive impact of around US$ XX million on Braskem's EBITDA according to BTG analysts. Another factor that could boost the petrochemical company's results is the possible extension (and recalibration) of the REIQ incentive which is being debated in the Chamber of Deputies. If approved with an average effective rate of around XXXX% this incentive could add another US$ XXX million to the company's annual EBITDA according to analysts.""  
![@ALLKAResearch Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1702205344544399360.png) [@ALLKAResearch](/creator/x/ALLKAResearch) on [X](/post/tweet/1942639570648187078) 2025-07-08 17:39:00 UTC XXX followers, XXX engagements


"$BAK $PBR $SHEL #BRKM Shell recently published its indicative margin update for the Chemicals & Products segment. Indicative chemicals margin ($/tonne): ❗ Q1 2025: $126/tonne ❗Q2 2025: $166/tonne This represents a $40/tonne increase quarter-over-quarter reflecting stronger market conditions for key products such as plastics solvents and resins. Link: What now I just hope Braskem doesn't let us down"  
![@ALLKAResearch Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1702205344544399360.png) [@ALLKAResearch](/creator/x/ALLKAResearch) on [X](/post/tweet/1942200106956001525) 2025-07-07 12:32:44 UTC XXX followers, XXX engagements


"$BAK $PBR #BRKM Interesting article but I don't understand where the author got the following information from. "The remaining R$7 billion will be split between renewable fuel projects thermoelectric generation and strategic partnerships including with its petrochemical subsidiary Braskem." From Petrobras' latest Form 6-K I found only the following. "In addition to Petrobras projects in the region Braskem a Petrobras affiliate is planning to expand its polyethylene plant increasing the units production capacity by up to XXX thousand tons per year. The project which uses part of the natural"  
![@ALLKAResearch Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1702205344544399360.png) [@ALLKAResearch](/creator/x/ALLKAResearch) on [X](/post/tweet/1941943081403564422) 2025-07-06 19:31:24 UTC XXX followers, XXX engagements


"$BAK $PBR $PAGS #BRKM USD/BRL continues to move towards 5"  
![@ALLKAResearch Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1702205344544399360.png) [@ALLKAResearch](/creator/x/ALLKAResearch) on [X](/post/tweet/1939740091976466925) 2025-06-30 17:37:31 UTC XXX followers, XXX engagements


"$BAK $PBR #BRKM Braskem Expands Its Own Fleet with the Brave Future Vessel and Strengthens Global Logistics Strategy The start of operations for the approximately R$ XXX million ship which will operate between the United States Mexico and Brazil marks an expansion of the company's strategy to increase its logistics autonomy reduce maritime transport costs and strengthen its global competitiveness. Designed as an ethane carrier with a length of XXX meters a capacity of 36000 m and capable of transporting cargo at temperatures as low as -104C the vessel was financed by Ocean Yield and will be"  
![@ALLKAResearch Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1702205344544399360.png) [@ALLKAResearch](/creator/x/ALLKAResearch) on [X](/post/tweet/1943379740653686828) 2025-07-10 18:40:11 UTC XXX followers, XXX engagements


"$BAK $PBR #BRKM Nothing interesting. Everything just started growing again"  
![@ALLKAResearch Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1702205344544399360.png) [@ALLKAResearch](/creator/x/ALLKAResearch) on [X](/post/tweet/1944613092740018436) 2025-07-14 04:21:05 UTC XXX followers, 1944 engagements


"$BAK $PBR #BRKM For even greater understanding this situation was on December XX 2023"  
![@ALLKAResearch Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1702205344544399360.png) [@ALLKAResearch](/creator/x/ALLKAResearch) on [X](/post/tweet/1946185517915091345) 2025-07-18 12:29:20 UTC XXX followers, 1125 engagements


"$BAK $PBR #BRKM So last night I had a brilliant idea to watch EWERTON DRONEMCZ's video. He films Braskem's salt mine number XX in Alagoas every day. Link: What did I do I simply found the same angle of the area where Braskem has been storing sand and other materials used to fill in the mine. Just four images showing the situation there one day ago four months ago eight months ago and a year ago. As you can see the situation has significantly improved and it seems to me that the work being carried out by Braskem is going according to plan"  
![@ALLKAResearch Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1702205344544399360.png) [@ALLKAResearch](/creator/x/ALLKAResearch) on [X](/post/tweet/1945408407856464374) 2025-07-16 09:01:23 UTC XXX followers, 2453 engagements


"$BAK $PBR #BRKM Boys and girls Braskem constantly faces lawsuits. For example from Form 20-F the court has already rejected the lawsuit from the Alagoas State Governor. P.S. I want to remind you that the work on filling the mines and others will be completed in mid-2026. "On December XX 2023 we were informed of the Action against the Violation of a Constitutional Fundamental Right (ADPF) filed by the Alagoas State Governor before theFederal Supreme Court due to some clauses of the agreements entered into out-of-court and ratified in the records of the cases ACP Reparation for Residents ACP"  
![@ALLKAResearch Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1702205344544399360.png) [@ALLKAResearch](/creator/x/ALLKAResearch) on [X](/post/tweet/1944415493579849793) 2025-07-13 15:15:53 UTC XXX followers, XXX engagements


"$BAK $PBR #BRKM The PL 892/2025 bill includes investment incentives for green chemistry and biorefinery projects. Braskem is actively developing its Im Green product line which includes bio-based polyethylene derived from ethanol. As such this legislation could support the expansion of Braskems sustainable product portfolio and enhance its leadership in renewable chemicals"  
![@ALLKAResearch Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1702205344544399360.png) [@ALLKAResearch](/creator/x/ALLKAResearch) on [X](/post/tweet/1942801782553334131) 2025-07-09 04:23:35 UTC XXX followers, 1061 engagements


"$BAK $PBR #BRKM Meanwhile naphtha prices remain flat. Overall the short-term catalysts I see are: 1) A better Q2 report. I'll be interested to see the "Utilization Rate of Ethylene" in North and South America as well as the rate at which Braskem is burning cash. 2) The Brazilian government's decision on "Projeto de Lei N 892/2025". 3) Nelson Tanure's decision to acquire a stake in Braskem. 4) How much Terminal Qumica Puerto Mxico has helped restore the margins of Braskem's Mexican segment Among the long-term catalysts: 4) Management comments on when Braskem will finally close the Alagoas"  
![@ALLKAResearch Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1702205344544399360.png) [@ALLKAResearch](/creator/x/ALLKAResearch) on [X](/post/tweet/1944625946192904543) 2025-07-14 05:12:09 UTC XXX followers, 1259 engagements


"$BAK $PBR #BRKM Comrades allowed another comrade to make us happy (most likely we will grow by X cent today). "Braskem (BRKM3 BRKM5 BRKM6) announced this Thursday July XX 2025 that the Brazilian Antitrust Regulatory Council (CADE) approved without restrictions the transaction involving shares of NSP Investimentos S.A. which is undergoing judicial reorganization. The decision was formalized through Order SG No. 980/2025 representing an important milestone in the process that has been closely monitored by the market since May. The approval by the antitrust authority removes one of the main"  
![@ALLKAResearch Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1702205344544399360.png) [@ALLKAResearch](/creator/x/ALLKAResearch) on [X](/post/tweet/1945825798889382159) 2025-07-17 12:39:56 UTC XXX followers, XXX engagements


"$BAK $PBR #BRKM Are you tired of me And that's good. The official website of the Congresso Nacional has Bill No. 892/2025 and it's convenient to track the information in it. Link: After flying through Brazils Chamber of Deputies with urgent status PL 892/2025 is now heading to the Senate floor where I expect a vote as early as mid-to-late July. If it passes the bill will land on the Presidents desk and given the strong political and industrial backing I believe full enactment could happen by early August. In short: One more vote. One final signature. Then game on for Brazils chemical sector"  
![@ALLKAResearch Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1702205344544399360.png) [@ALLKAResearch](/creator/x/ALLKAResearch) on [X](/post/tweet/1942996430995484792) 2025-07-09 17:17:02 UTC XXX followers, XXX engagements


"$BAK $PBR #BRKM An article was published in Valor International. Braskem moves closer to $800m expansion deal with Petrobras "Braskem is in advanced talks with Petrobras over a new ethane (natural gas) supply contract to enable the expansion of its petrochemical complex in Duque de Caxias in the state of Rio de Janeiro Valor has learned. People close to the negotiations said the ethane price has already been agreed upon and the only pending issue is a clause covering potential imports in case of a domestic supply shortfall. In addition to progress with Petrobras Braskems $XXX million"  
![@ALLKAResearch Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1702205344544399360.png) [@ALLKAResearch](/creator/x/ALLKAResearch) on [X](/post/tweet/1943579175631102400) 2025-07-11 07:52:40 UTC XXX followers, XXX engagements


"$BAK $PBR $XOM #BRKM In general reading the press releases of Exxon and Shell I can understand that "theoretically" Braskem's EBIT should be higher in the 2nd quarter of 2025 relative to the previous one. Link: P.S. Marcelo thank you"  
![@ALLKAResearch Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1702205344544399360.png) [@ALLKAResearch](/creator/x/ALLKAResearch) on [X](/post/tweet/1942583723871944797) 2025-07-08 13:57:05 UTC XXX followers, XXX engagements


"$BAK $PBR #BRKM I just want to remind you that $XXX million is 1/3 of Braskem's current market capitalization"  
![@ALLKAResearch Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1702205344544399360.png) [@ALLKAResearch](/creator/x/ALLKAResearch) on [X](/post/tweet/1942954937815629863) 2025-07-09 14:32:10 UTC XXX followers, 1089 engagements


"$BAK $PBR #BRKM Lula impose XXX% tariffs on polymer imports from the U.S"  
![@ALLKAResearch Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1702205344544399360.png) [@ALLKAResearch](/creator/x/ALLKAResearch) on [X](/post/tweet/1942310914432160192) 2025-07-07 19:53:03 UTC XXX followers, XXX engagements


"$BAK $PBR #BRKM BRASKEM WELL WHEN WILL YOU ALREADY WAKE UP. All the big oil and gas companies say that their chemical business is starting to flourish"  
![@ALLKAResearch Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1702205344544399360.png) [@ALLKAResearch](/creator/x/ALLKAResearch) on [X](/post/tweet/1945531147678584894) 2025-07-16 17:09:06 UTC XXX followers, XXX engagements