[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.] #  @MyCriticalView World Market Trends World Market Trends posts on X about brazil, the official, paint, debt the most. They currently have XX followers and XX posts still getting attention that total XXX engagements in the last XX hours. ### Engagements: XXX [#](/creator/twitter::1900896120076640256/interactions)  - X Week XXX -XX% - X Month XXXXX +726% - X Months XXXXX +379% ### Mentions: X [#](/creator/twitter::1900896120076640256/posts_active)  - X Week X -XX% - X Month XX +15% - X Months XX +30% ### Followers: XX [#](/creator/twitter::1900896120076640256/followers)  - X Week XX +3.10% - X Month XX +38% - X Months XX +74% ### CreatorRank: XXXXXXXXX [#](/creator/twitter::1900896120076640256/influencer_rank)  ### Social Influence **Social category influence** [finance](/list/finance) XX% [countries](/list/countries) XX% [stocks](/list/stocks) XX% **Social topic influence** [brazil](/topic/brazil) 10%, [the official](/topic/the-official) 10%, [paint](/topic/paint) 10%, [debt](/topic/debt) 10%, [in 2026](/topic/in-2026) 10%, [france](/topic/france) 10%, [target](/topic/target) 10%, [social security](/topic/social-security) 10%, [$bak](/topic/$bak) 10%, [$lyb](/topic/$lyb) XX% **Top accounts mentioned or mentioned by** [@value_screener](/creator/undefined) **Top assets mentioned** [Braskem S.A. American Depositary Shares (BAK)](/topic/$bak) [LyondellBasell Industries NV (LYB)](/topic/$lyb) ### Top Social Posts Top posts by engagements in the last XX hours "Braskem Idesa: Coupon on the XXXX% 2029s remains unpaid and Fitch downgraded to CC. Rumors point to negotiations with a major bondholderpossibly Slim-linked entities. A hard default seems unlikely: it would cede control. Forebearance may already be in play. If a bondholder group incudes a majority they could reach agreements without consulting the rest. Expect developments soon. #BraskemIdesa #EnergyMarkets #Braskem" [X Link](https://x.com/MyCriticalView/status/1990945951792394427) 2025-11-19T00:51Z XX followers, XXX engagements "My take on Braskem Idesa: This isnt a chaotic default spiral but an orderly restructuring that buys time. With the ethane terminal now fully operational BI can finally run at XXX % capacity and is entering a margin-recovery period with advantages over Brazil because it is already ethane based not naphtha. In yesterdays press release BI confirms talks with an ad-hoc bondholder group. This likely ties in with rumors of Slim buying more bonds. If he and associates control a majority they can agree forbearance with BI and gain time for a tender without declaring default and without making the" [X Link](https://x.com/MyCriticalView/status/1991424502228513180) 2025-11-20T08:32Z XX followers, XXX engagements "In fact the entire Braskem Idesa timeline raises eyebrows: 1) Bloomberg cash-crunch alarm Nov XX with zero mention of the scheduled plant maintenance that explains most of the Q3 burn 2) Fitch double-downgrades in XX h with contradictory grace-period language and a preemptive miss call before the official press release. This kind of feels like they are working hard to paint a dire picture right when the ethane terminal is live stoppage is behind them and utilization is set to jump. Are we being prepped for hardball restructuring talks #BraskemIdesa #restructuring $BAKIDE" [X Link](https://x.com/MyCriticalView/status/1991513795529682994) 2025-11-20T14:27Z XX followers, XXX engagements "And even if they go into default this is not a bankruptcy situation. A majority of bondholders would need to band together and insist on recovery to push into bankruptcy but if Slim and friends own a large chunk of the bonds there is no majority to do that. The current silence is maybe due to Slim arguing with Braskem on the terms of the dilution with Slim increasing his equity position. Braskem won't want dilution because the future outlook of the ethane-based plant with a new functional ethane import terminal is much better than other Braskem facilities" [X Link](https://x.com/MyCriticalView/status/1993700756847747199) 2025-11-26T15:17Z XX followers, XX engagements "Braskem Idesa: Fitch says default. The plot thickens" [X Link](https://x.com/MyCriticalView/status/1993790838070235443) 2025-11-26T21:15Z XX followers, XXX engagements "Worse than credit rating downgrade I'm just watching in French TV that fears of a credit crisis like Liz Truss triggered with her government's "mini-budget" in the UK 2022 debt crisis are growing" [X Link](https://x.com/MyCriticalView/status/1998512711035138227) 2025-12-09T21:58Z XX followers, XX engagements "Lecornus target of a XXX % deficit in 2026 is dead. After todays X bn+ concessions to the left on social security on top of the costly concessions he's already made France is now firmly on track for X% or higher deficit in 2026. Europes new fiscal problem child keeps spending. Credit downgrade risk growing. #France #Dficit #PLFSS2026 #Lecornu #Eurozone" [X Link](https://x.com/MyCriticalView/status/1998471116990382268) 2025-12-09T19:13Z XX followers, XX engagements "Good update from Moodys' analyst. Explains the arm wrestling between Braskem & Slim for control of BI. Add up the ethane feedstock the new ethane terminal guaranteeing supply AND the new tariffs on Chinese imports that Mexico should approve this week BI has all of the characteristics of top industry performers in the future. #BRKM5 $BAK $LYB $DOWe" [X Link](https://x.com/MyCriticalView/status/1998698811330343083) 2025-12-10T10:18Z XX followers, XXX engagements "Bloombergs alarmist piece on Braskem Idesas Nov XX bond coupon is intentionally misleading: the Q2/Q3 cash crunch was mostly driven by a planned maintenance shutdown with weak spreads also contributing. The Etileno XXI complex is now running near full capacity thanks to the new TQPM ethane terminal with Oct + 1H Nov likely generating $3040M in extra cash flow to help cover the coupon payment. Braskem idesa is entering a recovery period not a meltdown. #BraskemIdesa #EnergyMarkets" [X Link](https://x.com/MyCriticalView/status/1989002251638046924) 2025-11-13T16:07Z XX followers, 4927 engagements "But this decision is so important that they might wait until Petrobras and the new IG4 management take over to finalize a deal with Slim" [X Link](https://x.com/MyCriticalView/status/1998700275817681296) 2025-12-10T10:24Z XX followers, XX 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.]
@MyCriticalView World Market TrendsWorld Market Trends posts on X about brazil, the official, paint, debt the most. They currently have XX followers and XX posts still getting attention that total XXX engagements in the last XX hours.
Social category influence finance XX% countries XX% stocks XX%
Social topic influence brazil 10%, the official 10%, paint 10%, debt 10%, in 2026 10%, france 10%, target 10%, social security 10%, $bak 10%, $lyb XX%
Top accounts mentioned or mentioned by @value_screener
Top assets mentioned Braskem S.A. American Depositary Shares (BAK) LyondellBasell Industries NV (LYB)
Top posts by engagements in the last XX hours
"Braskem Idesa: Coupon on the XXXX% 2029s remains unpaid and Fitch downgraded to CC. Rumors point to negotiations with a major bondholderpossibly Slim-linked entities. A hard default seems unlikely: it would cede control. Forebearance may already be in play. If a bondholder group incudes a majority they could reach agreements without consulting the rest. Expect developments soon. #BraskemIdesa #EnergyMarkets #Braskem"
X Link 2025-11-19T00:51Z XX followers, XXX engagements
"My take on Braskem Idesa: This isnt a chaotic default spiral but an orderly restructuring that buys time. With the ethane terminal now fully operational BI can finally run at XXX % capacity and is entering a margin-recovery period with advantages over Brazil because it is already ethane based not naphtha. In yesterdays press release BI confirms talks with an ad-hoc bondholder group. This likely ties in with rumors of Slim buying more bonds. If he and associates control a majority they can agree forbearance with BI and gain time for a tender without declaring default and without making the"
X Link 2025-11-20T08:32Z XX followers, XXX engagements
"In fact the entire Braskem Idesa timeline raises eyebrows: 1) Bloomberg cash-crunch alarm Nov XX with zero mention of the scheduled plant maintenance that explains most of the Q3 burn 2) Fitch double-downgrades in XX h with contradictory grace-period language and a preemptive miss call before the official press release. This kind of feels like they are working hard to paint a dire picture right when the ethane terminal is live stoppage is behind them and utilization is set to jump. Are we being prepped for hardball restructuring talks #BraskemIdesa #restructuring $BAKIDE"
X Link 2025-11-20T14:27Z XX followers, XXX engagements
"And even if they go into default this is not a bankruptcy situation. A majority of bondholders would need to band together and insist on recovery to push into bankruptcy but if Slim and friends own a large chunk of the bonds there is no majority to do that. The current silence is maybe due to Slim arguing with Braskem on the terms of the dilution with Slim increasing his equity position. Braskem won't want dilution because the future outlook of the ethane-based plant with a new functional ethane import terminal is much better than other Braskem facilities"
X Link 2025-11-26T15:17Z XX followers, XX engagements
"Braskem Idesa: Fitch says default. The plot thickens"
X Link 2025-11-26T21:15Z XX followers, XXX engagements
"Worse than credit rating downgrade I'm just watching in French TV that fears of a credit crisis like Liz Truss triggered with her government's "mini-budget" in the UK 2022 debt crisis are growing"
X Link 2025-12-09T21:58Z XX followers, XX engagements
"Lecornus target of a XXX % deficit in 2026 is dead. After todays X bn+ concessions to the left on social security on top of the costly concessions he's already made France is now firmly on track for X% or higher deficit in 2026. Europes new fiscal problem child keeps spending. Credit downgrade risk growing. #France #Dficit #PLFSS2026 #Lecornu #Eurozone"
X Link 2025-12-09T19:13Z XX followers, XX engagements
"Good update from Moodys' analyst. Explains the arm wrestling between Braskem & Slim for control of BI. Add up the ethane feedstock the new ethane terminal guaranteeing supply AND the new tariffs on Chinese imports that Mexico should approve this week BI has all of the characteristics of top industry performers in the future. #BRKM5 $BAK $LYB $DOWe"
X Link 2025-12-10T10:18Z XX followers, XXX engagements
"Bloombergs alarmist piece on Braskem Idesas Nov XX bond coupon is intentionally misleading: the Q2/Q3 cash crunch was mostly driven by a planned maintenance shutdown with weak spreads also contributing. The Etileno XXI complex is now running near full capacity thanks to the new TQPM ethane terminal with Oct + 1H Nov likely generating $3040M in extra cash flow to help cover the coupon payment. Braskem idesa is entering a recovery period not a meltdown. #BraskemIdesa #EnergyMarkets"
X Link 2025-11-13T16:07Z XX followers, 4927 engagements
"But this decision is so important that they might wait until Petrobras and the new IG4 management take over to finalize a deal with Slim"
X Link 2025-12-10T10:24Z XX followers, XX engagements
/creator/x::MyCriticalView