$CC - Chemours Company up +8% here, some did not wait for earnings. 🙂

Got oil?

$BAK $PBR I don't know what else Mr. Market wants. The price of polyvinyl is just skyrocketing. 🟥🟥🟥

$BAK #BRKM5 $LYB $DOW CommoPlast - “Indonesian PVC producer hikes February offers amid tight supply and robust regional demand” commoplast.com/news/details/1…

$BAK #BRKM5 $LYB $DOW Bloomberg - “European Stocks Steady as Cyclical Sector Gains Offset Tech Drop” European stocks were muted, with advances in cyclical sectors such as autos and chemicals offsetting declines in technology shares. bloomberg.com/news/articles/…

$BAK #BRKM5 $LYB $DOW ICIS - “Brazil’s cabinet pledges R3.0 billion in incentives for chemical producers in 2026” icis.com/explore/resour…

$BAK #BRKM5 $LYB $DOW ICIS - “Brazil sets US PE dumping margins at $734.32/tonne in trade probe” icis.com/explore/resour…

$BAK #BRKM5 Taking aside the excess bullshit.This is what matters in JP Morgan report: (this is the part he copied and paste from Jeffrey Zekauskas - Institutional Investor Hall of Fame Chemical Analyst - the rest could head to the trash can) “Para o setor em geral, a dinâmica

$BAK #BRKM5 $LYB $DOW CommoPlast - “Malaysian PE defies regional fatigue as delivery delays lift spot prices” commoplast.com/news/details/1…

$BAK #BRKM5 Bonds tell another story… VALOR - “Negociação com credores segue dura e Braskem Idesa fica mais perto de ‘Chapter 11’, dizem fontes - Tratativas entre a companhia, suas sócias e credores não avançaram de forma concreta desde a rejeição à proposta de aporte de US$

Polyethylene resin prices are moving higher again in North America. Stronger demand and winter-related production disruptions on the Gulf Coast are pushing prices up for the first time since mid-2025. plasticsnews.com/resin-prices/p…

New report on $BAK #Braskem. It is either loved or hated. We break it all down below. substacktools.com/sharex/ChHylpmN

$BAK #BRKM5 Ample liquidity… Bloomberg Línea - “CSN planeja captar até US$ 1,5 bi para melhorar perfil da dívida, segundo fontes - Conglomerado da bilionária família Steinbruch afirmou no mês passado que planeja se desfazer de ativos-chave para reduzir seu elevado

$BAK $PBR Braskem Idesa S.A.P.I. 7,45% 19/29 [bonds]

Commodities are breaking out

$BAK #BRKM5 $LYB $DOW Plastics News - “After months of stability, polyethylene prices move higher” plasticsnews.com/resin-prices/p…

Shin-Etsu sees North American PVC market bottoming, moves to rebuild prices plasticsnews.com/suppliers/mate…