Archive - ALLKA Research

Braskem’s Turning Point: How an IG4 Takeover Could Unlock Strategic Renewal

Braskem’s latest earnings call may have underscored the challenges facing the global petrochemical downcycle, but beneath the cautious tone lies a…

Mar 28 • ALLKA RESEARCH

Braskem’s Alagoas Provisions: Signs of Risk Normalization and Operational Efficiency

When analyzing Braskem’s financial and operational performance, one of the most telling indicators is how the company manages risk and liabilities in…

Mar 28 • ALLKA RESEARCH

Braskem’s Alagoas Crisis: A Multi-Billion Liability Nearing Resolution

Origins of the Alagoas Crisis: Before the Damage

Mar 23 • ALLKA RESEARCH

Braskem: Debunking the Myth of Middle East Feedstock Dependence

I feel like Sherlock after a hard day.

Mar 21 • ALLKA RESEARCH

Brazil’s PLP 14/2026: A Temporary Fix That Could Add Up to $200M to Braskem’s EBITDA

Brazil is poised to approve PLP 14/2026, with the bill likely to be signed into law imminently, potentially today.

Mar 19 • ALLKA RESEARCH

Petrochemicals Enter a New Cycle as Hormuz Disruptions Tighten Global Supply

A combination of geopolitical disruption and structural supply tightening is rapidly reshaping the global petrochemical landscape.

Mar 18 • ALLKA RESEARCH

Polymer Prices Surge as Hormuz Risks Shake Global Petrochemicals

Polymer prices are beginning to react sharply to the growing geopolitical shock in the petrochemical supply chain.

Mar 16 • ALLKA RESEARCH

Naphtha Was Higher in 2022 — Yet Braskem Was Profitable

One detail that is often overlooked in discussions about the petrochemical cycle is the relationship between feedstock prices and polymer pricing.

Mar 14 • ALLKA RESEARCH

Investors Still Think Braskem Runs on Naphtha. It Doesn’t.

I think the market is getting Braskem wrong.

Mar 13 • ALLKA RESEARCH

Polyethylene prices in China just jumped above the COVID median

Polyethylene prices in China have surged to 8,430 CNY per ton (~$1,227) — now above the median levels seen during the COVID-19 period.

Mar 13 • ALLKA RESEARCH

Braskem Bets on LPG Feedstock Shift as Polymer Prices Rebound

Braskem is accelerating efforts to improve its cost structure and reposition its petrochemical portfolio as the global polymer market begins to…

Mar 13 • ALLKA RESEARCH

February 2026

This is ALLKA Research.

Feb 18 • ALLKA RESEARCH

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