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    Enrique Duong • BTG Pactual

    No verifiable information could be found linking Enrique Duong as an analyst at BTG Pactual or detailing their career, coverage, or credentials based on public records and professional databases searched. There is no indication of Duong's job title, specific company coverage, performance metrics, career timeline, or professional registrations within available sources. Due diligence suggests that either Enrique Duong does not hold an analyst or comparable position at BTG Pactual, or their professional profile is not published in public industry channels.

    Enrique Duong's questions to Braskem SA (BAK) leadership

    Enrique Duong's questions to Braskem SA (BAK) leadership • Q2 2024

    Question

    Enrique Duong questioned the outlook for working capital and CapEx for the remainder of 2024 and asked about any lingering operational impacts from the flooding in Rio Grande do Sul.

    Answer

    Executive Pedro van Langendonck Teixeira de Freitas projected full-year CapEx around $400 million, slightly above initial guidance due to factors like foreign exchange. He expects working capital to remain relatively stable. Regarding Rio Grande do Sul, he stated that while the main production units are back at 100%, the primary lingering issue is the disruption to rail-based ethanol supply for green polyethylene production, which could take another 2-3 months to fully normalize.

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    Enrique Duong's questions to Braskem SA (BAK) leadership • Q2 2024

    Question

    Enrique Duong from BTG Pactual questioned the outlook for working capital and CapEx dynamics for the remainder of 2024 and asked about any lingering operational impacts from the extreme weather event in Rio Grande do Sul.

    Answer

    Executive Pedro van Langendonck Teixeira de Freitas projected full-year CapEx to be around $400 million, slightly above the initial $340 million guidance due to foreign exchange impacts. He anticipates no material changes in working cash for the rest of the year. Regarding Rio Grande do Sul, he confirmed that the production units are back to 100% operation. The primary remaining impact is on the ethanol supply for green polyethylene production, which is affected by pending rail infrastructure repairs expected to take another 2-3 months to normalize.

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    Enrique Duong's questions to Braskem SA (BAK) leadership • Q2 2024

    Question

    Asked for the outlook on working capital and CapEx for the remainder of 2024 and inquired about any lingering impacts from the flooding in Rio Grande do Sul.

    Answer

    The executive projected the full-year CapEx to be around $400 million. Working cash is not expected to see a material change, with the company on track to meet its recovery goals. Regarding Rio Grande do Sul, operations are back to 100%, but the main lingering impact is on the ethanol supply for green polyethylene production due to rail issues, which is causing some additional costs and volume reductions.

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