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Enrique Marquez

Vice President at Goldman Sachs Group, Inc.

Enrique Marquez is a Vice President at Energy Capital Partners, having previously served as an Investment Banking Analyst and Associate at Goldman Sachs, where he specialized in the natural resources and energy sectors with key coverage of companies such as First Quantum Minerals and major firms in the auto and mining industries. During his tenure at Goldman Sachs from 2015 to 2018, Marquez was noted for his insightful equity research and industry commentary, though specific public rankings or performance metrics are not disclosed. He began his financial career at Goldman Sachs after earning a B.S. in Chemical Engineering from the University of Notre Dame and later received his M.B.A. with honors as a Palmer Scholar from the Wharton School at the University of Pennsylvania. Marquez is known for his strong analytical background in investments, and while FINRA registration specifics are not publicly listed, his roles indicate compliance with standard securities licensure required for investment banking professionals.

Enrique Marquez's questions to Ternium (TX) leadership

Question · Q4 2025

Enrique Marquez requested more details on the upstream project in Pesquería, specifically if there is room for higher steel volumes upon completion, beyond market reliance. He also asked for details on expected cost savings from producing proprietary slabs versus purchasing from third parties, including logistics benefits.

Answer

Máximo Vedoya (CEO, Ternium) explained that the Pesquería upstream project is primarily focused on the automotive industry to meet USMCA melt and pour requirements by 2027, allowing Ternium to sell more to this sector and replace imports. Pablo Brizzio (CFO, Ternium) added that the project will generate significant savings by substituting purchased slabs with proprietary production, improve efficiency, and enable the production of previously unavailable products, leading to reduced logistics costs and potential volume increases in the auto sector.

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Fintool can predict Ternium logo TX's earnings beat/miss a week before the call

Enrique Marquez's questions to Suzano (SUZ) leadership

Question · Q3 2025

Enrique Marquez questioned the sustainability of current pulp prices, noting the gradual nature of recent hikes despite an unsustainable market situation and upcoming capacity additions like APPOK. He sought Suzano's perspective on the future trajectory of pulp price cycles, specifically whether a derating of price ranges is occurring and if prices reaching $700 per ton again is a realistic expectation.

Answer

Joao Alberto Fernandez De Abreu, CEO, acknowledged the industry is 'bleeding' and outlined several factors that could change the scenario: re-intensifying permanent closures (which have declined this year due to geopolitical uncertainties), an increase in unexpected downtime rhythm, the timing and ramp-up curves of new projects (like OKI) and verticalized projects in China, and the potential for de-verticalization in the Western world where many old mills are becoming unviable.

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Fintool can predict Suzano logo SUZ's earnings beat/miss a week before the call