Analyst
Bank of America
Equibles does not estimate personal net worth.
Caio Ribeiro is recorded as Analyst at Bank of America. Caio Ribeiro has spoken on 3 earnings calls across 3 companies, most recently for Ternium S.A. on August 5, 2026. Those appearances were for Ternium S.A. (TX), Gerdau S.A. (GGB) and Vale S.A. (VALE). The companies whose calls Caio Ribeiro spoke on are classified in the Basic Materials sector.
“So I have two questions on the trend of North America steel markets, right? So first off, looking at the HRC prices in Mexico and the U.S., there's quite a large gap, right, of around $300 per ton, which has been expanding over the past year.”
“A minha primeira pergunta seria, voltando no tema de alocação de capital, eu queria explorar com vocês como é que está evoluindo a análise de novos projetos e qual que é a ordem de prioridade de vocês hoje, qual o timing para aprovar novos projetos e como pensar talvez na tendência de CAPEX para frente, especialmente…”
“So my first question is I wanted to see if you could share some color on the IOR market, in particular after the recent escalation of the conflict and the impact that that's generated on oil prices.”
Bank of America
Analyst
Transcript header (unverified)
TX
Steel · Basic Materials
GGB
Steel · Basic Materials
VALE
Other Industrial Metals & Mining · Basic Materials
