Berkshire's $9.7B OxyChem Deal: Buffett's Last Hurrah and Abel's New Era
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Berkshire's $9.7B OxyChem Deal: Buffett's Last Hurrah and Abel's New Era
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Fresh buzz surrounds Berkshire Hathaway after it broke major headlines this week by striking a definitive deal to purchase Occidental Petroleum’s chemical subsidiary, OxyChem, for $9.7 billion in cash. Announced Thursday, the deal marks Berkshire’s biggest acquisition since 2022 and is stirring talk across Wall Street as possibly Warren Buffetts last major move as CEO. According to the Associated Press, OxyChem, a global manufacturer of core industrial chemicals, will tuck in alongside Lubrizol, reinforcing Berkshire’s industrial cohort. The transaction is projected to close in the final quarter of 2025 and Occidental, led by Vicki Hollub, will use most of the proceeds, about $6.5 billion, to trim down their heavy post-CrownRock acquisition debt, aiming to stabilize their books and focus more sharply on upstream oil operations. In a subtle but significant shift in the limelight, the announcement played up vice chairman Greg Abel, who praised the acquisition and is set to take the helm as CEO when Buffett steps down in January 2026. The Wall Street Journal and Financial Times broke the story earlier in the week, igniting speculation that the OxyChem buy could cap off Buffett’s storied run, while others note Abel’s hands-on style may usher in a strategic consolidation phase for the sprawling conglomerate.
Meanwhile, shareholder circles are abuzz that Buffett’s famed annual shareholder letters have likely seen their final edition, as Max Olson, known for chronicling Berkshire’s dispatches, confirms Buffett will not pen another upon stepping down. The end-of-era sentiment is palpable, as social media chatter celebrates Buffett’s six-decade leadership but speculates whether Abel will accelerate internal synergies or maintain Buffett’s signature light-touch management of acquired businesses. On the railroad front, Berkshire’s BNSF unit stirred the competitive landscape by sharply criticizing Union Pacific’s plans to merge with Norfolk Southern, labeling it anti-competitive and costly, and explicitly dismissing any current intent to bid for CSX despite some persistent Twitter rumors. In Q3, Berkshire’s stock gained 10.8 percent, trailing the S and P 500’s 14.8 percent—an underperformance that is drawing attention among financial influencers but is downplayed by Buffett loyalists, who point to the long game rather than short-term ticks. The overriding mood: The conglomerate famous for playing the long arc is at a visible crossroads, combining blockbuster deals and CEO succession, with the world watching for what the next chapter under Abel will look like.
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