Who Reports the Chlorine Now?

Occidental's annual report for 2024 used the phrase chlor-alkali four times and the word caustic six times.

The one it filed for 2025 uses neither. Not once.

No plant closed to make that true. The business changed owners: Berkshire Hathaway completed its purchase of OxyChem on 2 January 2026, and the chemicals segment left Occidental's filings as a discontinued operation on the way out.

"If one of the three largest US chlor-alkali producers stops reporting, what are you actually left reading?"

Berkshire filed its own second-quarter 10-Q on Monday. OxyChem got a paragraph.

What Two Numbers Buy You

Revenues of $1.4bn in the quarter and $2.6bn in the first six months. Pre-tax earnings of $149m in the quarter and $121m across the half, which is Berkshire telling you the first quarter lost about $28m without ever printing the figure (chart below).

And that is the whole 2026 record. No volumes, no operating rates, no product-line split, no capital number.

Berkshire does add that the earnings include incremental acquisition-accounting depreciation and transition costs, so even the margin is not comparable to what Occidental used to publish. The business description runs to one sentence: a global manufacturer of basic chemicals with applications in water treatment, pharmaceuticals, healthcare and construction.

Compare that to what the same assets used to generate. Occidental's chemical segment carried a business review each year, a capital line ($685m for OxyChem in 2024 alone), a plant-level project update, and quarterly commentary on where chlorine and caustic prices were going and why.

Set against a purchase that Berkshire booked at $10.7bn of preliminary asset value, of which roughly $7.0bn is property, plant and equipment, one paragraph is a thin file for seven billion dollars of reactors.