LyondellBasell Moves To Sell European Assets As It Shifts Toward Circular, Renewable Growth
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Jun 05 2025
0mins
Should l Buy LYB?
Source: Benzinga
LyondellBasell's Asset Sale: LyondellBasell Industries has entered exclusive negotiations with AEQUITA for the sale of certain European olefins and polyolefins assets, including facilities in France, Germany, the UK, and Spain, with a transaction expected to close in the first half of 2026.
Financial Performance and Stock Update: The company's shares rose 0.18% premarket, following a quarterly dividend announcement and a first-quarter revenue report that exceeded estimates, although adjusted EPS fell short of expectations.
Trade with 70% Backtested Accuracy
Stop guessing "Should I Buy LYB?" and start using high-conviction signals backed by rigorous historical data.
Sign up today to access powerful investing tools and make smarter, data-driven decisions.
Analyst Views on LYB
Wall Street analysts forecast LYB stock price to fall
15 Analyst Rating
1 Buy
11 Hold
3 Sell
Hold
Current: 58.210
Low
36.00
Averages
47.29
High
57.00
Current: 58.210
Low
36.00
Averages
47.29
High
57.00
About LYB
LyondellBasell Industries N.V. is a global, independent chemical company creating solutions for everyday sustainable living. The Company's segments include Olefins and Polyolefins-Americas (O&P-Americas), Olefins and Polyolefins-Europe, Asia, International (O&P-EAI), Intermediates and Derivatives (I&D), Advanced Polymer Solutions (APS), and Technology. The O&P-Americas and O&P-EAI segments produces and markets olefins and co-products, polyethylene, and polypropylene. The I&D segment produces and markets propylene oxide (PO) and its derivatives, oxyfuels and related products, and intermediate chemicals, such as styrene monomer (SM), and acetyls. The APS segment produces and markets compounding and solutions, such as polypropylene compounds, engineered plastics, masterbatches, engineered composites, colors, and powders. The Technology segment develops and licenses chemical and polyolefin process technologies and manufactures and sells polyolefin catalysts.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
US Stock Market Rises on Economic Resilience
- Strong Economic Data: The February ADP employment report revealed an addition of 63,000 jobs, surpassing expectations of 50,000, indicating continued growth in the labor market and boosting investor confidence in economic recovery.
- Service Sector Expansion: The US ISM services index unexpectedly rose to 56.1 in February, significantly better than the anticipated 53.5, reflecting the fastest pace of expansion in 3.5 years and further supporting the stock market rally.
- Oil Price Volatility: Crude oil prices surged over 1% due to the closure of the Strait of Hormuz, despite reports suggesting Iran's willingness to discuss terms for ending the conflict, intensifying market concerns over energy supply.
- Market Performance: The S&P 500 index rose by 0.78%, the Dow Jones Industrial Average increased by 0.49%, and the Nasdaq 100 index climbed by 1.51%, reflecting optimistic expectations regarding economic resilience and corporate earnings.
See More
Midday Market Moves: Notable Stock Fluctuations
- CoreWeave Partnership: CoreWeave's stock surged 8% following a multiyear agreement with Perplexity, which will utilize CoreWeave's platform for next-generation inference workloads, enhancing its competitive edge in the cloud market.
- Broadcom Earnings Anticipation: Broadcom shares rose 2% as investors await its fiscal first-quarter earnings report, with analysts projecting earnings of $2.03 per share and revenue of $19.18 billion, indicating strong market confidence in its performance.
- Dow Inc Upgrade Impact: Dow Inc's stock increased by 4% after KeyBanc upgraded its rating from sector weight to overweight, citing that rising oil prices will benefit U.S. ethylene producers, reflecting optimistic market expectations for its profitability.
- Moderna Lawsuit Settlement: Moderna's shares climbed 12% after the company agreed to pay up to $2.25 billion to settle a lawsuit with Arbutus Biopharma and Genevant Sciences over a Covid vaccine patent, demonstrating proactive legal risk management.
See More
Iran Conflict Boosts U.S. Petrochemical Producers
- Supply Tightening Impact: The conflict with Iran could reduce global polyethylene supply by 5% to 10%, leading to price increases of about $0.10 per pound in the coming months, and potentially exceeding $0.15 per pound in tighter scenarios, thereby enhancing margins for U.S. petrochemical producers.
- Rating Upgrades: KeyBanc upgraded Dow (DOW) and LyondellBasell (LYB) to Overweight, with 2026 EBITDA estimates raised to $4.09 billion and $3.78 billion respectively, reflecting their strong positioning in the ethylene and polyethylene markets.
- Rising Energy Costs: Recent sharp increases in crude oil prices are driving up the global ethylene cost curve, benefiting U.S. producers reliant on natural gas feedstocks, while shipping costs are also rising due to war-related insurance premiums and supply chain disruptions, further tightening petrochemical supply.
- Stable Demand Outlook: Despite rising prices, KeyBanc does not anticipate a sharp decline in petrochemical demand, as many applications, such as packaging, are considered essential and relatively insensitive to price increases, with market dynamics driven more by supply constraints than demand growth.
See More
LyondellBasell Stock Rises 1.9% Following KeyBanc Upgrade to Overweight from Sector Weight
LyondellBasell's Share Performance: LyondellBasell's shares have decreased by 1.9% following recent key bank raises that have influenced sector weightings.
Impact of Key Bank Raises: The adjustments made by key banks have led to an overall shift in the sector's weight, affecting LyondellBasell's stock performance.
See More
High-Yield Stock Investment Risks and Opportunities
- LyondellBasell Dividend Cut: Chemicals giant LyondellBasell halved its dividend, dropping its yield from 12.6%, the highest in the S&P 500, highlighting the increased risks associated with high-yield stocks and potentially shaking investor confidence.
- Conagra Brands Outlook: Conagra Brands now offers a 7.4% dividend yield, with an expected payout ratio of around 80%, which, while above its target range, is supported by stable cash flows and a recovering market demand, indicating potential sales growth ahead.
- Delek Logistics Stability: Delek Logistics Partners boasts an 8.9% distribution yield and has maintained a streak of 52 consecutive quarters of distribution growth, reflecting stable cash flows and ongoing operational expansions that enhance future growth prospects.
- Starwood Property Trust Diversification: Starwood Property Trust offers a 10.7% dividend yield, with its recent acquisition of over 450 properties securing a stable income stream, and its decade-long history of maintaining dividends underscores its financial resilience and diversified business model.
See More
Conagra Becomes S&P 500's Highest Dividend Yield Company
- Dividend Yield Leader: Conagra Brands currently boasts a 7.4% dividend yield, surpassing LyondellBasell's previous 12.6% yield, which it lost after cutting its dividend, indicating Conagra's relative stability in maintaining high dividends.
- Improved Financial Health: Conagra expects its dividend payout ratio to reach 80% this year, which, while above its 50%-55% target range, reflects a stronger financial foundation compared to LyondellBasell's prior excessive payouts.
- Stable Cash Flow: Delek Logistics Partners offers an 8.9% distribution yield and has extended its distribution growth streak to 52 consecutive quarters, demonstrating strong performance backed by stable cash flows and long-term contracts, providing funding for future expansion.
- Diversified Investment Strategy: Starwood Property Trust further diversified its portfolio by acquiring Fundamental Income Properties for $2.2 billion, ensuring a 10.7% dividend yield and maintaining its dividend for over a decade, showcasing stable income streams and investor confidence.
See More
US Stock Market Rises on Economic Resilience
- Strong Economic Data: The February ADP employment report revealed an addition of 63,000 jobs, surpassing expectations of 50,000, indicating continued growth in the labor market and boosting investor confidence in economic recovery.
- Service Sector Expansion: The US ISM services index unexpectedly rose to 56.1 in February, significantly better than the anticipated 53.5, reflecting the fastest pace of expansion in 3.5 years and further supporting the stock market rally.
- Oil Price Volatility: Crude oil prices surged over 1% due to the closure of the Strait of Hormuz, despite reports suggesting Iran's willingness to discuss terms for ending the conflict, intensifying market concerns over energy supply.
- Market Performance: The S&P 500 index rose by 0.78%, the Dow Jones Industrial Average increased by 0.49%, and the Nasdaq 100 index climbed by 1.51%, reflecting optimistic expectations regarding economic resilience and corporate earnings.
See More
Midday Market Moves: Notable Stock Fluctuations
- CoreWeave Partnership: CoreWeave's stock surged 8% following a multiyear agreement with Perplexity, which will utilize CoreWeave's platform for next-generation inference workloads, enhancing its competitive edge in the cloud market.
- Broadcom Earnings Anticipation: Broadcom shares rose 2% as investors await its fiscal first-quarter earnings report, with analysts projecting earnings of $2.03 per share and revenue of $19.18 billion, indicating strong market confidence in its performance.
- Dow Inc Upgrade Impact: Dow Inc's stock increased by 4% after KeyBanc upgraded its rating from sector weight to overweight, citing that rising oil prices will benefit U.S. ethylene producers, reflecting optimistic market expectations for its profitability.
- Moderna Lawsuit Settlement: Moderna's shares climbed 12% after the company agreed to pay up to $2.25 billion to settle a lawsuit with Arbutus Biopharma and Genevant Sciences over a Covid vaccine patent, demonstrating proactive legal risk management.
See More
Iran Conflict Boosts U.S. Petrochemical Producers
- Supply Tightening Impact: The conflict with Iran could reduce global polyethylene supply by 5% to 10%, leading to price increases of about $0.10 per pound in the coming months, and potentially exceeding $0.15 per pound in tighter scenarios, thereby enhancing margins for U.S. petrochemical producers.
- Rating Upgrades: KeyBanc upgraded Dow (DOW) and LyondellBasell (LYB) to Overweight, with 2026 EBITDA estimates raised to $4.09 billion and $3.78 billion respectively, reflecting their strong positioning in the ethylene and polyethylene markets.
- Rising Energy Costs: Recent sharp increases in crude oil prices are driving up the global ethylene cost curve, benefiting U.S. producers reliant on natural gas feedstocks, while shipping costs are also rising due to war-related insurance premiums and supply chain disruptions, further tightening petrochemical supply.
- Stable Demand Outlook: Despite rising prices, KeyBanc does not anticipate a sharp decline in petrochemical demand, as many applications, such as packaging, are considered essential and relatively insensitive to price increases, with market dynamics driven more by supply constraints than demand growth.
See More
LyondellBasell Stock Rises 1.9% Following KeyBanc Upgrade to Overweight from Sector Weight
LyondellBasell's Share Performance: LyondellBasell's shares have decreased by 1.9% following recent key bank raises that have influenced sector weightings.
Impact of Key Bank Raises: The adjustments made by key banks have led to an overall shift in the sector's weight, affecting LyondellBasell's stock performance.
See More
High-Yield Stock Investment Risks and Opportunities
- LyondellBasell Dividend Cut: Chemicals giant LyondellBasell halved its dividend, dropping its yield from 12.6%, the highest in the S&P 500, highlighting the increased risks associated with high-yield stocks and potentially shaking investor confidence.
- Conagra Brands Outlook: Conagra Brands now offers a 7.4% dividend yield, with an expected payout ratio of around 80%, which, while above its target range, is supported by stable cash flows and a recovering market demand, indicating potential sales growth ahead.
- Delek Logistics Stability: Delek Logistics Partners boasts an 8.9% distribution yield and has maintained a streak of 52 consecutive quarters of distribution growth, reflecting stable cash flows and ongoing operational expansions that enhance future growth prospects.
- Starwood Property Trust Diversification: Starwood Property Trust offers a 10.7% dividend yield, with its recent acquisition of over 450 properties securing a stable income stream, and its decade-long history of maintaining dividends underscores its financial resilience and diversified business model.
See More
Conagra Becomes S&P 500's Highest Dividend Yield Company
- Dividend Yield Leader: Conagra Brands currently boasts a 7.4% dividend yield, surpassing LyondellBasell's previous 12.6% yield, which it lost after cutting its dividend, indicating Conagra's relative stability in maintaining high dividends.
- Improved Financial Health: Conagra expects its dividend payout ratio to reach 80% this year, which, while above its 50%-55% target range, reflects a stronger financial foundation compared to LyondellBasell's prior excessive payouts.
- Stable Cash Flow: Delek Logistics Partners offers an 8.9% distribution yield and has extended its distribution growth streak to 52 consecutive quarters, demonstrating strong performance backed by stable cash flows and long-term contracts, providing funding for future expansion.
- Diversified Investment Strategy: Starwood Property Trust further diversified its portfolio by acquiring Fundamental Income Properties for $2.2 billion, ensuring a 10.7% dividend yield and maintaining its dividend for over a decade, showcasing stable income streams and investor confidence.
See More
