LyondellBasell Stock Surges Amid War Dynamics
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 3 days ago
0mins
Source: Fool
- Stock Surge: LyondellBasell's share price soared by 40.1% in March, significantly outperforming the S&P 500's 5.1% decline, indicating strong market performance amid volatility and reflecting investor optimism about future demand.
- Market Dynamics Impact: The war between the U.S. and Iran has disrupted oil flow through the Strait of Hormuz, improving LyondellBasell's demand outlook, with analysts predicting that 11% to 15% of global ethylene and polyethylene production is affected, creating potential market opportunities for the company.
- Rating Upgrades: KeyBanc upgraded LyondellBasell's rating from sector weight to overweight, setting a one-year price target of $73, reflecting analysts' confidence in the company's future profitability and further driving stock price increases.
- April Pullback: Despite strong performance in March, LyondellBasell's stock has fallen by 7.9% in April, partly due to investor optimism about a potential resolution to the Iran conflict and Bank of America's downgrade to underperform, indicating market concerns about the sustainability of the stock's rally.
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Analyst Views on LYB
Wall Street analysts forecast LYB stock price to fall
15 Analyst Rating
1 Buy
11 Hold
3 Sell
Hold
Current: 72.270
Low
36.00
Averages
47.29
High
57.00
Current: 72.270
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.
LyondellBasell Releases Proxy Materials for 2026 AGM
- AGM Announcement: LyondellBasell has scheduled its annual general meeting for May 22, 2026, at 8 a.m. Central European Summer Time, allowing shareholders to access proxy materials online, ensuring transparency and convenience.
- Proxy Material Access: The company has filed its 2025 annual report and 2026 proxy statement with the SEC, available on the investor website, and shareholders can request hard copies at no charge, reflecting the company's commitment to its investors.
- Environmental and Cost Savings: By opting for the SEC's Notice and Access rules, LyondellBasell aims to minimize environmental impact and reduce printing costs for proxy materials, showcasing its dedication to sustainability.
- Voting Rights Notification: Shareholders of record as of April 24, 2026, are entitled to vote, with voting instructions provided in the proxy materials and notice, ensuring shareholders can easily participate in corporate governance.
See More
Dow and Lyondell Shares Decline Following Oil Price Drop; Analyst Recommends Buying Opportunity.
- Stock Upgrades: Shares of commodity chemical makers Dow and LyondellBasell have been upgraded to a Buy rating.
- Market Performance: This upgrade follows a notably poor performance day for these companies.
See More
LyondellBasell Shares Drop Amid US-Iran Ceasefire
- Stock Decline: LyondellBasell's shares fell by 7.53% on Wednesday, closing at $74.22, primarily due to investors selling off positions following a ceasefire agreement between the US and Iran, indicating market concerns about the chemical industry's future outlook.
- Industry Impact: Chemical manufacturers like LyondellBasell had benefited from a month of missile strikes that disrupted supply and raised commodity prices, but the ceasefire's announcement quickly reversed this favorable situation, potentially leading to a decline in future earnings.
- Earnings Forecast: LyondellBasell is set to announce its first-quarter earnings on May 1 before market open, with a conference call to discuss results, as market expectations become cautiously optimistic amid volatility in feedstock and energy prices.
- Market Outlook: Despite challenges, tight inventories and seasonal demand in North America are expected to support polyethylene prices, while seasonal trends in Europe may improve demand, demonstrating the company's resilience in an uncertain environment.
See More
LyondellBasell Stock Surges Amid War Dynamics
- Stock Surge: LyondellBasell's share price soared by 40.1% in March, significantly outperforming the S&P 500's 5.1% decline, indicating strong market performance amid volatility and reflecting investor optimism about future demand.
- Market Dynamics Impact: The war between the U.S. and Iran has disrupted oil flow through the Strait of Hormuz, improving LyondellBasell's demand outlook, with analysts predicting that 11% to 15% of global ethylene and polyethylene production is affected, creating potential market opportunities for the company.
- Rating Upgrades: KeyBanc upgraded LyondellBasell's rating from sector weight to overweight, setting a one-year price target of $73, reflecting analysts' confidence in the company's future profitability and further driving stock price increases.
- April Pullback: Despite strong performance in March, LyondellBasell's stock has fallen by 7.9% in April, partly due to investor optimism about a potential resolution to the Iran conflict and Bank of America's downgrade to underperform, indicating market concerns about the sustainability of the stock's rally.
See More
LyondellBasell Stock Soars Amid Iran War Disruptions
- Stock Surge: LyondellBasell's share price surged 40.1% in March, significantly outperforming the S&P 500's 5.1% decline, indicating strong market confidence in its future profitability.
- Analyst Rating Upgrades: KeyBanc upgraded LyondellBasell's rating from sector weight to overweight, setting a one-year price target of $73, reflecting expectations that rising crude oil prices will boost chemical product prices.
- Supply Chain Impact: The Iran war has disrupted 11% to 15% of global ethylene and polyethylene production, positioning LyondellBasell to benefit as a U.S.-based supplier, enhancing its competitive edge in the market.
- Recent Pullback: Despite strong performance in March, LyondellBasell's stock has declined 7.9% in April, influenced by market expectations of a potential resolution to the war and analyst rating adjustments, highlighting volatility in market sentiment.
See More
U.S. Markets Finished Higher on Wednesday, with RPM International Leading the Gains
U.S. Stock Market Performance: Stock indexes in the U.S. saw significant increases on Wednesday, with the overall market rising by 2.85%.
Specific Index Gains: The S&P 500 index increased by 2.80%, while another key index rose by 2.51%.
See More
LyondellBasell Releases Proxy Materials for 2026 AGM
- AGM Announcement: LyondellBasell has scheduled its annual general meeting for May 22, 2026, at 8 a.m. Central European Summer Time, allowing shareholders to access proxy materials online, ensuring transparency and convenience.
- Proxy Material Access: The company has filed its 2025 annual report and 2026 proxy statement with the SEC, available on the investor website, and shareholders can request hard copies at no charge, reflecting the company's commitment to its investors.
- Environmental and Cost Savings: By opting for the SEC's Notice and Access rules, LyondellBasell aims to minimize environmental impact and reduce printing costs for proxy materials, showcasing its dedication to sustainability.
- Voting Rights Notification: Shareholders of record as of April 24, 2026, are entitled to vote, with voting instructions provided in the proxy materials and notice, ensuring shareholders can easily participate in corporate governance.
See More
Dow and Lyondell Shares Decline Following Oil Price Drop; Analyst Recommends Buying Opportunity.
- Stock Upgrades: Shares of commodity chemical makers Dow and LyondellBasell have been upgraded to a Buy rating.
- Market Performance: This upgrade follows a notably poor performance day for these companies.
See More
LyondellBasell Shares Drop Amid US-Iran Ceasefire
- Stock Decline: LyondellBasell's shares fell by 7.53% on Wednesday, closing at $74.22, primarily due to investors selling off positions following a ceasefire agreement between the US and Iran, indicating market concerns about the chemical industry's future outlook.
- Industry Impact: Chemical manufacturers like LyondellBasell had benefited from a month of missile strikes that disrupted supply and raised commodity prices, but the ceasefire's announcement quickly reversed this favorable situation, potentially leading to a decline in future earnings.
- Earnings Forecast: LyondellBasell is set to announce its first-quarter earnings on May 1 before market open, with a conference call to discuss results, as market expectations become cautiously optimistic amid volatility in feedstock and energy prices.
- Market Outlook: Despite challenges, tight inventories and seasonal demand in North America are expected to support polyethylene prices, while seasonal trends in Europe may improve demand, demonstrating the company's resilience in an uncertain environment.
See More
LyondellBasell Stock Surges Amid War Dynamics
- Stock Surge: LyondellBasell's share price soared by 40.1% in March, significantly outperforming the S&P 500's 5.1% decline, indicating strong market performance amid volatility and reflecting investor optimism about future demand.
- Market Dynamics Impact: The war between the U.S. and Iran has disrupted oil flow through the Strait of Hormuz, improving LyondellBasell's demand outlook, with analysts predicting that 11% to 15% of global ethylene and polyethylene production is affected, creating potential market opportunities for the company.
- Rating Upgrades: KeyBanc upgraded LyondellBasell's rating from sector weight to overweight, setting a one-year price target of $73, reflecting analysts' confidence in the company's future profitability and further driving stock price increases.
- April Pullback: Despite strong performance in March, LyondellBasell's stock has fallen by 7.9% in April, partly due to investor optimism about a potential resolution to the Iran conflict and Bank of America's downgrade to underperform, indicating market concerns about the sustainability of the stock's rally.
See More
LyondellBasell Stock Soars Amid Iran War Disruptions
- Stock Surge: LyondellBasell's share price surged 40.1% in March, significantly outperforming the S&P 500's 5.1% decline, indicating strong market confidence in its future profitability.
- Analyst Rating Upgrades: KeyBanc upgraded LyondellBasell's rating from sector weight to overweight, setting a one-year price target of $73, reflecting expectations that rising crude oil prices will boost chemical product prices.
- Supply Chain Impact: The Iran war has disrupted 11% to 15% of global ethylene and polyethylene production, positioning LyondellBasell to benefit as a U.S.-based supplier, enhancing its competitive edge in the market.
- Recent Pullback: Despite strong performance in March, LyondellBasell's stock has declined 7.9% in April, influenced by market expectations of a potential resolution to the war and analyst rating adjustments, highlighting volatility in market sentiment.
See More
U.S. Markets Finished Higher on Wednesday, with RPM International Leading the Gains
U.S. Stock Market Performance: Stock indexes in the U.S. saw significant increases on Wednesday, with the overall market rising by 2.85%.
Specific Index Gains: The S&P 500 index increased by 2.80%, while another key index rose by 2.51%.
See More
