LyondellBasell Industries NV (LYB)

Over the past six months, LyondellBasell's stock price has underperformed the S&P500 Index. As of July 17, 2025, the share price was $63.30, representing a decline over the past year. In the first quarter of 2025, LyondellBasell reported a profit of $177 million, or $0.54 per share, which was a significant decrease from the first quarter of 2024. Net sales for Q1 2025 were $7,677 million, surpassing estimates, despite a decrease from the prior-year quarter. In March 2025, LyondellBasell announced plans to permanently close the Propylene Oxide Styrene Monomer production unit at its Maasvlakte site in the Netherlands, incurring shutdown costs. In May 2025, the company announced an increase to its quarterly dividend.

LyondellBasell's product demand exhibits seasonality. The company anticipates seasonal demand improvements across most businesses in the second quarter of 2025. Specifically, oxyfuels margins are expected to strengthen during the summer driving season. In contrast, the fourth quarter of 2024 experienced seasonally slower demand, which impacted margins across most businesses. Despite these seasonal fluctuations, global demand for packaging is predicted to remain robust due to essential consumer needs. The company aligns its production rates with demand forecasts.

LyondellBasell Industries NV is a global chemical company that manufactures and sells plastics, petrochemicals, and refined products. The company operates within the Chemicals sector, specifically in the Specialty Chemicals and Major Chemicals industries. It is a leading producer of polymers and refines crude oil into products such as gasoline, diesel, and jet fuel. Its major products include polyethylene (PE), polypropylene (PP), propylene oxide (PO), ethylene, propylene, oxyfuels, and various intermediates and derivatives. LyondellBasell also develops and licenses chemical and polyolefin process technologies and manufactures polyolefin catalysts. The company's products are essential for numerous sectors, including packaging, automotive components, electronics, construction, medical supplies, food packaging, home furnishings, and textiles.

LyondellBasell has a significant global presence, operating in over 100 countries with a robust manufacturing footprint across 14 countries and 55 manufacturing sites in 11 countries as of 2023. Its operations are diversified across North America, Europe, and Asia, ensuring a broad geographic reach. Specific regions and countries where LyondellBasell has a notable presence include the United States, Germany, Mexico, Italy, France, the Netherlands, China, India, Hong Kong, Argentina, Brazil, and the UAE. Well over half of LyondellBasell's production capacity is located in North America, particularly for ethylene and polyethylene.

In the past year, LyondellBasell has demonstrated a commitment to sustainability, evidenced by its improved CDP climate score. No significant negative events impacting LyondellBasell's brand reputation in the past year were found in the provided search results.

LyondellBasell Industries NV is primarily owned by institutional shareholders. Insiders hold a significant portion, while retail investors hold a very small percentage. Major institutional owners include Vanguard Group Inc, BlackRock, Inc., Dodge & Cox, and State Street Corp. Ai International Chemicals LLC is the largest individual shareholder.