LyondellBasell Industries drew fresh attention after a report linked it to early stage bids for Shell's U.S. chemicals business, an asset that could be valued around US$8 billion. The company's share price now stands at US$65.20, with a year-to-date return of 46.88% and a one-year total shareholder return of 21.49%, though three-year and five-year total shareholder returns are lower. The most followed narrative for LyondellBasell puts fair value at US$69.53, slightly above the last close, citing strategic investments in circular and advanced recycling that could support higher net margins and long-term revenue growth. However, the story could change quickly if a prolonged petrochemical downturn or delays to projects like MoReTec-2 and Flex-2 impact earnings expectations.
LyondellBasell Industries NVReport of early-stage bid for Shell's chemicals business could be value-accretive but is unconfirmed and carries execution risk.
Shell plcPotential sale of U.S. chemicals business valued around $8B, but early-stage and uncertain.
