LyondellBasell Industries NVDeal shows demand for recycled polymers, but near-term narrative unchanged; company focused on margin recovery and cash preservation.
Mondelez International has introduced a new flexible packaging solution for its Marabou chocolate bars that uses LyondellBasell's CirculenRevive polymers, achieving 75% recycled content through an ISCC PLUS-certified mass balance process. The packaging was developed with partners Amcor and Taghleef Industries, and the deal highlights real-world demand for LyondellBasell's circular plastics as European recycling rules tighten. However, the collaboration alone does not materially shift LyondellBasell's near-term investment narrative, which remains focused on margin and cash flow recovery amid a cyclical, oversupplied petrochemical market. The company cut its dividend to $0.69 per share in February 2026 and has not repurchased shares this year, reflecting a cash-preservation stance after a $745 million loss in 2025.
LyondellBasell Industries NVDeal shows demand for recycled polymers, but near-term narrative unchanged; company focused on margin recovery and cash preservation.
Amcor PLC
Mondelez International IncAdopts recycled packaging ahead of tightening European recycling rules, enhancing compliance and sustainability image.