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LyondellBasell Industries
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LyondellBasell Industries Community
NYSE:LYB Community
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LyondellBasell Industries
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LyondellBasell Industries
AN
AnalystConsensusTarget
Based on Analyst Price Targets
Circular Recycling And Renewable Feedstock Investments Will Redefine Global Chemicals
Key Takeaways Strategic focus on recycling, sustainable plastics, and portfolio shifts toward low-cost regions positions the company for improved margins, resilient earnings, and revenue growth. Leadership in proprietary recycling technology and industry partnerships strengthens product differentiation, pricing power, and long-term returns amid rising sustainability demands.
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US$59.61
FV
17.8% undervalued
intrinsic discount
-9.19%
Revenue growth p.a.
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narrative
LyondellBasell Industries
AN
AnalystHighTarget
Community Contributor
Urbanization And Advanced Recycling Will Drive Material Demand
Key Takeaways Aggressive cost cuts, portfolio streamlining, and advanced recycling initiatives position the company for rapid margin expansion and accelerated free cash flow growth. Secular demand trends and structural feedstock advantages drive sustained volume gains, premium pricing, and above-trend revenue growth across global and emerging markets.
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US$86.92
FV
43.7% undervalued
intrinsic discount
-5.07%
Revenue growth p.a.
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15 days ago
author updated this narrative
LyondellBasell Industries
AN
AnalystLowTarget
Community Contributor
Stricter Sustainability Standards Will Cripple Legacy Petrochemical Margins
Key Takeaways Shifting regulations, consumer preferences, and alternative materials threaten long-term demand and pricing power for traditional chemical and plastic products. High legacy costs and oversupply challenges limit flexibility and margin expansion, raising the risk of persistent earnings instability.
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US$44
FV
11.3% overvalued
intrinsic discount
-12.71%
Revenue growth p.a.
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15 days ago
author updated this narrative